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Tory Patrick, CPA

Tax Manager

Tory Patrick is a Manager in E. Cohen’s Tax Services Group. He has extensive experience with foreign taxation regulations and impacts to client filings regarding foreign corporations, partnerships, disregarded entities, and trusts, including preparation and review of Forms 5471, 5472, 8865, 1042-S, 3520-A, 3520, 8938, and FBARs.

Prior to joining the firm, Tory worked as a Senior Tax Associate at a full-service CPA firm, where he was the primary client contact for most engagements, assisting clients with ongoing tax planning, tax compliance, quarterly estimated tax payments, and annual return filings. He also prepared and reviewed federal and state tax returns for high-net-worth individuals and their accompanying business/family interests, including partnerships, C and S Corporations, trusts, estates, and private foundations; managed client legal, business, and tax authority interactions; and provided estate planning and filings.

Tory is proficient with CCH Axcess, ProSystem fx, Adobe Acrobat, Microsoft Excel, GoSystem Tax RS, Bloomberg Tax & Accounting – Income Tax Planner, QuickBooks Desktop Pro, CCH IntelliConnect, and RIA Checkpoint.

He received a Bachelor of Business Administration from James Madison University in Harrisonburg, Virginia, and is a licensed CPA in the State of Virginia. Tory is a member of the AICPA and the Virginia Society of Public Accountants (VSCPA).