Pat has over 40 years of experience in tax and financial statement preparation for a wide variety of for-profit and not-for-profit organizations. He is skilled in the use of QuickBooks and is adept at training people in use of the software. He has significant experience with issues relating to not-for-profit organizations and can assist such organizations with obtaining a tax-exempt status, as well as remaining in compliance with Federal and State laws. He also is knowledgeable in report preparation for trusts and estates, having prepared final accountings for estates, and can assist executors and administrators of trusts and estates in the process of dealing with the complex requirements of their positions.

Pat is always aiming to please, and will definitely take the time to get to know clients personally in order to best tailor solutions to their particular needs. He will speak to you in terms that you can understand, knowing that tax and finance are challenging areas for most people.