Patty has over 30 years of public accounting experience. For the majority of her career, Patty has provided tax consulting and compliance services to high net worth individuals and closely-held businesses. She serves clients in the real estate and professional services industry sectors. Patty keeps her clients up to date on tax law changes to address potential tax consequences with the goal of providing planning opportunities that achieve tax savings.

Patty has a master’s degree in taxation from the University of Southern California. She is a graduate of California State University, Fullerton with a degree in accounting. Patty supports Found Animals Adopt & Shop, a nonprofit organization that provides adoption and other services to animals.

Professional Experience

HCVT 

Professional and Community Involvement

American Institute of Certified Public Accountants
Found Animals Adopt & Shop

Practice Area & Specialization

Credentials and Certifications

CPA, California

Education

MBT, University of Southern California
BA, Business Administration, concentration in accounting, California State University, Fullerton

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