01Tax
- Personal returns
- Business returns
- Farm returns
- Any state.
Services
The work
02Planning
- Personal
- Business
- Farm
03Consulting
For businesses. Fractional CFO work, and AI.
Consulting is for a business that wants a CFO without hiring one full time, and a straight conversation about where AI belongs in the work.
- Fractional CFO
- AI for the business
Year-end
Before the calendar turns
The dates above are the deadlines. These are the decisions that get expensive in January. This is not a filing plan.
Talk through your yearFarm timing
Prepaid supplies, equipment you are already buying, and when livestock or crop sales land.
Owner pay
Wages, draws, and distributions are harder to unwind in January than to set in the fall.
Purchases you were making anyway
Timing a real purchase can matter. Buying something only for the deduction usually does not.
Life changes
Marriage, a move, a child, a home sale, a new business or farm, or a closed one.
About
It's Personal
I'm Patrick Adkins, a CPA with more than seven years of experience preparing personal, business, and farm tax returns.
You work directly with me. Not a team of people you will never meet, and not an automated system.
Engagement
How the work starts
01
A first conversation
What is due, what is unsettled, and whether this is the right practice for it. No engagement yet.
02
A written scope
The work, the documents I need, the timing, and the fee. You see it before anything starts.
03
The work, then a review
You do not get a number dropped in your lap. We walk through what it means and what to watch next.
Questions
Before you write
Are you taking new clients?
Yes, when the work is a fit. Filing season is the tightest stretch. Tax planning is easier in the fall and early winter.
How do fees work?
By the scope of the work, quoted in writing before it starts. You should not meet the price for the first time on the invoice.
What should I bring to a first conversation?
The last return if you have it, a sense of what changed this year, and the question you actually want answered. You do not need finished books, or finished farm records, to start.
Contact
Request a conversation
Tell me what is due and what you want answered. The first conversation is a fit check. Fees are quoted in writing before any engagement starts.
- [email protected]
- Clients
- Individuals, families, closely held businesses, and farms. I complete returns for any state.