Meet Our Founder, Carlo
After spending over 20+ years in the Accounting & Finance fields as a Controller and CFO, working for global and fortune 100 companies, Carlo decided to dedicate his expertise to small to medium-sized businesses tailored accounting service that empower them to focus on their core business and help them grow.
Carlo holds an active CPA license in VA and PA and is a member of the American Institute of Certified Public Accountants. He has business and accounting experience in many professional fields such as Medical, Real Estate, Manufacturing, Hospitality, Food and Retail.
Carlo’s vision, which transformed into Patriots Tax & Accounting Service (PTA), is to provide these businesses a professional and affordable service model that is typically available only to larger size companies.
PTA is much more than a Bookkeeping and Tax service company. Carlo partnered with and invested in the best expertise in the market to create a one of a kind consultative approach that includes business planning and coaching, tax planning, business strategy, forecasting and budgeting.
Meet Mary, Chief Operating Officer
Mary is a Corporate Executive with over 20+ years in the Sales, Business Strategy, and Business Operations fields. She offers coaching services for small to medium sized businesses to maximize their revenue potential, create a healthy team culture, build the right strategy to achieve results, and learn to professionally and efficiently handle all aspects of their operations (Sales, HR, Purchasing, etc.)
Mary holds a degree in Accounting. She is also a certified Life Coach, Business Coach, Master Trainer, and Master Public Speaker. She is a world traveler providing business consulting services for companies all around the world. She spoke in many high profile events and TV shows and has worked with Conglomerates and Fortune companies in many fields such as Technology, Hospitality, Food and Retail.
Mary’s passion in life is to make a positive impact in the world, contributing to her community, and helping others reach their goals and achieve their dreams. Amongst her peers and friends, she has always been known to be the queen of solving problems and helping entrepreneurs and leaders create bridges to connect their today with their wanted potential.
Mary loves music, dining out, and traveling. She loves supporting local businesses and spending her free time with Carlo and their three kids.
Honesty, respect, passion, and integrity are her core values and what guides all the decisions at Patriots Tax. They are profound to create a positive community and it all starts within.
Meet Joe, Accountant
Joe holds a degree in Accounting and an active CPA license. His expertise in analyzing financial details and mastery of Quickbooks products as a Certified Professional Advisor will save you time on your bookkeeping, payroll, and taxation needs.
He has an extensive accounting experience in the Manufacturing Industry serving as a former Financial Analyst of a multibillion-dollar conglomerate, and in the Real Estate Industry as a consultant specifically on Financial Feasibility Planning of huge property developer companies. As young as 25, he is already a shareholder and a former Corporate Treasurer of a global leader company in providing IT field services.
Joe has been awarded with the University’s Best Research Study in his collegiate years and Employee of the Year Award on his previous careers. With his skills, professional experience, and dedication to help our clients succeed, he strongly believes that creating good rapport while maintaining focus on integrity in following accounting best practices and principles is the key to achieve the best financial results.
Our Core Values
We are dedicated to support our clients financial growth and save on their taxes.
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.
Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial service to individuals, large and small businesses and other agencies.
To see a listing of our services, please take a moment and looks at our services page. Because we get new business from the people who know…
An accounting firm is known for the quality of its service. Our firm’s reputation reflects the high standards we demand of ourselves.
Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver…
Our Tax & Accounting Services
Includes Why Your Business Needs QuickBooks, QuickBooks Set-up, QuickBooks Maintenance, QuickBooks Shortcuts, QuickBooks Set-up and Customization Tips, and more.
Includes Business Tax Preparation & Planning, Small Business Accounting, Business Consulting, Part-Time CFO Services, New Business Formation, Nonprofit Tax & Accounting, Payroll Services, and more.
Includes Individual Tax Preparation, Individual Tax Planning, Estate Planning & Trust Tax Services, Financial Planning, Expatriate Accounting, Wealth Management Services, and more.