Steve@Callancpas.comSteve grew up in the San Francisco Bay area. After graduating from San Diego State University in 1978, he moved back to the Bay area where he began working for a regional accounting firm. In 1981 he discovered Bend and moved his family to the small town life where he worked for a local CPA firm, and then started his own firm in 1982. Steve not only provides expertise in traditional areas of accounting but also strives to help business owners become better leaders and more successful in their own endeavors. He is active in Rotary International where he is a past president of the Bend Rotary Club. He is on the Board of Directors at Kemple Memorial Children’s Dental Clinic, is a past president of Central Oregon Estate Planning Council, is a member of the COCC Investment Committee, and is active in other fund raising for local charity groups. Steve is married to Johnita and they have six children and 14 grandchildren together. Steve likes to play basketball for exercise and golf for relaxation.
Angie@Callancpas.comAngie is an owner/member of Callan Accounting Services as of August 2013. She graduated from Portland State University in 1990 and has been in public accounting since then and an associate with Callan Accounting Services since 2000. She specializes in tax preparation for individuals and businesses, small business accounting, and estate and trust work. Angie enjoys exploring the Central Oregon outdoors with her family by hiking, mountain biking and cross country skiing.
Derek@Callancpas.comDerek is an owner/member of Callan Accounting Services as of January 1, 2016. He grew up in the Dallas, Texas area and is a graduate of Texas A&M University. Derek joined our staff in June 2015 and has over 20 years of professional accounting experience. He is the son of a Certified Public Accountant and started preparing and providing accounting services in high school. He works with individuals and businesses in tax planning, tax preparation and additional accounting services. Derek is the current Finance Chair at Grace First Lutheran Church and has served on the Executive Committee and Board of Directors of the KIDS center in the past. Derek enjoys skiing, camping, hiking and spending time with his wife and two girls.
Laurie Wolfley, Small Business Specialist, Owner
Laurie became an owner/member as of January 1, 2016. Laurie joined us in January of 2014 and has continued to build our BOSS program with her extensive experience helping small businesses in industries such as retail, construction, medical and manufacturing. Laurie has a wealth of knowledge when it comes to the complexities of small business accounting and is a Certified ProAdvisor for QuickBooks Online. Laurie enjoys spending time with her two daughters, and four grandchildren and enjoys golfing, fly fishing, camping and exploring all that Bend has to offer.
Jordan Diefendorf, CPA
Jordan graduated from Western Washington University in 2010 with a Bachelor’s degree in Accounting. She began in public accounting in early 2011 and went to work for a large firm in Bellingham, Washington where she specialized in tax for businesses and individuals. Jordan joined Callan Accounting in September 2012 and is excited to be able to work with small business owners on their tax and accounting issues. She enjoys hiking, camping, and other outdoor activities and is excited to explore Bend, its surrounding area, and all that it has to offer.
Jackie Monda, CPA, Senior Tax Specialist
Jackie graduated from the University of Montana with a degree in Business Administration with an emphasis in Accounting. She spent several years working for public accounting firms in Nevada, Wyoming, and California before joining our firm in 2015. Jackie is a Senior Tax Specialist and has extensive experience assisting individuals and small businesses with tax matters, monthly and annual accounting, and financial statements. Jackie lives in Sunriver, Oregon with her husband Seth and their daughter Emry. They love the outdoors and spend as much time as possible hiking, biking and exploring the region.
Johnita M. Callan, CFO/Marketing Director
Johnita has been in public accounting since 1989 after working in the construction industry. Her focus is helping companies in transition with accounting and business systems implementation and training. Some of the industries she has helped include dental and medical practices, construction, restaurants, health clubs, and general small businesses. She is also the firm’s Marketing Director.Johnita is married to Steve and together they have six grown children and 14 grandchildren who keep her busy in her off-work hours.
Claudia@Callancpas.comClaudia has been in public accounting for over 12 years and has over 30 years of experience as an accountant for a large variety of small businesses. She excels at advising and resolving her client’s accounting questions while delivering a high level of customer satisfaction. She received her Business Administration degree from San Jose State University and has been a QuickBooks Proadvisor since 2005.
Claudia has been married for 36 years and has two married children, and one grandson. She and her husband spend time during the summer months enjoying the outdoors and all that Central Oregon has to offer. In her spare time, she loves to travel, read, excercise and spend time with her friends and family.
Jordan A. Lanigan, CPA
Jordan graduated from Southern Oregon University in 2012 with a degree in Economics, and also earned an Associate degree in Accounting from Central Oregon Community College. She has been in public accounting since 2015. Jordan works with individuals and businesses preparing tax returns and providing accounting services, and also performs accounting for trust and estate clients. In her free time, Jordan enjoys hiking, paddle boarding, traveling and spending time with her two sons.
Brandon Burgess, Staff Accountant
Brandon graduated from Oregon State University in 2017 with a Bachelor’s of Science in Accounting. Brandon joined our staff in November 2017 and is excited to begin his accounting career with Callan Accounting Services. In his free time he enjoys hiking the Central Oregon area and cheering for the Portland Trail Blazers.
Sarah Herbert, Office Manager
Sarah joined our team in 2016 as our receptionist and front desk ambassador. Sarah is married to her husband, Steve. They have a construction business, and are the owners of Central Oregon Chicken Coops. They have three children–Blake, Samantha, and Ashlynn. Sarah loves spending time with her family, camping, hiking, and running!
Emma, Chief Paw-sident
Emma is Claudia’s sweet dog that visits the office several days a week. She is a stress reducer and our clients absolutely love her.