Welcome to our website!
Please note that starting January 2021 the office has moved to a new location:
Chester County Commons
5 Mystic Lane
Malvern, PA 19355
This office is open for appointments with safety guidelines such as masking in place.
Over the years more and more clients have taken advantage of their client portals to upload their tax documents and have their returns completed and filed. Our client portals have made in person appointments unnecessary. The portal uploads have allowed clients to avoid having to leave their homes and avoid any health risks associated with meeting in person in the office.
If you are a new client and have restrictions to meeting in person, please contact the office for alternatives for getting your tax information to us. The office is located on the second floor and if stairs are an issue for you your tax documents can be sent by mail. We can also create a portal for new clients so your tax documents can be scanned and uploaded to our office.
J.R. Patterson & Associates LLC has been providing clients with income tax preparation, tax planning and tax consulting services since 1991.
Our firm uses the latest in technology to provide the most advanced tax preparation software and secure data storage systems available to tax professionals. Our paperless office technology guarantees that documents, some of which are the most important to you, cannot be lost, misplaced, or seen by someone with access to an office filing cabinet. We provide you with 24/7 access to your records using the highest levels of data security, a SAS 70 type II audited secure data center. You never have to worry about locating all of your important tax documents whenever and wherever you happen to need them.
We take the stress out of tax preparation with worry-free, peace of mind service. We provide years of experience in dealing with complex tax issues related to IRS, State and local taxing authorities. You never have to worry about what to do on your own if any problems come up with any of your tax filings. We are there for you.
We are happy to see you, whether you have a simple tax return and just need your refund back as soon as possible, or you have complicated multi state tax issues, small business and rental properties. We are here to help.
Call us today!