The greater Portland area boasts one of the most thriving, eclectic and well-rounded nonprofit communities in the country. Our nonprofit clients are front and center in this dynamic environment.

They are large arts organizations and small theater groups. They serve LGBTQ youth and provide meals for low-income families. They support schools and teachers, and offer work skills training for the unemployed. In short, their efforts help make the region a more equitable place to live. Knowing this, we’ve built a tax and financial statement practice that helps nonprofit organizations continue their work and enhance their respective missions.

For these organizations, limited operating revenue and volunteer staffing can create a variety of challenges. In an effort to mitigate these challenges, each of our nonprofit clients receives direct attention and involvement from one or more of our principals, a fact that distinguishes us from most other firms. We balance the depth and experience that comes with engagement team continuity and the capacity to offer fresh perspectives with team rotation.

We structure our services to meet the true needs of our nonprofit clients, and are prepared to handle any number of organizational needs, including:

  • Audit, review or compiled financial statements
  • OMB A-133 compliance audits (Single Audits)
  • Information return (Form 990) filings
  • Exempt organization applications (Form 1023)
  • Internal controls
  • Agreed upon procedure engagement
  • Year-round consulting
  • Projections relating to unrelated business income

In addition to serving nonprofits, every McDonald Jacobs team member volunteers in some capacity for the benefit of regional organizations. We’re happy to be a part of what makes the community great.