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CLIENT
SERVICES
At
Patrick Cooper & Associates P.C., we provide a wide variety of
accounting, tax, management consulting, and financial management services
tailored to meet your needs.
Our services
are designed to make your job easier and provide you with more time to
focus on building your business. We stay abreast of tax law changes throughout
the year. This ensures that you are taking advantage of all tax incentives
available to you while complying with state and federal tax regulations.
New Clients
We offer a complimentary, 1/2 hour, no-obligation initial consultation
for new clients to discuss our services. To schedule an appointment, please
call (281) 488-1854 and ask for Patrick.
Referral
Services
Where other professional services such as banking, legal counsel, insurance
and specific service consultants are required, we can draw upon our professional
relationships with local respected professionals who will also provide
you with quality service.
If you would
like more information about any of our services, please contact
us. You may also call 281-488-1854 and ask for Patrick.
ACCOUNTING
SERVICES |
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General
accounting support |
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Bookkeeping |
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Payroll
services |
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Financial
statement audits |
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Reviewed
and compiled financial statement preparation |
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Financial
projections |
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Cash
flow and budgeting analysis |
TAX
SERVICES |
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Personal
tax planning |
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Business
tax planning |
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Divorce
tax planning |
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Tax
return preparation including e-filing |
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IRS
representation and problem resolution |
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Consultation
regarding proper business structure for tax minimization and legal
protection |
FINANCIAL
PLANNING SERVICES |
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Estate
planning |
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Retirement
planning |
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Debt
management/consolidation |
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Asset
protection |
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Elder
care |
OTHER
SERVICES |
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New
business start-up including filing documents with Texas Secretary
of State |
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Management
advisory services |
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Planning
for education expenses |
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Computer
consulting |
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Accounting
software consulting |
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Year-round
tax planning for individuals and businesses including future projections
and assistance with proper entity selection and set-up |
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"We
met Patrick in 1986 when he joined a CPA firm that had been preparing
our personal income tax return. Patrick was assigned to prepare
our return, and we were impressed by his willingness to meet with
us to review our year-end tax information and to answer any questions
that we had. Patrick displayed an attention to detail and knowledge
of the tax laws that earned our confidence. He has since assisted
us in forming a consulting business and structured it to minimize
income taxes, and he also prepared income tax returns for an estate
of a family member. We appreciate his personalized service and wide
array of services provided by his firm".
Glenn
& LuNan S., individual tax clients,
Clear Lake
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AMENDMENT
OF INCOME TAX RETURNS
We provide a complimentary, no obligation review of your last three
years business and/or personal income tax returns to look for missed
tax deductions or credits. If missed items are discovered, we can
amend your tax returns (the IRS allows up to the last three years
to be amended) and obtain tax refunds.
Please
contact us
for more information.
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