The financial experts at HB Morris Financial Services collectively offer more than 60 years of financial services experience.
Helen Beth Morris, Enrolled Agent (E.A.)
Helen Beth – “HB” – has prepared income taxes for more than 15 years, including more than 12 years in CPA offices during tax season. In 1999, she passed the EA exam, administered by the U.S. Treasury. She had to pass a four-part exam covering all aspects of taxation to obtain her EA license.
She completes annual continuing education requirements and must remain in good standing with the IRS to maintain her license. Her EA license enables her to practice in front of the IRS, which includes preparing and filing documents, communicating with the IRS and representing taxpayers in IRS matters.
In 2004, she passed the Oregon State Board of Tax Practitioners License Tax Consultant (LTC) exam—the highest rank Oregon awards to tax preparers. This license must be renewed annually, and requires ongoing education and to remain in good standing.
Before she worked in tax preparation, she was a Small Business Administration (SBA) loan officer, and earned a master’s degree in business administration (MBA) with an emphasis in finance from Santa Clara University in California.
Harold Tellock, CPA
Harold has been in the accounting profession since November 1977. He received his CPA certificate in December 1978 while working for an accounting firm in Abilene, Texas. He then returned to Vancouver, WA in July 1979, and in May 1980 opened his accounting in Battle Ground, WA. He specializes in helping clients establish small businesses, and providing bookkeeping and payroll services. Harold grew his business by developing strong professional relationships and offering great customer service. In his spare time, Harold loves to golf and bowl.
Wayne Vail, CPA
Wayne has been with the firm for several years. He has worked in the profession of accounting for more years than he would like to admit. Wayne earned his certification as a public accountant in California and has maintained that license as his source of reciprocity as he moved within public practices or position in the Seventh-day Adventist organization, from which he is retired.