Bio
Patrick Roberts is the Managing Partner of a leading CPA firm and the CEO and Founder of an innovative tax software SaaS company. He graduated with a Bachelor of Science in Accounting from the College at Brockport, where he developed a passion for tax preparation and accounting, combining technical expertise with a drive for continuous improvement and innovation. In recognition of his leadership and contributions to the accounting field, Patrick was named an Emerging Leader by the NYSSCPA in 2022.
Patrick’s career trajectory has been marked by impressive accomplishments, including earning his CPA designation just one year after graduation. His early professional years focused on expanding his expertise, building mentorship networks, and actively engaging in community service. Recognizing inefficiencies in tax software, he channeled his entrepreneurial spirit to create a SaaS company that offers cutting-edge solutions for accounting professionals.
As the Managing Partner of his CPA firm, Patrick oversees strategic tax services and business consulting. In his role as CEO, he drives innovation, ensuring his tax software continues to transform how accounting professionals work. His dual roles allow him to merge his deep knowledge of tax processes with technological advancements, benefiting both his clients and the broader industry.
Outside of work, Patrick enjoys spending time with his wife, four children, and two dogs. He loves watching movies, playing sports, and volunteering, remaining deeply involved in his community and prioritizing family connections.
Education
- B.S. Degree in Accounting from the College at Brockport
- Licensed Certified Public Accountant