Pat Jones, CPA
- Financial Reporting
- Individual Tax
- Corporate & Business Tax
- State & Local Tax (SALT)
- Tax Planning
- Succession (Exit) Planning
- Estates & Trusts
Industries & Specialties
Healthcare | Family Business | Real Estate and Investment | Retirement Plans
Healthcare: Pat has more than 10 years of consulting experience working with physician practices over a broad spectrum of specialties. Her expertise has been a key contribution for healthcare business growth including advancing start-up practices to multi-million dollar enterprises, and she has authored several articles on tax and healthcare practice management issues.
Family Business: Pat focuses on the individual needs of each client to create business solutions that improve profitability. This strategy, coupled with her vast tax and accounting knowledge, has contributed toward the invaluable advice and service that she provides to her clients.
Real estate and investment: For decades, high net worth clients throughout the country have relied on Pat’s advice and experience for federal and various states’ tax matters relating to real estate and investment transactions, entity structure and tax compliance.
Retirement plans: For many years, Pat has provided audit and tax services for employer retirement plans. Her experience and advice in this area is invaluable to her clients. It’s especially important to engage an experienced professional with regard to these services since it is an area where non-compliance can result in significant penalties to plan sponsors.
- Bachelor of Science in Accounting | Richard Stockton University
- Certified Public Accountant
- NJ Society of Certified Public Accountants member (NJCPA)
- American Institute of Certified Public Accountants member (AICPA)
- Board member, local Chamber of Commerce
- Volunteer, Boys & Girls Clubs of America
- Active member of St. Mary’s Church