Tax Services Bios

Partners (CPA)

Chesley H. Erickson, CPA, Partner, Registered Representative

cerickson@hebcpa.com

Education

B.S., Accounting, University of Utah, 1974

Professional Experience

Chesley H. Erickson is the Managing Partner of HEB with 30 years of audit and tax experience. Chesley is responsible for accounting, audit, retirement plan administration, and business and personal financial planning. He also has substantial client involvement in individual and business taxation matters.

Community Activities

Past-President, United Cerebral Palsy of Utah;

Financial Consultant, United Way of Davis County;

Better Business Bureau of Utah;

Former President, Oakridge Country Club

Professional Affiliations

Member, American Institute of CPAs;

Member, AICPA Private Companies Practice Section

Member, Utah Association of CPAs;

Certified Government Financial Manager


F. Charles "Chuck" Huber, CPA, Partner, Registered Representative

chuber@hebcpa.com

Education

B.S., Accounting, San Jose State College, CA

Professional Experience

Chuck is a Partner with 36 years of Business and Tax Consulting for a wide range of clients. Chuck has significant experience in real estate matters including 1031 Exchanges and is also experienced in legal support matters including appearances as an expert witness in court cases.

Professional Affiliations

Member, American Institute of CPA’s

Member, Utah Association of CPA’s;

Former Board Member of The UACPA

Former President of Salt Lake City Downtown Chapter of CPA’s

Member, Tax Division, AICPA

Licensed Certified Public Accountant, State of Utah

Originally Licensed in the State of California

Member, Utah Association of CPAs (UACPA)


David B. Lewis, CPA, Partner, Registered Representative

dlewis@hebcpa.com

Education

B.S., Accounting, MAcc, Brigham Young University, 1992

Professional Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, Utah Association of Certified Public Accountants (UACPA)

Member, Nevada Association of Certified Public Accountants

Professional Experience

2002 to Present, Partner with Huber, Erickson & Bowman, LLC

1992 to 2001 Manager with Grant Thornton LLP


Dave is a Partner of HEB, CPAs. He has over 13 years experience and is actively involved in providing audit, tax valuation, and consulting services to real estate & construction, manufacturing & distribution, and professional services companies throughout the western United States.


Dave also provides estate planning, as well as financial planning services to small business owners and principals.


Evert Holdaway, CPA, Tax Advisor

eholdaway@hebcpa.com

Education

B.S., Accounting, Brigham Young University

Professional Experience

Evert is a Tax Consultant with over 25 years of experience in all areas of taxation-specifically tax compliance, tax planning corporate and partnership restructuring, mergers and acquisitions, IRC 1031 real estate exchanges, pension and profit sharing plans and estate planning.

Professional Affiliations

Member, American Institute of Certified Public Accounts (AICPA)
Member, Utah Association of Certified Public Accountants (UACPA)


James F. Hoch, CPA, Tax Manager

jhoch@hebcpa.com

Education

B.S., Accounting, University of Wyoming, 1985

Professional Experience

Jim is a Manager with 17 years of tax experience. Jim is responsible for tax compliance for partnerships, corporations and individual, as well as, fiduciaries and exempt organizations.

Professional Affiliations

Member, American Institute of Certified Public Accounts (AICPA)
Member, Utah Association of Certified Public Accountants (UACPA)


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