Focus on what counts
Education

Bachelor’s Degree, Hartwick College

Master’s Degree, Pace University

Licenses

Certified Public Accountant in the State of New York

Pat Daly, a partner in the firm’s New York City office, has an extensive background in taxation and accounting, which includes various tax compliance and consulting services. 

Experience

Pat is the practice Leader of the firms High Net-Worth Group and advises clients in all facets dealing with business and personal tax matters. Quality service and a commitment to truly understanding clients’ businesses has been Pat’s focus throughout his career. He often serves as a point person in his clients’ financial dealings, advising and helping them to mitigate taxes and grow wealth.

Education & Licenses
Education

Bachelor’s Degree, Hartwick College

Master’s Degree, Pace University

Licenses

Certified Public Accountant in the State of New York

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, New York State Society of Certified Public Accountants (NYSSCPA)

Member, New Jersey Society of Certified Public Accountants (NJCPA)