Accountants and Advisors
Patrick + Co. has earned a reputation for being the go-to choice of many strategic investors and seasoned developers in the high-growth real estate market.
Accountants and Advisors
Patrick + Co. is the preferred choice of clients seeking the best of both worlds: The expertise of a high-end strategic advisor, and the personalized client service of a boutique accounting firm.
About Patrick + Co.
The principals at Patrick + Co., Mark Patrick and Steve Kacerski, are committed to offering clients a different kind of CPA firm. Mark and Steve blend the strategic thinking and deep technical expertise clients associate with larger firms, with the relationship-driven culture of boutique firms.
We’re able to achieve this by being passionate about knowing the tax code, while knowing everything we do is in service of achieving the bigger picture and valuing the relationships we create with our clients, and not just the transactions we structure on their behalf.
Patrick + Co. is passionate about the art, science and business of real estate development, ownership and investment.
We guide our clients in the structuring of real estate projects from start to finish – with deep expertise in minimizing tax obligations and maximizing available tax advantages.
From entity formation to operations to final liquidation, and every step in-between, including structuring the investor guide to bring investors into projects, Patrick + Co. provides comprehensive accounting and advisory services to the real estate industry.
We provide value-added solutions in all areas of real estate including commercial, residential, multi-family, student housing, hotel and land development. We advise clients in all aspects of real estate ownership, including:
- Formation and capital structure
- Operations and dispositions
- Partnership allocation provisions + profit analysis
- Debt structuring
- Tax minimization strategies
- Practical experience with complex structures
- Transaction analysis
Companies trust Patrick + Co. to provide core accounting and tax services to help them deal with the past and present, but our management advisory services help them prepare for an even better future. At whatever stage of growth your company is currently positioned, we are committed to helping you achieve the best version of your future. We help you plan, provide buy- and sell-side insights, improve profitability and offer capital markets guidance to maximize proceeds from transactions while minimizing the costs. We ask questions, listen and then collaborate, combining your business expertise with perspective as experienced financial and business advisors.
Business Tax Services
Patrick + Co. works closely with family-owned and privately-held businesses to plan and structure tax transactions in a manner that complies with all statutes and regulations, while minimizing tax obligations. We work with pass-through tax entities such as partnerships, trusts, estates and S corps,
as well as C corps and LLCs. We are as passionate about taxes as we are your business, which is why we help our clients maximize their profitability through due diligence, practical insights and experienced advisement.
Patrick + Co. provides clients with a full range of tax planning and preparation services. Our due diligence in properly minimizing our clients’ tax liabilities is second to none. Given our reputation for providing educational updates on tax laws, our clients can have the utmost confidence in our ability to navigate the ever-changing tax code on their behalf. Our Personal Tax services include:
- Individual federal + state tax compliance
- Family business advisory services
- Family investment partnerships
- Comprehensive strategic tax planning
- Individual state residency planning
- Philanthropic tax planning
- Retirement tax planning
- Executive compensation tax + benefit consulting
Farming may be the earth’s oldest industry, but it is constantly evolving. Whether you own a family farm or run a corporate enterprise, farming is an increasingly complex enterprise.
Changing tax regulations, market prices and trends, federal support programs, fluctuating labor costs, global trade issues and of course natural disasters can impact the viability of your business. Patrick + Co. is experienced in handling the accounting, tax and financial needs of clients, including those in the dairy, livestock, crop, grain and seed sectors. Services include:
Patrick + Co. evaluates several factors in order to develop an appropriate estate plan, including the present and future needs of the client, spouse and descendants, estate and gift tax minimization, charitable gifting, business succession planning and avoidance of probate. Some clients require a traditional estate plan involving wills, revocable trusts and powers of attorney, while others require a more complex plan involving one of a multitude of trust options. We also work closely with business owners to establish a tax-efficient succession plan to help the family business succeed after the founder is gone.