Patti Morgan
Patti A. MorganCPA

Contact Patti

Patti A. Morgan
I sincerely enjoy getting up every day and going to work. My goal is to make my clients feel like they are my only client. My hope is that I've been able to provide excellent advice or additional Eide Bailly resources so clients are able to make informed decisions regarding their business or personal tax situation.

Patti provides compliance services, including individual and business income tax, property tax, trust, estate and gift tax. Her primary industry focuses include general contractor and subcontractor construction, home builders, real estate, groups of family businesses and high net worth individuals. She provides tax planning and research to businesses and individuals in the areas of buy/sell transactions, federal and state tax credit opportunities and general accounting procedures. Patti is the Department Head over Tax for the Oklahoma City and Norman, OK offices.

Clients can expect Patti to listen to their concerns or issues and to provide a solution in a timely manner to best suit their circumstance.

Outside of Patti’s professional career, she enjoys traveling with her husband of 40 years and their grown daughters and families. They like to go to the lake or beach where they can relax and enjoy being together whether they are boating, swimming or just hanging out. Patti volunteers for several nonprofit organizations and is active in her church where she teaches and volunteers for various activities. She enjoys helping people in need who may need finance mentoring through assistance or budgeting.