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Accounting Team

Senior Manager & Tax Advisor

TAX REDUCTION PLANNING TAX SERVICES TAX, CONSULTING & ACCOUNTING SERVICES
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ABOUT PAT

Patricia is responsible, in part, for the quality control of the firm. This involves review of the more complicated tax returns, tax projections, review of financial statements and the facilitating the firm’s peer review. Patricia supervises the accounting work of the firm’s clients in retail, franchise, construction and consulting industries.

A BRIEF HISTORY

Before joining the firm in 2012, Patricia was a manager of a national public accounting firm, a controller of a privately held company trucking company, and an owner of an accounting practice in Monmouth County.
Patricia received her Bachelor of Science in accounting from American University in Washington, DC. Patricia is a member in good standing with NJ Society of Certified Public Accountants.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Pat is engaged, or continues to be engaged, to provide investment advisory services.

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<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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