Patricia Werst
Director, Miami Valley
Professional Summary
Tricia applies her deep knowledge of tax technical issues to help a wide range of client businesses, including real estate partnerships, tax-exempt entities, high-net-worth individuals, and S corporations. Tricia has spent the last few years working in New York City and Long Island with real estate and private equity companies. She has also represented high-net-worth business owners, helping them with strategic tax structuring and succession planning. She is adept in partnership tax issues as well as state and federal tax credits. Tricia enjoys serving her clients by offering proactive solutions and expert guidance.
Prior to joining Clark Schaefer Hackett, Tricia worked at both top 15 and Big Four firms. She has published several articles, provides tax updates for various organizations, and hosts seminars on technical tax areas of her practice, including tax research.
Education:
BS, Accounting, cum laude, Boston College
Gold Medallion Financial Executive Institute, Valencia College
Certifications & Licensure:
CPA – States of Ohio and New York
Tax Research Competency Certification
Professional Affiliations:
Ohio Society of Certified Public Accountants
The New York State Society of CPAs
Community Activities:
Multiple Sclerosis Society SW Ohio, Past Board Member
Rivendell Institute Yale University, New Haven, Connecticut, Past Board Member
Volunteer at local inner-city schools