Trusted advice all year long

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PRACTICE

AREAS

INCOME TAX PREPARATION for Individuals, Businesses, Trusts, and Estates
ACCOUNTING services and bookkeeping
BUSINESS CONSULTING for start up and entity changes
QUICKBOOKS setup, support, and training

azure

 noun   \'a-zhər\ 

        the blue color of the unclouded sky

OUR VISION

Our mission is to make tax and accounting understandable through CLEAR and concise communication.

We aim to be a reliable and CREDIBLE advisor for our clients, built on a foundation of trust.

We know the importance of strong business relationships. That's why we're COMMITTED to seeing things through for our clients.

 
 

OUR TEAM

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JOANNE SHACKELFORD, CPA
PARTNER

joanne@azurecpa.com

541-550-5700 ext 407

Joanne is a native Oregonian, coming to Bend from Southern Oregon and the Rogue Valley. Skiing, hiking, camping, and horseback riding drew Joanne to Central Oregon in 1984. Two adventurous sons and a husband who thrived on local sporting events provided involvement in groups such as Cub Scouts, Boy Scouts, Little League, American Legion Baseball, Grandma's House and many other local school and youth activities. 

Joanne is a graduate of Linfield College and progressed into public accounting as a second career after many years of office management and private business accounting. Those experiences in everyday business created the backbone of the philosophy of managing her own successful business, as well as her clients.

Joanne is a member of the Oregon Society of CPA's and the American Institute of Certified Public Accountants, Economic Development of Central Oregon and the Bend Chamber of Commerce. Joanne now shares her spare time with grandchildren and various rescued animals at her home near Sisters.

 

Joanne is licensed to practice public accounting in Oregon.

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J. ADAM GROVES, CPA
PARTNER

Adam is a native Oregonian, born and raised in Prineville. In 2008, he moved to Lake Charles, Louisiana, where he attended McNeese State University, earning a Bachelor of Science degree in Accounting with a Concentration in Taxation. Central Oregon beckoned him home and he moved back in the summer of 2014.

As a CPA at Azure Tax and Accounting, he works with clients to create long-lasting personal relationships. Individual and business taxation as well as tax planning and retirement planning are his areas of interest.

Adam enjoys spending time outdoors hiking the many great Central Oregon trails. Additionally, he loves cooking, spending time with his husband Michael and daughter Emery, traveling, and reading.

Adam is licensed to practice public accounting in Oregon.

adam@azurecpa.com

541-550-5700 ext 403

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LINDA SALIU, CPA

Linda grew up in beautiful Bend, Oregon and graduated from Mountain View High School.  She attended Northwest Nazarene University, earning a Bachelor of Arts in International Studies.  After graduation, Linda spent some time in Albania, where she ultimately met her husband, Genti.  In 2008, Linda and Genti went to Kosovo and served with a non-profit for over four years.  Her role there as bookkeeper revealed Linda’s ability with numbers and, upon returning to Central Oregon, she began taking accounting courses at COCC and OSU.   After completing the Certificate in Accountancy with OSU, she began taking the CPA exams and earned her license in December 2017.  

Linda loves spending time with her sons, Noah and Asher.  She also enjoys movies, books, coffee, and hiking. 

Linda is licensed to practice public accounting in Oregon.

linda@azurecpa.com

541-550-5700 ext 404

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Zach is a native Oregonian, born in Gold Beach and raised in Ashland as a kid before moving to Washington and Alaska to finish high school. After high school, Zach returned home to Ashland to attend Southern Oregon University, receiving a Bachelor of Science in Video Production. After spending a few years taking various jobs in filming, Zach decided to make a career change and returned to Southern Oregon University where he received his Master's in Accounting. Zach moved to Sunriver in 2018 where he enjoys spending time on the golf course, floating the Deschutes River, and coaching the Bend High School JV Lacrosse Team. 

Zach is currently studying for his CPA Exams.

ZACH BAUMANN

zach@azurecpa.com

541-550-5700 ext 408

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MARY THOMPSON, CPA

Mary was born in Alexandria, Egypt, but immigrated to the United States with her family at just 9 months old. She spent the majority of her life in the Portland, Oregon area, with a 3-year stint in Columbia, Maryland in the early 1990's. In 2018, Mary and her husband, Kyle, relocated to the Lake Billy Chinook area, where they have owned property for 20 years. Her daughter, Hanna, and son, Jordan, remain in the Portland area. Aside from missing the kids, Mary absolutely loves living full-time in Central Oregon and believes the sunshine, lake life, and laid back attitude are good for the soul! She enjoys boating, reading, cooking, and spending time with family and friends.

Mary is a graduate of Oregon State University and is a devoted Beaver football fan. Win or lose, she enjoys tailgating and the opportunity to catch up with old friends at the games. Mary is a CPA with experience in both public and corporate accounting. She is a member of the American Institute of Certified Public Accountants. 

Mary is licensed to practice public accounting in Oregon.

MARGARET RICHARDSON, CPA

Margaret lives and works in College Station, Texas. During 2004, Margaret moved to Bend with her husband and began working in public accounting with many of our current clients. In May of 2007, they decided to return to Texas in order to be closer to family and allow Margaret's husband to attend Texas A &M Veterinary School. Prior to the move to Bend, Margaret worked at Pricewaterhouse Coopers, working with corporate and individual clients. Margaret has worked directly with businesses and their owners for tax and consulting needs.

When Margaret is not working, she is spending time with her husband and children. They enjoy just about anything outdoors. 

Margaret is licensed to practice public accounting in Oregon & Texas.

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SUZANNE CARLSON
OPERATIONS MANAGER
TAX PREPARER

suzanne@azurecpa.com

541-550-5700 ext 405

Suzanne has lived in Oregon since 1996 and moved to Central Oregon in 2012. Her prior experience includes working as a Worker's Compensation Claims Examiner and administrative work in the medical field. After deciding on a career change, she decided to get back into an office environment and is now a licensed tax preparer. 

Suzanne enjoys spending time at the lake with family and friends, kayaking, and exploring the local lakes during the summer. Fall is all about football, food, and good times with friends cheering on favorite teams.

 

NEWS & LINKS

Federal Tax Information/Forms

www.IRS.gov

Oregon Tax Information/Forms

www.oregon.gov/dor

IMPORTANT DATES

For 2021 Tax Year Filing

(for Calendar Year Taxpayers)

  • March 15 - Forms 1065 & 1120S due (Partnerships & S-Corporations)

  • April 15 - Forms 1040, 1041, 1120, and 114 due (Individuals, Estates/Trusts, Corporations, and Foreign Financial Reporting)

  • April 15 - Last day to make IRA & HSA Contributions for 2021

  • September 15 - Extended due date for Forms 1065 & 1120S

  • October 3 - Extended due date for Form 1041

  • October 17 - Extended due date for Forms 1040, 1120, & 114

 

CONTACT

AZURE TAX AND ACCOUNTING

OUR ADDRESS

225 NW Franklin Ave, Suite 3, Bend, OR 97703

P: 541-550-5700

F: 541-550-5718  

 

For any general inquiries or to request an appointment, please fill in the following contact form:

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