Business Details
42 Years
experience
Trusted Accounting & Tax Services in Destin, FL
The firm of Robert G Patrick CPA, Certified Public Accountant has offered professional accounting, tax, and consulting services to individual clients, small businesses, and non-profits since 1984. We provide a broad range of personalized services to our clients across diverse industries, building long-term relationships based on integrity, honesty, and competence from decades of public accounting experience. Our use of modern technology enables efficient service delivery regardless of client or firm location.We welcome new clients through a free initial consultation to evaluate needs, discuss fee structures, and allow clients to assess our qualifications for handling accounting, tax, and consulting projects. Our practice spans South Okaloosa and South Walton counties in Florida, with expanded service to Haywood County, North Carolina, accommodating clients across the country through remote communication tools.
Services
Accounting
Consulting
Tax Returns
Financial Statements
Information Returns
Other Services
Details
- Year established: 1984
Highlights and features
- We offer free initial consultations to evaluate client needs.
- Our firm has 40+ years of public accounting experience.
- We utilize modern technology for efficient remote service delivery.
- We serve diverse industries across Florida and North Carolina.
- Our fee structure discussions ensure transparent pricing.
Associations and certifications
- Certified Public Accountant (CPA)
What people say
Expert tax preparation
Decades of experience
Responsive communication
Reliable financial advice
Personalized service
Services
Accounting
We provide comprehensive accounting services including accounts receivable/payable, bank reconciliations, payroll processing, and general ledger management. Our expertise spans for-profit and non-profit organizations, utilizing platforms like QuickBooks to ensure accurate financial record-keeping. Services also include fixed asset depreciation tracking and year-end account analysis for businesses of all sizes.
Tax Returns
Our tax return services cover federal and state income tax preparation for individuals, corporations, partnerships, and trusts. We handle complex filings including estate tax returns, gift tax returns, and IRS audit representation. Specialized services include resort rental tax returns, payroll tax compliance, and multi-state tax filings to ensure clients meet all regulatory requirements with confidence.
Consulting
We offer strategic consulting services covering business valuation, tax planning, cash flow management, and entity structure selection. Our expertise includes budgeting, loan application support, and internal control system design. We assist clients with federal student loan applications, workers' compensation audits, and accounting software implementation to optimize financial operations and long-term planning.
Financial Statements
We prepare audited financial statements under cash basis, tax basis, or other comprehensive accounting frameworks. Services include compilation and review engagements, personal financial statements for loan applications, and prescribed-form reporting. Our work ensures accurate financial communication for businesses seeking financing, regulatory compliance, or internal decision-making purposes.
Information Returns
We handle all IRS information return requirements including Forms 1099, 1098, W-2, and 5500. Our services ensure proper reporting for businesses with employees, contractors, or retirement plans. We also manage foreign asset disclosures and Form 990 filings for tax-exempt organizations to maintain compliance with federal reporting mandates.
People
Robert G Patrick CPA
Certified Public Accountant
Robert G Patrick CPA has practiced public accounting since 1984 in Destin, Florida, serving diverse clients across South Okaloosa and South Walton counties. He expanded services to Haywood County, North Carolina, leveraging technology for nationwide client support.
Questions
What accounting services do you offer?
We provide full-cycle accounting including payroll, bank reconciliations, general ledger management, and financial statement preparation for businesses and non-profits.
Do you offer free initial consultations?
Yes, we offer free initial consultations to evaluate your needs and discuss how we can assist with accounting, tax, or consulting projects.
Which areas do you serve?
We primarily serve Destin, FL and Haywood County, NC, but use technology to support clients nationwide through remote communication tools.
What tax services do you provide?
We prepare federal and state tax returns for individuals, corporations, trusts, and partnerships, including audit representation and multi-state filings.
Can you assist with IRS audits?
Yes, we provide expert representation and support for IRS audits, ensuring compliance and resolving tax-related issues effectively.
