We combine a large firm's experience with the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help.

Please take a moment and read more about our people, history, credentials, and areas of specialization. If you have any questions or would like more detailed information about how we can help you, don't hesitate to contact us. We would be happy to serve you.

 

Our People

Robert Gale, CPA MANAGER LAKEVIEW, OR

rgale@wise-cpa.com

 Robert is an amazing CPA with expertise in tax, audit and business consulting. 

Frederic C. Johannsen, CPA

fjohannsen@wise-cpa.com

Principal  Frederic C. Johannsen is a graduate of the University of Oregon with a Bachelor of Science degree in accountancy. A Certified Public Accountant in Oregon and a member of both the Oregon Society of Certified Public Accountants and the American Institute of Certified Public Accountants, Mr. Johannsen became a partner in 1982 and has worked closely with clients in accounting and tax issues. Mr. Johannsen has had the privilege to hold many positions in the community during the past thirty years. Experience includes all areas of practice - attestation, tax, and consulting.

Trudy Brown

tbrown@wise-cpa.com

Senior staff accountant, payroll department manager, and office manager. Ms. Brown attended Southern Oregon University. She joined the firm in 1980 and has over thirty years of experience in accounting and financial statement preparations for numerous and diverse business entities. She has also acquired a broad and comprehensive knowledge in all areas of payroll preparation and processing over these years. In addition, she performs a multitude of administrative and supervisory services for the firm.

The firm has other support staff accountants in the office with many years of experience in accounting, payroll, and related services. 

Dianne E. Spires, CPA - Review Manager, Partner

dspires@wise-cpa.com

"Talented and smart about business and accounting" is a good description of Dianne Spires. She is one of the first female partners of a CPA firm in Klamath Falls. Our clients know Dianne as methodical, patient, and precise, yet quick to laugh and reassure with quiet confidence. Dianne is a graduate of Klamath Union High School and the University of California at Berkeley.

Bryce Wilberger, CFE, CPA/ABV/CFF - Tax Manager, Partner

bwilberger@wise-cpa.com

Bryce is a graduate of Oregon State University. Bryce serves a diverse group of clients, with a focus on privately held businesses in the agricultural, healthcare, manufacturing, professional services, retail, and technology industries. In addition to accounting and business consulting services, Bryce also provides internal control evaluation, litigation support, financial reporting, financial analysis, business planning, and valuation consulting services. He is a Certified Public Accountant (CPA) Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF). He is also a Certified Fraud Examiner (CFE) and has significant experience providing fraud prevention and detection services. Bryce takes an active role in promoting practice development within the firm. He works with clients to ensure they receive the appropriate attention and the highest quality of service.

Pete Mongan, CPA - Partner

pmongan@wise-cpa.com

Pete worked in public accounting at WISE & CO., LLP's predecessor firm where he was responsible for multiple areas of the business where he prepared and reviewed Audited, Reviewed and Compiled Financial Statements; prepared and reviewed Corporate, Partnership, Trust, Estate, Individual, Retirement, Payroll, and Informational Tax Returns; and supervised and trained staff. He enjoyed his time working with clients and staff. In 2012, Pete moved to Bangkok, Thailand, to join a new business venture. In January 2014, Pete moved back to Klamath Falls.

A native of Wisconsin, Pete received a Bachelor of Science Degree in Chemistry from Beloit College, Beloit, Wisconsin, in 1986. He parlayed his mathematical and analytical skills into accounting at the Oregon Institute of Technology and into a CPA License

Gerry Horowitz, CPA - MANAGING DIRECTOR

ghorowitz@wise-cpa.com

itz, CPA, has been a practicing CPA since 1984. He specializes in sophisticated tax planning and tax preparation. He has been involved in many business acquisitions, mergers, and business sales and can help you sell or buy a business. Gerry has been an active advocate for his clients before the Internal Revenue Service and has had many successful resolutions of IRS problems. Gerry has been in public practice for over 36 years and has helped businesses and their owners with accounting, tax, management advisory services, and business consulting.

Gerry graduated with honors from Arizona State University. Gerry loves to play racquetball, golf, play guitar, hike, and visit different places. Gerry and his wife, Carol, have been together for 45 years with two grown children and one unruly puppy, Auggie Doggie.

Kathy Poppe, CPA - Audit Manger

kpoppe@wise-cpa.com

With 18 years CPA experience Kathy is well qualified to lead our audit team.

Vanessa Espinoza, CPA candidate -  Manager

vmorehouse@wise-cpa.com

Vanessa has been with us since the beginning! She's a talented accountant!

Rebecca Stickles, CPA

rstickles@wise-cpa.com

Reebecca is an outstanding auditor and tax accountant!

REBECCA Hoppe, senior staff accountant

rhoppe@wise-cpa.com

Linda pahler,, SENIOR STAFF ACCOUNTANT

lpahler@wise-cpa.com

Jeffery Denniston, Staff Accountant

jdenniston@wise-cpa.com

Jeffrey is a graduate of Southern Oregon University with a degree in accounting and formerly a manger with Dutch Brothers. Jeffery is working towards obtaining his CPA certificate

Diego Delgato, Staff Accountant, CPA candidate

ddelgato@wise-cpa.com

Diego is an accomplished accountant and tax preparer.

Roseann Scott, staff Accountant

Roseann has had a variety of accounting positions.

Rajvi Patel, Intern

rpatel@wise-cpa.com

Rajvi joined the firm as an intern in August of 2021 and quickly proved herself as a valuable adition to our team! A student at Oregon Institute of Technology majoring in accounting, Rajvi hopes to become a CPA. 

Our incredible administrative staff - Myra, Angel, Miranda, Lorrie and Donna!

 

Our History

WISE & CO., LLP was formed in 2017 after the merger of two great certified public accounting firms, Isakson & Co. (ISCO ) and RUSTH SPIRES & ASSOC., LLP

WISE & CO., LLP's expertise ranges from basic tax management and accounting services to more in-depth services such as business advisory services, audits, financial statements, financial planning, and estate planning.

Darrel Rusth and Ron Isakson have since retired but serve as inspiration and mentors.

Robert W. Purkeypile founded Johansen Dye & Purkeypile, CPAs, LLP, in September 1973. Frederic C. Johannsen joined the firm as a partner in 1982. Christopher V. Dye joined the firm as a partner in 2003. JDP became a part of WISE on December 1, 2020.

The staff of WISE & CO., LLP are committed to our communities. Most of the staff have deep roots in their areas. This benefits you in important ways! We are skilled at identifying management problems and experts at developing custom solutions and strategies that compete successfully in the unique cultural environment that is the foundation of values and heritage here.

Our firm is about real-world business advice and achieving little victories every day for our clients.

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OUR PURPOSE

Success generally comes in and through helping others. Our purpose is to be Trusted Advisors through working together with clients. As we help our clients achieve their goals, we are lifted up together.

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OUR PROMISE

Clients want advisors with whom they can relate and trust; advisors that help them to protect resources and benefit from opportunities that arise. We’re looking for clients who value personal attention and solid advice. Our attention to client needs will enable them to respond confidently to changes in personal circumstances or business environments. We’re real people who genuinely care about clients and their success.

We Promise To:

• Remember that our world revolves around our clients.
• Safeguard the confidentiality of the information clients entrust to us.
• Listen carefully to our client’s needs, concerns, and goals.

We believe in and practice:

• Ethical behavior in all respects
• Ingenuity
• Team approach
• Learning culture
• Quality of Life
• Community involvement
• Personal growth
• Long-term benefit above short-term gain

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Our Objectives:

• Provide comprehensive solutions to client needs.
• Recruit, train, and retain superior staff.
• Establish long-term client relationships.
• Provide superior service.

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Our Strategy:

• Recognize our staff and clients as our greatest assets and treat them accordingly.
• Develop innovative concepts and delivery techniques.
• Provide value-added solutions to client challenges.
• Always keep abreast of changes in technology.
• Maintain global perspective.
• Reward excellence.

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Our Critical Questions:

• How are we doing?
• What can we do better?
• What did we do today to better understand our clients?
• What did we do today to anticipate our clients’ needs?
• What did we do today to show gratitude for our clients?

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Our Credentials

Peer Review to see our latest peer review report.

Quality Control Report.pdf

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Our Areas of Specialization

WISE & Co. offers clients services in four main areas: accounting and auditing, taxes, management advisory services, and specialized accounting services. None of these is unique in itself; what makes WISE & Co. unique is the personal attention and service that we bring to each client.    

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Areas of Service: Accounting Ashland OR, CPA Jackson OR, CPA Klamath OR, CPA Josephine OR, CPA Douglas OR, CPA Lake OR, CPA Yreka CA, CPA Mount Shasta CA, CPA Redding CA, CPA Near me, Accountant Near Me, Tax Place Near Me, CPA Medford OR