Updated:
← Back to Bookkeepers in the Bend Area, OR Compared (2026)Patrick Casey
What we could verify
- Registered business?
- Registration found: Oregon Secretary of State, status Active, formed 2000
- CPA license or firm permit?
- CPA firm permit active · OR firm 1422 · Oregon Board of Accountancy (licensee lookup export)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
Who they say they serve: manufacturing, hospitality, construction, real estate, medical (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services; CPA license verified with the state board; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Patrick Casey | home page | |
| Website | https://patrickandcasey.com/ | home page | |
| Office locality | Bend, OR | home page | |
| Phone | +15413222142 | home page | |
| Offers bookkeeping | Documented: ...fiduciary, business, and individual clients, providing tax preparation, planning, and bookkeeping services. He was born and raised in Anaheim, California, and received a Bachelor’s... | /bend-or-cpas | |
| Payroll coordination | Documented: ...lump-sum income items, and more Assist employees in filling out Form W-4 to elect payroll tax withholdings Maximize low tax brackets CALCULATION OF QUARTERLY ESTIMATED INCOME... | /tax-planning-consulting-bend-or | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Casey & Co. in July 2001. Angie works with small businesses and individuals, preparing financial statements and providing income tax preparation and planning services. She... | /bend-or-cpas | 6 pts (max 6) |
| Industries served (documented) | manufacturing, hospitality, construction, real estate, medical, dental | /bend-or-cpas | 5 pts (max 5) |
| Active CPA firm or individual license (state board) | CPA firm permit active · OR firm 1422 · Oregon Board of Accountancy (licensee lookup export) | State accountancy board Third-party Sep 26, 2026 expires Dec 31, 2027 | 8 pts (max 8) |
| Entity found in the state business registry | Business registration found: PATRICK CASEY & CO. LLP · OR registry no. 76927780 · Oregon Secretary of State · Active | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2000-08-21 (registry date of an Oregon-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
- Active CPA firm or individual license (state board): Oregon lists an ACTIVE CPA firm permit (Active) under this name, expiring 2027-12-31. It does not prove service quality.
- Entity found in the state business registry: Business registration found: Oregon Secretary of State active businesses (data.oregon.gov tckn-sxa6) lists PATRICK CASEY & CO. LLP (OR registry no. 76927780), status Active, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2000-08-21 as the registry date of an Oregon-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 18 of 22 evidenced items come from Patrick Casey's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.