Our strength. Your numbers.
At K.I. Patton, CPA, we pride ourselves on being more than just a typical accounting firm. We're a team of dedicated professionals committed to providing personalized, expert guidance to our clients. Our roots run deep in the community, and we're passionate about helping individuals and businesses alike achieve financial success. Licensed in California, our team of CPAs boasts a wealth of experience and expertise, ready to tackle any financial challenge you may face.
We understand that navigating the complexities of the modern financial landscape can be daunting. Tax laws are constantly evolving, and keeping up with them can be a headache. That's where we come in. We believe in providing clear, concise advice that empowers our clients to make informed decisions about their finances. We take the time to understand your unique needs and goals, tailoring our services to fit your specific circumstances.
Our Services
Our comprehensive suite of services is designed to meet the diverse needs of our clients. We offer a full range of accounting and tax services for individuals and businesses of all sizes, from small startups to established corporations.
For businesses, we provide a robust set of services including:
- Small Business Accounting: We handle all aspects of your financial record-keeping, from bookkeeping and accounts payable and receivable to payroll and financial statement preparation. This frees up your valuable time to focus on growing your business.
- Business Advisory Services: We offer strategic guidance on a wide range of financial matters, such as cash flow management, budgeting, and investment planning. We act as your trusted advisors, helping you make sound financial decisions that will propel your business forward.
- New Business Formation: Launching a new venture is an exciting but often complex process. Our team can guide you through the legal and financial requirements of starting a business, ensuring a smooth and successful launch.
- Non-Profit Organizations: We understand the unique financial challenges faced by non-profits. We offer specialized services to help you navigate complex regulations, maintain financial transparency, and maximize your impact.
In addition to our business services, we provide a comprehensive range of tax services for individuals and businesses:
- Individual Tax Preparation: We ensure that you claim all eligible deductions and credits, helping you minimize your tax liability and keep more of your hard-earned money.
- Tax Preparation for Businesses: We prepare and file your business taxes accurately and efficiently, minimizing your risk of penalties and compliance issues.
- Tax Planning: We work with you to develop a personalized tax plan that minimizes your tax burden both now and in the future.
- Estate & Trust Tax Services: We provide expert guidance on estate planning and tax matters, ensuring that your assets are properly protected and transferred according to your wishes.
What Sets Us Apart
At K.I. Patton, CPA, we believe that our clients deserve more than just a transaction-based relationship. We strive to build genuine, lasting partnerships based on trust, transparency, and a commitment to your success.
We're known for our personalized service, responsive communication, and in-depth understanding of individual client needs. We go the extra mile to ensure that you feel supported and confident throughout your financial journey.
We're not just number crunchers; we're your trusted financial partners, dedicated to helping you achieve your financial goals.
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