Gary McGee & Co. LLP

Nonprofit Accounting Specialists

Certified public accountant in Portland, OR (show on map)

Independent accounting and consulting firm serving nonprofit, tax-exempt organizations in Portland, Oregon.

About

Gary McGee & Co. LLP is an independent, highly specialized accounting and consulting firm located in Portland, Oregon.

Founded 33 years ago, we work exclusively with nonprofit, tax-exempt organizations and their donors, bringing an unrivaled depth of expertise and passion to the nonprofit community. We provide world-class audit, accounting, tax, and advisory services and support at every stage of the accounting, reporting, and tax cycles. Our work is designed to both support and strengthen the business and fiscal operations of each of our nonprofit clients. We serve over 210 active clients across 34 market sectors and are one of only a few accounting firms in the Northwest with an exempt organization practice focus.

Exclusive focus on tax-exempt and nonprofit organizations

One of only a few accounting firms in the Northwest with an exempt organization practice focus

100% of firm staff fully devoted to nonprofits

33 years of specialized experience

Hands-on senior-level involvement in each engagement

Low staff turnover providing greater continuity in engagement staffing

Recognized in a poll of CEOs by The Portland Business Journal as one of Oregon's most admired professional service firms

Services

Audit, Accounting & Tax Services

World-class audit, accounting, tax, and advisory services for nonprofit organizations at every stage of the accounting, reporting, and tax cycles.

Financial statement audits Accounting and reporting Tax preparation and compliance Advisory services

Exempt Organization Tax Services

Specialized tax services ensuring preservation of tax exemption and examining programs to avoid unrelated business income.

Tax exemption preservation Unrelated business income examination Form 990 preparation State and federal filings

Private Foundation Services

Comprehensive private foundation practice serving family foundations, corporate foundations, institutional-related foundations, community and independent groups, donor-advised funds and grant-making entities.

Compliance with private foundation rules 5% minimum qualifying distribution modeling Self-dealing avoidance Unrelated business tax exposure monitoring 990-PF and 990-T filing Grant expenditure evaluation Program-related investment guidance

Employee Benefit Plan Audits

Audit services for employee benefit plans including defined benefit pension plans, defined contribution plans, 401(k), health and welfare plans, and 457(b) and (f) plans.

Defined benefit pension plans Defined contribution pension plans Profit-sharing plans Section 401(k) plans Health and welfare plans Section 403(b) plans Section 457(b) and (f) plans Multi-employer plans Form 5500 preparation and filing

Charitable Giving and Solicitation

Planning for charitable giving from the perspective of both donor and recipient organization, including planned giving programs and gift structuring.

Planned giving program creation Donor presentations Gift proposal preparation Gift structuring counsel Gift program administration Charitable gifting opportunity design

Formation of New Organizations

Representation in connection with the formation of new charitable and other nonprofit organizations, including determination of appropriate entity type and qualification.

Business vs nonprofit form determination Charitable entity qualification Public charity vs private foundation selection Form 1023 and 1024 preparation Future operations guidance

Credentials & Certifications

American Institute of Certified Public Accountants (AICPA) member

AICPA Not-for-Profit Section member

AICPA Employee Benefit Plan Audit Quality Center member

AICPA Governmental Audit Quality Center member

Admitted to practice in Oregon

Admitted to practice in Washington

Frequently Asked Questions

What types of organizations does Gary McGee & Co. serve? +

The firm works exclusively with nonprofit, tax-exempt organizations and their donors, serving clients across 34 different market sectors including libraries, museums, medical research, religious organizations, and more.

Where is Gary McGee & Co. located? +

The firm is located at 222 S.W. Columbia Street, Suite 200, Portland, Oregon 97201.

How many years has Gary McGee & Co. been in business? +

The firm was founded in 1992 and has been in business for 33 years.

Does the firm take on new audit or review engagements? +

At this time, the audit team is fully booked and unable to take on new audit or review engagements. However, the firm is considering tax preparation engagements on a case-by-case basis.

What states is the firm admitted to practice in? +

The firm is admitted to practice in the states of Oregon and Washington.

What makes Gary McGee & Co. different from other accounting firms? +

The firm is the only firm in the region focusing exclusively on the tax-exempt sector, with 100% of staff fully devoted to nonprofits, and is one of only a few firms in the country with this exclusive focus.

What industry affiliations does the firm have? +

The firm is a member of the American Institute of Certified Public Accountants (AICPA), including the Not-for-Profit Section, the Employee Benefit Plan Audit Quality Center, and the Governmental Audit Quality Center.

How many active clients does the firm currently serve? +

The firm has more than 210 active clients.