Jonathan G. Howell, CPA

Who's Looking After Your Money?

Accountant in Lake Oswego, OR (show on map)

5.0

★★★★★

1 reviews

Certified public accounting firm in Eugene and Sweet Home, OR, offering accounting, tax, consulting, and financial planning services.

Call (503) 387-5235

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About

Houck Evarts & Company LLC is a family-owned and operated certified public accounting firm headquartered in Eugene, Oregon, with an additional office in Sweet Home, Oregon. The firm provides a comprehensive range of financial services including general ledger and financial statement preparation, bookkeeping (monthly, quarterly, and annual), accounting system setup, computerized payroll, business and personal tax return preparation, audits, reviews, compilations, forensic accounting, financial forecasts and projections, business consulting, financial planning, retirement planning, estate and trust tax preparation, payroll services, QuickBooks setup and support, business valuations, and litigation support.

The firm is committed to close, personal attention and has invested in professional continuing education and state-of-the-art technology.

Family-owned and operated business

Personal, close attention to client relationships

Two office locations (Eugene and Sweet Home) serving local community

CPA and PFS credentials held by key staff

Free initial consultations

Comprehensive range of services from accounting to financial planning

Experience with Chinese-speaking clients (Zoe Zhou)

Services

Accounting Services

General ledger preparation, financial statements, bookkeeping, accounting system setup, computerized payroll, and forensic accounting.

General ledger and financial statement preparation Bookkeeping (monthly, quarterly, annual) Accounting system setup for new businesses Computerized payroll services Forensic accounting

Tax Services

Tax planning and preparation for individuals, corporations, LLCs, and partnerships, plus IRS and multi-state representation.

Tax planning and preparation IRS, multi-state and local tax representation Estate and trust tax preparation Payroll tax returns

Consulting Services

Business consulting and financial planning to improve profitability and support strategic decisions.

Business consulting Financial planning Retirement planning QuickBooks setup and support

Other Services

Financial tools, retirement planning, QuickBooks assistance, and additional specialized services.

Financial tools Retirement planning QuickBooks ProAdvisor services Business valuations Litigation support

Credentials & Certifications

Certified Public Accountant (CPA)

Personal Financial Specialist (PFS)

Investment Advisor Representative (Oregon)

Juris Doctor (J.D.)

Master of Laws in Taxation (LL.M.)

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What accounting services does Houck Evarts & Company LLC offer? +

The firm offers general ledger and financial statement preparation, bookkeeping (monthly, quarterly, annual), accounting system setup, computerized payroll, business tax return preparation, personal financial statements, litigation support, audits, reviews, compilations, forensic accounting, and financial forecasts and projections.

Where are the office locations of Houck Evarts & Company LLC? +

The firm has offices in Eugene, OR (450 Country Club Road, Suite #130, Eugene, OR 97401) and Sweet Home, Oregon.

Does the firm provide tax planning services? +

Yes, the firm provides tax planning and preparation for individuals, corporations, LLCs, and multi-tiered partnerships, as well as IRS, multi-state, and local tax representation.

What consulting services are available? +

Consulting services include accounting software selection and implementation, entity type selection, business valuations, buying and selling a business, computer systems advice, financial and retirement decisions, estate/trust/gift planning, and financial planning.

Does the firm offer QuickBooks services? +

Yes, the firm provides QuickBooks setup, support, and training through QuickBooks ProAdvisors, supporting past and current versions of the software.

Who are the key people at Houck Evarts & Company LLC? +

Key team members include Alan P. Houck (Founder, CEO), Greg Beisner (Partner, Sweet Home Office Manager), Zoe Zhou (Partner), and Kirk M. Reynolds (Managing Partner).

Does the firm offer financial planning services? +

Yes, the firm provides financial planning services to help clients assess financial needs and develop strategies to achieve goals and strengthen financial security.

What credentials does Alan Houck hold? +

Alan Houck holds CPA and PFS credentials issued by the AICPA, and is licensed in Oregon as an Investment Advisor Representative.