Patty supports our team by leading the day-to-day operations of our document support specialist team. She works closely with the Administrative Supervisor and Process Manager to ensure that our document specialist team accomplish deliverables and meet internal deadlines. She also supports our tax professionals by gathering and distributing information within the office through communications with our clients so that our CPAs and tax professionals have everything readily available in order to prepare our clients’ tax returns.

Patty studied Political Science at DePaul University in Chicago. She also has previous experience working at a law firm in Chicago.