Robert G. Patrick CPA offers business valuations, consulting, sale and purchase planning, accounting servces, taxes, strategic planning, marketing strategies, estate planning, and much more.

Robert G. Patrick CPA offers business valuations, consulting, sale and purchase planning, accounting servces, taxes, strategic planning, marketing strategies, estate planning, and much more.



Robert G. Patrick, CPA offers accounting services, business valuations, tax preparation, consulting, estate planning, entrepreneurial business services, and omnia profile.  Contact us today.

 

Estate and Succession Planning
The professional team at Robert G. Patrick, CPA assists individuals and families in developing a comprehensive solution to their estate planning and business succession needs.  By utilizing our knowledge and experience, we strive to minimize the tax consequences, while continuing to meet  the personal desires of the client.  We provide estate and succession planning services including:
  • Plan for business succession
  • Evaluate the need to liquefy assets upon death of business owner
  • Perform business valuations to calculate real value of the business
  • Analyze insurance needs and establish life insurance trusts, when desired
  • Recommend approaches to minimize estate taxes
  • Plan for a disposition of company property
  • Family limited partnership services
  • Trust taxation

  • For more information on our accounting services, contact Robert G. Patrick, CPA or visit us at our office located in Destin, Florida.


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    Robert G. Patrick, CPA, P.A.
    4476 Legendary Drive, Suite 201
    Destin, Florida  32541-5324
    Phone:  850-654-3030
    Fax:  850-654-3031
    info@destincpa.com

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