Benefit plans of a certain size are subject to additional scrutiny as prescribed by the Department of Labor.  These types of plans, whether retirement or health and welfare, can be complex and compliance with plan provisions and government regulations is of paramount importance.  We coordinate our audit services with your Plan fiduciary, third party administrator, and custodian to help you fulfill your fiduciary responsibility to make sure the plan is being operated accordingly.

Our firm has extensive experience with these audits and as a member of the American Institute of Certified Public Accountants’ (AICPA) Employee Benefit Plan Audit Quality Center, we have access to a variety of resources and tools to help our clients.

Industry Expertise

Lawyers & Law Firms

You know your area of law like the back of your hand. It’s a tall order to know the tax code back and forth too, along with its frequent changes here in the Pacific Northwest. That’s where we come in. Our CPA and financial consulting firm can help your law firm with all manner of accounting needs and planning for financial goals, keeping you on the right side of Uncle Sam as you practice the law.


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

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.

Service Leaders

Jeffrey Lester

Senior Assurance Manager

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Why Us for Employee Benefit Plan Audit

Bringing Our Best

We operate a small team where our top people, including the partners, are the ones handling your sensitive financial situations.

National Resources

We’re part of an alliance of independent firms across the country, that expands our access to resources, experiences, and service specialties.

Trusted Partnership

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.


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.

Donna M. Muehleck, Duffy Kekel LLP

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.

Doug Shumaker, Individual Tax Client,

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.

The Northwest Catholic Counseling Center

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.

Terry Miller,