Back to Directory
Patterson Tax & Accounting

Patterson Tax & Accounting

Reviews Summary

Patterson Tax & Accounting receives overwhelmingly positive feedback, with most reviews praising their professionalism, knowledge, and excellent customer service. Many highlight their willingness to answer questions, correct past mistakes, and go above and beyond for clients. A few negative reviews mention poor communication and unprofessional behavior, but the majority express high satisfaction, particularly with Debbi and her team's friendly, organized approach. Long-term clients consistently recommend their services for both personal and business needs.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
QuickBooks
Local Tax Credits
Remote Services
Years of Practice
CPA License

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
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
QuickBooks
Local Tax Credits
Remote Services
Years of Practice
CPA License

Contact Information

Address

2920 N Academy Blvd #100

Colorado Springs, Colorado 80917

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I have been going here for a few years now. Debbie and her team are amazing. They have helped me with many tax questions and accounting questions. They have always been very prompt. I will be continue to use them.

Cant speak highly enough about Debbi and her team! They have gone above and beyond helping us clean up a huge mess from other companies. Taxes all the way to bookkeeping, would highly recommend!

Had a current client recommend Patterson Tax and Accounting. Have always had a great experience here. Solid work, and has corrected numerous mistakes on past returns while doing some very diligent digging. Also love the portal to upload and receive documents. If you're at all tech savvy, it's a huge time saver and great nice additional backup of some critical information.

As a new business owner- I am extremely grateful to Debbi & her team for helping me navigate tax season & many other aspects of being a biz owner. Patterson Tax has provided excellent customer service- much better service, friendlier, & more organized than any other accountants I have talked to & worked with before. If I could give 10 stars I would!

We used them for years and were happy. Last year they did our taxes and our sons taxes as well. When we picked up our taxes I wondered why one of my sons was so much, it seemed like a lot to pay considering how easy it was. The lady that was assigned to give us our taxes back said " if you don't like the price you can go somewhere else". I wasn't asking for any other reason then for it to be explained to me. She could have easily said they have a minimum charge, explained what they charge for each page r

I have used Patterson Tax and Accounting for two tax seasons now for both corporate and personal taxes. I met her in passing though a business transaction and was struck by her confidence and intuitiveness about my accounting needs and decided to try her firm. Debbi and staff are friendly, professional and extremely knowledgeable about my accounting needs. They are also very accessible when I have questions about different issues etc. I have been to several firms through the years and this is the first o

Patterson Tax & Accounting are very friendly and did an excellent job for our family. They will do everything they can to give you the best possible outcome. We will continue using their service for years to come.

I've used Patterson Tax and Acocunting for years and they always go above and beyond to take great care of us!

We are very happy with Debbi and her team! Great services!!

Very friendly and helpful. Answered questions for us on our taxes

This place is a HUGE SCAM!!!!! THEY SHOULD BE REPORTED TO THE BBB. AS A MATTER OF FACT....

Turned me away after a month of runaround. What a joke!

Great quality and they answer all your questions

Professional tax preparation, always willing to answer our questions.

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.