Individual, Corporate and Partnership Tax Preparation and Planning

I can prepare all of your individual and business tax returns and assist you with planning for future tax years. For example, what is the best type of business return for you? I work with every type of business including not-for-profit.

What’s a “Mixed Marriage”?

A “Mixed Marriage” is one where at least one spouse owns a business (no matter how small the business), and at least one is an employee (of any business). Maybe you have a side business, or perhaps one spouse starts a home-based business to stay home with children. “Mixed Marriage” couples have unique tax opportunities. [...]

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How will this year’s tax changes affect you?

…the government and the IRS have been hard at work, busy making changes to the tax code left and right (no pun intended). How will those tax code changes affect you on April 15th? Don’t wait to find out…we’ve got the latest changes to the tax code right here, right now! Click here for Pat’s [...]

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2015: A Year of Change

Life is change. Take a moment and just think about all of the changes in your life in the past year. If you’re like most of us, some of those changes were good, others…not so much. One thing you might not have thought about at the time is the tax effect of those changes! The [...]

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The benefits of early planning

“Good fortune is what happens when opportunity meets with planning.” That’s a quote from Thomas Edison.  I’m with Edison all the way on that! The earlier you start your tax planning, the more opportunities you’ll find and the more opportunities you’ll be able to take advantage of. In order to take full advantage of some [...]

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“Pat has been extremely helpful with an ongoing tax situation. She is professional and very responsive to any of my questions and concerns.” John Parkhurst

“I hired Pat after having a very impersonal accountant for several years. Pat always quickly replies to any questions I have, helps me through QuickBooks and is on hand to come to the rescue. It is a pleasure doing business with Pat and I highly recommend her to everyone. How many people can say they love their accountant? I can!”  Laura S.

“Pat is extremely knowledgeable about the accounting field, she is always available and eager to help with any questions and concerns. Her integrity, professionalism and personality make it easy to trust Pat with your taxes and accounting needs. I would recommend Pat to anyone and everyone.” Melissa Wilke

“Pat is an excellent accountant. She has been extremely patient with me over the years as I am one to have many questions. Yikes!  I recommend Pat for all business owners especially small business. She will work with you and for you to get results. She is an above and beyond provider of service but more importantly a dynamic professional.” Sandra Larkin


“We have entrusted Pat with our tax preparation and advisement for the past 4 years. She has a strong eye for details and have helped us significantly with getting the most from our tax preparations and returns. Whenever I have the opportunity to recommend a solid, reputable CPA, Pat’s information is what I pass on. I strongly affirm her top attributes are all of the above; great results, personable, expert, good value, on time, high integrity, and creative. We always look forward to working with her.” Heather Chung, SPHR