Chance Fitzpatrick, Senior Tax Associate

Phone: 631-754-1600 x-148

Chance Fitzpatrick is a Senior Tax Associate specializing in trust and estate tax compliance and planning for a number of high-net-worth individuals and families. Chance’s work focuses on fiduciary income tax returns, estate tax returns, gift tax returns, complex trust and estate accounting matters, and coordinating closely with clients’ attorneys, financial advisors, and family offices. Additionally, he manages numerous business accounting and tax accounts from small to multinational corporations. He also supports year-end tax planning initiatives, helping clients navigate multi-entity structures, and ongoing reporting requirements.

Chance is known for strong client service and steady follow-through as he consistently helps teams meet demanding deadlines while maintaining a high standard of technical quality. Internally, Chance plays an active role in training and mentoring new staff, developing them towards greater success within the firm.

Education

B.S., Accounting, St. Joseph’s University
M.B.A., Accounting, St. Joseph’s University