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, member
- Boys and Girls Club of Elkhart, board member
- Elkhart Christian Academy, board member
- 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 four small children. Patrick is also an avid sports fan.
EDUCATION
Grace College , Winona Lake, IN
- B.S. Accounting, Business Administration & Statistics
