CONTACT US

Patricia Green

, Director

CONTACT

Patricia Green
Director
305.371.6200

SPECIALTIES

  • Estate & Gift Tax
  • Individual Tax
  • Succession Planning
  • Business Consulting

CREDENTIALS / EDUCATION

  • Certified Public Accountant (CPA)
  • Certified Specialist in Estate Planning (CSEP)
  • University of Florida: BSBA, Accounting

AFFILIATIONS

  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
  • Greater Miami Tax Institute
  • Coral Gables/South Dade Estate Planning Council
  • Women Presidents’ Organization
  • St. Louis Catholic Church: Finance Committee Chairperson

Patricia Green is a Tax Director with over 30 years of experience in providing services to small businesses, individuals and estates. She has expertise in tax compliance, estate and gift tax, wealth transfer, and succession planning. Patricia serves as an advisor to businesses, entrepreneurs and high net worth individuals.

* Required