Pat has significant experience working with many closely held businesses and their owners in the manufacturing, real estate, service and wholesale industries. She focuses on assisting clients with the intricacies of sale transactions to minimize the income tax consequences, business and financial consulting, audits with governmental agencies such as the Internal Revenue Service, and the various state Divisions of Taxation. In addition, she researches various tax issues, which may be specific to a particular industry or individual. Pat continuously monitors and interprets pending tax legislation and implements solutions for firm clients and staff.
Pat has extensive knowledge about complex tax transactions including multi-state tax returns, real estate transactions and like-kind exchanges. In addition to directing the firm's tax department, she has distinguished herself in the accounting profession both on the state level and on the national stage, helping to develop policy recommendations relating to national tax legislation, tax administration and ethical standards.
A familiar face in the media, Pat has appeared on Channel 10 in Providence on Frank Coletta's Business Reports to explain current tax legislation, and PBS’s Tax Forum programs. Pat joined the Firm in 1978.
Education & Professional Designations
Bryant College – Master of Science in Taxation degree, 1986
University of Rhode Island – Bachelor of Science degree, majoring in accounting, 1976.
Certified Public Accountant (CPA) designation, licensed in the states of Rhode Island and Nebraska.
Personal Financial Specialist (PFS) designation from the AICPA,1996
Awards & Accomplishments
American Institute of Certified Public Accountants Sustained Contribution Award – in recognition of members who have contributed measurably to the AICPA and the CPA profession through their volunteer leadership roles
Junior League of RI, One of The Rhode Island 85, 2007 – in recognition of her professional and personal commitment to the community
Providence Business News Financial Services Industry Leader, 2009
University of Rhode Island, College of Business Administration, Alumni of the year award, 2011
Financial Planning Association of Rhode Island – special recognition Pat’s support of the Rhode Island Chapter over the past twenty-five years, 2012
Rhode Island Society of Certified Public Accounts Mission Award, 2014 – for providing outstanding leadership to the Society, the accounting profession, and the wider community for their work in the sustainable value field
National Academy of Public Accounting Professionals, One of the Top 10 Public Accounting Professionals in Rhode Island, 2014
AICPA Arthur J. Dixon Award, 2014 – in recognition of an outstanding record of service to the tax profession and to the AICPA Tax Division
Professional Associations & Activities
American Institute of Certified Public Accountants: Relations with the Bar Committee, member; [former Tax Reform Task Force member; Tax Executive Committee, chair; Tax Legislation and Policy Committee, member; Advocacy Relations Committee, member; Nominating Committee Member; and Individual Technical Resource Panel, chair; Tax Advisor Editorial Advisor Board, member]
Greater Providence Chamber of Commerce, treasurer and board of directors; Tax Advisory Committee, member; Investment Committee, and Government Affairs Council, member; Rhode Island Legislative Hearings on Pending Legislation, representative
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