Steve Patterson, CPA, serves as the Managing Partner at Steve Patterson CPA, where he leverages over 25 years of extensive experience in accounting and financial services to guide individuals, families, and small businesses toward achieving their financial aspirations. With a robust educational background that includes...
Steve Patterson, CPA, serves as the Managing Partner at Steve Patterson CPA, where he leverages over 25 years of extensive experience in accounting and financial services to guide individuals, families, and small businesses toward achieving their financial aspirations. With a robust educational background that includes a Master of Science in Accountancy and participation in the National Tax School, Steve is well-equipped to navigate the complexities of tax preparation and planning, bookkeeping, and financial advisory services. His firm is dedicated to delivering timely, accurate, and relevant solutions tailored to the unique needs of each client.
Under Steve's leadership, the firm has undertaken key projects that emphasize financial reporting and strategic planning, ensuring that clients are not only compliant with tax regulations but also positioned for sustainable growth. His expertise in mergers and acquisitions has been instrumental in assisting businesses through transitional phases, providing insights that facilitate seamless integrations and financial forecasting. Steve’s commitment to excellence is reflected in his hands-on approach to management and his ability to analyze financial data, enabling clients to make informed decisions based on comprehensive budgets and forecasts.
In addition to his technical skills, Steve is adept at utilizing CRM systems to enhance client relationships and streamline service delivery. His passion for financial education drives him to empower clients with the knowledge and tools necessary for effective financial management. As a member of the Texas Society of Certified Public Accountants, Steve remains engaged with industry trends, ensuring that his firm stays at the forefront of accounting practices and continues to provide exceptional service in an ever-evolving financial landscape.
