Mcdonald Jacobs, P.c.

What Mcdonald Jacobs, P.c. does

McDonald Jacobs, P.C. is a privately held, full-service certified public accounting and consulting firm headquartered in Portland, Oregon, with a second Portland office. Founded in 1972, the firm has operated continuously in the Pacific Northwest for over 50 years and serves closely held businesses, nonprofits, trusts and estates, and individuals. Its service portfolio spans ten core lines: Client Accounting Services (monthly bookkeeping and financial reporting), Consulting & Management Advising, Employee Benefit Plan Audit, Estate Planning, Financial Reporting & Assurance Services, Internal Control Assessment, Low Income Housing and New Market Tax Credit Consulting, Single Audits, State & Local Taxes, and Tax Planning & Preparation.

The firm operates as a partner-led, small-team practice with no proprietary technology platform. Its tool stack consists of off-the-shelf solutions — PaySimple for online payments, ShareFile for secure file exchange, QuickBooks as the underlying bookkeeping environment, Emma for email marketing, and standard Google web tools (Analytics, Tag Manager, reCAPTCHA, Maps, Places). There is no public API, no proprietary AI/ML capability, and no software product revenue. The firm belongs to an alliance of independent accounting firms across the U.S., which extends its specialty resources without diluting local independence.

The revenue model is professional services fees billed against custom engagements — pricing is not publicly disclosed and varies by service type, client complexity, and engagement scope. Distribution is direct: partner-led engagements with no intermediaries, delivered regionally across the Pacific Northwest. Customer segments are intentionally diversified across ten verticals — creative services, individuals, lawyers and law firms, low income housing projects, medical and dental practices, nonprofits, professional services, real estate, technology, and trusts and estates — reducing single-segment exposure. Marketing is conducted through a blog and email newsletter, with topical content tied to current tax-law developments.

Name

Mcdonald Jacobs, P.c.

Legal name

McDonald Jacobs, P. C.

Website

https://mcdonaldjacobs.cpa

Company type

Private

Founded year

1972

Operating status

Operating

Short description

McDonald Jacobs, P.C. is a privately held, full-service CPA and consulting firm founded in 1972 in Portland, Oregon, serving closely held businesses, nonprofits, trusts and estates, and individuals across the Pacific Northwest through partner-led tax, audit, advisory, and estate planning engagements.

Ownership category

akta.pro rank

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Accounting and Consulting Services: Full-service CPA firm providing financial and compliance assurance services, tax planning and preparation, monthly bookkeeping and financial reporting, estate planning, and consulting and management advising services. Revenue generated through professional service fees for accounting, auditing, tax preparation, and advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

McDonald Jacobs, P.C. is a full-service certified public accounting and consulting firm providing financial and compliance assurance (audit, review, compilation), tax planning and preparation, monthly bookkeeping and financial reporting (Client Accounting Services), estate planning, internal control assessment, employee benefit plan and single audits, state and local tax advisory, and consulting and management advising. Engagements are partner-led and tailored to closely held businesses, nonprofits, trusts and estates, and individuals, primarily across the Pacific Northwest.

Product overview

McDonald Jacobs, P.c. is a full-service certified public accounting and consulting firm offering a unified portfolio of professional services. The firm specializes in closely held businesses, nonprofits, trusts and estates, and individuals. Services include Client Accounting Services (monthly bookkeeping and financial reporting), Consulting & Management Advising, Employee Benefit Plan Audit, Estate Planning, Financial Reporting & Assurance Services, Internal Control Assessment, Low Income Housing and New Market Tax Credit Consulting, Single Audits, State & Local Taxes, and Tax Planning & Preparation. The firm primarily serves clients in the Pacific Northwest including Creative Services, Individuals, Lawyers & Law Firms, Low Income Housing Projects, Medical & Dental, Nonprofits, Professional Services, Real Estate, Technology, and Trusts and Estates sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Client Accounting Services Ongoing outsourced accounting support including monthly bookkeeping and financial reporting for closely held businesses and other clients.
• Consulting & Management Advising Business consulting services for startups, internal control assessments, and financial strategies to help businesses grow.
• Employee Benefit Plan Audit Audit services for employee benefit plans to ensure compliance with regulations.
• Estate Planning Comprehensive estate planning services to help navigate complexities of laws and regulations while honoring client wishes for wealth transfer.
• Financial Reporting & Assurance Services Financial and compliance assurance services including audit, review, and compilation engagements.
• Internal Control Assessment Assessment services to evaluate and improve internal controls within organizations.
• Low Income Housing and New Market Tax Credit Consulting Specialized consulting for low income housing projects and new market tax credits, serving affordable housing developers.
• Single Audits Single audit services for organizations receiving federal funding to ensure compliance with federal requirements.
• State & Local Taxes Advisory services for state and local tax compliance and planning.
• Tax Planning & Preparation Comprehensive tax planning and preparation services for businesses and individuals.

Named customers4 records

Segments10 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Partnerships

One partnership is on record.

• Alliance of Independent FirmsminorStrategic or Co-development PartnerMcDonald Jacobs is part of an alliance of independent firms across the country. This affiliation expands their access to resources, experiences, and specialized service capabilities while maintaining their local independence and community focus in the Pacific Northwest.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Market position

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mcdonald Jacobs, P.c.