Joseph has garnered experience over the years at firms ranging from boutique to national in size. Joseph now specializes in providing in-depth tax preparation, accounting & advisory services to businesses and individuals that are local (Oregon) or out-of-state. He is also adept at handling a variety of estate and nonprofit, tax and accounting matters.

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Joseph grew up near Portland, participated in collegiate athletics, and went to college in Portland. He served in the Army for a term, living near Austin, Texas. He has a Master of Financial Analysis degree from Portland State University and is a Certified Public Accountant in the state of Oregon. He now lives in Clackamas County with his family.

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By combining his experience and desire to serve, he aims to provide an outstanding experience.

William specializes in tax preparation and accounting. His Enrolled Agent designation (EA) is the highest credential the Internal Revenue Service awards, and gives him the ability to represent taxpayers in collections, audits and appeals. With a meticulous understanding of tax laws, he offers clients tailored and comprehensive tax services.

 

William grew up near Portland, and then spent a few years living in Idaho and Washington with his family before they moved back to the area. He held jobs in the real estate and auto industries prior to beginning his accounting career.

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Known for his personalized approach, William is dedicated to keeping abreast of the latest tax laws and regulations, thus ensuring that his clients receive reliable and knowledgeable advice.

Autumn's background in small business ownership and administrative support gives her a unique perspective that helps her connect to clients and understand their entrepreneurial needs. Offering tax preparation, bookkeeping & payroll services, she is an invaluable member of the team. 

 

Native to the PNW, Autumn grew up near Seattle and made the move to Portland in 2021. She stays very busy as the mom of four boys and loves to go hiking and explore Oregon in her free time.

 

Autumn enjoys finding simple solutions to complex problems through order & organization. Her goal is to take the stress out of finances, helping clients find success in both life and business.

Stephanie Mooers joins Witzig CPA with 20 years of experience as the Office Manager for the CPA firm Dowsett Fogg & Doler, PC., and 10 years of related administrative support working alongside Physicians, Construction CEO’s, Wastewater Treatment Techs and Food Brokers.

 

Stephanie has a passion for providing effective assistance to all team members while maintaining strong communication, productivity and enthusiasm. Her goal is to streamline any processes that will enhance and contribute to the company’s overall success.  Stephanie claims to “wear many hats” to get the job done.

 

In her off hours, Stephanie enjoys fishing, arts & crafts and spending as much time as she can with her family.