Patrick M Duffy, CPA

If I could I would give them zero stars. They promote their business in Unilocal yet they don’t work with new clients unless they are referred.
What the hell is that?

I called this office on a recommendation of my finical planner. Both the CPA and his receptionist were quite rude. I understand the policy of just taking new clients who have been referred by an existing client, but there are more polished ways to convey this information.
«I have never heard of your financial planner or her company»
Really?

Patrick is dedicated to making sure his clients’ work is in ready-​to-​review order when tax time arrives, so he frequently refers clients to us for bookkeeping services (see Nina Feldman Connections, Oakland, CA). We help his clients get ready for him to do their taxes: reconcile their income and expenses to their bank statements, set them up with (or clean up) Quicken or Quickbooks – for the Macintosh, PC, and online – organize their home or business offices, and generally take the headache out of dealing with their finances.
Every client who calls us as a referral from Patrick thinks the world of him. They trust him, enjoy working with him, and see him as an extremely valuable resource. Some of our best clients have come from Patrick.

I’m on a tax professionals listserv with Patrick and he asks some of the best questions and gives some of the best answers in the group. Based on that (I have never met him) I would recommend that my clients (I’m just a lawyer) consider using him as their CPA.

Patrick is knowledgeable and easy to work with. He doesn’t sugar coat things and immediately earned our trust. I cannot recommend Patrick enough and we will continue to use his services for as long as he’ll have us as a client.

Having ended my accounting relationship (read fired) a couple of CPA’s in the past, finally found Pat.
Down to earth, knowledgeable and just a great guy.