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About Us

At Alliance Professionals, we are dedicated to providing our clients with the highest quality accounting, tax, and financial statement preparation services. Our team of experienced professionals is committed to helping our clients accomplish their goals through expert estate planning, business consultation, bookkeeping, payroll, tax planning, and financial reporting services. We strive to be a reliable partner for our clients, providing personalized solutions to help them achieve success.

Our Expertise

Our team has years of experience in the tax preparation service industry, and we possess the knowledge and expertise to help our clients navigate complex tax laws and regulations. We specialize in providing expert tax planning and preparation services for individuals and businesses, ensuring they stay compliant with all relevant tax laws and regulations.

Our Commitment to Results

We are committed to delivering results for our clients, and we measure our success by their success. Our team of professionals works tirelessly to provide our clients with personalized solutions that meet their unique needs and help them achieve their goals.

Our Philosophy

At Alliance Professionals, we believe in building long-term relationships with our clients based on trust, transparency, and mutual respect. We strive to be a partner to our clients, providing them with expert advice and guidance to help them achieve their goals.

Our Experience

With years of experience in the tax preparation service industry, Alliance Professionals has the expertise and knowledge to help our clients navigate the complex world of taxes. We have a proven track record of success, and our team of professionals is dedicated to providing our clients with the highest quality service possible.

Meet Our Staff

At Alliance Professionals, our success is built on the strength of our exceptional team of professionals. We are proud to offer our clients access to a vast array of specialized skills and expertise, and we always go the extra mile to exceed our clients' expectations. Our team members are passionate about what they do, and we pride ourselves on providing personalized service that is tailored to each client's unique needs. Contact us today to learn more about our team and how we can help your business thrive.

Partners

T. John Duff

Partner

John Duff is a partner of Alliance Professionals and joined the firm in 2002. With years of experience in the tax preparation service industry, he brings a wealth of knowledge and expertise to the team.  John is dedicated to providing our clients with personalized solutions that meet their unique needs and help them achieve their goals.  He is an active member of our community.  Outside of the office, he is an active member of the Redmond Kiwanis Club, Rimrock Trails, Leadership Redmond, and the Redmond Executive Association.

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Jennifer J. Werner, CPA

Partner

Jennifer began her career at Alliance Professionals in 2004 and received her CPA license in 2008. Her goal-based outlook aligns a client’s needs with strategic tasks and planning to guide them to the desired results. She is well versed with compilation and reviewed financial statement services for small businesses and individuals as well as non-profit accounting.  She is an active member of the Redmond Chamber of Commerce, Family Access Network Redmond Development Committee, and Friends of the Children Central Oregon.

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Craig Brooks, CPA 

Former Partner

Craig has more than 42 years in public accounting, 15 years of which were with one of the largest regional firms in the United States. Craig was the treasurer of Redmond Economic Development for 6 years and is a current member of Redmond Rotary Club. In December 2023, Craig stepped down as partner, but will continue to work with Alliance Professionals as a consultant/preparer on an interim basis.  He played an integral part in the development of Alliance Professionals, and our firm wouldn’t be the same without him.  

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Professional Staff

Raelyn Lambert, CPA 

Senior Staff Accountant

Raelyn joined the team in 2019 and obtained her CPA license in 2022. She works as a senior staff accountant and performs business and individual tax preparation, financial statement preparation, and bookkeeping work for our clients.  She also specializes in QuickBooks Online. Her hobbies outside of the office include paddle boarding, golfing, running, and reading.

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Tom Beam

Staff Accountant

Tom has been with our firm since 2019.  He and his wife moved to Redmond from Baker, Oregon to enjoy all the beauty and amenities that central Oregon has to offer.  Tom brings a strong financial background to the firm, having worked in both private and public accounting, and assists in bookkeeping and individual tax preparation.

Melisa Petersen

Staff Accountant

Melisa joined has over 10 years of tax preparation experience. Her emphasis is on individual tax preparation and planning.  Her analytic thinking and problem-solving skills make her a great asset to the firm.  In her spare time, she volunteers at her church and enjoys hiking, gluten free baking, camping, and travel.

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Kaelyn Smith

Payroll Administrator

Kaelyn joined our team in late 2022.  She is the firm’s payroll administrator. She also performs tax and bookkeeping work for our clients and specializes in QuickBooks.  She brings with her extensive knowledge of construction accounting and BOLI regulations.  She likes knitting, sewing, embroidery and spending time with her large family and fur babies.

Karen Barr

Administrator

Karen has been with the firm for 20 years and is the firm's office manager and has lived in Central Oregon for many years. She handles the firm's billings and updates client's files and information. She also specializes in QuickBooks and performs bookkeeping services.  In her spare time, she enjoys traveling and camping.

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Karen Sande

Administrator

Karen is the firm's executive assistant. She began her journey with Alliance Professionals in 2022. She handles the client scheduling, pickup and drop-off of documentation at the front desk, updates client's files, and manages our electronic filing process. She enjoys the beach and spending time with her growing family.

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