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Becky was made for this career: She loves working both with numbers and with people. She has worked in the financial planning and tax industry for two decades. She is currently Treasurer of the Financial Planning Association of Oregon & SW Washington. Becky joined JBA in 2010.
As a CFP and an Enrolled Agent, Becky enjoys helping her clients navigate today’s ever-evolving financial landscape. She thrives when working face-to-face with clients, and actually relishes in the task of keeping up with the ever-changing tax code.
Becky grew up in California and Wyoming before moving to Oregon during college. A true West Coast native, she loves camping, hiking and traveling with her family. She is married with two sons.
Our team of professionals has earned some of the most recognizable credentials in the industry. We stay abreast of trends, laws, and developments with ongoing continuing education. ITS is committed to life-long learning and the continual enhancements of our skills in order to better serve you, our valued clients.
The Certified Public Accountant, (CPA) credential is a license issued by one of the 55 states or territories of the U.S. that authorizes the holder to practice as a CPA in that jurisdiction. Licensing of CPAs helps to protect the public interest because only those individuals who have met prescribed requirements are permitted to identify themselves to the public as CPAs. In order to become a CPA a candidate must have the following:
An Enrolled Agent (EA) is a federally-licensed tax professional who specializes in taxation and has unlimited rights to represent taxpayers before the Internal Revenue Service. Enrolled Agents have demonstrated technical expertise in taxation and IRS practices & procedures. To earn the Enrolled Agent designation, candidates must pass a comprehensive examination covering Federal taxation and IRS representation, practices & procedures or through experience as an IRS employee. They must also pass a tax compliance check to ensure they have filed all necessary tax returns and paid all tax liabilities.
