Business Details
42 Years
experience
Trusted Accounting & Tax Services in Destin, FL
The firm of Robert G. Patrick, Certified Public Accountant has provided professional accounting, tax, and consulting services to individuals, small businesses, and non-profits since 1984. Our approach emphasizes long-term relationships built on integrity, honesty, and decades of experience in public accounting. We leverage modern technology to deliver efficient, location-independent services tailored to diverse client needs. Our team includes specialists in tax planning, IRS representation, financial statement preparation, and business consulting. We prioritize personalized service, offering free initial consultations to align our expertise with client goals.With CPA credentials in Florida and Alabama, and IRS Enrolled Agent representation capabilities, we maintain rigorous continuing education standards. Our professionals hold leadership roles in state CPA institutes and have conducted over 60 peer reviews of CPA firms. We serve clients across industries, including condominiums, homeowner associations, and small businesses. Our commitment to quality is reflected in our affiliations with the American Institute of CPAs and state-level organizations. Whether addressing complex tax issues or routine accounting needs, we focus on practical, client-centered solutions.
Services
Tax Return Preparation
IRS Audit Representation
Financial Statement Prep
Business Consulting
Payroll Accounting
Entity Choice Analysis
Tax Planning
Litigation Support
QuickBooks Consulting
Retirement Planning
Details
- Year established: 1984
Highlights and features
- We offer 40+ years of accounting and tax expertise since 1984
- Our team includes Florida and Alabama CPAs with IRS representation rights
- We provide free initial consultations to assess client needs
- Our professionals maintain 40+ hours annual continuing education
- We have conducted over 60 peer reviews of CPA firms
Services
Tax Return Preparation
We prepare federal and state tax returns for individuals, corporations, partnerships, and trusts. Our services include gift tax returns, estate tax filings, and sales tax applications. We ensure compliance with current tax codes while optimizing deductions and credits.
IRS Audit Representation
Our CPAs and IRS Enrolled Agents represent clients during tax audits and appeals. We handle documentation requests, negotiate settlements, and ensure proper tax code application. Our team has extensive experience resolving complex tax disputes.
Financial Statement Prep
We prepare compiled and reviewed financial statements following GAAP standards. Services include balance sheets, income statements, and cash flow analysis for businesses seeking loans, investors, or regulatory compliance.
Business Consulting
Our consulting covers entity selection, budgeting, cash flow management, and business valuation. We help clients optimize financial operations, implement accounting systems, and develop tax-efficient business strategies.
Payroll Accounting
We manage payroll accounting including tax withholding calculations, W-2 processing, and compliance reporting. Our services ensure accurate employee payments and adherence to federal/state employment tax regulations.
People
Robert G. Patrick
Certified Public Accountant
With over 40 years of experience, Robert specializes in tax planning, IRS audits, and business consulting. He holds CPA licenses in Florida and Alabama and conducts continuing education annually.
Suzanne S. Patrick
Enrolled Agent
Suzanne has 32 years of tax and accounting experience, including IRS representation rights. She focuses on tax returns, financial reporting, and computer system consulting for diverse clients.
Karen P. Lowe
Paraprofessional
Karen provides bookkeeping and payroll services with 18 years of accounting experience. She specializes in sales tax preparation and information return filings for businesses.
Questions
What accounting services do you offer?
We provide full-service accounting including payroll, financial statements, tax returns, IRS representation, and business consulting for individuals and organizations.
Do you offer free initial consultations?
Yes, we provide free initial consultations to evaluate your needs and discuss how our accounting and tax expertise can benefit you.
Which areas do you serve?
We primarily serve Destin, FL and surrounding areas including South Okaloosa and South Walton counties, with NC clients through remote services.
Can you represent me during IRS audits?
Yes, our CPAs and IRS Enrolled Agent can represent clients during tax audits and appeals processes.
What industries do you specialize in?
We work with diverse clients including small businesses, non-profits, condominiums, homeowner associations, and individual taxpayers.
