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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Business owners have to make tough choices when it comes to providing benefits to their employees. Many companies, especially newer or smaller ones, may understandably prioritize flexibility. No one wants to get locked into a benefits offering that’s cumbersome to administer and expensive to maintain.
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With Veterans Day on November 11, it’s an especially good time to think about the sacrifices veterans have made for us and how we can support them. One way businesses can support veterans is to hire them. The Work Opportunity tax credit (WOTC) can help businesses do just that, but it may not be available for hires made after this year.
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