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Patrick Oliver, MST, EA

Senior Tax Consultant
Education and Credentials
University of Phoenix; California State University, Northridge
B.S. in Business, Finance M.S. in Taxation
Enrolled Agent (EA)

Patrick Oliver, EA, MST, has been helping individuals and businesses navigate complex tax and accounting needs since 2016. He holds a Master of Science in Taxation from California State University, Northridge, and is an Enrolled Agent (EA) licensed by the Internal Revenue Service. Patrick focuses on supporting clients with tailored advisory and proactive planning to minimize their tax liabilities.

Additionally, he brings extensive experience in tax controversy matters, helping clients address the IRS and States to negotiate the best possible resolutions.

Outside the office, Patrick loves to cook, enjoy movies, and host game nights for his friends and family.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Patrick
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

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