Lori Patrick

 

Lori joined Clairmont Paciello & Co., PC  in November 2020 with the acquistion of Dreslin and Co., Inc. and has more than 30 years in public accounting assisting clients with their tax and accounting needs.

Lori uses her experience in a variety of service and retail industries to help business clients establish and maintain an accounting system as well as provide tax planning and preparation.  Her years with Dreslin and Co. built her foundation of individual tax knowledge, and she has established relationships with attorneys providing income tax preparation for estates and trusts.  With each engagement Lori strives to provide accurate, complete and efficient service for all clients.

As a manager, Lori oversees client engagements and the work of our staff accountants.  She has an  extensive background with QuickBooks and provides full accounting services as needed by her clients.  Lori strongly believes in planning and taking initiative to avoid any surprises.

Lori is an enrolled agent admitted to practice before the Internal Revenue Service.

 

Education:

BS in Accounting, Ursinus College