Business Details
Your Trusted Partner for Accounting Solutions
Ki Patton Certified Public Accountant, CPA is a full-service accounting firm licensed in California, specializing in comprehensive financial solutions for individuals and businesses. With over 25 years of experience, our team of certified professionals provides personalized attention to tax preparation, business advisory services, and nonprofit accounting. We prioritize strategic tax planning, accurate financial reporting, and compliance with evolving regulations to maximize client savings and operational efficiency.Our commitment to excellence is reflected in our advanced QuickBooks certification, outsourced CFO services, and tailored financial strategies for small businesses, nonprofits, and high-net-worth individuals. By combining industry expertise with proactive advisory support, we empower clients to achieve long-term financial stability and growth.
Services
Small Business Accounting
Business Advisory Services
New Business Formation
Non-Profit Organizations
Tax Preparation
Highlights and features
- We have over 25 years of experience in accounting and tax services.
- Our team includes advanced certified QuickBooks Pro Advisors.
- We provide personalized attention to individual and business financial needs.
- Our services include strategic tax planning and nonprofit compliance expertise.
- We offer outsourced CFO services for small business financial management.
What people say
Leading firms in the area
Personal and professional attention
Professional and responsive
Known for quality service
Services
Small Business Accounting
We provide comprehensive accounting solutions for small businesses, including bookkeeping, financial reporting, and cash flow management. Our services help business owners focus on growth while ensuring accurate financial records. With expertise in budget forecasting and tax compliance, we support informed decision-making and long-term financial success.
Tax Preparation
Our tax preparation services cover individual and business needs with strategic planning to maximize deductions and credits. We ensure compliance with federal and state regulations while minimizing tax liabilities. With experienced professionals handling complex returns, clients receive accurate filings and proactive tax-saving recommendations.
Business Advisory Services
We offer strategic business advisory services including growth planning, financial analysis, and entity selection. Our consultants help businesses optimize operations, improve profitability, and navigate regulatory requirements. With customized solutions, we support clients in achieving both short-term objectives and long-term sustainability.
Non-Profit Organizations
Specialized accounting and compliance services for nonprofits, including Form 990 preparation and tax-exempt status applications. We ensure adherence to specific revenue and expense classifications required by the IRS. Our team provides audit support and financial management tailored to nonprofit operational needs.
New Business Formation
We guide entrepreneurs through business formation processes including entity selection and registration. Our services cover initial tax planning, accounting system setup, and compliance requirements. With expert advice on legal structures and financial frameworks, we help new businesses establish a solid foundation for success.
People
Kathleen I. Patton
CPA
Kathleen I. Patton, CPA has over 25 years of tax preparation experience with a Masters in Business Administration specializing in finance. As an advanced certified QuickBooks Pro Advisor, she provides expert accounting solutions for individuals and businesses.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, cash flow management, and outsourced CFO services tailored to small business needs.
How can your tax services benefit my business?
Our strategic tax planning maximizes deductions while ensuring compliance, with expertise in business tax returns and liability reduction.
Do you specialize in nonprofit organization accounting?
Yes, we handle Form 990 preparation, tax-exempt applications, and financial compliance specifically for nonprofit organizations.
What business advisory services are available?
We offer growth planning, financial analysis, entity selection, and operational strategy consultations for business owners.
How do you support new business formation?
We assist with entity selection, registration processes, initial tax planning, and accounting system setup for new businesses.
