A member of Lopata Flegel’s Tax Services Department, Patti joined the firm in 2004
after nearly five years with a national accounting firm. She is a trusted advisor to her clients on both income
tax and estate planning matters. Patti is responsible for tax compliance for a wide range of clients, including
closely held businesses of all sizes, as well as high wealth individuals and trusts. Her
areas of specialty include research tax credits, evaluating transaction costs,
and working with families on special needs trusts and planning.
Patti heads the firm’s “Lopata Cares” Committee, which organizes our community outreach and charitable fundraising efforts and is a member of the firm’s Technology Committee.