From the simplest returns to the most complex, we take care of it all. Patrick Casey & Co. LLP offers tax planning and support for individuals, businesses, estates, and trusts across the U.S. At Patrick Casey & Co. LLP, we are proud to take our clients by the hand and guide them through the tax planning process. We offer decades of experience as your trusted CPAs in Bend, Oregon.

Our firm utilizes collective intelligence to offer you the best tax planning and preparation services. Not only do we support businesses at every stage, but we also help individual clients prepare and plan for the future.

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Services Report

We offer income tax preparation and planning services to a wide range of clients. We are knowledgeable in numerous avenues of tax law, including real estate, rentals, investments, farming activities, sole proprietorships, tax credits, deductions, multi-state returns, and more. Our clients include everyone, from small business owners, retirees, and investors to wage earners and corporate executives. We go beyond the scope of income tax preparation to provide a higher level of service for our clients.

Personal Income Taxes Report

We offer income tax preparation and planning services to a wide range of clients. We are knowledgeable in numerous avenues of tax law, including real estate, rentals, investments, farming activities, sole proprietorships, tax credits, deductions, multi-state returns, and more. Our clients include everyone, from small business owners, retirees, and investors to wage earners and corporate executives. We go beyond the scope of income tax preparation to provide a higher level of service for our clients.

Business Income Taxes Report

Living in Central Oregon, our team has a front-row seat to a variety of industries. Whether it be professional services, real estate, technology, medical, construction, or others, we pride ourselves on gaining an understanding of your business and helping you achieve your financial goals.

Estate, Trust, & Gift Taxes Report

We are your professional teammates for strategic planning, administration, and liquidation. Planning for your death can be emotional and difficult. For trusted loved ones left to administer estate affairs, it can be time-consuming and challenging. Our team of CPAs has extensive experience in this field of tax law and can carefully navigate you and your family through a difficult time.

Lucas Taroli

May 17, 2018

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Best firm in Bend. I can't imagine having my taxes done anywhere else!