Patricia Leung has over 10 years of professional tax and accounting experience with special emphasis on real estate, private equity, and financial services industries. She has worked in supervisory and management capacities in “Big 5” and regional CPA firms, as well as in a large private equity real estate firm. She has serviced multinational corporations, partnerships, and small businesses in numerous client matters, including complex U.S. and international tax planning and research, tax planning for high net worth executives, and tax return preparation and compliance matters.
As a former paralegal that specialized in employment-based immigration work prior to her tax career, Pat continues to utilize her knowledge of immigration laws in advising large and small businesses on the tax aspects of their work visa filings for foreign national employees as well as foreigners doing business in the U.S.
Pat is an IRS Enrolled Agent*. She has served as fund controller for Steadfast Companies, a local real estate investment company, and tax manager for Colony Capital, the fifth largest private equity real estate firm in the world. Pat received her BA degree from University of California, Riverside; a paralegal certificate from University of California, Los Angeles; and a Master of Science degree in Taxation from Golden Gate University.
*An IRS Enrolled Agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. They must adhere to ethical standards and complete 72 hours of continuing education courses every three years. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.