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Tax & Accounting Team

Tax and Accounting

Tax Team

Tax Department Supervisor
Stephanie Wilson, L.T.C.

Licensed Tax Consultant
Dan Stewart, L.T.C.

Licensed Tax Consultant
Sue Jordan, L.T.C.

Licensed Tax Consultant
Tim Cookson, L.T.C., Enrolled Agent

Just like Dan Stewart’s (LTC) golf game, the Tax Team have helped their clients stay on course. Manager Stephanie Wilson (LTC), Tim Cookson (EA) and Sue Jordan (LTC) have pushed the game to the next level by adding new services. They look forward to pulling all-nighters during Tax Season.

 

 
 



The Carter & Carter Financial Tax & Accounting Department is not associated with Raymond James Financial Services.

Local Offices:
We are available by appointment Monday through Friday from 8:30 am to 5:00 pm.

750 Good Pasture Island Road
Eugene, Oregon 97401
Telephone: 541.683.2900 • 800.338.4436
Fax: 541.343.7945

securities and investment advisory services are offered through:
Raymond James Financial Services, Inc.