Elgee Rehfeld Mertz, LLC (ERM) is the result of a merger of three local certified public accounting firms, Elgee & Rehfeld, Funk, Baxter & Company and Hanlin & Merritt. The mergers took place on January 1, 1989 and August 1, 1998 with each firm contributing its own unique history. Described below is a brief overview of their history and the evolution of ERM.
Elgee & Rehfeld was an outgrowth of a one-man accounting practice, which began in Juneau in August 1983, by George W. Elgee. In November 1984, Robert L. Rehfeld joined the firm and in April 1985, became a partner. The firm practiced public accounting under the name Elgee & Rehfeld, CPAs. In February 1986, Elgee & Rehfeld acquired the local accounting practice of John L. Lucas Company, P.C. and continued practicing under the name Elgee & Rehfeld, CPAs.
Funk, Baxter & Company was also the outgrowth of a one-man accounting practice which began in Juneau in 1957 by Robert L. Dyer. In January of 1972, LeRoy T. Funk joined as a partner and the firm practiced public accounting under the name Dyer & Funk until July 1978. At that time Frank S. Baxter purchased the partnership interest of Mr. Dyer and the firm name was changed to Funk, Baxter & Company, P.C. Catherine Barrett began working as an accountant with Dyer & Funk in 1974 and became a CPA in 1977. Catherine became a partner in 1982.
Hanlin & Merritt, CPAs was a continuation of the firm Molitor, Doremus & Hanlin that had been around since 1955. They had offices in both Seattle Washington, and Juneau. Robert B. Merritt became the firm’s Juneau partner in 1963. In 1989, the two firms Elgee & Rehfeld and Funk, Baxter & Company merged to create a new partnership, Elgee, Rehfeld & Funk, CPAs. By the time of the merger, Frank Baxter had left the firm leaving George Elgee, Robert Rehfeld, LeRoy Funk, and Catherine Barrett as the remaining partners.
In 1992, Max E. Mertz joined the firm as the audit manager, and in January 1997, he purchased the partnership interest of LeRoy Funk.
In August 1998, Elgee Rehfeld & Funk merged with Juneau firm Hanlin & Merritt, CPA’s. Robert Merritt was a partner with Elgee, Rehfeld & Funk from 1998 until his retirement in 2000.
The firm changed its name in 2002 to Elgee, Rehfeld, Mertz & Barrett to reflect the ownership of the company.
In October of 2003, to reflect Cathy Barrett’s retirement, the firm name changed again, to what currently known as: Elgee Rehfeld Mertz, LLC.
Karen J. Tarver, who joined the firm in November, 2000 as audit manager, became the firm’s second audit partner in September, 2007.
In November 2010, long time employee Bridget M. Lujan was added as the firm’s partner and Director of Firm Operations. She subsequently left the firm in December 2013.
In October 2015, managers Sarah Griffith and Mark Mesdag were added partners to the firm; Sarah as an audit partner and Mark as a tax partner.