About Us

Welcome to our family-run concierge tax practice, a legacy that traces back to the early 1980s. Our journey began with Caroline R. Patterson, our visionary founder, who honed her craft working with major industry players. Her meticulous attention to detail and unwavering dedication to exceptional customer service earned her the trust and loyalty of countless clients. As she transitioned between companies in the mid-'80s, her clients remained steadfast companions on her path.

Through the years, Caroline expanded her clientele, and in 1992, her son Bobby joined the endeavor. As he came of age, he embraced the world of taxation and became a skilled tax preparer, eventually becoming an integral part of the practice.

The '90s saw Caroline and Bobby managing offices for prominent tax preparation firms while still nurturing their own client relationships. In 1998, Caroline entrusted the reins of the practice to Bobby, who continues to steer its course with expertise and dedication. Caroline remained actively involved, handling bookkeeping and offering notary services, until her departure in 2017.

Our practice thrives on the timeless values that have shaped its foundation—personalized service, unwavering integrity, and a genuine care for our clients. These values have not only built customer loyalty but have also propelled us to where we stand today. Our clients aren't just patrons; they're an extension of our family.

As technology evolved, so did our approach to business. While the early years saw us physically collecting paperwork from our clients' homes and offices, we maintain that personal touch even today for those who prefer it. However, we've embraced technological advancements. Our My Tax Portal facilitates seamless service across the nation and around the world, all while upholding our commitment to individualized attention.

Join us in continuing this remarkable journey, where the spirit of personalized service and genuine care drives everything we do. We invite you to be part of our extended family and experience tax services that stand the test of time.