Supervisor of Accounting
Patti Johnson brings a wealth of experience to EagleStone, having over 25 years of experience in various accounting/bookkeeping roles at both large and small tax and accounting firms in the Washington, DC Metropolitan area. In her role with EagleStone, Patti’s focus is on small businesses and individuals: she oversees clients records to process monthly accounting updates, annual reports and tax returns, and provides tax accounting services.
Patti has a BS Degree in Finance with a minor in Accounting from the University of Maryland.
Patti lives in Bethesda, MD with her husband and their three sons. She enjoys spending as much time with her family and friends as she can and is an avid sports fan.
Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.
© EagleStone Tax & Wealth Advisors 2022. All rights reserved.