Business Details
Trusted Accounting & Tax Services in McMinnville, OR
Fitzpatrick & McKenzie CPAs, LLC has served clients throughout Oregon's Willamette Valley for decades, combining personalized service with professional expertise in accounting, tax, and business consulting. Our team of six Certified Public Accountants and three assistants brings over 50 combined years of experience to individuals, businesses, and organizations. We specialize in financial reporting, tax planning, and business consulting tailored to industries like agriculture, wine, construction, and retail. Our approach prioritizes understanding each client's unique goals to deliver customized solutions, supported by rigorous in-house review processes that ensure accuracy and compliance.With a commitment to community and client trust, we maintain long-term relationships through integrity-driven service and multi-generational advisory expertise. Our staff's longevitymost working together over 10 yearsensures consistent, knowledgeable support across tax preparation, QuickBooks consulting, payroll services, and business entity selection. We actively engage in local causes, reflecting our dedication to both professional excellence and community impact.
Services
Tax Preparation
Bookkeeping
Business Consulting
QuickBooks Services
Payroll Services
Financial Statements
Tax Planning
1099 Preparation
Multi-state Returns
Highlights and features
- We offer 50+ combined years of CPA experience serving Willamette Valley clients
- Our team provides industry-specific expertise in agriculture, wine, and construction
- We maintain long-term client relationships through personalized tax planning solutions
- Our in-house review processes ensure regulatory compliance and financial accuracy
- We combine multi-generational advisory experience with modern accounting technology
Associations and certifications
- American Institute of CPAs
- Oregon Society of CPAs
Services
Tax Preparation
Our certified professionals handle individual and business tax preparation with meticulous attention to compliance and optimization. We specialize in corporate, LLC, partnership, trust, and multi-state returns while ensuring accurate documentation and timely submission. Clients benefit from our deep understanding of evolving tax regulations and industry-specific deductions.
Bookkeeping
We provide comprehensive bookkeeping services maintaining accurate financial records using modern accounting software. Our team ensures proper categorization of transactions, bank reconciliations, and financial reporting to support informed business decisions. Clients receive organized records that streamline tax preparation and financial planning processes.
Business Consulting
Our consultants offer strategic guidance for business entity selection, financial planning, and operational efficiency. We help clients navigate complex regulations while developing growth strategies tailored to their industry needs. Services include budgeting, forecasting, and QuickBooks implementation to enhance financial management capabilities.
QuickBooks Services
We provide full-cycle QuickBooks support including setup, training, and ongoing consulting. Our certified Pro Advisors help businesses optimize their accounting systems for efficient financial management. Services cover software customization, data migration, and troubleshooting to ensure accurate financial tracking and reporting.
Payroll Services
Our payroll experts manage complete payroll processing including tax calculations, withholdings, and regulatory filings. We ensure compliance with federal and state requirements while handling wage disbursements and year-end reporting. Clients receive accurate, timely payroll processing integrated with their accounting systems.
People
Michael McKenzie
Principal
CPA with 35+ years experience in tax and accounting services. Oregon State University mathematics graduate, former educator, and military veteran. Active community leader serving on multiple local boards while specializing in business consulting and tax strategy.
Meg McKenzie
Principal
CPA with 25+ years of experience in tax planning and business consulting. Former family business professional turned accounting expert. Specializes in client relationship management and financial reporting while maintaining active roles in local volunteer organizations.
Casey Duncan
Principal
Licensed CPA in Oregon and California with expertise in financial planning and tax preparation. Former corporate finance manager who returned to hometown roots. Specializes in business tax strategy and year-round financial forecasting for clients.
Jenny Johns
Principal
CPA with diverse small business experience spanning two decades. Transitioned from entrepreneurial family background to accounting profession. Focuses on client education and financial empowerment while serving local community organizations through volunteer work.
Dan Vandehey
CPA
Dual-degree holder in accounting and psychology with 15+ years tax preparation experience. Specializes in corporate dissolutions and nonprofit tax compliance. Active school volunteer and former youth counselor who combines analytical and interpersonal skills in client service.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive services including bookkeeping, financial statements, payroll processing, tax planning, and business consulting tailored to small business needs.
Do you specialize in any particular industries?
Yes, we have extensive experience in agriculture, wine production, construction, retail, and service sectors within Oregon's Willamette Valley.
Can you help with QuickBooks setup and training?
Yes, we offer QuickBooks Pro Advisor services including software setup, customization, training, and ongoing support for businesses of all sizes.
How do you handle multi-state tax requirements?
Our team specializes in multi-state tax returns, ensuring compliance with various jurisdictions while optimizing tax strategies across state lines.
What sets your firm apart from other accounting services?
We combine 50+ combined years of local experience with personalized service, industry-specific expertise, and a commitment to long-term client relationships.
