Business Details
42 Years
experience
Trusted Accounting & Tax Services in Destin, FL
The firm of Robert G Patrick CPA has provided professional accounting, tax, and consulting services to individuals, small businesses, and non-profits since 1984. Our approach combines decades of experience with modern technology to deliver personalized solutions tailored to each client's unique needs. We prioritize integrity, honesty, and competence, building long-term relationships through transparent communication and reliable service.Our team serves clients across diverse industries, offering expertise in financial statement preparation, tax planning, IRS representation, and business consulting. We welcome new clients through a free initial consultation to assess compatibility and discuss strategic financial goals.
Services
Accounting Services
Tax Returns
Financial Statement Preparation
IRS Audit Support
Business Consulting
Payroll Accounting
Entity Choice Guidance
Retirement Planning
Fiduciary Services
Information Returns
Details
- Year established: 1984
Highlights and features
- We offer over 40 years of combined accounting and tax expertise.
- Our team provides free initial consultations for new clients.
- We utilize modern technology for efficient, location-independent service.
- Our professionals hold CPA certifications in Florida and Alabama.
- We specialize in IRS representation and audit support services.
Services
Accounting Services
We provide comprehensive accounting solutions including accounts receivable/payable management, payroll processing, bank reconciliations, and financial record maintenance. Our services support businesses in maintaining accurate financial records using modern accounting software. We specialize in both cash and accrual basis accounting systems for profit and non-profit organizations.
Tax Returns
Our tax preparation services cover individual and business returns, including complex corporate, partnership, and trust tax filings. We handle federal and state income taxes, payroll taxes, and specialized returns for condominium associations and non-profits. Our team also assists with tax payment plans and extension requests.
IRS Audit Support
We represent clients during IRS audits and appeals processes, providing expert guidance through tax disputes. Our services include preparing audit responses, negotiating settlements, and resolving back tax liabilities while ensuring compliance with federal tax regulations.
Financial Statements
We prepare compiled and reviewed financial statements according to accounting standards. Our services include cash flow analysis, balance sheet preparation, and income statement reporting tailored for loan applications, investor presentations, and regulatory compliance requirements.
Business Consulting
Our consulting services cover business valuation, cash flow planning, entity structure selection, and tax strategy development. We assist with budget creation, internal control systems implementation, and financial decision-making for business growth and succession planning.
People
Robert G Patrick CPA
Certified Public Accountant
With over 40 years of experience, Robert specializes in tax planning, IRS audits, and business consulting. He holds CPA certifications in Florida and Alabama and has completed 60+ peer reviews of CPA firms.
Suzanne S. Patrick
Enrolled Agent
Suzanne brings 32 years of tax and accounting expertise, specializing in IRS representation and computer system consulting. She holds an Enrolled Agent designation and maintains annual tax education requirements.
Karen P. Lowe
Paraprofessional
Karen has 18 years of experience in accounting and payroll services, specializing in sales tax compliance and information return preparation. She has worked in public accounting for the past 12 years.
Questions
What accounting services do you offer?
We provide full-service accounting including payroll processing, bank reconciliations, fixed asset tracking, and year-end financial statement preparation for businesses and individuals.
Do you offer tax planning assistance?
Yes, we offer comprehensive tax planning services including entity selection, retirement planning, and year-round tax strategy consultations to minimize liabilities.
Can you help with IRS audit representation?
Our firm specializes in IRS audit support, including representation during audits, appeals process assistance, and resolution of tax disputes for individuals and businesses.
What industries do you serve?
We work with diverse clients including small businesses, non-profits, real estate entities, professional service firms, and individuals with complex tax situations.
Is there a free initial consultation available?
Yes, we offer complimentary initial consultations to discuss your accounting needs, review our fee structure, and determine if our services align with your goals.
