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ClaimA SOLID COLLECTION OF FINANCIAL SERVICES
Pat is an expert in taxes. He is also one of the rare accountants that truly understands the dynamics of estates and trusts. Pat enjoys using his taxation and estate planning expertise to minimize his clients’ taxes while guiding them through the stress and pressure of handling the estate when a loved one passes away. While taxation is his main focus, Pat also assists with succession planning, financial stability issues, and support for business owners with their financial statements.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Lake Forest, CA
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Year founded
Founded 2014
1 Locations
- Lake Forest , CA
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