A CPA firm whose sole focus is you.
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We are a team of highly experienced financial advisors who help you - individuals, businesses and other organizations - reach specific financial goals. Tax optimizations, home savings, education planning, expanding a business, merging, filings, navigating audits and new laws, whatever your goals are, we're there for you.

Learn why thousands of clients in Yamhill County, Oregon are working with us:

Individual

 

Business

 

Services

 

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Put all the chances on your side, here's what we offer

Experience

We helped 1000s of clients in 30 years - and still counting.

Friendliness

Our staff is approachable and speaks your language.

Precision

Everything is in the fine print. We pay attention to each detail.

Responsiveness

Get the answers when you need them. Hear from us when it matters.

Full Service

We're more than just accountants and tax preparers, we're advisors.

Network of Professionals

We'll connect you with attorneys, investment advisors, and others to further assist you.

I love the written summaries of meetings provided by the CPAs that are complete, concise, and understandable.

-Bev, Rhonda, Don

The service is timely and thorough.

-John

Because of the work that this CPA firm does for me, I can sleep at night. Uncle Sam no longer scares me.

-Tim

The professional staff translates complex accounting and tax concepts into language that I can understand.

-Bill

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Why You Need a CPA

If you think a CPA - Certified Public Accountant - just performs fancy tax returns and creative accounting, you couldn't be further from the truth. A CPA is an accountant, that part is correct, but a CPA does much more. He or she is an advisor, a person with an in-depth knowledge of business, tax, accounting and compliance.

A CPA is also, through the certification, someone who can legally represent you during audits and interface with the government; something book-keepers and noncertified accountants cannot do. The CPA can prepare financial statements and provide financial analysis.

Below are a few reasons show-casing why a CPA is so important for individuals, businesses and other organizations:

 

Reasons for an individual

  • Multiple sources of income
  • Own rental properties, businesses, trusts
  • Retirement planning or funding
  • College funding
  • High earnings, audit risks or paying too much tax
  • Take advantage of deductions
  • Saving for children
  • Marital status change
  • Inheritance
  • Received an Audit notice from the IRS

Reasons for a business, or other organization

  • Book keeping, accounting and payroll
  • Assurance services
  • Audit support (Audit notice from IRS)
  • Compliance & filings
  • Financial analysis & financial advice
  • Help with new ventures & entity selection
  • File personal property tax
  • Need forensic analysis
  • Creating employee benefit plans
  • Cost accounting & cost allocation

 

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Our People

Kathleen Bernards, CPA

Founder, president and managing partner of the firm. Kathy holds a Linfield College degree. She has been a CPA since 1974 with experience in all areas of the practice.

Kyle Renalds, CPA

Kyle joined the firm in 2012 to expand the firm, by bringing forensic experience, compliance and additional expertise to the assurance practice.

Elizabeth Penrose, CPA

Elizabeth, the firm's Tax Manager, joined the firm in 1988 and is grateful to have spent her entire career in public accounting with B & A and in service to McMinnville and surrounding community.

 

Meet the Whole Team

About Us

Bernards & Associates is a McMinnville (Oregon) based CPA firm that has been in business since 1987. Our staff offers a combined 100 years of CPA experience.

Our commitment is to provide our clients with the tools necessary to accomplish their goals by delivering superior quality accounting, financial statement assurance, tax, and consulting services. We emphasize exceptional, timely, and industry specific services.

The breadth of our services makes us unique among the local firms in Yamhill County, Oregon.

Bernards & Associates has a licensed Oregon municipal auditor since 1978 and a Certified Fraud Examiner (CFE). All our CPAs are members of the American Institute of CPAs (AICPA), the Oregon Association of CPAs (OSCPA), and Oregon Assoc of Independent Accountants (OAIA).

Bernards & Associates is a Quickbooks Online Certified Pro Advisor

Industry & Services

Industries

  • Agriculture
  • Banks
  • Construction
  • Credit Unions
  • Real Estate
  • Employee Benefit Plans
  • Wineries
  • High tech firms
  • Local government
  • Manufacturing
  • Nonprofit organizations
  • Professional Services
  • Restaurants
  • Retailers
  • Savings and Loans
  • Schools
  • Trusts & Estates
  • Fitness

Advisory Services

  • Audit support
  • Cash flow and Tax planning for debt and equity funding
  • College funding
  • Debt structure
  • Entity selection
  • Estate planning
  • IRS Correspondence
  • IRS Penalty abatements
  • IRS Resolution
  • Real estate transaction
  • Retirement funding
  • Retirement planning
  • Same sex marriage tax preparation
  • Setting up businesses
  • Succession planning
  • Tax planning
  • Tax planning for life changes (marital status, business start-up, property sales)
  • Tax preparation
  • Wealth management

Compliance Services

  • Financial Audits
  • Employee benefit plan
  • Filings Preparation
  • Financial statement
  • Income tax filings
  • Payroll tax reports
  • Personal property tax filings
  • Reviews
  • Workers compensation

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