Shauna Zobrist, Certified Public Accountant
Principal of Sherwood Tax & Accounting, PC
If there’s a bottom line passion for Shauna Zobrist, it’s helping people find clarity with their financial situation. A natural puzzle solver with a fascination for numbers, Shauna built a career of over 25 years in the field of finance as an accountant, auditor and tax advisor. In 2007 she decided to take her passion and experience to the next logical step when she founded Sherwood Tax & Accounting.
After receiving a Bachelor of Science in Accounting (Magna Cum Laude) from Brigham Young University, Shauna entered the field of accounting and has been a licensed Certified Public Accountant since 1990. She is committed to staying at the leading edge of her field with ongoing training and education.
Before calling Oregon home in 1999, Shauna spent time living on both coasts as well as a stretch in Utah. She enjoys staying active (as a mother of three, not a hard thing to do) by training for triathlons, sinking her hands into the earth in her garden, volunteering in the community and with local schools, and running around with her family. In addition to raising their three children, she and her husband have raised and trained guide dogs for the blind.
Jenni Kelley, Licensed Tax Preparer, Bookkeeper and Payroll Specialist
With over 15 years of experience in various industries from small business to Fortune 500 companies, Jenni enjoys customer service, management and administrative support. Her many talents include paying attention to detail, solving problems, and friendliness.
Jenni grew up in Newberg, OR. Jenni and her husband have four children in the Sherwood School District. You may see her volunteering in the schools and the community, running around with her family, and cheering at sporting events. Jenni is an avid reader, her favorite genre is historical fiction.
Julia joined the Sherwood Tax Team in 2014. She has a talent for numbers and is detail oriented. Julia grew up in Florida and moved to Oregon in 2013. She has a degree in finance and has worked in the financial industry for several years. When you call our office you are often greeted by her friendly and helpful voice. She has many hobbies including reading, participating in triathlons and she keeps busy raising two darling young children.
Paula has been a part time tax professional at Sherwood Tax since 2011. Paula has a degree from Williamette University. Paula is busy raising three children who are busily involved in sports and activities in Sherwood. She works during the busy tax season to assist with individual and corporate tax returns.
Stephanie Hackett – Enrolled Agent
Stephanie has 20 years of accounting & bookkeeping experience. She started working in the tax field 10 years ago and has enjoyed becoming specialized in small business and individual taxation.
Stephanie enjoys problem solving and numbers. She has a degree in Accounting from Southern Oregon University and earned her Enrolled Agent license in 2015.
When it comes to personal or business accounting services and tax preparation there’s nothing that brings more peace of mind and confidence, and nothing that helps you focus on the big picture, than knowing that your bottom line is on target and on time.
Working with a certified public accountant (CPA) who takes the time to understand the way you live your life and run your business, and invests in educating you so you can make informed decisions, will ensure that your bottom line is not only on target and on time but that it moves you along the road to your success and your goals.
That’s exactly how Sherwood Tax & Accounting approaches every client relationship. Sherwood Tax & Accounting understands that your dreams and goals are unique and that a pre-programmed, one-size-fits-all approach won’t provide the best outcome for you.
When you work with Sherwood Tax & Accounting, you’ll experience something very different. You’ll be working with a partner who goes well beyond simply crunching numbers and filing returns. Sherwood Tax & Accounting will provide you with a clear picture of your financial position and the knowledge you need to make decisions that will move you toward your goals.