Hey there, I’m Ashley!
After working for over 13 years in public accounting, I made a decision to launch Wolfe Tax & Accounting, LLC in order to develop more meaningful relationships with clients and help them achieve their goals.
I handle all projects from start to finish myself - from our initial meeting to delivering your return. This allows me to really get to know my clients and understand their unique situations so I can provide the best service possible.
As a CPA with nearly 15 years experience, I have extensive knowledge in many areas of tax and accounting. While I specialize in serving small businesses and their owners, I also provide services to individuals, trusts and nonprofits.
My husband, Jeremy, and I were both raised in Polk County, Oregon and moved back here in 2016 after a brief stint in southwest Washington. We love the area and wanted to raise our kids surrounded by family in the same place we grew up. When I’m not working, you’ll most likely find me spending time with my adorable kids, Jackson and Hazel.
My education and experience
I graduated from Western Oregon University in 2010 with a Bachelor of Science in Business (focus in Accounting, minor in Economics).
I had already completed two tax season internships by the time I graduated college and started my first full-time position at a CPA firm in June 2010. April 2023 marked the end of my 15th tax season!
I passed the final section of the CPA exam in July 2011 and was officially licensed by the Oregon Board of Accountancy in February 2012.
FAQs
What services do you offer?
I provide a wide range of services, including tax return preparation, tax planning, bookkeeping, business coaching, and more.
What types of clients do you serve?
I specialize in serving small business owners, but also work with individuals, trusts, and nonprofits.
What sets you apart from others?
My commitment to excellence, personalized service, and extensive experience in tax and accounting. I prioritize building meaningful relationships with clients so I can help them achieve their goals.
Do you offer remote services?
Yes, I am able to offer fully remote services. All clients have access to a secure portal through Canopy where they can upload documents, view and sign their tax returns, pay their bill, and schedule meetings with me. Virtual meetings can be held on Zoom, Microsoft Teams, or over the phone.
What if I’d prefer to meet in-person?
I’m happy to meet with local clients in-person! I work out of my home office on Barnhart Road in Dallas, Oregon.
How do I get started?
Getting started is easy. Just fill out a new client inquiry form (see links below) and I will contact you to set up a consultation. During the consultation, we’ll discuss your specific needs and create a customized plan to address them.
Ready to get started?
Click below to access the new client inquiry form that applies to you and I will reach out to schedule a consultation.