Patty provides business advisory, tax, and review and compilation services for a variety of closely held businesses, along with tax planning and compliance services for the high-net-worth individuals who own these businesses. She is well-equipped to assist clients with selecting the legal entity that best supports their business and personal objectives.

Patty has exceptional technical expertise and has consulted and advised on complex business formation issues and transactions such as acquisitions, dispositions, liquidity events, and exchanges of real estate. As a pass-through entities expert, she is well versed in profits interest equity compensation and partnership ownership changes.

Patty enjoys serving business owners by working with them to coordinate both business and personal goals through proactive planning and advice. She loves getting to know her clients personally and becoming a trusted advisor and confidant in all aspects of their lives.

Patty loves to travel and ski on water and snow. She recently hiked in the Amazon, biked in Cuba, and joined a ukulele group. She has five younger brothers and will soon have four granddaughters.  She loves spending time with them and her three adult children.