Being Yia Yia is the best!
I began my career as a CPA at the national accounting firms, Arthur Andersen and Deloitte. Being part of the Family Wealth Planning Team at Andersen and receiving specialty training in S corporation and partnership taxation at Deloitte helped me gain experience broad enough to tackle all your tax and financial challenges.
Toffee is such a good girl!
Operating my own practice, however, means I can easily relate to other small business owners and that I have the independence to operate proactively and add other services. As both a CPA and Certified Financial Planner® professional, I can focus on all aspects of your finances and work collaboratively with other professionals—yours or mine.
Today, I serve clients in a broad range of businesses, including wholesale distribution, professional services, health care, real estate, agriculture, and other fields.
I am an accomplished speaker, with plain-English presentations to help your group avoid expensive tax mistakes that can cost thousands.
I have two grown children I am very proud of and love being a grandmother. I like to sew and garden when I have time. My husband and I have a dog and a cat and enjoy remodeling, golfing, and traveling together.
Girls just wanna have fun!
"True Wealth is not what you have, but who you have around you."
- Terri Ward
To contact Terri:
Phone: (503) 692-1949
Email: terri@terriwardcpa.com
"Terri has worked with the chamber staff to convert bookkeeping systems, clean up resulting problems, resolve tax-related issues, and more. Her assistance has saved the chamber thousands of dollars and resulted in our chamber systems operating more smoothly and efficiently. Where a need existed, and Terri possessed the professional tools and expertise to meet the need, she just pitched in."
- Christine Moore Community Newspapers
Pres. Tualatin Chamber of Commerce