Sonja Lenore Haaby

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 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...

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 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...

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...

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 , 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 ...

The Owner of Haaby & Associates, LLC, Sonja Lenore Haaby who is also an Accountant Enrolled Agent and Licensed Tax Consultant had an extensive career in banking and finance before she decided to follow her passion in accounting. Prior to starting her career in public accounting in 2007 with a local CPA firm, she was the Branch Manager for US Bank, Bend, Oregon, for over six years. Sonja Lenore Haaby ’s key responsibilities as the Branch Manger included maintaining and ensuring that all the branch operations were in compliance with regulations, policies, and procedures. She made sure that customer service and sales standards were being met, and also took care of Human Resource Management which included scheduling and supervising personnel. Additionally, she audited and reconciled various areas of operations like cashier’s checks, general ledger accounts, traveler’s checks, money orders, and proof of teller work. Sonja Lenore Haaby Sonja Lenore Haaby always tried to create a positi...

Sonja Lenore Haaby is a graduate of Linfield College with a Bachelor's in Accounting and Human Resource Management certificate. With 13 years of tax consulting and preparation experience, she specializes in individual and business taxation. Prior to her career in public accounting, she worked for US Bank where she was a branch manager and licensed banker for many years. In 2008, she began her career in public accounting with a local CPA firm. Her education, financial background, and problem solving skills enabled her to successfully assist personal and business clients with all their financial tax planning needs. Later, Sonja Lenore Haaby served as a Staff Accountant at Kerkoch Katter & Nelson LLP for about 5 years. Here, she was accountable for completing personal, business and estate returns in an accurate and time efficient manner, such as 1040, 1041, 1065, 1120S and 1120. She was responsible for communicating with clients and bookkeepers, providing knowledgeable tax infor...

It might come to you as a surprise but there are a number of avenues that need to be put into consideration when dealing with IRS tax problems and most of these, an average individual is not even aware of. Only a professional experienced at working with the IRS and Oregon like Sonja Lenore Haaby can help you bring about the best resolution to your tax problems by using her expertise as well as years of experience. Sonja Lenore Haaby Having been active in this domain for so long, Sonja L Haaby has come to realize that each tax issue is different and needs to be analyzed by a professional for you to understand the best course of action available. An expert will meet you to listen to you and gain an understanding of the situation at hand. Once they are done gathering all the information they need, they explain the details and put forward a solution to your specific tax issues while using the best of their knowledge and experience. Sonja set up this company called Haaby & A...

Owner / Accountant Enrolled Agent and Licensed Tax Consultant at Haaby & Associates, LLC, Sonja Lenore Haaby has more than thirteen years of experience in assisting tax clients with individual partnerships and corporate returns. She founded Haaby & Associates, LLC in 2018 and has since been providing optimal accounting solutions to both business and individual clients. She maintains up to date record keeping with full charge bookkeeping services providing clients with accurate unaudited financial statements that help them stay on top of their financial position. Sonja Lenore Haaby Sonja L Haaby is a graduate of Linfield College, holding a Bachelor of Science degree with an emphasis in Accounting and a Human Resource Management Certificate. Although she always had a passion for public accounting, it was after making a stable career in banking and finance that she decided to follow her passion in accounting. Prior to pursuing her career in public accounting, she worked ...

Sonja Lenore Haaby is a strong financial specialist who has received her bachelor’s degree in Accounting from Linfield College. She started her professional journey in 1998 with the U.S. Bank as a Branch Manager, Universal Banker & Licensed Banker. Following her passion in accounting and pursuing her public accounting career, she joined Alliance Professionals, LLP as a staff accountant in 2013 and worked here for 3 years making the best use of her education, financial background, and problem solving skills. Fulfilling her responsibilities in this role, Sonja Lenore Haaby was accountable for completing personal, business, and estate returns in an accurate and time efficient manner. She was also responsible for communicating with clients and bookkeepers, providing knowledgeable tax information and obtaining required financial data to complete clients’ returns. Her working knowledge of software programs such as Quick Books, Creative Solutions and Lacerte helped her quite a lot in pe...

The owner of Haaby & Associates, LLC, Sonja L Haaby has 13 years of tax consulting and preparation experience. More than a job, accounting is a passion for Haaby and that’s the reason that despite having an extensive career in banking and finance as branch manager and financial specialist, she decided to pursue a career in public accounting in 2007. She began her career in public accounting with a local CPA firm where her financial background and outstanding problem solving skills enabled her to successfully assist both personal and business clients with all their financial tax planning needs. Another factor that contributed to her success in her new career was her educational background. Sonja holds a Bachelor’s of Science degree with an emphasis in Accounting and a Human Resource Management Certificate.   Before establishing her own company in 2018, Sonja L Haaby worked with many big companies, including All Seasons Tax, Kerkoch Katter & Nelson LLP, Excellence in T...

The owner of Haaby & Associates, LLC, Sonja L Haaby is an IRS Enrolled Agent and Licensed Tax Consultant with over 13 years of tax consulting and preparation experience. She founded her firm in 2018 with the goal to help businesses and individuals preserve the income they have worked so hard to earn. Whether you need assistance with tax preparation, tax planning, bookkeeping and business management, new business formation, or tax resolution - Haaby & Associates, LLC has you covered! Sonja maintains up to date record keeping with a full charge bookkeeping services providing her clients with accurate unaudited financial statements in order to keep them informed about their financial position. An alumna of Linfield College, Sonja L Haaby holds a Bachelor’s of Science degree in Accounting and a Certificate in Human Resource Management. She also has an Associate Degree in Accounting from Central Oregon Community College, and attended School of Independent Studies in Hillsbor...

Sonja L Haaby has been assisting tax clients with individual, partnerships and corporate returns for the past 13 years. In 2018 Sonja L Haaby opened her own firm, Haaby & Associates, LLC. She assists clients in applying for S Corporation elections, setting up non-profit organizations along with their tax return preparation and state filing requirements. She offers consulting and bookkeeping services for business clients providing management unaudited financial statements assisting clients in making informed business decisions. According to Sonja Lenore Haaby , today's tax laws are becoming more complex making filing a relatively simple return more confusing, let alone tackling the business return. Moreover, keeping up with complex rules and regulations, crunching numbers, and financial records and receipts can be a drain on your time, energy, and sanity. Amidst this, you can easily overlook many deductions as well as credits you are entitled to. That is where Haaby &...