Pat Walsh

Title: Tax Manager

NC CPA License #: 17451

Years at SMC: 1995 - Present          

Quote – What excites you about your career?

 “I particularly enjoy helping the elderly and the bereaved.  Navigating the particular issues that revolve around a death in the family can be extremely helpful and calming to the family members.  It's a unique area of tax preparation that has its own issues, options and rules.  Knowing all of the rules and options can only come with extensive experience as each situation is different.”

Pat joined SMC in 1995 after working for 10 years at public accounting firms in Atlanta and Charlotte.  She graduated from a small college in Minnesota with a Bachelors of Arts in Accounting and has extensive experience with tax preparation, specializing in the Individual, Trust and Estate area.

Pat grew up in Minnesota and still has family there.  She came to this area via Atlanta and Charlotte and much prefers the triad area to both.  She is married with three daughters and now knows much more about soccer than she ever expected.

Involvement:

  • North Carolina Association of CPAs – Member
  • Piedmont Estate Planning Council

Days until April 17

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