Advice, Preparation . . . Results™

Rev. Louis R. Lothman, Th.D.

I am pleased to recommend Mark and his firm. He has helped us to become a better organization and better people as well.

He has the gift of being able to know in depth matters financial, including IRS details and changes, and being able to translate the CPA world and its requirements and value to laity and clergy alike.

Rev. Louis R. Lothman, Th.D.
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What Our Clients Are Saying

I have personally known Mark Patrick since 1988. I have worked with him both professionally at the corporate level and personally as he has been my accountant. It is without hesitation that I would re…
Edmond P. Nash

Frequently Asked Questions

Q.

My lender is requesting financial statements prepared by a CPA.  Why can’t they accept my income statement from my accounting software?

A.

If you approached a lender to obtain a loan for your business, they may request CPA-prepared financial statements. The terms and amount of your loan will depend on the financial...

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Locations

4029 Atlantic Boulevard, Jacksonville, Florida 32207
6000-A Sawgrass Village Circle, Suite 1, Ponte Vedra Beach, Florida 32082

 

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