Overview
Pat has more than 25 years of public accounting experience. He oversees the tax planning and consulting services for closely held businesses in the construction, manufacturing and retail industries. He is also responsible for the planning and compliance related to compilations, reviewed financial statements and various state and federal corporate, individual, and partnership tax returns.
Technical experience
- Accounting and tax services for construction, manufacturing and retail industries
- Employee Stock Ownership Plans (ESOPs)
- Analysis of business transactions
- Payroll, sales tax, personal property, and manufacturing property reports
Education
- Bachelor of business administration in accounting from University of Wisconsin'Eau Claire
- American Institute of Certified Public Accountants
- Certified Public Accountant in the state of Wisconsin
- Wisconsin Institute of Certified Public Accountants
- The ESOP Association
In the community
- Boys & Girls Club of the Fox Valley, Board of Directors
- Heart of the Valley Chamber of Commerce, Board of Directors
- Ridgeway Country Club, Board of Directors and Treasurer
- Leadership Fox Cities
- Appleton Kiwanis, Past President