Principal

• Jul 2021 - Present

Senior Tax Manager

• Jul 2018 - Jul 2021

Tax Manager

• Jul 2015 - Jul 2018

Tax Manager

• Nov 2013 - Jun 2015

Patti focuses on compliance and consulting with federal and state tax issues related to closely held businesses and individuals. Experience with individual, partnership and corporate income tax, foreign tax issues, tax-exempt entities, property tax, payroll tax, as well as tax planning. Industry specialization in the manufacturing, distribution and service industries. Project manager role encompasses all phases of the project, from the planning phase to the delivery of the final product, beginning with budgeting and staffing of the project, to the supervision of staff and billing functions, to the delivery of the product and ensuring client satisfaction. Experience with taxing authorities including IRS, state authorities and appeals experience. Specialties: Federal and State Income Tax Compliance, Tax Planning, Tax Research, IRS and State Taxing Authorities Show less

Tax Manager

• Dec 2011 - Nov 2013

Focus on closely held businesses and individual owners. Primary roles include that of business developer, client service coordinator, industry expert, specialty expert and project manager. Industry specialization in the manufacturing, distribution and service industries. Specialty focus with the domestic manufacturer deduction and LIFO. Project manager role encompasses all phases of the project, from the planning phase to the delivery of the final product, beginning with budgeting and staffing of the project, to the supervision of staff and billing functions, to the delivery of the product and ensuring client satisfaction. Experience with taxing authorities including IRS, state authorities and appeals experience. Show less

Tax Director

• Feb 2005 - Jul 2011

Compliance and consulting with federal and state tax issues related to closely held businesses and individuals. Specialization in the manufacturing, distribution and service industries. Experience with private and public companies, corporate restructuring, mergers and acquisitions. Review of personal tax returns, partnerships, C corporation and S corporation tax returns. Experience with taxing authorities. Supervision of staff, engagement management, budgeting and billing functions.

Tax Director

• Feb 2005 - Jul 2011

Compliance and consulting with federal and state tax issues related to closely held businesses and individuals. Specialization in the manufacturing, distribution and service industries. Experience with private and public companies, corporate restructuring, mergers and acquisitions. Review of personal tax returns, partnerships, C corporation and S corporation tax returns. Experience with taxing authorities. Supervision of staff, engagement management, budgeting and billing functions.

Tax Manager

• Aug 1999 - Dec 2004

Compliance and consulting with federal and state tax issues related to financial institutions, real estate developers and individuals. Specialization in partnerships, Limited Liability Companies (LLCs), Low Income Housing Tax Credits, mergers and acquisitions. Review of personal tax returns, partnerships and S corporation tax returns. Supervision of staff, engagement management, budgeting and billing functions. Compliance and consulting with federal and state tax issues related to financial institutions, real estate developers and individuals. Specialization in partnerships, Limited Liability Companies (LLCs), Low Income Housing Tax Credits, mergers and acquisitions. Review of personal tax returns, partnerships and S corporation tax returns. Supervision of staff, engagement management, budgeting and billing functions.