Born in Romania to Hungarian parents, Patty immigrated to the United States in 1988. Patty grew up in Huntington Beach, California where her accounting and tax knowledge began. In 1995, at the age of 17, Patty began working at her family’s CPA firm. During the summer of 2005 she moved to Orlando, Florida where she continued her career working for several small and large CPA firms, until she opened her practice in 2018. Being conditioned in public accounting from such a young age it was only natural for her to study accountancy and taxation. Patty obtained her bachelor’s in accounting, master’s in taxation, and soon to complete her Doctoral Degree in Management, focusing on Organizational Leadership.
Patty’s passion is to serve people, individuals, and small businesses to maximize their knowledge in all financial matters. Whether it is to educate on financial literacy, mentoring small business owners on sound business and financial practices, advising on tax structures, mitigate for excess tax exposure, to connecting small businesses to serve one another. Patty’s organization provides bookkeeping, payroll, sales tax, and income tax preparation services. Given that Patty is a foreigner, she took special interest in assisting foreign nationals with business and tax matters, while assisting US individuals with worldwide taxation issues. Patty enjoys serving her community and being an accountant who responds to the needs of her clients. Patty has successfully saved numerous clients thousands of dollars ensuring
that their organization is in the most advantageous tax structure. Patty has been in public accounting since 1995, an Enrolled Agent licensed by the Internal Revenue Service since 2016; she is also an IRS Certified Acceptance Agent and a Certified Woman Owned Business. Patty’s goal is to complete her Doctoral Degree and begin her journey to educate on all financial matters.