Mark Patty & Associates, LLC is a full service accounting firm in Shelby, NC. We are dedicated to you and all your accounting and tax needs. In 2001, our firm started as Southeastern Financial Resources, LLC located at 421 South Lafayette Street in Shelby, NC. In 2018, we moved to our current location at 724 South Morgan Street Shelby NC and changed our name to Mark Patty & Associates, LLC.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client's every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams. We provide to you the quickest possible tax filings and excellent financial guidance to reap the best benefit in your tax situation.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client's every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams. We provide to you the quickest possible tax filings and excellent financial guidance to reap the best benefit in your tax situation.
Services
Mark Patty is the owner and founder of Mark Patty & Associates, LLC. He has provided services since 2001 under the Southeastern Financial Resources, LLC that was located at 421 South Lafayette Street in Shelby, NC. He is a graduate from Gardner-Webb with a Bachelor's degree in Management Information Systems (1990) as well as Accounting (2011).
She joined our firm full time when she graduated in 2018 with a Bachelor's degree in Accounting. She was also certified as an Enrolled Agent in November of 2018. This granted her the right to represent tax payers at all administrative levels before the Internal Revenue Service. Anna works closely with Mark in preparing corporate and individual income tax returns.
She is the smiling face you see when you enter our office and friendly voice you hear when you give us a call. During the tax season, she gathers information from clients and helps them during the check-in/check-out process. She is also responsible for other supportive roles and administrative tasks.
