Tory Patrick Email & Phone Number

Reston, Va, Us

Reston, Va, Us

Toronto, On, Ca

Rockville, Md, Us

Us

-Prepared and reviewed Federal and State tax returns, including foreign reporting forms and schedules, for high net worth individuals and their accompanying business/family interests, including partnerships, C and S corporations, trusts, estates, and private foundations.-Extensive experience with foreign taxation regulations and impacts to client filings regarding foreign corporations, partnerships, disregarded entities, and trusts, including preparation and review of Forms 5471, 5472, 8865, 1042-S, 3520-A, 3520, 8938, and FBARs.-Primary client contact for most engagements, assisting clients with ongoing tax planning, tax compliance, quarterly estimated tax payments, and annual return filings.-Worked closely with client attorneys regarding estate planning and filings, including the preparation of estate, estate income tax, trust, and gift tax return filings.-Handled all correspondence with Federal and State tax authorities on behalf of client regarding notices and assessments.

Toronto, On, Ca

-Prepared and reviewed Federal and State tax returns, including foreign reporting forms and schedules, for primarily partnership entities. -Served as primary client contact on engagements, building strong client relationships.-Responsible for budgeting and overall engagement management with the guidance of an experienced manager.-Managed work schedules for multiple associates on multiple engagements.-Corresponded with both Federal and State tax authorities on behalf of client regarding notices and assessments.-Assisted and coordinated with audit teams with income tax provisions for partnership clients.-Primary Industry Experience: Private Equity, Real Estate Investment Trusts, Financial Services

Bachelor’S Degree, Accounting

Education record