Business Details
Trusted Accounting & Tax Services in Walnut Creek, CA
Patten & Co. & Co., CPA is a Bay Area accounting firm dedicated to delivering comprehensive financial solutions tailored to small businesses, start-ups, individuals, estates, trusts, and exempt organizations. Our team combines diverse experience from national CPA firms and local practices, enabling us to address both strategic and operational needs. With over 25 years of combined expertise, we prioritize personalized service, ensuring each client receives meticulous attention to detail and actionable guidance. Our services span tax planning and compliance, business advisory, audits, accounting systems design, IRS representation, and estate planning. We leverage deep industry knowledge to minimize tax liabilities, optimize financial processes, and support long-term growth.Our commitment to excellence is reflected in our client-centric approach, which emphasizes transparency, accuracy, and proactive communication. As trusted advisors, we work year-round to align financial strategies with individual and organizational goals. Our professionals hold certifications including CPA and maintain active memberships in the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. We pride ourselves on simplifying complex financial matters while fostering enduring client relationships built on trust and results-driven expertise.
Services
Tax Planning & Compliance
Business Advisory
Audits
Accounting & Bookkeeping
IRS Representation
Estate & Trusts
QuickBooks Support
Outsourced CFO Services
Entity Formation
Cash Flow Management
Highlights and features
- We offer 25 years of combined experience in accounting and tax services.
- Our team provides personalized solutions tailored to each client's unique needs.
- We specialize in tax planning and compliance for small businesses and start-ups.
- Our IRS representation ensures expert guidance during audits.
- We deliver tailored accounting services with a focus on accuracy and client satisfaction.
Associations and certifications
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
Services
Tax Planning & Compliance
We prepare tax returns and develop strategies to minimize liabilities for individuals, businesses, and trusts. Our team ensures compliance with federal and state regulations while optimizing savings through year-round planning. Services include entity selection, gift tax reporting, and audit support for S-Corporations, C-Corporations, and partnerships.
Business Advisory
We provide strategic guidance for business growth, including cash flow management, retirement planning, and system implementation. Our advisors help clients select optimal business structures, improve financial processes, and navigate regulatory requirements. Services are tailored to startups, established companies, and nonprofit organizations.
Audits
Our audit services offer third-party assurance through detailed examination of financial statements. We verify account balances, inventory, and transactions to ensure accuracy and compliance. Clients benefit from industry-specific expertise in technology, real estate, manufacturing, and nonprofit sectors, supporting credibility with stakeholders.
Accounting & Bookkeeping
We manage bookkeeping, general ledger maintenance, and financial statement preparation using platforms like QuickBooks and Xero. Services include year-end adjustments, system design, and outsourced CFO support to maintain accurate records and inform data-driven decisions for small businesses and organizations.
IRS Representation
We represent clients during IRS audits, leveraging deep knowledge of tax codes to resolve disputes efficiently. Our team communicates with tax authorities, addresses compliance issues, and minimizes penalties. Services cover individual and business tax matters, including back-tax resolution and payment plan negotiations.
People
Mike Patten
CPA
Mike Patten & Co. & Co. is a certified public accountant with expertise in tax strategy, audits, and business advisory services. He has worked with firms ranging from local practices to national networks like BDO USA and Moss Adams, serving clients in technology, real estate, and nonprofit sectors.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, bookkeeping, audits, and business advisory services tailored to small businesses, including entity formation and cash flow management.
Do you handle IRS audit representation?
Yes, we offer professional IRS representation to resolve audits, address compliance issues, and negotiate payment plans on behalf of individuals and businesses.
What areas do you serve?
We primarily serve clients in the Bay Area, including Walnut Creek, CA, with expertise in local and state tax regulations.
Can you assist with estate and trust tax planning?
Yes, we help clients minimize tax liabilities and ensure smooth asset transfer through customized estate and trust planning strategies.
What sets your firm apart from other CPAs?
Our team combines experience from national and local firms, offering personalized service, industry-specific insights, and a proactive approach to financial challenges.
