Trick, Patty

  San Francisco, California, USA
 +1 415-955-0359
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Patty earned her Bachelor of Science in Accountancy at the University of Illinois Urbana-Champaign. She then went on to get her M.S. in Finance with a concentration in financial planning and tax at Golden Gate University. She is also a CPA in the State of California.

Patty began her career with Arthur Andersen and worked there for eight years rising to the position of Tax Manager. 
Patty’s practice at Calegari & Morris is in the areas of pass-through entities: LLPs, LLCs, S Corps, and the related owners of such entities with a focus on Real Estate and Creative.