Pat A Kimmer CPA

Certified public accountant in Portland, OR (show on map)

CPA firm providing accounting, tax, and financial planning services for individuals and small businesses.

About

Pat A Kimmer, CPA P.C. is a Portland-area CPA firm with over 35 years of public accounting experience. The principal, Pat A.

Kimmer, is an Oregon CPA with prior IRS experience as a Revenue Agent and Tax Technician. Services include complete bookkeeping, financial statement preparation, business and individual tax return preparation, tax planning and forecasting, and financial planning for retirement and education. The firm uses state-of-the-art accounting software and top-of-the-line tax software with built-in checks and balances. The firm is currently not engaging new clients as Pat Kimmer transitions toward retirement.

Over 35 years of public accounting experience

Prior IRS experience as Revenue Agent and Tax Technician

State-of-the-art accounting software for business analysis

Top-of-the-line tax software with built-in checks and balances

Personalized tax organizers and detailed filing instructions

Integration of tax and estate planning in financial planning

Services

Accounting Services

Timely, efficient bookkeeping services for businesses of all sizes. Computerized accounts prepared, saved, and presented for client review on a quarterly, monthly, and/or annual basis. New business setups and training available. Particularly knowledgeable with the Quickbooks suite.

QuickBooks expertise New business setup and training Quarterly, monthly, and annual reporting

Financial Planning

Financial planning consulting for future personal and family goals, including retirement and college education planning. Incorporates tax and estate planning.

Retirement planning College education planning Tax and estate planning integration

Financial Statements

Financial statement preparation for small business clients. Monthly, quarterly, and year-end balance sheet and detailed operating statements prepared and analyzed using state-of-the-art accounting software.

Balance sheet preparation Operating statements Comparisons and calculations for business analysis

Individual Tax Services

Preparation of tax returns for individual taxpayers with detailed filing instructions and personalized tax organizers. Over 35 years of experience in public accounting and over 10 years with the IRS.

Detailed filing instructions Personalized tax organizers Tax liability reduction suggestions Top-of-the-line tax software

Business Tax Returns

Small business tax return preparation and filing for C corporations, S Corps, LLCs, Partnerships, and Sole Proprietors. Also assists with personal property returns and Form 1099 information returns.

Corporate and partnership returns Personal property returns Form 1099 preparation Hundreds of small business returns prepared

Tax Planning

Long-term, annual, and mid-year tax planning and tax forecasting services. Strategies include deferring income, accelerating deductions, gifting appreciated stock, bunching charitable deductions, and qualified charitable distributions from IRAs.

Income deferral strategies Deduction acceleration Charitable deduction bunching QCD planning Business equipment acquisition planning

Credentials & Certifications

Oregon CPA License

IRS Revenue Agent Experience

IRS Tax Technician Experience

Frequently Asked Questions

Is Pat Kimmer currently accepting new clients? +

No. The firm states it is not engaging any new clients as Pat Kimmer transitions toward retirement after more than 35 years of public accounting service.

What tax planning strategies does the firm recommend? +

Strategies include gifting appreciated stock, bunching charitable deductions every other year, taking the standard deduction in alternate years, and using qualified charitable distributions (QCDs) from IRAs for RMDs. Business owners can also plan around equipment acquisitions and other business decisions.

What types of business tax returns does the firm prepare? +

The firm prepares returns for C corporations, S Corps, Limited Liability Companies, Partnerships, and Sole Proprietors, as well as personal property returns and Form 1099 information returns.

Does the firm offer financial planning services? +

Yes. The firm offers financial planning for retirement and children's college education, incorporating tax and estate planning.

What accounting software does the firm use? +

The firm is particularly knowledgeable with the QuickBooks suite of accounting programs and uses state-of-the-art accounting software for financial statement preparation and analysis.

What is Pat Kimmer's professional background? +

Pat A. Kimmer is an Oregon CPA with over 35 years in public accounting, including over 10 years of prior work experience with the Internal Revenue Service as a Revenue Agent and Tax Technician.

Can I access my financial documents securely through the firm's website? +

Yes. The firm offers a Client Area with a Firm Files transfer Service where registered users can securely upload confidential documents.

What financial calculators are available on the website? +

The website offers financial calculators for tax planning, retirement or college savings, business planning and evaluation, loan options for vehicle or home financing, home or student budgets, credit assessment, credit card payoff, and net worth.