FIGHTING AND FILING FOR
BUSINESS OWNERS, INDIVIDUALS AND ATHLETES
FIGHTING AND FILING FOR
BUSINESS OWNERS, INDIVIDUALS AND ATHLETES
We help clients SAVE ethically, GROW strategically and STAY COMPLIANT...
so every decision builds financial confidence and long-term success.
We help clients SAVE ethically, GROW strategically
and STAY COMPLIANT... so every decision builds financial confidence and long-term success.
We provide
Clarity. Precision. Accountability.
Your Reliable Partners in Financial Comprehension and Compliance
At the Corey G. Patterson CPA & Consulting Firm, we provide more than tax preparation we offer a partnership rooted in strategy, transparency, and trust. Our firm is built on a commitment to excellence, and our guiding principles Clarity, Precision, and Accountability shape every client experience.
We bring Clarity to your financial picture, removing uncertainty and making complex finance and tax matters easy to understand. Whether you're a business owner, investor, athlete, or high-income professional, our team helps you see the full scope of your financial obligations and opportunities.
Our work reflects Precision at every level. From tax filings to strategic planning, every calculation and recommendation is backed by expert knowledge, industry insight, and a dedication to getting it right the first time.
Most importantly, we lead with Accountability. We take full ownership of our role in your financial journey, advocating for your best interests and delivering reliable services you can depend on. Our clients trust us to navigate tax laws, protect their income, and support their growth with integrity and consistency.
With clients across all 50 states and abroad, our firm is uniquely equipped to manage complex financial matters across industries and jurisdictions. Whether you're scaling a business or optimizing personal wealth, the Corey G. Patterson CPA & Consulting Firm is your strategic ally in achieving optimal financial solutions and control.
Comprehensive Solutions for Your
Financial Success
We offer integrated tax, accounting, and real estate advisory services designed
to simplify complexity and support long-term growth.
We offer integrated tax, accounting, and real estate advisory services designed
to simplify complexity and support
long-term growth.
Individual Tax Strategy
Smart, personalized tax planning and filing for W‑2 earners, contractors, and high-income individuals looking to reduce liability and maximize deductions.
Business Tax Planning
Full-service tax compliance and strategic guidance for LLCs, S-Corps, and corporations designed to protect profits and support business growth.
Bookkeeping & Financial Reporting
Accurate, CPA-reviewed bookkeeping paired with detailed financial reports to help you stay organized, audit-ready, and informed year-round.
IRS Resolution
& Notices
From past-due filings to IRS letters, we handle the paperwork, negotiations, and responses to resolve your tax issues quickly and professionally.
Fractional CFO Services
Executive-level financial insight and strategic planning without a full-time salary, ideal for scaling businesses ready to level
up their numbers.
Executive-level financial insight and strategic planning without a full-time salary, ideal for scaling businesses ready to level up their numbers.
Real Estate
Buy / Sell
Invest / Mortgage
Whether you're purchasing, selling, or investing, we align your real estate goals with CPA-level tax strategy for smarter, more profitable decisions.
Payroll Management
Simple, compliant payroll processing for small businesses, including tax filings, direct deposits, and W‑2/1099 generation.
Non Profit Accounting
We help mission-driven organizations maintain financial clarity, IRS compliance, and donor trust, so you can focus on creating impact.
Get Strategy...
Not Just Services
Download our FREE guide and get insight into hidden deductions,
real estate strategies and actionable tax planning you can apply now.
Free Resources
Download our expert guides and checklists to take control of your Financial Future
Essential steps to take when you receive an IRS notice... don't panic, be prepared.
A comprehensive guide to prepare your business for tax season with confidence.
Key financial metrics every business owner should monitor monthly for sustainable growth.
Critical financial compliance items for nonprofit organizations to maintain tax-exempt status.
A comprehensive guide to prepare your business for tax season with confidence.
Key financial metrics every business owner should monitor monthly for sustainable growth.
Client Success Stories
See what clients say about working with our CPA & consulting firm
Professional & Partnership-Focused
Monthly Services That
Deliver Consistent Results
From bookkeeping to CFO strategy, our monthly services provide structure, clarity, and consistency, so you can focus on building wealth, not chasing numbers.
Bookkeeping Services
Stay organized and audit-ready with monthly transaction categorization, reconciliations, and real-time financial reports. We ensure your books are clean, current, and optimized for decision-making.
✔ Ideal for: Entrepreneurs, consultants, small business owners
💲Billing: Monthly retainer based on volume
Business Advisory & Compliance Support
Ongoing consulting that includes financial check-ins, compliance oversight, entity management, and ad hoc support as your business evolves.
✔ Ideal for: Founders, real estate investors, solopreneurs
💲Billing: Monthly retainer based on volume
Monthly Financial Reporting
Receive tailored financial reports, key performance indicators, and trend analysis to keep your business on track. Understand what the numbers are saying and what to do next.
✔ Ideal for: CEOs, business owners, agency founders
💲Billing: Recurring monthly package
Fractional CFO Services
Gain the insights of a seasoned CFO, without hiring in-house. We help you forecast, budget, and make data-driven decisions that support sustainable growth and profitability.
✔ Ideal for: 6- and 7-figure businesses ready to scale
💲Billing: Monthly strategic retainer
Payroll Services
We handle payroll setup, direct deposit, tax withholdings, and compliance filings, so your team gets paid on time and your business stays in good standing.
✔ Ideal for: Employers, contractors, agency owners
💲Billing: Monthly based on pay periods and team size
Quarterly Tax Planning
Avoid surprises at year-end. We provide proactive quarterly planning sessions to estimate liabilities, adjust your strategy, and stay ahead of the IRS with clarity and control.
✔ Ideal for: High-income individuals & business owners
💲Billing: Quarterly retainer or monthly billing option
Let's Connect
Get Trusted Financial & Real Estate Expertise, Starting Today!
Whether you're ready to schedule a consultation or simply have a question, we’re here to help. At the Corey G. Patterson CPA and Consulting Firm our team is committed to delivering strategic, results-driven support for your individual and business tax, accounting and real estate needs.
How Can We Help You Today?
Tax Preparation & Strategic Planning
Bookkeeping & Financial Reporting
IRS Notices or Past-Due Returns
Real Estate Transactions (Buy, Sell, Mortgage, Invest)
Business Structuring & Compliance
Consultations & Partnership Opportunities
Whether you’re an individual, investor, entrepreneur, or business owner, we're ready to support you with clarity, professionalism, and actionable advice.
Book a Consultation
Ready to take the next step?
Contact Information
954 623 8432
Office Hours:
Monday - Friday: 8am to 4pm
Location:
Serving clients nationwide and internationally
Client-First. Results-Driven.
Our firm is built on three core values: Clarity, Precision, and Accountability.
When you reach out, you can expect prompt communication, strategic insight and a commitment to excellence in everything we do.
Our firm is built on three core values: Clarity, Precision, and Accountability.
When you reach out, you can expect prompt communication, strategic insight and a commitment to excellence in everything we do.
Let’s turn your questions into clarity and your goals into results.
We look forward to working with you.
Let’s turn your questions into clarity and your goals into results.
We look forward to working with you.
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