Patrick Casey

At Patrick Casey & Co. LLP, we are a team of experienced certified public accountants (CPAs) dedicated to providing personalized tax planning and preparation services to individuals, businesses, estates, and trusts across the United States. Our mission is to provide value to our clients through expertise, people skills, and a knack for navigating complex issues.

Our Services

We offer a wide range of services to cater to the diverse needs of our clients. Our services include:

Personal Income Taxes

We provide income tax preparation and planning services to a wide range of clients, including individuals, small business owners, retirees, investors, and corporate executives. Our team of experts is knowledgeable in numerous avenues of tax law, including real estate, rentals, investments, farming activities, sole proprietorships, tax credits, deductions, multi-state returns, and more.

Business Income Taxes

We prepare income tax returns for various business entities, including partnerships, LLCs, S corporations, C corporations, and sole proprietorships. Our clients operate in numerous industries, including real estate, medical, legal, dental, tech, consulting, financial, construction, food and beverage, and more.

Estate, Trust, & Gift Taxes

We prepare income tax returns for estates and trusts, estate tax returns (death or inheritance tax returns), and gift tax returns. Our firm has a long history of assisting clients with various estate tax preparation and planning needs.

Tax Planning & Consulting

We offer tax planning and consulting as proactive, forward-looking services, which are incredibly valuable to our clients. We are available year-round to assist with various planning needs, including but not limited to income tax projections, business sales and purchases, budget analyses, accounting services, and more.

About Our Team

At Patrick Casey & Co. LLP, we are proud to take our clients by the hand and guide them through the tax planning process. We offer decades of experience as your trusted CPAs in Bend, Oregon. Our firm utilizes collective intelligence to offer you the best tax planning and preparation services. Not only do we support businesses at every stage, but we also help individual clients prepare and plan for the future.