Eugene, Oregon Office

Alan P. Houck, CPA, PFS

Alan P. Houck, CPA, PFS

Managing Partner
Phone 541-485-7254 ext. 103
Email ahouck@hecocpa.com

Mr. Houck, the founding Member of the Firm, graduated from Seattle Pacific University with a Bachelors Degree in Mathematics. He completed both a Masters Degree in Mathematics and a Bachelor of Business Administration in Accounting Degree from The Cleveland State University.

In 1972, after teaching mathematics and computer programming in the Cleveland Public Schools, he began his career in Public Accounting at a regional CPA Firm based in Cleveland, Ohio.

In 1974 he and his wife settled in Eugene Oregon, and he has practiced in Eugene, Beaverton and Lake Oswego serving clients both inside and outside of Oregon.

Mr. Houck holds two credentials issued by the American Institute of Certified Public Accountants; as a Certified Public Accountant (CPA) and as a Personal Financial Specialist (PFS) and member of the Personal Financial Planning Division. He also is licensed in the State of Oregon as an Investment Advisor Representative.

Mr. Houck is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants.

Mr. Houck has served in the Eugene/Springfield community as a former member of Kiwanis, as a Board Member of the Eugene Christian School (1975-1989), as the Treasurer of the Emerald Executive Association (1976-2002), as an officer & director in the Firland Heights I Homeowners Association (1982-2016), and is actively involved in his local church.

Barbara M. Evarts, CPA

Barbara M. Evarts, CPA

Partner
Phone 541-485-7254 ext. 116
Email bevarts@hecocpa.com

Ms. Evarts graduated Summa Cum Laude from the University of Oregon with a Bachelor of Business Administration in Accounting, in the Fall of 1988.

In 1989, she began her career in Public Accounting at the Eugene office of a large regional CPA Firm, based in Seattle, WA as a member of their tax department. With this special tax training and expertise she has been serving clients in the Eugene area since that time.

Ms. Evarts is a member of the American Institute of Certified Public Accountants, including the Tax Divison and the Oregon Society of Certified Public Accountants.

Barbara serves the community through her local church and the Eagan Warming Center as well as a participant in the Women's Business Leaders division of the Eugene Chamber of Commerce, as well as being active in the Eugene Tax Association and the Eugene Estate Planning Council.

Greg Beisner, CPA, PFS

Greg Beisner, CPA, PFS

Partner
Phone 541-485-7254 ext. 117
Email gbeisner@hecocpa.com

Mr. Beisner joined the Firm as a partner on July 1, 2015. For 22 years, prior to his joining the Firm, he operated a Certified Public Accounting Firm dba Cornerstone Financial in the State of Oregon, with offices in Eugene and Sweet Home. His goal was "to help business owners enjoy the fruits of their labor and help create more free time to enjoy life". He continues to pursue this goal by helping business owners navigate the complicated tax code and assist them with advice to help them operate more efficiently.

Mr. Beisner received a Bachelor of Business Administration Degree in Accounting from National University in California and a Master's Degree in Taxation from Portland State University.

Mr. Beisner holds two credentials issued by the American Institute of Certified Public Accountants; as a Certified Public Accountant (CPA) and as a Personal Financial Specialist (PFS) and member of the Personal Financial Planning Division.

Mr. Beisner is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants. He also is a member of the Professional Association of Small Business Accountants.

Greg and his wife emphatically LOVE Eugene and the great State of Oregon. If they are not riding the back roads on a motorcycle, they are enjoying a concert in Washburne Park or enjoying the Nordic Film Series at the University of Oregon. They actively encourage everyone to "take a chance" and try something new in our community.

Mr. Beisner also serves as the manager of the Sweet Home Office.

Zoe Zhou, CPA

Zoe Zhou, CPA

Partner
Phone 541-485-7254 ext. 106
Email zzhou@hecocpa.com

Zoe was born and raised in China, and came to the United States to attend the University of Texas at Austin, where she earned a Master of Professional Accounting degree. She began her career in Texas and in 2008 moved with her family to Eugene Oregon, joining the local CPA Firm, Kernutt Stokes, LLP. In 2017, she joined the professional staff of Houck Evarts & Company LLC, where she specializes in tax services to local, national and international clients. Her unique abilities allow her to assist the Chinese-speaking community who do business in this community with specialized services with no language barrier.

Zoe was promoted to a Partner in the Firm on June 1, 2019.

Zoe is actively involved in the local Asian community and serves on the Board of the Eugene-Springfield Asian Council as well as the Asian American Foundation in Oregon.

Zoe is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants.

Zoe, her husband Fang, and her two children enjoy the outdoors that the Eugene-Springfield area offers and take opportunity to spend time together in this region as often as possible.

Steven P. Rooke, CFE, CPA

Steven P. Rooke, CFE, CPA

Tax Manager, QuickBooks ProAdvisor
Phone 541-485-7254 ext. 102
Email srooke@hecocpa.com

Mr. Rooke has over 25 years of experience in the accounting field in both the private and public sector. After serving in various private sector positions as the inside accountant, Mr. Rooke became a Certified Public Accountant in 1998, when he embarked upon a path in Public Accounting.

His Public Accounting Experience includes individual tax, business tax, selective auditing and financial services for clients.

He earned the designation Certified Fraud Examiner from the Association of Certified Fraud Examiners in 2005.

Mr. Rooke also has the distinction of being a Certified QuickBooks ProAdvisor. This distinction sets him apart as a professional who can be of significant benefit and assistance to our clients who have chosen to use the QuickBooks Accounting Software to maintain their accounting records.

Mr. Rooke is a member of the American Institute of Certified Public Accountants, the Oregon Society of Certified Public Accountants and the Association of Certified Fraud Examiners.

Kirk M. Reynolds, J.D., LL.M., CPA

Kirk M. Reynolds, J.D., LL.M., CPA

Tax Senior
541-485-7254 ext. 115
Email kreynolds@hecocpa.com

Mr. Reynolds started his professional career in the Legal Profession, after obtaining his Bachelor of Arts Degree (Cum Laude) from the University of Southern California, his Juris Doctor (Magna Cum Laude) from the Willian S. Boyd School of Law at the University of Nevada in Las Vegas and his LL.M. in Taxation from the University of Washington.

During his tenure as an aspiring attorney, Mr. Reynolds served as a Teaching Assistant and Research Assistant at the William S. Boyd School of Law at UNLV, as well as serving in the Federal Public Defender's Office, Habeas Corpus Division, in Las Vegas, Nevada.

Upon completion of his studies and becoming a member of the Bar, Mr. Reynolds worked in Law Firms in Nevada and Oregon, ultimately settling in Eugene, where he and his wife set down roots and began the raising of their family.

During Mr. Reynolds time practicing law, he discovered that much of his interest in tax law focused on the accounting aspects of the law and determined to pursue a career in the Accounting Profession. To that end, he completed the required coursework and in June 2015 was awarded a Certificate in Accounting via the University of California Berkeley Extension Program.

In January 2016, Mr. Reynolds joined the Professional Staff, obtaining his CPA cerfificate in 2017.

Mr. Reynolds is a published author of several articles dealing with various areas of Oregon law and is a member of the Oregon State Bar, the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants

Rob Herbison

Rob Herbison

Tax Associate
Phone 541-485-7254 ext. 108
Email rherbison@hecocpa.com

Mr. Herbison joined the Firm in 2016 as a Certified Public Accountant candidate, when he embarked upon a path in Public Accounting

He is a graduate of Eastern Oregon University with a Bachelor's of Science in Business Administration with a focus in Accounting. For 5 years before joining the firm, he worked in the financial services industry with New York Life Insurance and Annuity Co., working with clients to develop and implement sound financial strategies specializing in retirement income distribution. Prior to that, he served as a project manager for a Eugene-based construction company.

His career goal is to become a Certified Public Accountant/Financial Planner aligning his education and in-depth experience in financial services to provide a comprehensive and valuable service to clients.

Mr. Herbison is a native Oregonian and permanent resident of the greater Eugene area, where he, his wife and children reside. His favorite activities are making breakfast for his family on the weekends and going to Oregon Football games with his father. His hobbies include being a Varsity level official for Lane County Basketball Officials Association and a team penning and gaming judge for Oregon High School Equestrian Teams.

https://www.linkedin.com/in/robert-herbison-5aaa4339

Mark A. Houck

Mark A. Houck

Firm Administrator
Phone 541-485-7254 ext. 105
Email mhouck@hecocpa.com

Mark, a native of Eugene, Oregon, serves as the Firm Administrator, using his Bachelor of Business Administration Degree from Seattle Pacific University, which includes a concentration on Information Systems.

Houck Evarts & Company Secure Data Transmission Portal

Phone 541-485-7254 ext. 105
Email portaladmin@hecocpa.com

To establish a link to the Houck Evarts & Company LLC secure data transmission portal, just send us an email and we will supply you with further instructions.

Lake Oswego, Oregon Office

Jonathan G. Howell, CPA

Jonathan G. Howell, CPA

Partner
Phone 503-387-5235 ext. 141
Email jhowell@hecocpa.com

Mr. Howell was raised in Portland, Oregon and graduated from Willamette University with a Bachelor's Degree with a triple major in the German Language, International Studies and Political Science. During this time he completed a year as an exchange student, studying Economics and German at Ludwig Maximilian's University, in Munich, Germany. He later earned a Post-Baccalaureate Certificate in Accounting and a Master's Degree in Taxation from Portland State University.

Mr. Howell has extensive experience providing service to franchise restaurants, professional service companies, medical companies, mortgage companies, and serves as the partner-in-charge of the Firm's Audit and Accounting Practice, which includes audits of privately held businesses, Employee Benefits Plans, and Nonprofit organizations.

In 2011, Mr. Howell joined Houck Evarts & Company LLC as a partner and is a Certified Public Accountant (CPA), licensed in Oregon.

Mr. Howell is a member of the American Institute of Certified Public Accountants and its Tax Division, as well as serving on the AICPA Employee Benefits Technical Resource Panel from 2002 through 2004. He is also a member of the Oregon Society of Certified Public Accountants.

Mr. Howell serves as the Partner in charge of the Lake Oswego Office.

Bart Straczek, CPA

Bart Straczek, CPA

Partner
Phone 503-387-5235 ext. 143
Email bstraczek@hecocpa.com

Mr. Straczek attended DePaul University in Chicago and earned a Bachelor of Science Degree in Commerce with a specialization in Accounting, graduating with honors. While at DePaul University, Mr. Straczek also earned a Master of Science in Taxation.

In 2000, Mr. Straczek began his career in Public Accounting, joining the professional staff of RSM McGladrey, where he climbed the ranks from Associate to Tax Manager. In 2006, after fallilng in love with the Pacific Northwest, Mr. Straczek moved with his family to Portland, Oregon where he joined Deloitte moving up the ladder to Senior Tax Manager. In 2012, Mr. Straczek joined the Public Accounting firm Grant Thornton, serving as the Senior Tax Manager, Portland Tax Practice Leader and then as Managing Director, Portland Tax Practice Leader.

In August 2017, Mr. Straczek joined Houck Evarts & Company LLC as a partner, serving clients inside and outside of Oregon.

Mr. Straczek has extensive experience serving clients in manufacturing, consumer products, technology, wholesale, distribution, real estate, food processing and restaurant industries. Areas of expertise include tax compliance and tax consulting for business and individual taxpayers as well as ASC 740 provision for income taxes.

Mr. Straczek is a Certified Public Accountant (CPA), licensed in both Oregon and Illinois.

Mr. Straczek is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants.

Korrin Fyall, CPA

Korrin Fyall, CPA

Tax & Audit Specialist
Phone 503-387-5235 ext. 142
Email kfyall@hecocpa.com

Ms. Fyall completed a Bachelor of Business Administration Degree in Accounting from the University of Portland, where she made the Dean's list, was honored as a McGowan Scholar and participated as a part of the Entrepreneurship Scholar Program.

After holding positions in bookkeeping she began her career in Public Accounting in 2002, where she has provided services to both business and individual clients, and having specialized training in the audit of ERISA Plans and reporting for the US Department of Housing and Urban Development and the US Department of Labor.

Ms. Fyall joined Houck Evarts & Company LLC in 2011, as a part of the Professional Staff. Ms. Fyall is licensed as a Certified Public Accountant (CPA) and is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants. She serves on the OSCPA Financial Literacy Committee which oversees a mission that encourages Oregon CPAs to take a broad leadership role in volunteering to educate the public, from school age children to retirees, on financial topics that apply specifically to their particular stage of life.

She is a founding member of, and actively involved in, the UP Hive Alumni Network, where she assists with networking and educational events for the alumni of the University of Portland.

Jillyn D. Suratt

Jillyn D. Suratt

Tax Associate
Phone 503-387-5235 ext. 145
Email jsuratt@hecocpa.com

Ms. Suratt graduated with a Bachelor of Science with a major in Accounting from Northwest Christian University in Eugene, Oregon, in May 2016. In addition to her being a student-athlete at the university, she took various jobs in Oregon in sales, bookkeeping and tax preparation as an Intern with Houck Evarts & Company LLC during the 2016 "tax season".

Ms. Suratt joined the Professional Staff on June 1, 2016 and is pursuing her CPA certificate.

Ms. Suratt is a member of the Oregon Society of Certified Public Accountants as a CPA Candidate.

Kenneth Sernach

Kenneth Sernach

Tax Associate
Phone 503-387-5235 ext. 147
Email ksernach@hecocpa.com

Mr. Sernach, graduated from Oregon State University in 2008 with a Bachelor of Science Degree in Mathematics and continued his Post-Baccalaureate studies in Accounting at Portland State University. While at the University he was an active member of Beta Alpha Psi.

While pursuing his Accounting credits he worked at Intel, serving as a Manufacturing Technician and Engineering Techniician. In the winter of 2017, he was awarded an Internship position with Houck Evarts & Company LLC, which led to a full-time position in May 2017 with Houck Evarts & Company LLC as a part of the Professional Staff.

Mr. Sernach is a CPA-candidate, who has passed certain portions of the national exams in his pursuit of licensing in the State of Oregon.

Kathleen (Katie) Jimenez

Kathleen (Katie) Jimenez

Tax Associate
Phone 503-387-5235 ext. 144
Email kjimenez@hecocpa.com

Ms. Jimenez graduated with a Bachelor of Science with a major in Accounting from Northwest Christian University in Eugene, Oregon, in May 2016. While at the University she received the Frank Paliotta Outstanding Accounting Graduate Award. During the 2016 "tax season" she served as an Intern in the Eugene office of the Certified Public Accounting firm, Moss Adams.

Ms. Jimenez joined the Professional Staff in 2016 and is pursuing her CPA certificate.

Ms. Jimenez is a member of the Oregon Society of Certified Public Accountants as a CPA Candidate.

Candra Wilmes

Candra Wilmes

Tax Associate
Phone 503-387-5735 ext. 149
Email cwilmes@hecocpa.com

Mrs. Wilmes graduated with a Bachelor of Science with a major in Accounting from Portland State University, Portland, Oregon, in June 2018. While at the University, during the 2018 "tax season" she served as an Intern in the Lake Oswego office Houck Evarts & Company LLC.

Mrs. Wilmes joined the Professional Staff in July 2018 and is pursuing her CPA certificate.

Sweet Home, Oregon Office

Greg Beisner, CPA, PFS

Greg Beisner, CPA, PFS

Partner
Email gbeisner@hecocpa.com

Mr. Beisner joined the Firm as a partner on July 1, 2015. For 22 years, prior to his joining the Firm, he operated a Certified Public Accounting Firm dba Cornerstone Financial in the State of Oregon, with offices in Eugene and Sweet Home. His goal was "to help business owners enjoy the fruits of their labor and help create more free time to enjoy life". He continues to pursue this goal by helping business owners navigate the complicated tax code and assist them with advice to help them operate more efficiently.

Mr. Beisner received a Bachelor of Business Administration Degree in Accounting from National University in California and a Master's Degree in Taxation from Portland State University.

Mr. Beisner holds two credentials issued by the American Institute of Certified Public Accountants; as a Certified Public Accountant (CPA) and as a Personal Financial Specialist (PFS) and member of the Personal Financial Planning Division.

Mr. Beisner is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants. He also is a member of the Professional Association of Small Business Accountants.

Mr. Beisner serves as the manager of the Sweet Home Office.

Shawna Gaskey, Payroll Specialist & Licensed Tax Consultant

Shawna Gaskey, Payroll Specialist & Licensed Tax Consultant

Professional Staff
Phone 541-367-1040
Email sgaskey@hecocpa.com

Mrs. Gaskey joined the professional staff of the Firm on July 1, 2015. Her working history in accounting started with bookkeeping services in accounts receivable and accounts payable for a grass seed company. She next served as a full-cycle bookkeeper for a local church and in 2006 joined the CPA Firm Cornerstone Financial in Sweet Home, Oregon, where she obtained her Oregon Licensed Tax Consultant certification. She also completed the Elliott Bookkeeping School Payroll Accounting course and is now the Sweet Home office Payroll Specialist with more than a decade of payroll experience.

Mrs. Gaskey volunteers in her church, providing bookkeeping and hospitality services. Along with her husband, she leads a community group. She is actively involved with her family and their interests, including fund raising for East Linn Chirstian Academy as well as sports and 4-H activities.

Sherrie Ingram, Professional Staff

Sherrie Ingram, Professional Staff

Administrative
Phone 541-367-1040
Email singram@hecocpa.com

Mrs. Ingram joined the Firm on July 1, 2015. Prior to joining the Firm she was a part of the staff of the CPA Firm Cornerstone Financial, in the Sweet Home Office.

Mrs. Ingram recieved a Bachelor of Arts Degree in Communication and a minor in Marketing from Southern Oregon State College in 1991. In addition to being a "stay-at-home mom" she spent several years working in the financial sector and as an office manager. In addition, she holds a Certificate of Medical Transcription from The Andrews School and had served as a medical transcriptionist just prior to joining Cornerstone Financial.

Mrs. Ingram is active in the community, having been a part of a steering committee that started the Sweet Home Chapter of MOPS (Mothers of Preschoolers), where she continued to serve on the finance committee. She has also served as the secretary of her local P.E.O. chapter. In 2006, Mrs. Ingram helped establish the Sweet Home Charter School under a non-profit corporation, People Involved In Education. Inc, where she serves as Secretary of the Board of Directors, which oversees both the Sand Ridge Charter School and the Sweet Home Charter School.

Mrs. Ingram is actively involved with her family in their sporting events and is an avid sports photographer. She is also active in her local church.