PATTERSON & COMPANY CPAs pllc

PATTERSON & COMPANY CPAs pllc

Reviews Summary

Patterson & Company receives overwhelmingly positive feedback, with most reviews praising their professionalism, knowledge, and exceptional service. Clients highlight their responsiveness, efficiency, and ability to simplify complex accounting, payroll, and tax tasks, allowing businesses to focus on growth. Many appreciate the friendly, dedicated team and long-term partnerships. The rare negative review mentions reluctance to assist non-clients. Overall, they are highly recommended for their expertise, reliability, and personalized support across various business needs.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Restaurants
Hospitality
QuickBooks
ADP

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Restaurants
Hospitality
QuickBooks
ADP

Contact Information

Address

2297 Lexington Rd #102

Louisville, Kentucky 40206

Hours

Sunday Closed
Monday 7:30AM-5:30PM
Tuesday 7:30AM-5:30PM
Wednesday 7:30AM-5:30PM
Thursday 7:30AM-5:30PM
Friday 7:30AM-5:30PM
Saturday Closed

Customer Reviews

I've had an outstanding experience with Patterson and Company. Their team handles tax preparation and financial planning with expertise and professionalism. They have patiently answered all my questions, ensuring I understood my financial position and made informed decisions. Their prompt communication and attention to detail set them apart. I truly appreciate their dedication and highly recommend them to anyone in need of top-tier accounting services!

The customer service and quality of work provided by the team at Patterson is exceptional and truly unrivaled. I have worked with them for nearly four years and have been so very pleased with their timely communication, approachability and keen attention to detail that have made my own needs met far beyond my expectations. It's very clear they truly value building and fostering great relationships with their clients and I'm so grateful to have them in my corner!

Patterson & Company has been a great referral source for my business. They have great processes for onboarding clients so when I refer anyone, I know they'll be taken care of. They are the best local source for full service accounting needs for restaurants.

Cannot recommend them enough. Patterson has helped us with both tax season and payroll and since moving to them, we havent had to think about it. Had multiple issues with quickbooks payroll before the switch and Patterson & Company were able to fix those problems as well as get us back on the right track. You won't regret using them.

Great company and communication is always top notch, which is extremely important when dealing with finances. Works with their companies to make sure their needs are taken care of and gives great advice on the best route for the company. Highly recommend!

I truly believe that we chose the perfect accounting firm for our business. We have been ?? satisfied with the amount of dedication and the quality of work for our business thus far! The Entire Patterson Group has personally touched our businesses and us as the owners in the most positive way possible! We finally found a trusting home for our accounting needs. And established wonderful friendships as well.

The Patterson team is amazing! They are extremely professional and proactive. They explain everything to me in a way that makes sense and helps me understand my options. They do it all from payroll, taxes and day to bookkeeping. I am so glad I trusted my company financials with them they are the best and I now have time to focus on the business. Thank you to this great team!

As a first-time business owner I had many questions, however the Patterson team has been such a tremendous asset to my business! They are amazing at answering my questions quickly and efficiently. Melina and Bob and the whole team are incredibly kind, professional, and make being a small business owner easier!

They have the best customer service. And have single-handedly made my business better between bookkeeping and accounting!

Bob and Melina Patterson have a very open and honest staff and I highly recommend them. Levi Kamer, in particular, did an excellent job helping my wife and I navigate multiple tax forms from different states and always had time to answer all of the questions we asked during and after our time with him. Patterson & Company is the best firm I have ever used.

Professional, Timely, Dedicated, and a True Business Partner. Patterson & Co offers a full solution, removing the worry about the "day to day". I am fortunate to have experience working with them, and their clients, and proudly give 5 stars!! Tina Imm Skillcloud Consulting Group Specializing in "all things people & payroll"

Hampton Appliance has been extremely pleased with the full service accounting we have received from Patterson & Co CPA's. They handle everything including, but not limited to, payroll, monthly accounting, p&l's, annual returns and more. Hampton Appliance would proudly recommend Patterson & Co. CPA's to anyone looking for a great quality professional business partner in the accounting world.

Patterson CPA is a first-rate accounting firm. I have been a customer since the day they opened their doors. They take care of my payroll, financials and business and personal taxes. Of all my service providers they are the most responsive and the most proactive. They have earned my trust and I have recommended them to dozens of my friends and clients. All of them thank me. If you want to work with smart people who put their customer needs first contact Patterson CPA.

Patterson & Company have been on top of our accounting and payroll needs for almost 5 years now. Bob and the rest of the team have been professional, friendly, and gone above and beyond to take care of our business needs. We trust them to be thoughtful and responsive to our questions and concerns, and we would highly recommend them to other businesses looking to grow. We use Patterson for payroll, taxes, bill pay, etc. For our small business, the time saved and peace of mind that we have has been invaluable

Our company has worked with Patterson & Company for many years! We use their services for tax, accounting, and payroll! They are extremely knowledgeable in all categories! They communicate well and the friendly staff has always been great to work with! I would highly recommend Patterson & Company whether you have a small, medium, or large business!

I have used Patterson CPA for years. Bob, Melina, and their team have been a great partner, they care about you and your business. They provide exceptional service from payroll, taxes, and always willing and able to advise. They are an amazing team, and I am glad I have them in my corner during these crazy times....

The team at Patterson & Company CPAs are top-notch professionals who are experts in their field. Melina & Bob are personable, smart and always at the ready to make the lives of their clients easier. The best part about this Patterson & Company CPAs is the full range of services that they provide to ease the administrative and financial burdens of your business. All the services are affordable and based on a fixed. So no surprises. I highly recommend this Company to all my restaurant and small business

Patterson & Company is an amazing firm to work with! Not only did they handle our tax needs while we were living in the Louisville area, but we continued working with them over the 6 years we have been in Tennessee because it is just so easy to upload your files to their web portal and communicate via email and telephone. I highly recommend their services to anyone who needs any financial/tax related advice.

I cannot recommend them enough! Melina is a wonderful person to work with!

We went to see Patterson & Company CPAs when we needed help understanding and prioritizing the work ahead of us as we started my entertainment business. We reached out to Bob because we knew we could count on him and his team for expert advice. We wanted to work with someone that we could develop a long-term, personal relationship with because we believe that's important for our business. We couldn't be happier than we are that Bob was able to get us off on the right track and for the above and beyond servi

It's been a pleasure working with Patterson and company over the last couple years. Bob Patterson is extremely sharp and is always looking out for our best interest. We had an accountant before that unfortunately was not on the ball and it cost us quite a bit. As a small business you don't realize how detrimental a poor cpa team can be to your business until you've experienced it first hand. Transitioning to Patterson has been a breath of fresh air. I cannot say enough good things about them. Do yourself

I have been a client of Patterson CPA since 2018. I have been working with Eddie directly to manage all book keeping and organizational set up for the practice. I can state without hesitation that he is the best CPA I have worked with. He takes the time to answer any questions I may have and go over the Quickbook process to ensure smooth record keeping. I strongly recommend Patterson CPA for all your accounting needs!

As a small business owner, I needed an accounting solution that allows me to focus on growing the business and not chasing receivables and payroll. The team at Patterson does an outstanding job of providing that solution in an efficient and cost effective manner. Stephanie is the best! If you need accounting support, please give them a look!

Patterson & Co CPAs have been a godsend to our business in dealing with the day to day minutiae of bill paying, taxes, forms and filing. They are quick to respond to any questions and concerns. Their employees are top notch and very knowledgeable in tax rules and regulations. We have complete confidence in their advice for our business.

Bob Patterson and his team have provided my restaurant business Brasserie Provence with accounting, payroll and tax services from the time we opened over six years ago. They are professional, knowledgeable and helpful, and always respond to my accounting needs in a timely manner. I highly recommend Patterson & Company CPAs and look forward to our continuing business relationship.

A small business can not survive or grow without a solid accounting partner. Patterson CPA is just that. Not only do they provide a comprehensive financial mgmt service, they also offer strategy and guidance that is incredibly valuable. I've recommended them to many other restaurant owners who have switched and still thank me to this day for the suggestion.

Switching to Patterson CPA last Fall has by far been the best business decision we have ever made! Their experienced staff has been a HUGE help to us. The BOSS program is worth every single penny, from payroll to taxes to everything in between!

I have been working with the team at Patterson & Company now for almost 2 years, their BOSS services (tax, accounting & payroll) is incredible. The amount of time they save me allows me to focus on my business vs figuring out taxes, accounting & payroll, the BOSS service is worth every penny!

I couldn't have gotten through the PPP process without them. Their knowledge of my industry (restaurant) has aided me with numerous issues. Also, I added their payroll and booking services and they have saved me so much money, time and headaches. I love they are a one-stop shop for everything financial as it pertains to my business. They are also very available and helpful in navigating the ever changing tax laws.

Time and time again, Bob and his team have been a vital resource to the survival of my business. When shopping for someone I can trust to handle all of my billing, payroll, taxes, on-boarding, etc., I felt most comfortable with him above all other CPA's I had meetings with prior to opening my business. I am not an easy sell and Bob and his team pull through whenever I need something done in a quick fashion. Most importantly, they make you feel like family. I know my business and family are taken care of w

The service and kindness provided by the Patterson & Company firm was exactly what I needed. I had several things going on with my taxes this year and was extremely nervous about the entire process. The knowledge provided to me by Levi eased my mind and the advice he gave me with allow me to make better decisions this year. COMPLETELY RECOMMEND!!!

Patterson & Company CPAs pllc, provides superior customer service and I recommend them for anyone looking for personal and professional accounting services. They are quick to respond to any question and flexible in communication (phone, email, mail, etc.) based on what works best for me. I have the utmost confidence in their knowledge and precision in preparing tax documents on my behalf.

We use Patterson & Co for accounting needs and they're wonderful! They run our bi-weekly payroll, and setup and reporting is a breeze. Also, very thorough and knowledgeable when it comes to tax season. Can't recommend them highly enough!

We have used them from day one and have been extremely pleased. Patterson CPA is the best for restaurants. They know everything we need and have even anticipated things that we didn't. If you are a small business owner in the food and beverage industry you would be crazy not to choose them to be a your partner. Absolutely the best.

I truly can't say enough positive things about Bob & his whole team. We switched CPA firms this April which was a crazy time to do that. However, I would have been lost without them. Their assistance and expertise with PPP loan process as well as other local grants/loans has been invaluable. Their bill pay system allows for more control over when my bills are paid, thus giving me the ability to manage cash flow tighter. I had said for a long time before working with him, that Bob was the CPA of my dreams. A

I had a great experience working with Bob and Melina. I had issues with filing my taxes the past few years and they were extremely helpful and made the process super easy for me. I absolutely recommend Patterson & Company.

I highly recommend Patterson & Company CPA?s. I can't tell you how easy each tax season is for me now because of the team at Patterson & Company. Their online portal is simple and makes uploading all my documents easy and secure. I could not be more satisified with how easy they have made this process. Thank you!

Patterson has been a great resource for our small business to have. Switching to having them take care of payroll has been such a load off of our plates! Highly recommend!

They are extremely efficient. They do our Accounting, payroll, taxes and much more. They have saved me more money than I could ever imagine. I have used several accountants in the past but by far they are the BEST. I own 3 different corporations and I would never use anyone else besides them.

I was able to start working on the expansion of my business and dream bigger once Patterson took the paperwork off my hands. Taxes, Receipts, Invoices, Payroll: All off my plate and in the hands of Patterson & Company, a relaxed group of professionals that we trust.

Bob, Melina and their team members are top notch! They are professional, knowledgeable and truly care about their clients. Would highly recommend for all your accounting, bookkeeping and payroll needs.

Levi and team has helped me so much. Worth it to have a CPA team you can trust 100% and know everything is getting done right the first time. If you need a CPA for small business needs I can't recommend this team enough.

KRA and KRAEF have found Patterson and Company to be professional, informed of local, Kentucky and federal changes and updates and very responsive. We highly recommend the Patterson team!

Mrs Melina was super awesome and very professional. If you need accounting pros pick these guys!!!!!!!

Patterson and Company CPAs has provided me with reliable tax information for many years and I would recommend them to anyone seeking the services of a competent CPA firm.

Enjoy working with the Patterson team. It is nice to have specialists working on the various aspects of my business and I know I can reach out any time for help or information.

The ladies here at Patterson are great!!! They respond quickly every time I call with a question or a problem. They are very knowledgeable and helpful. Always friendly when we speak. Great group to work with!!

Called Patterson due to good reviews on google; just had a simple question about something. Since I'm not currently a client they wouldn't answer my question. Bad first impression. Wouldn't ever consider going back to them if I were to need services they offer.

Patterson and Company filed my tax return. The employees are very informative and were able to answer all my question. Looking forward to doing business with them again.

My experience with Patterson and Co. has been nothing but amazing. I thank the staff for being so kind and helping me meet all of my tax needs!

Outstanding CPA firm. Everyone on staff is absolutely wonderful. Bob, Melina, Kenny, Adam... thank you all for everything you do for our company.

Patterson and Company CPAs has a friendly staff that is not only knowledgable, but also very responsive. They have been there every time I needed advice.

Patterson is amazing. I can't imagine every using anyone else for our accounting needs.

Patterson and Company are amazing to work with and deeply care about their clients!!!

They have a very knowledgeable and professional team. They answer all my questions in a timely manner.

They have always taken ownership in my business. I am a restaurant owner who would not have survived 2020 without them!

Absolutely the best in the business! Great staff and even better service!!

Hard working and provide great service.

Satisfied .. I give this a 5 star

Professional and very knowledgeable.

Always professional and friendly.

Thanks for the amazing service.

Professional & courteous

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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