We have consulted with hundreds of clients on a full range of business and professional needs, covering both short-term direction and long-term strategy. Our experts can provide training and support for setting up and maintaining your financial and management systems. We can guide you through any number of challenges, from starting up to exit strategies.
Low Income Housing Projects
The Pacific Northwest is one of the highest growth regions in the country, with tons of developer activity, a growing unhoused population, and powerful regulations to go with it all. Whether you’re building a standalone low-income housing project, or trying to stay compliant with setting aside Section 8 unit requirements and zoning laws, we can help you out. Serve the communities who need it most while maintaining profit and staying within the red tape.
The Pacific Northwest is home to a thriving ecosystem of nonprofits, serving countless causes right in our backyard. We couldn’t be prouder to be neighbors with such worthwhile organizations, which is why serving this sector with our CPA and financial consulting firm is the cornerstone of our business. Nonprofits face a unique series of challenges in compliance, reporting, and regulation, and they still need to keep the lights on—we’re here to help with all of it.
Professional services firms comprise a wide variety of knowledge-based businesses, from accountants like us to engineers, accountants, advertisers and on-and-on. Luckily, we have institutional experience with just about every kind, combined with local Pacific Northwest knowledge to help you out. Our CPA and financial consulting firm is ready to help you tackle all your tax and money issues, and help you plan for continued growth and success.
Trusts and Estates
Laws and regulations regarding trusts and estates can be complex and require attention to detail, which makes linking up with reliable local experts all the more important. Our CPA and financial consulting firm is versed in helping families protect their assets and pass them on while staying fully in compliance and carried out according to your wishes, while reducing taxes on your estate and ensuring ongoing prosperity.
Why Us for Consulting & Management Advising
Bringing Our Best
We operate a small team where our top people, including the partners, are the ones handling your sensitive financial situations.
We’re part of an alliance of independent firms across the country, that expands our access to resources, experiences, and service specialties.
Since 1972 we’ve been here in Portland, working to better our community. Our philosophy says we only succeed when you succeed, and only you can define what that means. Throughout it all, we’ll be there for you.
Partnering With The Best Team
We thrive in working in a team environment that’s why our team often includes attorney’s, trust officers, financial planners, and other professionals to serve our clients goals.
The estate planning team at McDonald Jacobs is experienced, knowledgeable, and expert at leading clients through complicated estate planning matters in a comprehensible fashion. They are valuable members of any client’s estate planning team.
Their knowledge is beyond repute, but it is the personal relationships I have formed, along with their outstanding customer service and professionalism, that sets McDonald Jacobs apart.
We need an auditor who understands nonprofits, is responsive, and can be understanding and flexible in a way that smaller nonprofits often are. That’s why we work with McDonald Jacobs.
Some firms feel there’s a risk about teaching their clients too much about certain forms. That’s not the case at McDonald Jacobs. They don’t worry about those types of things. They’re open-handed and open-hearted.