Patty is a licensed Enrolled Agent which gives her a tax specialty with the ability to represent her clients before the IRS. With several years of individual tax preparation experience, she also has background with business tax preparation and setup. Patty prides herself on the focus, service and care that she provides each client and takes the role of being her clients’ tax advisor very seriously, as on-going tax planning and annual tax preparation play an integral part in the financial success of individuals and families. She looks forward to developing long lasting relationships with her clients at Clarity Tax Management. Prior to her career in tax advisory work, Patty held positions in team and business management with an emphasis in budgeting and analysis. As a Whatcom County resident her entire life, Patty grew up sailing and adventuring the Pacific Northwest with her father and her quirky four-legged bestie, Ernesto.
*Patty is not affiliated with Securities America and cannot assist with securties or financial advisory services.