General Info

Patrick C. OsBourne, EA, is a seasoned and knowledgeable professional in the financial services industry with a master’s degree in Business Administration from Boston University. He is a U.S. Marines veteran and former IRS agent who specializes in helping people to grow their assets, reduce financial risks and minimize their tax burden using products from some of the world’s largest and most stable financial institutions. Having worked for the IRS as a senior Revenue Agent for many years, Patrick is extensively knowledgeable in the area of federal taxation, especially with regards to navigating the tax system effectively to avoid tax pit-falls and traps in the financial planning process. He is also an Enrolled Agent, which means Patrick is authorized to represent taxpayers (particularly those battling the IRS over tax problems) before the IRS, and in that capacity, he effectively uses his considerable experience and expertise – gained from his revenue agent days – to help his clients and get their tax issues resolved for them. ATLAS SUMMIT INC