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Robert H. Patterson
Certified Public Accountant

Robert H. Patterson Certified Public AccountantRobert H. Patterson Certified Public AccountantRobert H. Patterson Certified Public Accountant
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    • Home
    • About
    • Contact
    • Services
    • Resources
      • Send and Receive Files
      • Employer Forms
    • Tax Center
      • Tax Forms
      • Check Refund Status - IRS
      • Check Refund Status - NY
      • Check Refund Status - MA
    • Clients
      • SmartVault Login

Robert H. Patterson
Certified Public Accountant

Robert H. Patterson Certified Public AccountantRobert H. Patterson Certified Public AccountantRobert H. Patterson Certified Public Accountant
  • Home
  • About
  • Contact
  • Services
  • Resources
    • Send and Receive Files
    • Employer Forms
  • Tax Center
    • Tax Forms
    • Check Refund Status - IRS
    • Check Refund Status - NY
    • Check Refund Status - MA
  • Clients
    • SmartVault Login

Nonprofits & Local Governments

Accounting

Local governments are required to report information on a timely and efficient basis to ensure the financial information is relevant for making decisions that benefit the municipality and taxpayer.  This is attained through preparing and analyzing monthly budget to actual reports.  

Bookkeeping

 Primary bookkeeping services include: 

  • Recording and reconciling transactions
  • Deposits, disbursements, and budget transfers
  • Bank reconciliations and monthly budget to actual report preparation


Other bookkeeping services include:

  • NYSLRS reporting
  • Compliance reporting
  • Tax cap calculation 
  • Annual Update Document preparation. 

Attestation Engagements

There are three levels of attestation engagements offered:


Agreed-upon Procedures

  •  Agreed-upon procedures engagement is a type of engagement which auditor performs certain procedures that are agreed upon in advance.


Compilations

  •  Presentation of financial statements based on representations made by management with no effort to verify information. 


Reviews

  •  Application of analytical procedures and inquiring of management to ascertain whether information contained in the financial statements is correct. 

Consulting

 Consulting services include, but are not limited to: 

  • Compliance matters
  • Internal controls
  • Training personnel (treasurers, department heads, and board members)
  • Software selection, implementation, and use
  • General, water, and sewer fund consulting for capital projects; including funding of projects, when to borrow, use of reserves, with emphasis on what truly benefits the government and taxpayer.

Businesses

Tax Preparation

Services include tax preparation, submission, and planning for a variety of businesses including small business, corporations, partnerships, and nonprofits.

Bookkeeping

Our bookkeeping services include everything from consulting on bookkeeping software to fully managing the business's books. 

Individuals, Estates, & Trusts

Tax Preparation

Federal and state tax preparation, submission, and planning for individuals, couples, estates, and trusts.  

Bookkeeping

Trusts and Estates can benefit from our variety of bookkeeping services.

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Robert H. Patterson, CPA

2666 New York Highway 23, Hillsdale, New York 12529, United States

518-938-1264

Copyright © 2024 Robert H. Patterson, CPA - All Rights Reserved.