Patti is a Principal in our Tax Services Department. She joined our firm in 2004 after nearly five years with a national accounting firm. She focuses on income tax and estate planning and compliance for a wide range of clients, including closely held businesses of all sizes, as well as 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.