Patrick Lee, CPA

Partner
574.264.2247 ext. 306 | plee@klcpas.com

Patrick is one of Kruggel Lawton's tax practice leaders for financial institutions. He has over 10 years of experience in tax services for trusts, estates, individuals, corporations, and partnerships.

EXPERIENCE

As a partner in the firm, Patrick's expertise is in tax engagements, focusing on fiduciary tax services as well as closely-held businesses and their owners. Other areas of service include:

• Trust and estate tax preparation
• Tax information reporting and compliance
• Corporate tax preparation
• Individual tax preparation
• Tax forecasts and projections
• Multi-state taxation
• Research for both federal and state tax issues
• Property tax preparation

PROFESSIONAL MEMBERSHIPS

• American Institute of Certified Public Accountants
• Indiana CPA Society

INVOLVEMENT & RECOGNITION

• First Baptist Church of Goshen, elder board member
• Boys and Girls Club of Elkhart, past board member and treasurer
• Elkhart Christian Academy, board member, finance committee and advancement committee
• Elkhart Chamber Leadership Academy, 2015 graduate
• 2016 Indiana CPA Society Emerging Leader Award
• 2018 Grace College Young Alumni of the Year
• 2019 Michiana Forty Under 40 Recipient

INTERESTS

Patrick enjoys time away from the office with his wife and five children. Patrick is also loves to cheer on his favorite sports team.

EDUCATION

Grace College , Winona Lake, IN

• B.S. Accounting, Business Administration & Statistics