Patrick Carlin Jr.
Principal and Director
Patrick Carlin Jr. has been providing clients with top-quality accounting services for more than two decades and has been the principal of Carlin & Associates since 2015.
Patrick specializes in strategic planning and tax compliance for high-net worth individuals, family groups and family-owned closely held businesses – these services include the coordination of individual, corporate, partnership, fiduciary, gift, and estate tax compliance. His primary focus for clients includes analysis of current and future tax and estate planning opportunities as well as planning opportunities related to business succession.
A native of San Francisco, Patrick attended Sacred Heart High School before attending St. Mary’s College in Moraga, graduating with a Bachelor of Arts in Economics with an emphasis in Accounting. At St. Mary’s, Patrick played football and rugby for the Gaels.
Patrick spent seven years with Ernst & Young, a top worldwide accounting firm known as one of the “Big Four.” There, he was promoted several times over the years, eventually being named Senior Manager.
In 2015, Patrick established Carlin & Associates. He is a Certified Public Accountant licensed in the State of California. Patrick is a member of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants.