Who we serve

The tax and audit environment is constantly evolving, with frequent changes at the federal, state, and local levels. Our role is to stay on top of these changes so you don’t have to.

Nonprofit organizations

From theater groups to social service organizations, we can provide financial statement compilations, audits, and other assurance services, as well prepare IRS Form 990. Our deep expertise and commitment to excellence allows McDonald Jacobs to deliver the individual attention to help nonprofits succeed.

Businesses and Individuals

Whether you are an attorney, restauranteur, medical professional, creative firm, emerging business, individual, or more, you will face unique tax challenges and financial opportunities. Whatever your needs, we happily serve as your trusted advisor.

Trusts and Estates

Working with trusts and estates can involve many complexities, not to mention a great deal of emotions. We help you clearly define your estate planning goals, organize and create your estate planning team, assist in fiduciary administration, and more. We’re ready to guide you through the process with competence, empathy, and understanding.