EXPERTISE


Our team of licensed professionals combines years of experience in tax preparation and planning, business development and consulting, and accounting services and systems implementation. Contact us today to see what we can do for you.

Justin Botillier

Justin Botillier is an Enrolled Agent and Licensed Tax Consultant practicing in Southern Oregon since 2006. Justin specializes in the early growth phases of small business development. Along with tax preparation and planning, Justin provides business coaching, business consulting, business entity formation, and the implementation of accounting systems, with a focus on the cannabis industry.   

Jamie Jorgenstone

Prior to partnering with Bryan and Justin at Calyx CPA, Jamie worked for KDP Certified Public Accountants as a business taxation and advisory specialist. Along with a Bachelor of Science degree in Business Administration and Public Accounting, plus a minor in Economics, Jamie brings a dedication to helping local entrepreneurs navigate the financial complexities of business ownership in order to cultivate long-lasting success.

BRYAN ZWART

Bryan Zwart is proud to bring his expertise in taxation and accounting to the growing cannabis industry. He is passionate about providing a high level of personal service, while bringing a touch of class and elegance to his work in the process. Bryan obtained his CPA license in 2017 and has served in both private and public accounting, most recently as a staff accountant with KDP Certified Public Accountants in Medford, Oregon.

LILLIAN SHANNON

Prior to becoming a Licensed Tax Preparer in 2018, Lillian amassed over 10 years of clerical, bookkeeping and payroll experience within the restaurant and cannabis industries with 50 employees or more. She made the career change into tax preparation to assist in identifying and establishing the best tax entity choice for business owners.

YOU CAN COUNT ON US.
HOW CAN WE HELP?

Our proposals provide a fixed price for a year of service. This transparency takes the guesswork and fear out of working with your advisor, plus eliminates any concern about being charged for every conversation.

We believe it’s vital that our clients keep in touch with us which is why we always encourage an open line of communication.


Changing accountants is a big transition.
So we don’t take it lightly.

Our interview and onboarding process is designed to make the transition as painless as possible.

INITIAL CONSULTATION

We begin by familiarizing ourselves with a brief history of your business, the current state of operations, and any pain points or challenges you are facing. We then schedule you an initial 50-minute consultation with one of our partners. Prior to your consultation, we ask that you complete and submit a brief questionnaire. We provide a secure and encrypted portal that allows you to upload and share any relevant documentation that relates to the topics you wish to cover during your consultation. Feel free to include specific questions you’d like to discuss. 

TRANSPARENT PRICING

Following the consultation, we will prepare a proposal catered to the specific needs and goals of your business. Every proposal includes up to three tiers to choose from with varying levels of involvement from our team. Once your proposal is signed, the onboarding process begins.

WHAT IS YOUR
PLAN TO MEET
YOUR GOALS?

© 2020 Calyx CPA

© 2020 Calyx CPA