With over 25 years of professional tax experience in both industry and public accounting Patrick has extensive experience working in various industry segments including manufacturing/distribution, technology, and software/SaaS. The companies he serves range from closely held business, to start-ups to multinational organizations with varying structures, including corporations, partnerships and S-Corporations. In addition to providing tax compliance services, Patrick consults on various matters including multi-state income tax, sales/use tax, international tax, financial reporting and other non-tax related business issues.
University of Mary Washington - 1994, BS Business
In the community
5th Ave. Theatre - Corporate Council
Arthritis Foundation - Great West Region Volunteer Board Member
Resources and events
Webinar 10/20/2021 – 10/21/2021Powderkeg Unvalley Conference
Webinar 2/9/2021Economic Relief Unpacked
Webinar 12/17/2020 – 12/18/20202020 Unvalley Virtual Conference
Article 11/13/2020Tech Industry Tax Insights: Stock Compensation Basics
Media coverage 11/6/2020CLA's Smith Discusses Capital Exclusions with Angel Capital Association
Article 11/5/2020Software Development: Could Onshoring R&D Help Accelerate Tax Savings?
Webinar 4/16/2020Better Finance and Forecasting for When Plans Change