McDonald Jacobs, PC

A Partner In Your Success, And A Friend In Your Community

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

3.7

★★★★☆

3 reviews

Full-service CPA and consulting firm specializing in closely held businesses, nonprofits, trusts and estates, and individual financial needs.

Call (503) 227-0581

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About

McDonald Jacobs is a full-service certified public accounting and consulting firm specializing in closely held businesses, nonprofits, trusts and estates, and the financial needs of individuals. Founded in 1972, the firm has been serving the Portland community and the broader Pacific Northwest for over 50 years.

They offer a comprehensive range of services including client accounting, tax planning and preparation, consulting and management advising, estate planning, financial reporting and assurance, employee benefit plan audits, internal control assessments, low-income housing and new market tax credit consulting, single audits, and state and local taxes. The firm is committed to diversity, equity, and inclusion, and actively supports the nonprofit community through pro bono work and civic involvement.

Specialization in nonprofits and closely held businesses

Small team where partners handle client matters directly

Part of a national alliance of independent firms

Commitment to diversity, equity, and inclusion since founding

Community-focused with civic involvement and sustainability programs

Nearly 50 years of experience in Portland (since 1972)

Services

Client Accounting Services

Keep your books solid throughout the year with expert accounting help. Can work directly in Quickbooks or Xero accounts.

QuickBooks integration Xero integration Monthly bookkeeping Financial reporting

Consulting & Management Advising

Determine short-term direction and long-term strategy with help from expert financial consultants. Assist with forming entities to planning exit strategies.

Startup preparation Internal control assessment Financial strategy Exit planning

Financial Reporting & Assurance Services

Report financials with confidence. Invaluable resources for business owners, lenders, funders, contributors, and other interested parties.

Financial statement preparation Lender reporting Compliance reporting

Tax Planning & Preparation

Throughout the PNW and beyond, provide financial and compliance assurance services, tax planning and preparation.

Tax planning Tax preparation Compliance assurance State & local taxes

Estate Planning

Help navigate the complexities of laws and regulations while honoring your wishes every step of the way for trusts and estates.

Trust planning Estate planning Succession planning

Employee Benefit Plan Audit

Create a win-win situation where employees get the benefits they deserve and the organization gets the maximum tax benefit.

Benefit plan auditing Tax benefit optimization Compliance

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Rating

3.7

★★★★☆

Reviews

"Excellent service from this firm!"

Frequently Asked Questions

What services does McDonald Jacobs offer? +

McDonald Jacobs offers client accounting services, consulting and management advising, financial reporting and assurance, tax planning and preparation, estate planning, employee benefit plan audits, internal control assessments, low-income housing and new market tax credit consulting, single audits, and state and local taxes.

When was McDonald Jacobs founded? +

McDonald Jacobs was founded on January 1, 1972, in Portland, Oregon.

Where is McDonald Jacobs located? +

McDonald Jacobs is located at 121 SW Salmon Street, Suite 1100, Portland, Oregon 97204.

What industries does McDonald Jacobs serve? +

McDonald Jacobs serves creative services, individuals, lawyers and law firms, low-income housing projects, medical and dental, nonprofits, professional services, real estate, technology, and trusts and estates.

Does McDonald Jacobs work with nonprofits? +

Yes, McDonald Jacobs specializes in and understands the culture, values, and dynamics of the nonprofit sector. They offer dedicated services including employee benefit plan audits, single audits, and low-income housing consulting for nonprofits.

What is McDonald Jacobs' approach to client service? +

McDonald Jacobs operates a small team where top people, including partners, handle sensitive financial situations. They emphasize commitment to nonprofits, diversity, and creating lasting partnerships with clients.

Does McDonald Jacobs offer tax planning services? +

Yes, McDonald Jacobs provides tax planning and preparation services for individuals and businesses throughout the Pacific Northwest and beyond.

Can McDonald Jacobs help with estate planning? +

Yes, McDonald Jacobs offers trusts and estate planning services to help clients navigate the complexities of laws and regulations while honoring their wishes.