Announcing Patrick Willis as Partner

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Smith Leonard PLLC announces the appointment of Patrick Willis as its newest Partner/Member.

Willis began his career with Smith Leonard and continually strives to proactively address clients’ tax compliance and advisory needs in a holistic manner, deriving context from the past, addressing increasing complexities in the present, and prioritizing goal management and wealth preservation as we press forward into the future.

Smith Leonard Managing Partner Mark Bulmer commented: “Patrick has been an integral member and tax technical leader for our firm. He is known for being able to not only research, understand, and apply complex legislative tax changes, but he is also gifted in interpreting these changes in a way that team members and clients can easily understand. We have been tremendously thankful for his leadership and mentorship during all of the changes that have resulted in legislation throughout the last few years. We are excited to announce him as the newest Partner at Smith Leonard.”

A native of western North Carolina, he now lives in Greensboro with his wife Shannon and their three children, with whom they enjoy traveling, hiking, and exploring life’s unending adventures. Patrick is also an avid reader, focusing primarily on U.S. history, as well as current events, deciphering how cultural, political, and socioeconomic dynamics continue to shape tax policy. He is a member of the UNC Greensboro Department of Finance and Accounting Advisory Council and a member of the 2021 class of the BDO Alliance Leadership Development Program.

About Smith Leonard PLLC

Smith Leonard is a full-service accounting firm headquartered in the Piedmont Triad with offices in High Point, Lexington, and Winston-Salem. Industries of focus include manufacturing, distribution, real estate, construction, retail, service, transportation and non-profit. Specialties include tax, audit, business advisory services, mergers and acquisition support, employee benefit plans, international services, business services, and financial planning. Additionally, their affiliation with the BDO Alliance USA provides a global network that connects clients to a variety of additional resources.