Patrick R. George, CPA/PFS

As a partner, Pat works with closely-held business owners and their management teams by bringing a unique perspective in identifying valuable opportunities. He excels in guiding the management teams toward the implementation of their business strategies to ensure that related profits are attained. He has significant experience in mergers and acquisitions, tax planning, compensation and financial planning.

Pat is passionate about helping people solve problems. His ability to understand clients through careful listening and asking questions helps him to guide them toward actions they should take to achieve their objectives. Pat takes these conceptual objectives and utilizes life experience to keep the approach practical.

Pat is a graduate of Rochester Institute of Technology and has over 30 years of experience in public accounting. He is an active member of the Fairport Rotary Club, the Rochester Regional Photonics Cluster and United Way Tocqueville Society.

Get to know the "real me"...

Pat enjoys traveling, golf, CrossFit and spending time with his family. When traveling, he likes to go off the beaten path and find those “wow” moments. He enjoys discovering places that aren’t well known but are just as beautiful. One of his favorite countries that he’s been to is Italy. He loves its history, architecture, small towns and amazing food.

Something you may not know about Pat:

Pat grew up with a large family, he is the 5th of 6 children. He was viewed as a straight and narrow child and because of that, Pat loved playing practical jokes and surprising un-expecting friends.

During high school and college, Pat worked at least 10 different jobs and at a young age learned what he did and didn’t want to do in life. With these experiences, he gained an understanding of what it is like to work on the floor of a production facility, something he still uses now when working with manufacturing clients.