Laurie Patterson joined the Mattison Yoder team in 2014. As the Accounting Manager, Laurie is responsible for managing client operations, reviewing business accounting and tax work, preparing business financials, and income tax preparation for business, trust and individual income tax returns. Laurie enjoys the day to day interaction with clients to serve them at a level higher than expected.
Prior to joining the firm, Laurie served as the Controller with The O.G. Sandbo Company for ten years. She served as the Operations Manager and Partner of Pension Resources, LLC for thirteen years, and served as the Operations Manager with Niles Lankford Group for four years.
In 2016, Laurie began her own business called Integrity Plans, LLC, which performs third party administration for retirement plans. She is a resource to our clients as she supports our staff with regard to retirement plan rules and tax savings opportunities. To learn more about the services she offers, you may visit her web-site at www.integrityplansllc.com.
Laurie earned a Bachelor of Business Administration in Accounting from The Ohio State University. She is a Certified Pension Consultant (CPC), an Enrolled Retirement Plan Agent (ERPA), and a member of the American Society of Pension Professionals & Actuaries (ASPPA). Outside of work, Laurie enjoys a variety of sports (especially bowling and swimming), traveling, and spending quality time with friends and family.
To learn more about our extensive list of services, please contact us for a quote, customer testimonials, or with any questions you may have about your specific tax and business accounting needs.
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This tax season is an important one for many business owners because it’s the first that will be impacted by the Tax Cuts and Jobs Act (TCJA). How big of an impact is dependent on your unique situation. We’ve compiled this short list of provisions that may affect the business community:
According to Forbes.com, Super Bowl viewers traditionally load up on millions of pounds of less-than-healthy foods during the big game—including ribs, pulled pork, tortilla chips, nuts, popcorn and bacon—all washed down with beer (the Super Bowl beverage of choice). If you are trying to stick to your New Year’s resolution to eat better, consider a few healthy substitutes for the traditional Super Bowl eats:
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.