Pat has almost 40 years of experience in tax and business consulting for small and closely-held companies, their owners, and high-net-worth individuals. She specializes in partnership taxation and advises her clients with regard to entity structure, tiered partnerships, tax-deferred exchanges, and other tax-advantaged strategies. She also provides wealth transfer planning guidance, including planning for trust and estate income tax issues. Pat has a variety of industries of focus, including wineries and vineyards.
Prior to her accounting firm Ericson CPAs joining CBIZ in 2019, Pat was a partner at Haskell and White in Newport Beach.