Business Details
39 Years
experience
Your Trusted CPA Partner in McMinnville, OR
Bernards & Associates PC is a McMinnville, Oregon-based accounting firm that has served individuals, businesses, and organizations since 1987. With over 100 combined years of experience among our team, we specialize in delivering tailored financial solutions through services such as tax planning and preparation, financial statement assurance, audit support, and consulting. Our firm holds unique credentials, including a licensed Oregon municipal auditor since 1978 and a Certified Fraud Examiner on staff. We emphasize precision, responsiveness, and industry-specific expertise, serving diverse sectors like agriculture, wineries, nonprofits, and high-tech firms. As members of the American Institute of CPAs, Oregon Association of CPAs, and Oregon Association of Independent Accountants, we maintain the highest professional standards.Our team combines deep technical knowledge with clear communication, translating complex financial concepts into actionable insights. We operate as a QuickBooks Online Certified Pro Advisor, enhancing our ability to provide modern accounting solutions. Our commitment extends beyond technical excellencewe prioritize building lasting relationships and understanding each client's unique goals. With decades of local expertise and a network of trusted professionals, we position ourselves as advisors rather than mere accountants. This approach has earned us the trust of thousands of clients across Yamhill County who rely on us for comprehensive financial guidance.
Services
Tax Preparation
Financial Planning
Audit Support
Payroll Services
Bookkeeping
Estate Planning
IRS Representation
Business Tax Filing
Retirement Planning
Compliance Services
Details
- Year established: 1987
Highlights and features
- We have helped 1000+ clients over 30 years with personalized financial solutions.
- Our team includes a Certified Fraud Examiner and licensed Oregon municipal auditor.
- We provide industry-specific expertise across agriculture, wineries, nonprofits, and tech sectors.
- We maintain memberships in top professional organizations like AICPA and OSCP.
- Our QuickBooks certification enables modern, efficient accounting solutions.
Associations and certifications
- American Institute of CPAs (AICPA)
- Oregon Association of CPAs (OSCPA)
- Oregon Association of Independent Accountants (OAIA)
- Certified Fraud Examiner (CFE)
- QuickBooks Online Certified Pro Advisor
What people say
Thorough service
Timely response
Understandable explanations
Sleep at night
Professional staff
Services
Tax Preparation
Our comprehensive tax preparation services cover individuals, businesses, and special entities. We stay current with evolving tax laws to ensure compliance while optimizing deductions and credits. Our certified professionals provide clear explanations of tax implications and strategies, leveraging modern technology like QuickBooks integration for accuracy and efficiency.
Financial Planning
We develop personalized financial plans addressing retirement, education funding, estate strategies, and business growth. Our approach combines risk assessment with long-term goals, delivering tailored solutions for high-net-worth individuals and organizations. Services include cash flow analysis, investment guidance, and tax-efficient wealth preservation strategies.
Audit Support
Our audit support includes financial statement audits, reviews, and compilations for public and private entities. We specialize in IRS representation, penalty abatements, and compliance reviews. With expertise in GAAP and regulatory standards, we ensure accurate reporting while minimizing audit risks through proactive documentation processes.
Payroll Services
We handle complete payroll processing, tax filings, and reporting obligations. Our services include wage calculations, tax deposit management, and compliance with federal/state regulations. We integrate payroll data with broader financial reporting needs, providing clients with streamlined operations and reduced administrative burdens.
Business Consulting
We advise on business structure selection, mergers, acquisitions, and succession planning. Our consulting covers cost accounting, entity reorganizations, and strategic tax planning for growth. We assist with startup formation, expansion strategies, and compliance requirements for corporations, nonprofits, and partnerships.
People
Kathleen Bernards
Founder, President and Managing Partner
CPA since 1974 with expertise in all accounting areas. Holds Linfield College degree and leads community-focused initiatives. Brings over 45 years of experience in public accounting and firm management.
Elizabeth Penrose
CPA
Specializes in tax and assurance engagements. Leverages team-based approach to deliver personalized service. Active Yamhill Valley community member with deep regional financial expertise.
Sandra Cutler
Office Manager/Accountant
Manages administrative operations and accounting functions. Brings banking and bookkeeping experience from multiple industries. Oversees day-to-day office management and financial reporting processes.
Kaira Liston
Staff Accountant
Focuses on individual and business tax services. Holds BA in Accounting from Linfield University. Provides technical expertise in compliance and tax strategy development.
Ann Meyer
Staff Accountant
Corporate accounting specialist with 25+ years of experience. BA in Accounting from California State University. Expertise in financial statement preparation and corporate tax compliance.
Questions
What accounting services does Bernards CPA offer?
We provide tax preparation, financial planning, audit support, payroll processing, business consulting, estate planning, and compliance services for individuals and organizations.
Can Bernards CPA handle audits and IRS issues?
Yes, we specialize in audit support, IRS representation, penalty abatements, and compliance reviews. Our CPAs legally represent clients during government proceedings.
What industries do you work with?
We serve agriculture, wineries, nonprofits, construction, real estate, manufacturing, high-tech firms, local government, and professional service organizations.
Do you offer QuickBooks support?
Yes, we are QuickBooks Online Certified Pro Advisors providing software implementation, troubleshooting, and integration with accounting processes.
How do you ensure client communication?
We provide written meeting summaries, timely responses, and personalized communication tailored to each client's preferred interaction style.
