Business Details
25 Years
experience
Trusted Accounting & Tax Services in Portland, OR
McCoy Foat & Co CPAs PC has been a trusted partner for accounting, tax preparation, and financial strategy since 2001. Our team of certified professionals combines decades of experience with personalized service, offering solutions tailored to individuals and businesses across Oregon. We specialize in tax planning, financial statements, business valuation, and cloud-based accounting, ensuring clients receive accurate, forward-thinking advice.Our commitment to continuous learning and client education empowers informed financial decisions. Located in West Linn, we serve Portland-metro and statewide, prioritizing transparency, ethical standards, and long-term client relationships. Our collaborative approach addresses complex financial challenges while fostering business growth and personal financial success.
Services
Tax Preparation
Financial Planning
Business Valuation
Cloud Accounting
Succession Planning
Forensic Analysis
Corporate Turnaround
Estate Planning
QuickBooks Consulting
Payroll Services
Details
- Year established: 2001
Highlights and features
- We offer over 20 years of combined experience in accounting and tax strategy.
- Our team provides personalized financial planning tailored to individual and business needs.
- We utilize cloud-based technology for real-time, accessible accounting solutions.
- Our certified professionals hold specialized credentials in valuation and forensic analysis.
- We prioritize transparent communication and ethical financial practices.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Oregon Society of Certified Public Accountants (OSCPA)
- Institute of Business Appraisers (IBA)
- National Association of Certified Valuators and Analysts (NACVA)
Services
Tax Preparation
Our tax preparation services ensure accurate, timely filings for individuals and businesses. We identify deductions and credits to maximize refunds while complying with federal and state regulations. Clients receive year-round support from CPAs to navigate complex tax codes and minimize liabilities.
Business Valuation
Certified Valuation Analysts assess business worth for sales, succession planning, or estate purposes. We analyze financial health, market position, and growth potential to provide actionable insights for owners and stakeholders.
Cloud Accounting
Cloud-based solutions offer real-time financial management with secure access from anywhere. Our team implements QuickBooks Online, streamlines workflows, and trains clients to optimize accounting efficiency and data-driven decisions.
Succession Planning
We design strategies to ensure smooth business transitions during retirement, disability, or sale. Our plans protect owners, employees, and heirs by addressing tax implications, leadership continuity, and asset distribution.
Forensic Analysis
Expert forensic services uncover financial discrepancies in legal cases, including fraud, divorce, or bankruptcy. We provide detailed reports and testimony to support litigation, asset recovery, and dispute resolution with precision and clarity.
People
Mark Foat
CPA, CBA, CVA, CFF
Founder and majority shareholder with expertise in commercial finance and business valuation. Holds multiple certifications including Certified Public Accountant and Certified Valuation Analyst. Prior banking experience informs strategic financial solutions for clients.
Sherri Ness
JD
Manager with legal background specializing in tax management and financial statement preparation. Licensed in Oregon and Washington, she combines legal insight with accounting expertise to deliver client-focused solutions.
Trevor Habig
CPA
Tax specialist with a focus on strategic planning and client education. Joined McCoy Foat in 2014, emphasizing proactive problem-solving and personalized tax-saving strategies for individuals and businesses.
Sterling James
Tax Accountant
Experienced tax professional with a background in real estate and accounting. Joined in 2014, offering expertise in individual and business tax returns while valuing work-life balance and client collaboration.
Richard Gassner
JD (Retired)
Co-founder providing legal and tax consulting for special projects. Retired in 2016 but remains available for complex cases, leveraging decades of experience in business law and financial strategy.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll, budgeting, and cloud-based accounting solutions tailored to small businesses.
Do you handle tax preparation for both individuals and corporations?
Yes, we prepare personal, business, and corporate tax returns with strategies to minimize liabilities and maximize refunds.
Can you assist with business succession planning?
Our team designs comprehensive succession plans to ensure smooth transitions during retirement, sale, or ownership changes.
What sets McCoy Foat apart from other accounting firms?
We combine technical expertise with personalized service, certified professionals, and cloud technology for accessible, client-focused solutions.
Are your services available outside Portland?
We serve clients throughout Oregon, including Portland-metro and statewide, with remote support via cloud platforms.
