With over 35 years of experience in public accounting and financial services, Tax Principal, Patricia Chantler, specializes in individual and family tax planning and tax structuring of business transactions.
Patricia works extensively in estate planning, trust accounting, and estate and trust compliance. This experience includes decedent estate returns and trust returns, like charitable remainder trusts, grantor trusts, and other simple and complex trust returns. In addition, her exposure to a variety of industries and her background in the financial services industry provide her with broad-based experience in working with companies of all sizes.
Patricia is the recipient of the YWCA Tribute to Women Award, which recognizes women exemplifying excellence in executive-level positions. She is also the recipient of the Women of Influence Award from the Silicon Valley Business Journal and has been quoted in top business publications such as The Wall Street Journal.
Patricia received a Bachelor’s degree in Accounting from San Jose State University in 1995. Outside of work, Patricia enjoys traveling, house boating and hiking.