it’s lovely to meet you

get to know the

behind the

faces

numbers

Hello, I'm Dawn Patton! I'm a numbers enthusiast, milkshake-a-holic, total introvert. 

I was born and raised in Silicon Valley, and while I still consider it my home, I’ve also enjoyed my time living in New York, Idaho, and now, Utah. I love the idea of exploring new places but in reality, I'm a total homebody. When I'm not working, it's because I'm obsessing over my baby girl or spending time with my main man (my husband, Michael). Work is my creative outlet and I absolutely love what I do!

I also love to learn. I have my bachelors and masters in accounting, I'm an Enrolled Agent, a certified life and business coach, and, like you, I'm also an entrepreneur. So, when I say "I get it", it's because I really do!

I started this business because I didn’t agree with how typical accountants run their businesses. You know how they do the work and then give it back to the client just like that? Without any explanation or communication?? You entrepreneurs have enough on your plate and suddenly you’re expected to learn how to interpret a profit and loss statement, know when to make an S-corp election, understand your tax return and how much you should be paying in estimated taxes, plus everything else corporate accountants do in their 80 hour work weeks. No thank you! There had to be a better way.

Ta-da! The idea of a small business CFO was brought to life. Everything we do here at Patton Accounting & Tax is done with the purpose of supporting, teaching, and empowering you, the business owner. 


founder and CEO

dawn patton

But I can't

do it alone

Patton Accounting & Tax started in January 2020. Yep, right before the start of the "you know what". But, that hiccup didn't slow us down at all. Within two months of starting something that was meant to be a side gig, I had a full fledged business and I needed help. Bad!

That's when I turned to my best friends - my sisters! They were my first employees and my saving grace. And even though they have since left to start their own businesses (entrepreneurship runs strong in our blood!), I will forever cherish the time the three of us were able to work together.

But, let's get back to the story...

Within 6 months of hiring my sisters I hired another accountant, and then another, and then another, and then another, and then... well... I think you get the picture. Basically, our business boomed thanks to all our lovely clients who were referring us like crazy!!

(side note: we work with the most amazing business owners and feel SO honored to be their accountants, cheerleaders, and friends! We seriously have the BEST clients!)

So, without further ado, it's time for you to meet the team that makes all of this possible:

Meet the 
Patton +        Team

Co.

Tax Manager

Charrise Bateman

Hey there, I'm Charrise! I'm an enrolled agent, and have been working in accounting for 20 years. My family of snowboarders live on a 20-acre farm in Idaho. Over the years our farm has housed llamas, goats, pigs, cows, bunnies, chickens, dogs, and cats. I'm never far from a diet coke with coconut cream, and am often found singing along to Broadway musicals. I love helping clients keep more money in their pockets by paying less taxes. It’s so rewarding to help clients solve their accounting puzzles. 

Hey, it’s me Brandi! I grew up in Vacaville, California and currently live in Las Vegas with my husband Luis, and my doggie named Roo. I received my Bachelor's in Accounting from BYU-Idaho, my Master's in Accounting from Idaho State University, and I am a licensed CPA. As an accountant, I've worked in internal auditing, individual, corporate, and partnership tax, bookkeeping, and tax provisions. When I'm not working, I love to listen to podcasts & audiobooks (#crimejunkie), go to the movie theater, travel, and visit Disneyland. My life mantra is "Be somebody who makes everybody feel like a somebody."

Senior Accountant

Brandi Martinez

Staff Accountant

BRIANNA MERRITT

Hello! I’m Brianna and I live in Durham, North Carolina with my husband, son, and corgi. I studied accounting at UNC Kenan-Flagler Business School and received my Master of Accounting degree in June 2019. Before working for Patton Accounting and Tax, I did tax preparation at a local accounting firm here in Durham. In addition to tax preparation, my current role also involves monthly bookkeeping, reconciling accounts, and helping clients keep track of their business income and expenses. In my free time I enjoy going for walks outside with my family and doing arts and crafts.

Bookkeeper

EMILY SOILEAU

Pleasure to meet you! My name is Emily Soileau, and I am a bookkeeper from the small town of Mamou (located at the heart of Louisiana’s Cajun country). I have a Bachelor of Science in Accounting with experience in payroll, bookkeeping, and tax preparation. I am currently working towards obtaining my Certified Public Bookkeeper license. At the beginning of each day, I remind myself that I have the power to create the life I desire. When I am not working, I am either cuddling with my cat Ollie or spending quality time with family and friends.

Office Manager

BRITTANY BAGLEY

Hi, I'm Brittany! I grew up in Northern Virginia but have lived and studied in Southeast Idaho for the last 10 years and recently moved to central California. I have a Communications degree from Brigham Young University-Idaho. I am a wife and a mom. I am passionate about beautiful surroundings, organization, and efficiency. Lucky me, because I get to help Patton Accounting & Tax run smoothly as the company’s office manager! I’m not a tax expert but somehow I always surround myself with them. My dad, sister, husband, and coworkers are all accountants!

Marketing Assistant

Jessica Critchfield

Hi there, Jess here. I’m an Arizona gal, but I've lived in Utah for almost a decade now (and never want to leave). My husband and I, along with our one-year-old daughter and goofy golden retriever love to hike, swim, and spend time outdoors. My idea of a perfect day would be to start it with a raspberry fritter paired with a Diet Dr. Pepper, and an activity outside in 70 degree sunny weather surrounded by family and friends. I love working as the marketing assistant at Patton Accounting + Tax because it allows me a creative outlet while balancing being in school for my Master’s degree and being a stay at home mom. 

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First and foremost, as a client or potential client you need to understand that this is a no judgment zone!

We know having someone comb through your numbers and hear about your personal and business finances can sometimes feel like you're airing out your dirty laundry. And to some, maybe that's relieving but to others, that's probably scary as heck! Good news: whatever it means to you, we're here to help.

We have seen it all. Literally. We've had clients come to us so organized we wonder why they need us. We've had other clients come to us who haven't filed taxes in 20+ years and have shoeboxes (that is not a figure of speech. They literally have shoeboxes filled with receipts) that we get to dig through. So, whether you're feeling excited or scared or relieved, it's okay, we're here to accept you with open arms!

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Company

values

Every business, no matter the size, deserves to understand their finances.

One

Money isn't inherently good or evil. Money is neutral. We are the ones who give it its value.
Money can mean time, freedom, energy. It can also mean shame, stress, and overwhelm.
We get to choose what it means to us.

Two

Ice cream fixes everything. Sometimes you might need a side of fries if the problem is really big, but for the most part, ice cream will do the trick.

Three

Honesty is the best policy. Period.

Four

You can be a successful business owner, a successful wife, a successful mom, and a successful friend. These things are not mutually exclusive. You can have it all!

Five

Okay but seriously

we know you're dying to work with us

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