Patrick has over a decade of experience in collaborating with clients and advisors to provide exceptional tax consulting, planning, and compliance services. His book of business includes high net-worth individuals, partnerships, trusts, private foundations, and closely held businesses. Patrick’s individual clients are entrepreneurs, private equity and venture capital partners, multi-generational families, and corporate executives.
As Patrick steps into his role as a partner, we are confident that he will continue to provide clients with his incredibly attentive service approach. Patrick finds innovative solutions to address tax advisory and consulting needs rapidly and responsively, while also nurturing the future leaders of the firm and focusing on our firm’s values of community, care, collaboration, and technical innovation.
“I am beyond honored and humbled by this opportunity to join the partner group at Realize CPA. I hope that my attention to detail, responsiveness, and unique approach to problem solving will continue to service and guide my clients in all their tax endeavors.”
“We are excited to welcome Patrick to the partner group. Between his personable connection with clients and advisors and his unique knowledge of emerging technologies like cryptocurrency, we think he fully exemplifies our core values. We know he will be a valuable addition to the executive suite, where he will uphold our high level service offerings and values,” said Tracy Hom, Managing Partner.
Prior to joining Realize in 2018, Patrick received his bachelor’s and master’s degrees in accounting from Tulane University in New Orleans. Upon graduation, Patrick went on to spend eight years as a tax accountant and CPA at another highly respected regional San Francisco firm. Patrick grew up on the outskirts of Chicago, IL, and now resides in Denver, CO with his wife and dog. In his free time, Patrick focuses on cooking for his family, fly fishing, skiing, and traveling the world.
Please join us in welcoming Patrick as our newest Partner!
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Every business, from start-ups to seasoned operations, needs a proactive trusted advisor working for its best interest. Whether your business is technology, venture capital or real estate, Realize can ensure your accounting and tax compliance needs are met. We provide your company with meaningful business advice and make certain you are taking advantage of the tax saving opportunities available to you.