Patti is a Signing Director in CLA's Private Client Tax Services group and leader of the Family Office Outsourcing services for the Indianapolis office. Patti has over 25 years of experience, specializing in tax professional services to high net worth individuals and related family groups such as tax return preparation and tax planning in the areas of individual, trust, gift, private foundation and partnership taxation.
Indiana University, Bloomington, IN - B.S. in Accounting
In the community
AICPA, Indiana CPA Society, The Patachou Foundation volunteer