Shauna Zobrist, Certified Public Accountant
Principal of Sherwood Tax & Accounting, PC and Founder
Shauna loves to help entrepreneurs transform workflow with the use of technology. As a small business owner, she understands the daily challenges of keeping good records and interpreting the results. Her passion is to help small business clients say goodbye to the time-consuming tasks of data entry, and instead to develop organization and gain clarity through process automation.
Her mission is to teach you how to save money. She strives to build relationships so that she understands your needs, frustrations and new ideas. She loves working with and learning from risk takers and innovators. Shauna is committed to staying up on the current tax laws and technology through ongoing training and education.
After receiving her BA of Science in Accounting from Brigham Young University, Shauna entered the field of accounting and received her CPA license in 1990.
She lives in the beautiful state of Oregon and enjoys getting outside to run, bike, hike and explore. She loves her family which include her wonderful husband and three grown children.
Amy Kutzkey, Certified Public Accountant
Sherwood Tax & Accounting, PC
Amy joined the Sherwood Tax team in November 2019. She brings with her 20 years of public accounting experience. Amy started her career working with families and their related companies, giving her insight into the family dynamics that come along with owning family businesses. She has experience with family groups, high net worth individuals, closely held businesses, trusts, private foundations, family offices, and, ultimately, their estates. She enjoys working with her clients and their other trusted advisors to help them preserve the wealth they have spent a lifetime building.
After receiving her BA of Science in Accounting from San Jose State University in 2001, Amy has been living the dream of being a CPA.
She now lives in Oregon’s wine country and is learning all about owning a Christmas Tree Farm in her spare time along with her husband and two small children.
Paula Brown, Certified Public Accountant
Paula is a knowledgeable tax professional who has served Sherwood Tax clients since 2011. She is focused on being a trusted adviser by providing guidance to help clients meet their retirement, business and other financial goals.
Having earned an honors degree from Willamette University, Paula has been a licensed Certified Public Accountant since 1996. She previously worked in tax and audit for a large regional accounting firm.
Paula grew up in Yamhill, Oregon and you will find her volunteering with many local organizations. She has lived in Sherwood with her husband, three children and their many farm animals since 2007.
Licensed Tax Preparer, Bookkeeper and Payroll Specialist
Jenni has a great talent for understanding and teaching new software and how to implement technology. She has experience in various industries from small business to Fortune 500 companies. She enjoys customer service and is a great resource for our clients. Her many talents include paying attention to detail, solving problems, and friendliness.
Jenni grew up in Newberg, Oregon. She and her husband have four children and live in Sherwood. You may see her volunteering in the schools and the community, running around with her family, and cheering at sporting events. She’s also an avid reader; her favorite genre is historical fiction.
Stephanie is an Enrolled Agent (federally licensed tax professional) with 20 years of accounting & bookkeeping experience. She started working in the tax field 10 years ago and has enjoyed becoming specialized in small business and individual taxation.
Stephanie enjoys problem solving and numbers. She has a degree in Accounting from Southern Oregon University and earned her Enrolled Agent license in 2015.
Born & raised in Cottage Grove, she now calls Sherwood home with her husband and dog. In her free time she enjoys watching movies, cheering on soccer games with her husband, and spending time with her step kids & family.
Licensed Tax Preparer, Payroll Assistant and Bookkeeper
Julia joined the Sherwood Tax team in 2014. She has a talent for numbers and is extremely detail oriented.
She grew up in Florida and moved to Oregon in 2013. She has a degree in finance and has worked in the financial industry for several years. When you call our office you are often greeted by her friendly and helpful voice.
She has many hobbies including reading and competing in triathlons. She keeps busy raising her two darling young children.
Let's strike up a conversation
If you are starting a business or have questions about your financial situation, reach out to us for a free 15 minute phone call.