MCCOY FOAT & CO CPAs PC

Experienced Accountants & Consultants

Accountant in West Linn, OR (show on map)

3.3

★★★☆☆

6 reviews

A Portland-area CPA firm offering tax preparation, bookkeeping, accounting, and business financial strategies for Oregon small businesses.

Call (503) 650-1040

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About

McCoy Foat & Co CPAs PC was founded in 2001 by Mark Foat, Michael McCoy, and Dick Gassner. Today Mark Foat is the majority shareholder and is involved in all areas of the firm with emphasis on commercial finance and business valuation.

The firm provides a full suite of accounting and tax services including individual and business tax planning, bookkeeping, QuickBooks consulting, financial statement preparation, corporate financial strategies, and payroll services. Located off I-205 in West Linn, Oregon, the firm serves clients throughout Oregon with a personalized boutique approach. The team includes CPAs, an attorney, and accounting professionals with diverse credentials including CBA, CVA, CFF, and EA.

Small enough for personal attention, large enough for financial sophistication

One-stop partner for accounting, tax, QuickBooks, and financial strategies

Act as an off-site always-ready CFO for small businesses

Team approach to solving multifaceted business problems

Personalized boutique approach to service

Services

Tax Preparation Services

Individual and business tax preparation and planning services.

Individual Tax Planning Business Tax Returns Tax Planning Review

Bookkeeping Services

Certified QuickBooks bookkeeping with paperless workflow, reconciliations, inventory, bill payment, and reporting.

QuickBooks Online Subscription Paperless Workflow Monthly Bank Reconciliations Monthly Credit Card Reconciliations Payroll Reconciliation Inventory Updates Bill Payment Industry Benchmarking Reports

Accounting Services

Financial statement preparation, corporate financial strategies, and compilation and review services.

Financial Statements Corporate Financial Strategies Compilation and Review Customized Reports

Personal Financial Planning

Financial planning services for individuals and families.

Personal Financial Planning Retirement Planning Tax Planning

QuickBooks Consulting

QuickBooks setup, cleanup, training, and ongoing support by certified QuickBooks pros.

Initial QuickBooks Set Up Prior Period Cleanup Quarterly Controller Review Custom Chart of Account Creation Customized Reports and PDF Packages

Credentials & Certifications

Certified Public Accountant (CPA)

Certified Business Appraiser (CBA)

Certified Valuation Analyst (CVA)

Certified in Financial Forensics (CFF)

Oregon State Bar License

Washington State Bar License

Enrolled Agent (EA)

Oregon Licensed Tax Preparer

Reviews

Rating

3.3

★★★☆☆

Reviews

"Front desk was great to work with."

Frequently Asked Questions

What services does McCoy Foat offer? +

McCoy Foat offers tax preparation, bookkeeping, accounting, QuickBooks consulting, personal financial planning, and corporate financial strategies.

Where is McCoy Foat located? +

McCoy Foat is located at 1800 Blankenship Rd Ste 430, West Linn, OR 97068, off I-205 just south of Portland.

When was McCoy Foat founded? +

McCoy Foat was founded in 2001 by Mark Foat, Michael McCoy, and Dick Gassner.

Who are the key team members at McCoy Foat? +

Key team members include Mark Foat (CPA, CBA, CVA, CFF, Majority Shareholder), Sherri Ness (JD, Manager), Trevor Habig (CPA), Amber Tyson (Accountant), Candace Plant (EA), and Jessica Benadom (Accountant).

What QuickBooks services does McCoy Foat provide? +

McCoy Foat provides QuickBooks setup, cleanup, ongoing bookkeeping, payroll reconciliation, inventory management, bill payment, quarterly controller reviews, and customized reporting.

Does McCoy Foat serve individuals as well as businesses? +

Yes, McCoy Foat serves both individuals (tax planning, personal financial planning) and businesses (tax returns, bookkeeping, corporate financial strategies).

What credentials does Mark Foat hold? +

Mark Foat holds CPA, Certified Business Appraiser (CBA), Certified Valuation Analyst (CVA), and Certified in Financial Forensics (CFF) designations.

What is McCoy Foat's approach to serving clients? +

McCoy Foat takes a personalized boutique approach, using a team approach to solve multifaceted business problems proactively with a soup-to-nuts approach that meets all client needs.