Business Details
Trusted CPA Services for Small Businesses & Startups
Patten & Co. & Co. is a Bay Area accounting firm dedicated to delivering comprehensive financial solutions tailored to small businesses, startups, individuals, estates, trusts, and exempt organizations. Our team combines diverse expertise from national CPA firms and local practices, enabling us to address both strategic and operational challenges. With 25 years of combined experience, we prioritize personalized service, ensuring each client receives meticulous attention to detail and actionable guidance.Our services span tax compliance, audit assurance, business advisory, and estate planning, supported by advanced technology and industry-specific insights. We are committed to building long-term relationships by maintaining the highest standards of professionalism, integrity, and client-focused outcomes.
Services
Tax Planning
Business Advisory
Audits
Accounting
IRS Representation
Estate Trusts
Highlights and features
- We offer 25 years of combined accounting expertise.
- Our team combines national and local firm experience.
- We provide personalized tax planning and compliance strategies.
- Our IRS representation ensures confident audit support.
- We specialize in business advisory services for startups.
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities while ensuring compliance. We develop customized strategies aligned with financial goals, leveraging deep expertise in federal and state tax regulations. Clients benefit from year-round advisory support to optimize their tax positions.
Business Advisory
We provide strategic guidance for business growth, including entity selection, cash flow management, and retirement planning. Our advisory services integrate industry-specific insights to address operational challenges and enhance decision-making for startups and established companies.
Audits
Our audit services deliver high assurance through rigorous examination of financial statements. We combine technical expertise with industry knowledge to verify accuracy, support regulatory compliance, and build stakeholder confidence for private and public entities.
Accounting
We offer comprehensive accounting solutions, including general ledger preparation and QuickBooks implementation. Our services ensure accurate financial reporting and streamlined processes, empowering businesses to focus on growth while maintaining precise records.
Estate Trusts
Our estate planning services help clients navigate complex tax laws to secure their legacy. We design strategies to minimize tax burdens, facilitate smooth asset transfers, and ensure compliance with evolving regulations for individuals and businesses.
People
Mike Patten
CPA
Mike Patten & Co. & Co. is a licensed CPA with extensive experience in public accounting, serving small businesses and startups. He holds an MS in Accounting from the University of Illinois at Chicago and specializes in tax compliance, audit services, and business advisory.
Questions
What accounting services do you specialize in?
We specialize in tax planning, audits, business advisory, and estate planning for small businesses and individuals.
Do you work with startups?
Yes, we provide tailored accounting and advisory services for startups, including entity formation and cash flow management.
Can you assist with IRS audits?
Our team offers professional IRS representation to guide clients through audit processes with confidence and clarity.
What areas do you serve?
We primarily serve the Bay Area, including Walnut Creek, CA, with personalized accounting solutions.
How do you ensure personalized service?
Our team combines national expertise with local insights to deliver customized financial strategies for each client.
