Willis, Patrick

Patrick Willis

Tax Director

EDUCATION

  • University of North Carolina at Greensboro – B.S. Accounting and Finance
  • University of North Carolina at Greensboro – Masters of Science in Accounting

Community Involvement

  • American Institute of Certified Public Accountants – Member
  • North Carolina Association of CPAs – Member

Meet Patrick

Patrick began his career in public accounting with Smith Leonard and has continued to provide excellent service to our clients with tax compliance and advisory needs.

He is a native of western North Carolina, while his wife Shannon is originally from the eastern part of the state. They live in Greensboro, which serves as a great midpoint between their hometowns and families. Outside of work, Patrick enjoys hiking, camping, traveling, and reading.

Highlights

  • Experience serving individuals and privately-held companies
  • Industries served – manufacturing, distribution, retail, transportation, specialized services
  • Specialties include – state and local tax issues, accounting for income taxes (ASC 740), closely-held businesses, individual tax planning and compliance
  • NC CPA License #37865
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