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Gerald E. Hoots

Gerry was licensed as a Certified Public Accountant in Oregon in 1979. He has been employed in public accounting since 1976, and has been with the firm since 1977.

Accounting and Management Advisory Services:

  • Performs and supervises accounting and management advisory services for numerous businesses and non-profit organizations.
  • Works closely with clients and is in frequent contact with them throughout the year.


Tax Services:

  • Performs and supervises tax planning and return preparation services for corporations, partnerships, estates, trusts, and individuals.
  • Assists non-profit organizations with their annual information returns and applications for tax-exempt status.
  • Performs estate planning services and prepares estate and gift tax returns.


Auditing Services:

  • Functions as supervisor and lead auditor on a variety of audits, including non-profit organizations, construction contractors and retirement plans.


Education and Training:

  • Holds a B.S. degree in business administration, with areas of concentration in accounting, corporate finance and banking.
  • 1976 honors graduate from Oregon State University.


Professional and Community Activities:

  • Member of American Institute of CPAs and the Oregon Society of CPAs
  • Member of the Salem Area Chamber of Commerce