Patrick Martin CPA Wealth Management Assistant/Tax Analyst

Patrick joined Quantis Wealth Management in 2024 with 10+ years of accounting experience, including tax planning for individuals. Patrick offers tax planning services primarily focused on compliance and strategy for medium to high-net-worth individuals.

Patrick earned his bachelor’s degree in accounting and an MBA from George Mason University. After graduation, he began his career at PricewaterhouseCoopers, where he served as an auditor and a tax accountant for high-net-worth individuals. In 2020, Patrick earned an Executive Financial Planner Certificate from San Diego State University. Patrick has continued his studies by working toward the CERTIFIED FINANCIAL PLANNER™ certification, which he plans to obtain by January 2025. He is currently a licensed CPA in California and Washington, D.C. Patrick also holds professional membership in the American Institute of Certified Public Accountants (AICPA).

Patrick grew up in Northern Virginia, and has since lived in San Diego, California, and Annapolis, Maryland. In his free time, Patrick enjoys spending time with his family, volunteering, reading, and exercising. He currently lives in Fairfax, Virginia with his wife Nicole, and his two children Jackson and Jayna.

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Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.