Verified recordFinancial Services

Patrick R.

Senior Tax Accountant at Collective

Based in Lakewood, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Lakewood

Industry

Financial Services

Company size

300

Contact information

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Email

1 credit

p•••••••@collective.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Patrick R.

Dive into the world of taxes and finance with me! With an MBA and a Master's in Accountancy specializing in Taxation, I'm not just about numbers; I'm about making them work for you. Since 2006, as an Enrolled Agent, I've been tackling the twists and turns of tax codes with a dash of fun and a whole lot of expertise. From my early days as a business consultant to crafting educational programs in the non-profit sector, my journey has been anything but dull. These experiences sharpen my insight into the unique financial needs of self-employed professionals and small businesses, which I cater to at Collective. At Collective, I'm all about demystifying S-Corp taxation and empowering business owners. Think of me as your financial ally, turning the maze of tax savings and strategies into a straightforward path to financial freedom. 🤝 Let's keep it real - finance can be intimidating, but it doesn't have to be. I'm here to break it down, build it up, and guide you through it all with a smile. Whether it's strategic tax planning or optimizing your financial growth, I've got your back. Outside the office, you'll find me championing inclusivity and engaging with community projects. I'm always up for a good chat, especially if it's about finding innovative financial solutions or sharing life stories. Let's connect and transform financial puzzles into opportunities for success!

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