Bernards & Associates PC

At Bernards, CPA, we understand that finding the right financial advisor can be a daunting task. That's why we've dedicated ourselves to being more than just accountants and tax preparers - we're advisors. For over 30 years, we've helped thousands of clients in Yamhill County, Oregon reach their specific financial goals.

Our team of highly experienced financial advisors is led by Kathleen Bernards, CPA, founder, president, and managing partner of the firm. With a combined 100 years of CPA experience, our staff is committed to providing our clients with the tools necessary to accomplish their goals. We deliver superior quality accounting, financial statement assurance, tax, and consulting services, emphasizing exceptional, timely, and industry-specific services.

We're not just any CPA firm. We're a team of professionals who have been in business since 1987. Our commitment to our clients is unwavering, and we strive to provide the best possible service to individuals, businesses, and other organizations. Our staff includes a licensed Oregon municipal auditor since 1978 and a Certified Fraud Examiner (CFE). All our CPAs are members of the American Institute of CPAs (AICPA), the Oregon Association of CPAs (OSCPA), and Oregon Assoc of Independent Accountants (OAIA).

Services

At Bernards, CPA, we offer a wide range of services designed to meet the unique needs of our clients. These services include:

• Tax Optimizations: We help our clients navigate the complex world of tax laws and regulations to ensure they're taking advantage of all available deductions and credits.

• Home Savings: Whether you're buying a new home or saving for a down payment, we can help you understand the tax implications and develop a savings plan that works for you.

• Education Planning: From college savings plans to student loan strategies, we can help you prepare for the future educational expenses of your children.

• Business Expansion: Whether you're expanding your business, merging with another company, or navigating the complexities of filings and audits, we're here to guide you through the process.

• Audit Support: If you've received an audit notice from the IRS, we can help you prepare and represent you during the audit process.

• New Laws and Regulations: We stay up-to-date on the latest changes in tax laws and regulations, ensuring that our clients are always informed and compliant.

• Network of Professionals: We have a network of attorneys, investment advisors, and other professionals who can further assist our clients with their financial needs.

Why You Need a CPA

A CPA is more than just an accountant; they are advisors with in-depth knowledge of business, tax, accounting, and compliance. A CPA can prepare financial statements, provide financial analysis, and legally represent you during audits and interactions with the government. If you're an individual with multiple sources of income, own rental properties, are planning for retirement, or need help with college funding, a CPA can provide you with the guidance and support you need. For businesses and other organizations, a CPA can assist with bookkeeping, accounting, payroll, assurance services, audit support, compliance, filings, financial analysis, and more.

Our People

Our team at Bernards, CPA is dedicated to providing exceptional service to our clients. Our staff includes Kathleen Bernards, CPA, founder, president, and managing partner of the firm, who has been a CPA since 1974 with experience in all areas of the practice. We have a licensed Oregon municipal auditor since 1978 and a Certified Fraud Examiner (CFE). All our CPAs are members of the American Institute of CPAs (AICPA), the Oregon Association of CPAs (OSCPA), and Oregon Assoc of Independent Accountants (OAIA).

Testimonials

Our clients have praised our services for their precision, responsiveness, and friendliness. They appreciate the written summaries of meetings provided by our CPAs, which are complete, concise, and understandable. They value the timely and thorough service we provide, and they trust us to help them navigate complex accounting and tax concepts.