“Our mission begins with your vision” means that we are committed to helping you achieve your dreams for your business.
Whether you are just starting out or well along the way, we are your partners on your entrepreneurial journey. We start each conversation with learning about your business and helping you to clarify your vision. Together we determine what your needs are both from a shorter- and longer-term perspective.
Success doesn’t happen overnight, so we are in it for the long-haul. We approach each engagement with at least a 3-5 year time horizon in mind. Typically, during the first year we dig into the details and get into the nitty-gritty with you. Depending on your situation, this may mean starting out with a few basic accounting adjustments, and getting a solid tax return out the door. Or it may mean significantly more than that.
Ultimately each business situation is different and requires a unique approach. Our dream is that looking back 3-5 years down the road, we won’t believe how far we’ve come together and that the execution of your vision is beyond what you had hoped for. That’s how we define our success.
Reach out today and let us be part of your entrepreneurial journey! We look forward to hearing from you!
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 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 Jorgnestone is a Certified Public Accountant with a Bachelor degree in Business Administration and Public Accounting and a minor in Economics. Jamie specializes in advanced tax strategies for businesses and individuals and is dedicated to helping entrepreneurs navigate the financial complexities of business ownership in order to cultivate long-lasting success. Prior to partnering with Bryan and Justin at Calyx CPA, Jamie worked for KDP Certified Public Accountants as a business taxation and advisory specialist.
Bryant Zwart is a Certified Public Accountant (CPA) by the Oregon Board of Accountancy. He also received his M.B.A. from the Thunderbird School of Management in Glendale, AZ. He brings over a decade of experience in public and private accounting. He is passionate about providing a high level of personal service and paying close attention to the details versus cutting corners. He specializes in taxation, bookkeeping and accounting, and systems design for the cannabis industry. He calls the Rogue River Valley home and is thrilled to be living in such a beautiful place.
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.