Robert G Patrick PA

Who We Are

The firm of Robert G. Patrick, Certified Public Accountant, has been offering professional accounting, tax, and consulting services to individuals, small businesses, and nonprofits in the Destin, Florida area since 1984. Guided by integrity, honesty, and decades of experience, we partner with our clients to navigate the complexities of their financial landscapes.

Our Commitment

We understand that every client is unique, with diverse financial needs and goals. We tailor our services to each client's specific circumstances, offering a comprehensive range of personalized services across various industries. Our use of modern technology and collaborative approach ensure efficient and effective solutions tailored to your unique situation.

Accounting

• Comprehensive financial statement preparation
• Bookkeeping and payroll processing
• Monthly, quarterly, or annual accounting assistance

Consulting

• Business and financial planning
• Strategic analysis and risk management
• Expert witness testimony

Financial Statement Preparation

• Development of accurate and transparent financial statements
• Assistance with budgeting and forecasting
• Tax compliance consulting

Information Requests

• Responsive processing of information requests from various institutions
• Secure document storage and online access

Tax Returns

• Preparation and filing of individual, business, and nonprofit tax returns
• Representation before the IRS and state taxing authorities

Other Services

• Tax consulting and planning
• Forensic accounting and litigation support
• Business valuations and litigation support

Our Approach

Our personalized approach combines:

• Transparency: Clear and open communication throughout the engagement.
• Collaboration: Active involvement and partnership with clients.
• Expertise: Access to experienced and certified professionals.
• Technology: Leverage of advanced software and tools for efficiency and accuracy.

New Clients

We warmly welcome new clients and offer a free initial consultation to understand your unique needs and discuss how we can best serve you. Contact us today to schedule your consultation and let us be your trusted partner in achieving your financial goals.