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Pat Taylor

Seasonal Tax Assistant

Quad Cities

I work at The Planning Center during the tax season, making appointments with clients, preparing billing, tracking the time spent on projects, scanning tax documents for the tax preparers, and assembling the tax returns. I was employed at Deere & Co. for 30 years before retiring in 2001. I held various positions, including key punch operator, secretary, programming clerk, and most recently in the Accounting Department. In 2004, I joined N. McCormick & Assoc., which eventually merged with The Planning Center in 2011.

“Life isn’t about finding yourself. Life is about creating yourself.”

Being retired, I miss the daily interaction with people. I enjoy being able to come into The Planning Center for four or five months each year during tax season to be involved with the great people who work here and all of our clients. It gives me a feeling of satisfaction knowing I can still be a help and contribute to the group. In my spare time, I enjoy golfing with friends, water aerobics, going for walks, and working in my yard with all my flowers.

Credentials

 

Affiliations: Fee-Only Planning

Education: Graduated from Alleman High School

Memberships: I belonged to Sigma Phi Gamma Sorority, holding office of Secretary, Treasurer and Chairman of our charitable donations. We were a social sorority and raised money for Augustana Speech and Hearing Center.

Who inspires me:
My biggest inspiration was my parents. They taught me to treat people as I would want to be treated. They were always there whenever I needed understanding, love, and guidance in anything I was attempting to do. They were the best role models in everything they did.

My favorite things:
Going out to dinner with good friends and reading a good book.

My personal hero:
My husband Larry is my hero. He has taught me patience and a better understanding of people. He is a person who sees the good in all people and is willing to do anything for anybody who needs his help. He is very easy going and just takes each day at a time. He helps keep me grounded.

Favorite destination:
My favorite place would be Richland, Washington where our daughter, her husband, and her two daughters live. We have two beautiful granddaughters, Taylor, who is a junior at Washington State University and Alexa, who is a freshman also at Washington State. Go Cougs!

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

100 Percent
Independent

Objectivity

We listen and keep an open mind

50
Year Vision

Forward Looking

We make decisions with future generations in mind

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