Patrick and Thomas Group LLC is a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.

 We build strategies, systems, and structures to help clients:

• Maintain accurate records
• Meet current financial obligations
• Comply with tax reporting requirements
• Plan for the future
• Maximize wealth accumulation

Services

Small Business Accounting: Bookkeeping • Bank Reconciliation • Financial Statement Preparation • QuickBooks Services • Individual Consultation

Payroll: Payroll Processing • Vacation, Sick, and Personal Day Accruals • Tax Reporting and EFTPS Deposits • W2, W-3, and 1099 Preparation • Ad Hoc Services

Tax: Tax Preparation • Tax Planning • IRS Audit Representation • Creative Solutions to Tax Problems

Non-Profit: Asset Classification Tracking • Fund Accounting • Donation Management • Grant Reporting • Registration for Tax-Exempt Status • Annual Filing

Advisory Services: New Business Formation • Business Valuation • Internal Controls • CFO Consulting Services, Strategic Business Planning, and Software Hosting • Personal Financial Planning

Staff

Our company has been providing quality, personalized financial guidance to local individuals and businesses since 1994. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

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Clients

Some of the industries we’ve served include:

Associations • Consultants • Contractors • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Manufacturing • Churches and Pastors • Wholesale/Distribution • Entertainment Venues • Franchises • Pharmacies • Medical Practices • Multi-Location SMB