Fitzpatrick & McKenzie

Business Details

Your Trusted Accounting Partner in McMinnville, OR

Fitzpatrick & McKenzie CPAs, LLC is a full-service accounting firm serving clients throughout Oregon's Willamette Valley. Our team of 6 Certified Public Accountants and 3 assistants brings over 50 combined years of experience in tax preparation, financial reporting, and business consulting. We specialize in serving local industries including agriculture, contracting, wine production, and retail, with a focus on multi-generational family businesses.

Our approach emphasizes personalized service, combining technical expertise with deep community knowledge to optimize financial outcomes. We maintain rigorous in-house review processes to ensure accuracy and compliance with evolving regulations, while fostering long-term client relationships built on trust and integrity.

Services

Accounting Tax Preparation Bookkeeping Financial Statements Business Consulting QuickBooks Services Payroll Preparation Tax Planning

Highlights and features

We offer over 50 years of combined CPA experience in tax and accounting services
Our team specializes in local industries including agriculture, wine, and contracting
We provide multi-generational financial planning for family-owned businesses
Our in-house review processes ensure regulatory compliance and technical accuracy
We maintain deep community connections to better understand local business needs

Website

Update Listing

Services

Tax Preparation

Our certified professionals prepare accurate individual and business tax returns with meticulous attention to compliance. We handle corporate, LLC, partnership, trust, and multi-state returns while identifying legitimate deductions. Our team stays current with evolving tax codes to ensure optimal filing strategies for clients in diverse industries including agriculture and wine production.

Business Consulting

We provide strategic guidance for business formation, financial planning, and operational efficiency. Our consultants help clients select appropriate entity structures and develop growth strategies. With industry-specific expertise in contracting and retail sectors, we offer tailored advice on cash flow management, budgeting, and long-term business sustainability.

Bookkeeping

Our comprehensive bookkeeping services maintain accurate financial records using QuickBooks software. We handle accounts payable/receivable, payroll processing, and financial statement preparation. The team provides monthly reporting packages and system setup/training to ensure businesses maintain organized financial operations throughout the year.

Financial Statements

We prepare GAAP-compliant financial statements including balance sheets, income statements, and cash flow analyses. Our compilation and review services ensure accurate reporting for stakeholders while maintaining regulatory compliance. The team works closely with clients to explain financial position and identify areas for improvement through detailed performance metrics.

Payroll Services

Our payroll experts manage complete payroll processing including tax withholding calculations and regulatory filings. We handle 1099 preparation, wage reporting, and compliance with federal/state requirements. The service integrates with accounting systems to ensure accurate financial reporting while reducing administrative burdens for business owners.

People

Michael McKenzie

Principal

35-year CPA veteran specializing in tax and accounting services. Former high school math teacher and US Army veteran. Active community leader with board service at McMinnville Chamber of Commerce and Rotary. Holds mathematics and accounting degrees from Oregon State University.

Meg McKenzie

Principal

CPA with 25+ years of experience in tax planning and business consulting. Former wine industry professional turned accountant. Active volunteer with Red Cross and McMinnville Swim Club. Holds BS in Accounting from Portland State University and serves on multiple local boards.

Casey Duncan

Principal

Licensed CPA in Oregon and California with corporate finance background. Former Financial Planning Manager in Los Angeles. Specializes in tax preparation and financial planning. Active in community activities and holds degrees from University of California, Santa Barbara.

Jenny Johns

Principal

CPA with entrepreneurial family background and 20 years of small business experience. Transitioned to accounting after career in business management. Active community volunteer with McMinnville Montessori School and Library Foundation. Holds mathematics degree from Linfield College.

Dan Vandehey

CPA

15+ years of Oregon tax preparation experience with expertise in corporate dissolutions and non-profits. Former youth counselor with psychology background. Active school volunteer and Oregon State University graduate. Combines accounting skills with community involvement through local sports and cultural activities.

Questions

What accounting services do you offer?

We provide full-service accounting including financial statements, bookkeeping, tax preparation, business consulting, QuickBooks support, payroll processing, and tax planning for individuals and businesses.

Do you specialize in any particular industries?

Yes, we specialize in serving agriculture, contracting, wine production, retail, and service sectors with tailored financial solutions based on our deep local industry knowledge.

How do you handle multi-state tax returns?

Our team prepares multi-state individual and corporate tax returns with expertise in navigating complex state tax regulations while ensuring compliance across jurisdictions.

Can you help with QuickBooks setup and training?

Yes, we offer QuickBooks Pro Advisor services including system setup, training, and ongoing support to help businesses effectively manage their accounting operations.

What makes your firm different from other accountants?

We combine technical expertise with personalized service, maintaining 50+ combined years of experience and long-term staff relationships to provide consistent, client-focused solutions.

Are you available for year-round business consulting?

Yes, our business consulting services include entity selection, financial planning, and operational strategy available throughout the year beyond traditional tax seasons.