McDonald Jacobs, PC

McDonald Jacobs, PC is an accountant in Portland, OR, located at 121 SW Salmon St #1100. It provides financial and compliance assurance services, tax planning and preparation, monthly bookkeeping, and financial reporting for closely held businesses, nonprofits, trusts, estates, and individuals. The firm maintains a rating of 3.70 based on customer reviews.

Founded in 1972 by Jim McDonald and John Ames, the firm has operated continuously in Portland for over five decades. It began in the Jackson Tower and has moved through several downtown locations, including the American Bank Building and the Pacific Building, before settling at its current address in the World Trade Center. The partnership structure has evolved over the years, incorporating partners such as Jay Maxwell, Arnold Biskar, Susan Marks, Dennis Johnson, Mark Clift, Mary Strasdin, and Jessica Yoder. The firm remains a small team where partners handle sensitive client situations directly. It is a member of an alliance of independent firms across the country and holds AICPA Small Firm Division membership with a recent peer review passed without issue.

The firm specializes in the financial needs of the nonprofit sector, low-income housing projects, and New Market Tax Credit consulting. It assists with entity formation, exit strategies, internal controls, and compliance with federal funds and zoning laws. Services extend to creative services, professional services, medical and dental practices, and law firms. The firm works directly within QuickBooks or Xero accounts and provides compiled, reviewed, or audited financial statements using a risk-based approach. The estate planning team focuses on navigating complex laws and regulations while honoring client wishes.

McDonald Jacobs, PC holds a 3.70 rating from its customers. The firm has served the Portland area since 1972.

McDonald Jacobs, PC combines more than fifty years of local history with specialized expertise in nonprofit and estate planning to serve Portland’s business and community sectors.

McDonald Jacobs, PC is situated at 121 SW Salmon St #1100 in Portland, just steps from the TriMet Administrative Headquarters and near Southwest Main Street and Southwest 2nd Avenue.

BizScoreAI awarded the firm a perfect 100 out of 100 for its Schema & Structure score, meaning the website uses structured data and clear headings so AI assistants and search engines clearly understand the business and its services. The firm received a 76 out of 100 for its Technical score.

Services:

• Consulting & Management Advising
• Estate Planning
• Financial Reporting & Assurance Services
• Internal Control Assessment
• Tax Planning & Preparation