Patrick George Cpa / Pfs Email & Phone Number

The extreme care that we feel and show our clients is what enables us to accomplish our mission at the highest level. We truly cherish the opportunity to help people reach their personal and business goals in life and that is what motivates us each and every day. I have worked with closely-held and family owned businesses from the start of my career in 1984.This experience with companies of all sizes has provided significant insight into the mindset of a business owner, the challenges they face and where their goals and satisfaction comes from. Observing a business from the outside, yet being integrally involved in many of its strategic decisions as I have been, allows for a significant connection with the owner. In business and personal planning (including advanced tax and estate strategies) I am able to help individuals create well thought out plans with practical approaches to implementation.In addition, with significant experience in manufacturing (including optics and related fields), a keen understanding of today's environment allows us to help businesses prepare for the future and take advantage of tax and other opportunities that exist today.

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  Rochester Institute Of Technology