Willis, Patrick

Patrick Willis

Tax Partner


  • 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
  • UNC Greensboro Department of Finance and Accounting Advisory Council – Member
  • Leadership Development Program – Class of 2021

Meet Patrick

Patrick 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.

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.


  • 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
  • CPA/PFS Designation
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