Common Sense Uncommon Experience
Patricia Godfrey, E.A., provides comprehensive tax and investment services to individuals, businesses, non-profit organizations, and trusts. Services include private professional fiduciary and notary services.
Ms. Godfrey began her self-employment in 1987, practicing "taxes only" as an Enrolled Agent. In 1993 she added investment advisory, expanding into private trustee and estate planning are as in 2003. Prior to starting her practice, she worked for local CPA firms in the accounting and tax departments as well as in controller positions within private industry.
She graduated Magna cum Laude in 1981 from National University with a B.B.A. in Accounting. University of San Diego’s Paralegal Program in Business Litigation was completed with Honors in 2006. Due to Ms. Godfrey’s personal interest in gerontology and meeting the special needs of seniors, she earned Cal State Fullerton’s Graduate Studies Certificate in Professional Fiduciary Management for Trustees. She is a Certified California Fiduciary (by PFAC), and licensed by the California Fiduciary Bureau (#292).
Although most of Ms. Godfrey’s work is in tax preparation and representation, her multi-disciplined practice goes well beyond traditional tax. By integrating myriad skills -- tax, business, paralegal, investment, and fiduciary — her clients have come to rely on her as the single resource for all their financial matters. Her professional goal is to create financial solutions through a quality, comprehensive approach and an extraordinary amount of personal service.
Tax preparation, planning, representation, and more information on our enrolled agent.
We provide education, strategy development, portfolio creation, and monitoring of your investments.
We provide professional trust administration, probate conservatorship, estate administration, and full scale elder management services.
What is a paralegal? Learn about our estate planning and settlement services.
Copyright © 2020 Patricia Godfrey, E.A. - All Rights Reserved.
The opinions contained herein are not intended to be investment advice or a solicitation to buy or sell any securities.
Archer Investment Corporation manages The Archer Funds. You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing.
You may obtain a current copy of the Fund’s prospectus by calling 800-581-1780 or visit www.thearcherfunds.com. Past performance is not a guarantee of future results. The investment return and principle value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. The Archer Funds are distributed by Arbor Court Capital, LLC, 2000 Auburn Drive, Suite 400, Beachwood, Ohio 44122, Member FINRA.
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