Download About Patty Patricia Kalil Margarit, CPA

Patricia Kalil Margarit, CPA
Partner
“Listening is a key factor to developing business solutions. Often,
the results not only save tax dollars but meet a client’s personal
goals as well.”
Focus
•
Specializes in providing tax, business consulting, and accounting services to
privately-held businesses and their owners
•
Collaborates with clients on business succession, estate planning, and gifting
ideas
•
Provides consulting to a wide variety of industries including professional
service firms, manufacturing, oil and gas, real estate, and wholesale
distribution
•
Represents business entities and individuals before Federal and State taxing
authorities
Experience
•
Joined Boulay in 1987
•
Previous experience includes several years at a Big Four Firm
Education
• University of North Dakota
B.A. Business Administration and Accounting
• University of Minnesota - M.B.A. Finance
Professional Activities
•
Minnesota Society of Certified Public Accountants - Named Outstanding
Committee Chair
•
American Institute of Certified Public Accountants
•
Minnesota/Dakotas Chapter of the ESOP Association
Community Involvement
• Our Lady of Grace Church and School
• Edina Country Club
About Patty
Patty specializes in providing
tax, business consulting
and accounting services to
privately-held businesses
and their owners. She works
with clients in a variety
of industries including
professional service firms,
manufacturing, distribution
and real estate.
Patty is a graduate of the
University of North Dakota
and she also holds a master’s
degree in finance from the
University of Minnesota.
She is a member of the
American Institute of Certified
Public Accountants and the
Minnesota Society of Certified
Public Accountants.
Patty resides in Bloomington
with her family and enjoys
golfing, swimming and
spending time with her
children.
For more information:
(t) 952.893.3834
[email protected]
Achievements
•
Elijah Watts Sells Award
•
National award for achievement on CPA exam
Boulay 7500 Flying Cloud Drive Suite 800 Minneapolis, MN 55344 (t) 952.893.9320 (f ) 952.835.7296 BoulayGroup.com
Member of Prime Global, A Global Association of Independent Firms