Robert G. Patrick, Certified Public Accountant is the owner of the firm. Robert brings a wealth of experience to each engagement covering over 40 years in accounting, taxation, and business consulting. Robert’s areas of practice emphasis include Consulting, Tax Returns, IRS Appeals, IRS Audits, Financial statement preparation and reporting, Litigation support and expert witness testimony, and Fiduciary services. For more information, please visit our Services page. His experience covers a broad range of client industries. For an extensive list of these, please visit our Client Industries page.
In addition, Robert has performed over 60 peer reviews on other CPA firms under the AICPA practice monitoring system. Robert is a member of the Florida Institute of Certified Public Accountants – Emerald Coast Chapter (Past President, Vice President, and Treasurer), and the North Carolina Association of CPAs. He has also served on the Board of Governors of the Florida Institute of CPAs, the FICPA Committee on Quality Review Acceptance, the FICPA Committee on Condominiums and Homeowner Associations, and was a founder and past president of the CPA Sole Practitioners, Inc.
Robert is a graduate of The University of Alabama, where he was an Accounting Honors Student and received his Bachelor of Science in Commerce and Business Administration majoring in accounting. Robert holds CPA certificates issued by the states of Florida and Alabama, and receives a minimum of 40 hours per year in continuing professional education training.
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Suzanne Patrick, E. A., is an Internal Revenue Service Enrolled Agent and accountant with the firm. Suzanne brings over 32 years of experience in accounting, bookkeeping, taxation, and computer systems to each client engagement, including the last 19 years working in public accounting. Suzanne also has over 10 years of experience as a restaurant office manager and controller. Suzanne’s areas of practice emphasis include Tax Returns, Computer and Accounting System Consulting, Accounting and bookkeeping, and Financial statement preparation and reporting Services for a broad range of client industries. Her Enrolled Agent designation allows Suzanne to represent clients before the IRS.
Suzanne is a graduate of The University of Alabama, where she earned a Bachelor of Arts Degree. Each year Suzanne receives continuing professional education training in the areas of taxation and computer systems, including a minimum of 24 hours in taxation and ethics.
Karen is a paraprofessional and bookkeeper. Karen brings over 18 years of experience in accounting, bookkeeping, payroll, sales and payroll taxation, and information return preparation to each client engagement. The last 12 years of her career have been in public accounting.
Karen is a graduate of The University of Louisiana at Lafayette, where she earned a Bachelor of Science degree.