Business Details
39 Years
experience
Your Trusted Partner for Accounting Solutions in McMinnville
Bernards & Associates PC is a McMinnville-based accounting firm established in 1987, offering comprehensive financial services to individuals, businesses, and organizations. Our team of certified professionals brings over 100 combined years of experience, specializing in tax planning, audit support, financial consulting, and compliance services tailored to diverse industries. We prioritize precision, client education, and proactive communication, ensuring clients navigate complex financial landscapes with confidence.As members of AICPA, OSCPA, and OAIA, we uphold rigorous professional standards while delivering personalized solutions. Our commitment extends beyond technical expertisewe act as strategic partners, connecting clients with trusted professionals to address holistic financial needs. With a legacy of community service and a focus on evolving industry trends, we empower clients to achieve long-term financial success through meticulous attention to detail and responsive, client-centric service.
Services
Tax Preparation
Financial Planning
Audit Support
Estate Planning
Business Consulting
Payroll Services
IRS Representation
Retirement Planning
Forensic Accounting
Compliance Services
Details
- Year established: 1987
Highlights and features
- We have over 30 years of experience helping thousands of clients achieve financial goals.
- Our staff communicates complex financial concepts in clear, accessible language.
- We pay meticulous attention to detail in every tax filing and financial analysis.
- We provide timely responses and proactive guidance during critical financial decisions.
- We offer a full range of services beyond basic accounting, including strategic consulting.
Associations and certifications
- QuickBooks Online Certified Pro Advisor
What people say
Timely and thorough service
Clear communication of complex concepts
Peace of mind during audits
Personalized financial strategies
Meticulous attention to detail
Services
Tax Preparation
Our tax preparation services ensure accurate, compliant filings for individuals and businesses. We optimize deductions, address complex scenarios like audits, and provide clear guidance to minimize liabilities. With expertise in federal, state, and local regulations, we streamline the process while maximizing returns.
Financial Planning
We develop tailored financial strategies for retirement, education funding, and wealth preservation. Our planners analyze income sources, investments, and goals to create actionable roadmaps. Services include cash flow analysis, risk assessment, and long-term tax-efficient planning for individuals and businesses.
Audit Support
We assist clients facing IRS audits with expert documentation and representation. Our team ensures compliance, resolves discrepancies, and negotiates penalties. Services include audit defense, penalty abatement, and proactive strategies to prevent future issues while maintaining regulatory adherence.
Estate Planning
We guide clients through estate planning, including wills, trusts, and tax filings. Our specialists handle fiduciary accounting, gift tax strategies, and succession planning for businesses. We ensure assets are protected and transferred efficiently according to client wishes.
Business Consulting
We offer strategic advice for business growth, entity selection, and compliance. Services include payroll processing, financial analysis, cost accounting, and merger/acquisition planning. Our consultants help organizations navigate tax laws, optimize operations, and achieve long-term profitability.
People
Kathleen Bernards
Founder & Managing Partner
Kathleen Bernards & Associates PC, founded the firm in 1987 after graduating from Linfield College. With over 40 years of experience, she specializes in tax and accounting services, leading a team committed to client-focused solutions and community service.
Elizabeth Penrose
CPA
Elizabeth Penrose, CPA, specializes in tax and assurance services. With deep roots in Yamhill Valley, she leverages a team-based approach to deliver personalized financial strategies and meticulous compliance solutions for individuals and businesses.
Kaira Liston
Staff Accountant
Kaira Liston, a Linfield graduate, focuses on tax services for individuals and businesses. She joined Bernards & Associates PC full-time in 2015 after interning for two years, bringing technical expertise and a client-first approach to financial planning.
Ann Meyer
Staff Accountant
Ann Meyer, with 25+ years in public accounting, specializes in corporate tax and compliance. She joined Bernards & Associates PC in 2020, offering expertise in financial analysis and strategic tax planning for businesses navigating complex regulatory environments.
Annie Martinez-Lopez
Staff Accountant
Annie Martinez-Lopez, a Linfield alumna, joined Bernards & Associates PC as an intern in 2020 and became a full-time staff accountant after graduating in 2022. She focuses on tax preparation and advisory services for individuals and small businesses.
Questions
What services does Bernards, CPA offer?
We provide tax preparation, financial planning, audit support, estate planning, business consulting, and compliance services for individuals and organizations.
Why choose a CPA over a regular accountant?
CPAs have advanced certifications, legal authority to represent clients during audits, and deeper expertise in tax law and financial regulations.
Do you specialize in specific industries?
Yes, we serve agriculture, construction, nonprofits, wineries, tech firms, local government, and more with tailored financial solutions.
How do you handle IRS audit support?
We provide documentation guidance, penalty negotiation, and direct IRS communication to resolve audits efficiently and minimize liabilities.
What areas do you serve?
We primarily serve Yamhill County, Oregon, with clients across the state and beyond through virtual consultations.
