Patrick Hoffert Email & Phone Number

CPA with over 20 years of experience in public accounting performing audit, accounting and tax work for employee benefit plans, nonprofit organizations and closely held businesses. I enjoy working with my clients to not only keep them in compliance with current requirements, but also to help them plan for the future. I strive to maintain long-term client relationships through open communication year round.My goal is to continue to help lead & grow RPB as one of the top CPA firms in Wisconsin. Paying special attention to our expertise in providing audit, accounting (bookkeeping) and tax services to nonprofits, employee benefit plans and closely held businesses.Specialties: Audits of employee benefit plans (ERISA), audit/accounting/tax services for nonprofit organizations, closely held companies, and peer reviews of other CPA firms.

Listed skills include Accounting, Auditing, Quickbooks, Finance, and 33 others.

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  Cpa, Partner

  Reilly, Penner & Benton Llp

  Sep 1998 - Present

  I work with audit and tax clients providing direction, support, and technical expertise on a number of compliance issues. My primary role is to lead the audit department in providing effective and efficient audits. My primary clients are employee benefit plans required to be audited under ERISA standards, closely held companies and not-for-profit organizations.