"A Tradition of Service"
361 SE 2nd -- Pendleton, OR 97801 -- (541) 276-0074 -- FAX (541) 276-1707

OUR TEAM

Jim established Landmark Tax & Financial Planning Services on Jan 3, 1983. He currently serves as President of our firm and as Designated Consultant for the tax practice. He also offers life and health insurance products from many excellent insurance companies and securities through his broker dealer, First Heartland Capital Inc., Member NASD and SIPC. He specializes in income tax planning, income tax return preparation, retirement planning, estate planning and financial planning for individuals, small businesses, and estates.

Claudia joined Landmark Tax & Financial Planning Services in 1989. Prior to joining our firm she had six years experience in the banking industry. She earned her Licensed Tax Preparer's designation in 1991, her Licensed Tax Consultant's designation in 1994, and her Accredited Business Accountant's designation in 2000. On Jan 3, 2000 she became a full partner in Landmark Tax Service Inc. Claudia currently serves as General Manager of our firm. She specializes in income tax planning, income tax return preparation, and bookkeeping services for individuals and small businesses.

After spending over seventeen years in the Banking industry in various capacities including senior loan analyst, Michell returned to college and received her Bachelors Degree in Accounting from Eastern Oregon University in August 2000.  She also earned her Licensed Tax Preparer's designation in December 2000 .

Michell joined Landmark Tax and Financial Planning Service in October 2000.  She specializes in income tax planning, income tax preparation, and bookkeeping services for individuals and small businesses.

Tori earned her Licensed Tax Preparer designation in 1997 and joined our firm in January of 1998. Since then she has served our firm in various capacities learning the tax business from the bottom up. She specializes in tax return preparation for individuals and bookkeeping services for small businesses. 

Tori's knowledge of computers and a wide variety of accounting software makes her a natural choice to assist individuals and small businesses with setting up their bookkeeping software and word processing systems.

Lynne is a graduate of Blue Mountain Community College and has fourteen years experience as an insurance agent and customer service representative.  Her financial services background and dedication to customer service makes her a valuable asset to our staff and our clients.

Lynne joined Landmark Tax and Financial Planning Services in November of 2000 and assumed the duties of office coordinator and customer service specialist.  Lynne is always happy to assist our clients and staff members with their requests.

Andrea  attended Blue Mountain Community college from 1994 to 1996.  She joined Landmark Tax and Financial Planning Service in November of 1998.  She was appointed Office Manager in April of 1999.  She cheerfully assisted our clients and staff with all their request and updated most of our office procedures from that time until  December 2000 when she earned her Licensed Tax Preparer's designation.

Andrea specializes in payroll preparation and reporting, income tax planning, income tax preparation, and bookkeeping services for individuals and small businesses.