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.

Executive-level financial insight and strategic planning without a full-time salary, ideal for scaling businesses ready to level up their numbers.

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.

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.

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

★ ★ ★ ★ ★

"Corey helped us navigate the complexities of multi-state tax filing with clarity and precision. His strategic planning not only ensured full compliance but also maximized our eligible deductions, saving us significantly each year."

Derek & Fevia Scott
Individual Client
★ ★ ★ ★ ★

"Working with Corey felt like adding a financial strategist to our leadership team. He developed a tax structure that perfectly aligned with our business goals, improving cash flow and positioning Casa Wagyu for long-term growth."

Nick Bradham, Casa Wagyu
Business Client
★ ★ ★ ★ ★

"As my NIL opportunities expanded, Corey guided me through setting up the right tax structure and business entity. His insight made sure I stayed compliant and financially prepared while building my brand as an athlete."

Justin Neely
NIL Athlete
★ ★ ★ ★ ★

"Corey took the time to understand my investment goals and financial picture before helping me secure a property that checked every box. His tax and real-estate expertise made the entire process smooth and strategic."

Charlotte Rosenau
Real Estate Client

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

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.

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.

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.

Achieve Financial Confidence,

One Step at a Time

Achieve Financial Confidence, One Step at a Time

Join our community of entrepreneurs, professionals, and wealth builders.

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from Corey G. Patterson, CPA & Consulting Firm to help you plan smarter and grow stronger.

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