



Patrick is the Managing Member of the firm and
brings over 20 years experience in Public Accounting.
Patrick graduated from the University of New Orleans
with a Bachelors of Science in Accounting. He is a
member of the American Institute of Certified Public
Accountants and the Louisiana Society of Certified
Public Accounts.
Patrick provides the following services to our clients:
Tax Planning & Preparation
Business Succession Planning
Estate Tax Planning
Business Consulting
IRS Representation
Business Entity Selection
Estate& Trust Tax Preparation
Joni brings to the firm 20 years of administrative and
management experience, including 15 years experience
in Public Accounting. In addition to managing the office,
Joni provides the following services to our clients:
Bookkeeping
Income Tax Preparation
Office Procedures Evaluation & Consulting
Tiffany brings over 18 years of management experience,
specifically in medical practice management. Tiffany
provides the following services to our clients:
Bookkeeping
Income Tax Preparation
Payroll Tax Preparation
Sales Tax Preparation
Medical Office Procedures Evaluation & Consulting
Julia graduated from the University of New Orleans with
a Bachelors of Science in Accounting. She has over 20
years experience in individual and various entity tax
preparation, tax planning and consulting, and client
representation before the Internal Revenue Service.
She is a member of the American Institute of Certified
Public Accountants and the Louisiana Society of Certified
Public Accountants. Julia provides the following services
to our clients:
Tax Planning and Preparation
Estate Tax Planning
IRS Representation
Estate & Trust Tax Preparation
Sales Tax Services
Payroll Tax Services
Bookkeeping