Patti is a firm shareholder that provides consulting and tax services to a wide range of clients. Her experience ranges from individual tax returns to large consolidated corporate tax returns. Patti’s business industry experience includes real estate, professional practices and restaurant operations. She assists her clients not only with their tax returns and tax planning, but also estate and trust planning. She is currently a member of the AICPA, FICPA and Estate Planning Council of Lee County and has served on the boards of various not for profit agencies in the past including the Estate Planning Council of Lee County. A graduate of the University of South Florida, Patti was born and raised in Fort Myers. She and her husband Jim have two adult children. In her leisure time, she enjoys boating and fishing in beautiful, sunny Florida. Contact Patti at [email protected]