Business Details
43 Years
experience
Your Trusted Partner for Accounting Solutions in Watkinsville, GA
Turner and Patat, PC has been a trusted accounting firm serving Northeast Georgia since 1983. Our full-service approach combines financial expertise with personalized attention to meet the needs of businesses and individuals across Athens and Watkinsville, GA. With decades of collective experience, our team specializes in taxation, business finance, and strategic planning, delivering accurate financial statements, tax compliance solutions, and growth-oriented advisory services.We prioritize client relationships, offering two convenient office locations and a commitment to community impact through supporting small business development. Our professionals bring technical proficiency and a proactive mindset to every engagement, ensuring clients receive both precision and personalized care in all financial matters.
Services
Tax Preparation
Small Business Accounting
Payroll Services
Part-Time CFO
Estate Planning
QuickBooks Setup
IRS Representation
Business Valuation
Financial Audits
Strategic Planning
Details
- Year established: 1983
Highlights and features
- We have over 40 years of experience serving Northeast Georgia businesses
- Offer comprehensive accounting services from tax preparation to CFO advisory
- Maintain dual office locations for greater client accessibility
- Prioritize personalized service while delivering technically sound solutions
- Combine technical expertise with community-focused business values
What people say
Very responsive
Knowledgeable
Reasonably priced
Highly recommend
Proactive advice
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing of individual and business tax returns. We specialize in complex tax situations including IRS representation and resolution of back taxes owed. With deep expertise in current tax regulations, we help clients maximize deductions while maintaining full compliance with federal and state requirements.
Small Business Accounting
Comprehensive accounting solutions for small businesses include cash flow management, financial statement preparation, and internal control assessment. We handle day-to-day bookkeeping tasks to allow business owners to focus on operations while maintaining accurate financial records and providing strategic financial insights for growth planning.
Part-Time CFO Services
Our part-time CFO services provide strategic financial leadership for growing businesses. We offer cash flow analysis, financial forecasting, and business planning expertise to help companies make informed decisions. This service delivers executive-level financial guidance at a fraction of the cost of a full-time executive.
IRS Audit Representation
Professional representation during IRS audits includes preparation of required documentation and direct communication with tax authorities. We help resolve tax liens, levies, and wage garnishments while developing payment plans tailored to clients' financial situations. Our goal is to minimize tax-related stress and financial impact.
QuickBooks Setup
We provide complete QuickBooks setup and training tailored to business needs. Our services include proper software configuration, chart of accounts setup, and staff training to ensure efficient use. Ongoing support helps businesses maintain accurate financial records and leverage software capabilities for better financial management.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bookkeeping, payroll processing, financial statement preparation, cash flow management, and internal control assessment tailored to your specific needs.
How can you help with IRS tax problems?
Our firm specializes in resolving IRS issues including audit representation, tax lien/levy release, payment plan negotiation, and resolution of back taxes owed through proven strategies and direct agency communication.
Do you offer QuickBooks support for businesses?
Yes, we provide QuickBooks setup, training, and ongoing support services to help businesses effectively manage their financial operations using this accounting software platform.
What tax preparation services do you provide?
We prepare individual, business, and estate tax returns while identifying legitimate tax-saving opportunities. Our services include year-round tax planning to minimize liabilities and ensure compliance.
How do you support business succession planning?
Our succession planning services help business owners develop and implement transition strategies that ensure continuity, preserve value, and address family and financial considerations.
Reviews (4)
AnnaKate Auten
Jun 30, 2022
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I've worked with Kelli at Turner & Patat for over 5 years now on both business and personal taxes. I'm always so impressed with her speed, accuracy, and helpfulness! Kelli has handled complicated tax matters, fixed my mistakes, and flawlessly handled my bookkeeping. I met with her just last week for a mid-year check in - I couldn't run a business without her!
Tannis Kufner
Jan 16, 2020
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I have nothing but great things to say about my experience with Turner and Patat! Their team is extremely professional and the turnaround time was so quick! I'm definitely planning to use them again in the future. I would highly recommend Eddie and his team to anyone who is need of help filing and managing their taxes.
Teresa Marie
Jan 11, 2020
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I had a most unusual and difficult tax case, as a veteran who was owed a sizeable refund from the IRS for incorrectly taxed disability payments from over 15 years ago. Kelli Thompson did a fantastic job of handling my case! She was steady, smart, kind, and capable. She took over the onerous job of contacting the IRS, managed all the little details, and was great about communicating with me. I couldn't recommend her highly enough!
Jeff Koon
Nov 15, 2017
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Have worked with them for several years on tax preparation. Very responsive, knowledge, and reasonably priced. Would highly recommend!
