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The Wide Range of Services Offered By Sonja L Haaby at Haaby & Associates, LLC

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Sonja Lenore Haaby Owner of Haaby & Associates, LLC, Sonja L Haaby has over 13 years of tax consulting and preparation experience under her belt. By setting a strong working foundation through developing a relationship to understand her clients’ needs, core values, goals and vision, she works with them to plan for success. The services offered by Sonja L Haaby at Haaby & Associates, LLC include the following: Tax Preparation Stepping beyond the role of an accountant, Sonja serves as an advisor and strategist for her clients while providing them individual and business tax preparation services. Apart from individual and business tax return preparation, she also offers gift & estate tax return preparation, partnership & corporate tax preparation, and out of-state returns. Tax Planning Sonja L Haaby closely works with her clients to advise them on tax saving strategies, which can help minimize their bottom line. Some examples of tax planning include: deciding whether to...

Sonja Lenore Haaby Is a Former Staff Accountant at Kerkoch Katter & Nelson LLP, Bend, Oregon

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Sonja Lenore Haaby IRS enrolled agent and licensed tax consultant based in Bend, OR, Sonja Lenore Haaby specializes in individual and business taxation, and has been assisting tax clients with individual, partnerships & corporate returns for over 13 years. Talking about her academic background, she holds a Bachelor’s of Science degree in Accounting and a Certificate in Human Resource Management from Linfield College, and also has an Associate Degree in Accounting from Central Oregon Community College. Sonja Lenore Haaby has worked with many top companies throughout her career. After starting her career with U.S. Bank, Bend, Oregon in the year 1998 and then briefly working as a licensed tax preparer for All Seasons Tax, she went on to work with Kerkoch Katter & Nelson LLP as a Staff Accountant. During her service in the company from October 2008 to October 2013, she was accountable for accurately and timely completing personal, business and estate returns, such as - 1040, 1041...

Sonja Lenore Haaby Started Her New Professional Journey In 2007 By Joining A Local CPA Firm

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An alumnus of Linfield College, Sonja Lenore Haaby a Bachelor of Science Degree holder in Accounting and has also completed a certificate course in Human Resource Management. She started her professional journey in positions such as a branch manager and a financial specialist. Even though she had an extensive career in banking and finance, she was courageous enough to give it away and follow her passion in accounting by pursuing a career in public accounting.  Sonja Lenore Haaby Sonja Lenore Haaby ’s new journey began as she joined a local CPA firm in the tear 2007. Thanks to her vivid education, strong financial background, and exceptional problem-solving skills, Sonja can assist her personal as well as business clients with all their financial tax planning needs efficiently. She works with the goal of minimizing liability in current and future tax years for her clients. Some of the ways in which she does so include deciding whether to file jointly and separately, timing the sale...

Sonja Lenore Haaby Got Her Career Start with US Bank, Bend, Oregon In 1998

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Sonja Lenore Haaby Sonja Lenore Haaby is an IRS Enrolled Agent and Licensed Tax Consultant who has worked with many big companies before establishing her own - Haaby & Associates, LLC in the year 2018. She started her career in 1998 with US Bank, Bend, Oregon, as a Branch Manager and served this role for over six years. Sonja Lenore Haaby In this role, Sonja Lenore Haaby was responsible for maintaining and ensuring that the branch operations were in compliance with regulations, policies and procedures. Additionally, she made sure that customer service and sales standards were being met. Some of her other core responsibilities included – Human Resource Management: scheduling and supervising personnel Auditing and Reconciling various areas of operations, such as - Cashier’s checks, money orders, general ledger accounts, traveler’s checks and proof of teller work. Sonja Lenore Haaby strived to create a positive team environment by regularly communicating, encouraging, coaching, goa...

An Overview of Sonja Lenore Haaby’s Professional Journey So Far

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Sonja Lenore Haaby is an alumnus of Linfield College. She completed her Bachelor's of Science degree in Accounting followed by a certificate course in Human Resource Management. After a few years of working in respectable roles such as those of a branch manager and a financial specialist, she said goodbye to her extensive career in banking and finance to follow her passion in accounting. Nothing else has ever made her feel happier than the day she chose to pursue a career in public accounting. Sonja Lenore Haaby Sonja L Haaby comes from a decent educational and financial background, and has excellent problem-solving skills. Sonja began her career in public accounting more than 10 years ago with a local CPA firm where she used to assist her personal as well as business clients with all their financial tax planning needs. She went on to join Alliance Professionals, LLP a few years later as a staff accountant. At present, Sonja is a part of the Leadership Redmond team, active Chambe...

Sonja Lenore Haaby’s Work History in the Field of Public Accounting

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A graduate of Linfield College with a Bachelor’s of Science degree in Accounting and a Certificate in Human Resource Management, Sonja Lenore Haaby had an extensive career in banking and finance as branch manager and financial specialist before she stepped into the field of public accounting in 2007. She started her career in public accounting with a local CPA firm where she was able to successfully assist clients (both personal and business) with all their financial tax planning needs, thanks to her education, financial background, and problem solving skills. Sonja Lenore Haaby Later, Sonja Lenore Haaby joined as Staff Accountant at Kerkoch Katter & Nelson LLP, Bend, Oregon, and then as a Tax Preparer at Excellence in Taxes, Bend Oregon. She also served as a Staff Accountant at Watson Development and Alliance Professionals, LLP, and as an HR Specialist/Office Manager/Senior Accountant at Capstone CPA’s, LLC. In 2018, Sonja opened her own firm, Haaby & Associates, LLC, and ha...

Sonja L Haaby Has Excellent Working Knowledge of Quickbooks, Creative Solutions, and Lacerte Software Programs

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Sonja L Haaby , owner of Haaby & Associates, LLC worked with many big companies before starting her own firm in 2018. She is the former Senior Accountant at Capstone CPA’s, LLC (June 2016 – November 2018) where she was accountable for completing personal, business and estate returns in an accurate and time efficient manner, like 1040, 1041, 1065, 1120S and 1120. She communicated with clients and bookkeepers, providing knowledgeable tax information and obtaining required financial data for completing clients’ returns. Sonja Lenore Haaby Sonja L Haaby also balanced owner’s equity and retained earnings accounts along with preparing journal entries for tax returns and for clients’ bookkeepers. She was skilled in accurately reviewing and processing payroll, and assisting in various audits for not-for-profit and governmental agencies including single audits and reviews. With her excellent working knowledge of QuickBooks, Creative Solutions, and Lacerte software programs, Sonja was able ...