Patti Benjamin

Patti is a Principal in our tax department with extensive experience from both national and local public accounting firms prior to joining HLB Gross Collins. She is dedicated to helping businesses and individuals resolve complex tax issues by providing strategic tax planning aimed at minimizing tax burdens and achieving financial goals. Recognizing that tax needs extend well beyond compliance, Patti adopts a proactive, strategic approach each year, enabling her clients to leverage tax planning as a tool for financial benefit rather than merely fulfilling compliance requirements.

She leads our Estate and Trust Industry practice area and the Service Industry Practice. Patti works closely with high-net-worth individuals and their families, who often face more complex tax situations and greatly benefit from expert, tailored tax strategies. She strives to build long-term relationships by taking the time to fully understand each client's unique circumstances, allowing her to provide the most effective and personalized advice.

Patti encourages clients to include her in their financial decision-making processes and often provides quarterly tax planning reviews to help minimize tax obligations and maximize cash flow. Her extensive experience spans tax compliance for individuals, flow-through entities, trusts, estates, corporations, and non-profit organizations. She stays current with evolving tax regulations to help clients develop comprehensive tax savings strategies.

About Patti

• Indiana University at South Bend, Bachelors in Accounting

• Graduated with High Distinction based on academic excellence

• Patti and her husband enjoy taking cruises and seeing different parts of the world

Professional and Community Memberships

• Georgia Society of CPAs

• American Institute of Certified Public Accountant

• Atlanta Business Growth Team