Client Resources

 



Mr. James Richardson, owner, Chief Executive Officer, Certified Public Accountant and served his country in the U.S. Marine Corps during the Vietnam War. Upon completion of his duty, Jim finished his college degree at the University of Portland, graduating with high honors. He went to work with a large international accounting firm in Portland, Oregon. As an in-house staff accountant, he was supervising audits with less than two years' work experience. Jim was also selected to be part of a elite group of accountants (auditing specialists) to receive an in-depth tax course.

Jim left this firm to join a publicly held audit client that was having significant financial difficulties at that time. By instituting changes in procedures used to take physical inventories, and implementing control over cash, the company became liquid and profitable to the end that it was purchased by a larger competitor.

Jim then joined an international company and took it through tax audits at the federal, state, and Canadian level; Jim's expertise resulted in substantial tax refunds to this company, as well as assuring future tax benefits. The company, then in the process of implementing a conversion from a manual accounting system to a computerized accounting system, necessitated development of software that gave it to quote customers and maintain inventory control to ensure profitability. This was directed by Jim for a successful implementation.

In 1980, Jim founded his own accounting firm; it continues to grow by handling both individual and business clients. He has several business proven associates with specific industry and professional business knowledge that handle and assist him in meeting his clients needs.

Debra Hobbs: has been an accountant for over 20 years. She previously worked for Jan Strecker Tax Service and became an employee of James H. Richardson, CPA, PC when Jim purchased the busisness and the building in 2005. In her free time she likes to cook, read, travel and can sometimes get some sewing in.

Tammy Petersen: Tammy joined the firm in November of 2006 as Office Manager. She previously worked in the construction and legal fields. She has two daughters, two sons and a grandson. In her spare time she scores baseball and helps her husband with coaching a Little League team that their youngest son is on. She also likes to knit, sew, camp, white water raft, shop, travel and spoil her Grandson and send him home to his mom.

Lily Chan: Lily joined the firm as an Intern in December of 2006 and we kept her on. She graduated from Portland State University in the Summer 2007 with a Bachelors Degree in Accounting. She is tri-lingual in Cantonese, Mandarain and English. She is actively involved with doing bookkeeping work for a non-profit using Quickbooks accounting software. Lily does a variety of tasks at the firm, which includes preparation of corporation and partnership tax returns, indivudal tax returns, trust and estate tax returns. In her spare time, she likes to play video games with her three brothers. She enjoys shopping, hiking and traveling.

Stacey Gan: Information Pending

Ryan Johnson: Ryan joined the firm in December 2008. He graduated from Evergreen High School and went on to attend Mt. Hood Community College and Concordia University where he earned two Associates Degrees and a Bachelors of Arts Degree in Business Administration with a Concentration in Accounting. He was a member of the basketball team at both Mt. Hood and Concordia. He spends the majority of his free time working out and being involved in sports and is currently working towards his CPA certificate.

Olimpia Trusty: Olimpia joined the firm in February 2009. She graduated from Portland State University with Master's Degree in Finance. In her spare time she likes to jog, take hikes and volunteer at her son's school. She is bi-lingual in English and Polish.

 

The firm has employed the use of various specialists over the last twenty years on an as needed basis.

 

Member of American Institute of Certified Public Accountants - Member of Oregon Society of Certified Public Accountants

 

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