Investment Planning

We focus on understanding your goals, time horizon, and risk tolerance, and then build an asset allocation strategy.

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Tax Planning

If you’re like most Americans, taxes are your single biggest expense. Cutting your tax bill can mean big changes and opportunities in your future.

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The Patterson CPA Group

 

Patterson, CPA Group is a Certified Public Accounting and Registered Investment Advisory firm that is focused on the future of its clients. We work with individual investors and successful business owners to develop and implement tax and investment strategies that reduce tax liabilities and create more efficient, more fundamentally sound investment portfolios. Having served clients in Jacksonville, Ponte Vedra Beach and St. Augustine for the past twenty years we are well equipped to provide our clients with the financial strategies that have a direct impact on the bottom line! We’re not your typical CPA firm. How so? Our clients are not just clients, they’re our business partners. We believe in the power of community and that’s how we treat all of our business opportunities. Your success is our success, so let’s get started today.