Who We Are
Not Your Average Firm. Not Your Average Results.
Lake Oswego is where we call home. From an isolated outpost to one of Oregon’s premier cities, this place has evolved over the years – but it’s always felt familiar. And that’s how we approach our relationship with each client. Any stage of life. Any challenge along the way. We adapt to your needs and goals, while turning energy, advice, and personal service into results, so you can focus on growing your business.
James L. Shook
Principal
Jeremy Shook
Director
Jeremy, following in his fathers’ footsteps, began his career in public accounting and over the past 20 years has specialized in financial reporting, consulting and tax compliance. Jeremy obtained his accounting degree from Montana State University and returned to Portland to join the family firm, James L. Shook, CPA. After becoming a partner, he reinforced the firm’s culture and commitment to personalized service, and in 2023, alongside Jim, merged their firm with Iron Creek Tax & Consulting to expand services and resources to their clients. In his spare time Jeremy enjoys golfing, fishing and visiting the Oregon coast with his wife and dogs.
Nick Kotyrlo
Senior Tax Advisor
Cheri Lund
Senior Office Manager
Donna Klostermann
Principal Consultant
Trent Miller
Senior Tax Manager
Rob Wiest
Senior Tax Manager
Edward "Ned" Percival
Tax Manager
Catherine Watts
Senior Office Manager