Professional Experience

Pat is a principal with the Tax Planning and Preparation department and a member of the firm’s Transaction Advisory Services group. Pat provides tax planning and compliance for corporate, partnership, individual and trust clients. He has over 25 years of experience in both public accounting and the private sector and has extensive experience in the individual, small business and trust areas.

Areas of Expertise

  • Partnership taxation
  • Captive insurance taxation

Education and Certifications

  • Kent State University, Bachelor of Business Administration in accounting and business management
  • Certified Public Accountant, Ohio
  • Certified Management Accountant

Professional Associations

  • Member, American Institute of Certified Public Accountants
  • Member, Ohio Society of Certified Public Accountants
  • Member, Institute of Certified Management Accountants

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