Bernards & Associates PC

At Bernards, CPA, we pride ourselves on being a team of highly experienced financial advisors who help individuals, businesses, and other organizations achieve their unique financial goals. With over 30 years of experience, we have helped thousands of clients in Yamhill County, Oregon, navigate their financial journeys. Our commitment is to provide exceptional, timely, and industry-specific services that cater to our clients' specific needs.

Our Services

As a full-service accounting and consulting firm, we offer a wide range of services, including:

Tax Services

• Tax preparation and planning
• Audit representation
• IRS resolution and compliance
• Tax planning and preparation

Accounting and Assurance Services

• Financial statement preparation
• Audits and reviews
• Compliance filings
• Financial analysis and planning

Consulting Services

• Business planning and strategy development
• Financial planning and analysis
• Budgeting and forecasting
• Cash flow management

Industry Expertise

Our team has extensive experience in various industries, including:

• Agriculture
• Banking
• Construction
• Credit Unions
• Real Estate
• Employee Benefit Plans
• Wineries
• High-tech firms
• Local government
• Manufacturing
• Non-profit organizations
• Professional services
• Restaurants
• Retailers
• Schools
• Trusts & Estates

Why Choose Us

At Bernards, CPA, we believe that every client is unique, and our services are tailored to meet their specific needs. With our expertise and guidance, our clients can focus on their objectives while we handle the financial aspects. Our team of professionals is committed to delivering exceptional service, timely responses, and cost-effective solutions.

Meet Our Team

Our team consists of experienced CPAs, including our founder and president, Kathleen Bernards, CPA, who has been a CPA since 1974. We also have Liz Penrose, CPA, who specializes in tax and assurance engagements, and Karen Bryan, our bookkeeper and payroll clerk, with over 25 years of experience. Our team is dedicated to providing unparalleled service and expertise to our clients.

Community Commitment

At Bernards, CPA, we strive to give back to our community and support local organizations. We believe that our commitment to community service is an essential part of our firm's values.