Patty earned her Bachelor of Science in Accountancy at the University of Illinois Urbana-Champaign. She then went on to get her M.S. in Finance with a concentration in financial planning and tax at Golden Gate University. She is also a CPA in the State of California.
Patty began her career with Arthur Andersen and worked there for eight years rising to the position of Tax Manager. Patty’s practice at Calegari & Morris is in the areas of pass-through entities: LLPs, LLCs, S Corps, and the related owners of such entities with a focus on Real Estate and Creative.
Practice Areas
Advisory/Consulting
Business Formation
Tax: Commercial
Tax: Personal
Practice Areas
Advisory/Consulting
Business Formation
Tax: Commercial
Tax: Personal
Industries
Real Estate (Development & Management)
Industries
Real Estate (Development & Management)
Language Skills
English
Language Skills
English
Specialty Groups
TAG Tax
Specialty Groups
TAG Tax
Bio
Patty earned her Bachelor of Science in Accountancy at the University of Illinois Urbana-Champaign. She then went on to get her M.S. in Finance with a concentration in financial planning and tax at Golden Gate University. She is also a CPA in the State of California.
Patty began her career with Arthur Andersen and worked there for eight years rising to the position of Tax Manager. Patty’s practice at Calegari & Morris is in the areas of pass-through entities: LLPs, LLCs, S Corps, and the related owners of such entities with a focus on Real Estate and Creative.
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