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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If you are like most, summer is prime time for family and friend vacations. It’s a time to unwind and recharge…to see new places and try new things. For many, “new things” often means food. And if you are trying to maintain or lose weight, that can be a problem. So, for all you travelers trying to stay healthy this summer, here are 5 great tips to help you stay on a healthy eating plan and still enjoy your vacation!
If you are like most families, summer means vacation. And if your kids are like most kids, they tend to be tethered to their technology. Whether planning to travel abroad or a long weekend at a local campground, summer is a time for exploration and simply paying attention to the beauty around us.
Multigenerational family vacations have experienced an uptick in popularity, especially with older generations being more active and families living farther apart. Family getaways certainly bring people together physically, but also emotionally. Dedicated family time is simply good for the soul…even more so when multiple generations take part. With this in mind, we bring you a few ideas and tips to consider when planning your next multigenerational vacation.