Patty has more than 11 years in the accounting field and is a member of ORBA’s Accounting Services Department. She has provided tax compliance, tax research and attestation services, including reviews and compilations, as well as accounting and bookkeeping services for individuals and privately-held companies. She also has broad experience in audit services. Patty assists clients with monthly and year-end close in QuickBooks and other accounting software, as well as Federal and state tax notices.
Completing projects in an efficient matter, while meeting strict deadlines, is important to Patty. She believes that maintaining an open line of communication with clients is the key to providing the best service. Patty believes that sharing opportunities for tax savings and improvements to accounting processes while working closely with directors in improving a client’s business are some of the best ways to provide value-added services to clients.
Born and raised on the southwest side of Chicago, Patty loves spending time with her family. She also enjoys reading historical fiction, such as those by Philippa Gregory, and classics, including those by Jane Austen and William Shakespeare. And while Patty adores sightseeing across Chicago and rooting for the White Sox, she loves to travel as well. Her favorite destinations include Spain and Italy.