Our Team

Patty has over fifteen years of comprehensive financial and consulting experience, primarily focusing on tax compliance and planning engagements, with an emphasis on not-for-profit organizations and closely held businesses.

Patty earned a Master’s degree in Taxation from Golden Gate University and also holds a Bachelor’s degree in Business Economics from the University of California, Los Angeles.

Unplugged: Patty and her husband are enjoying the adventure of raising their young son. When not volunteering at his school or attending sporting events, the family enjoys traveling and snowboarding together.

Affiliations:
American Institute of Certified Public Accountants
California Society of Certified Public Accountants