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Patrick Peterhans, EA, CFP

Meet Patrick Peterhans:

Tax Expert ✦ Profitability Coach ✦ Fractional CFO

Patrick Peterhans brings over two decades of experience in tax and financial planning to Delia Law P.C.

After moving to the United States, he earned a bachelor’s degree in Business Administration with an emphasis in Entrepreneurship from the prestigious Marshall School of Business at the University of Southern California. Born and raised in Switzerland, Patrick is fluent in both English and German, which enhances his ability to serve a diverse clientele.

Patrick began his professional journey in 1998 and became a Certified Financial Planner (CFP) in 2000. In 2006, he earned the Enrolled Agent (EA) certification from the IRS, a designation recognizing him as an expert in the U.S. tax code.

Throughout his career, Patrick has advised clients across the U.S. and abroad, helping them navigate the complexities of tax preparation, tax strategy, and tax resolution. His expertise spans a variety of industries, enabling him to guide individuals and businesses toward achieving their financial goals. Since starting his practice, Patrick has worked with hundreds of clients nationwide and is authorized to serve taxpayers in all 50 states.

In 2009, Patrick authored Secrets of Financial Planning, a comprehensive guide to financial planning that has helped educate countless individuals on managing their finances effectively. His insights have also been featured in interviews on Channel 9 in Denver, where he discussed financial strategies and planning.

Outside of his professional pursuits, Patrick enjoys staying active through tennis and biking, exploring new destinations through international travel, and learning about emerging technologies.

Patrick’s commitment to delivering personalized and results-driven financial solutions makes him a valued member of the Delia Law team.

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Locations listed throughout this website are for Federal IRS Practice Only, except New York and Maryland.  Attorney advertisement. Prior results do not guarantee similar outcomes. (1) Attorneys of Delia Law P.C. are only licensed in the jurisdictions mentioned in their biographies and not all lawyers mentioned or displayed in Website content may be able to assist clients without adding attorneys admitted in the specific jurisdiction; (2) Delia Law P.C.’s only permanent offices are in Maryland and New York. Mentioned other locations are virtual locations, by appointment only, that are not designed to suggest or create a permanent presence; (3) Local counsel if necessary are independent and not partners or employees of Delia Law P.C.; (4) All clients of Delia Law P.C. will receive additional, written information (about the lawyer assignment/licensing in the case, our fees etc.) before making a decision to becoming a client. All website Terms and disclaimers apply.

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Federal IRS Practice.  Attorney advertisement. Prior results do not guarantee similar outcomes. (1) Attorneys of Delia Law P.C. are only licensed in the jurisdictions mentioned in their biographies and not all lawyers mentioned or displayed in Website content may be able to assist clients without adding attorneys admitted in the specific jurisdiction; (2) Delia Law P.C.’s only offices are in Maryland and New York. Mentioned other locations are unstaffed virtual locations, by appointment only, that are not designed to suggest or create a permanent presence; (3) Local counsel are independent and not partners or employees of Delia Law P.C.; (4) All clients of Delia Law P.C. will receive additional, written information (about the lawyer assignment/licensing in the case, our fees etc.) before making a decision to becoming a client. All website Terms and disclaimers apply.

Prior results do not guarantee similar outcomes; attorney advertising. All information on this website has been prepared for informational purposes only and does not constitute legal advice. While this information may constitute attorney advertising in some jurisdictions, merely reading this information does not create an attorney-client relationship. Every case is different, any prior result described or referred to herein cannot guarantee similar outcomes in the future. All visitors to this Website are informed that Delia Law P.C. (“Firm”) works with affiliated lawyers (referred to as “Local Counsel”) in various cities and states across the United States. These Local Counsel may assist the Firm on a case-by-case basis, operate their own respective law firms, are independent of Firm, and are not partners, owners, of counsel, or employees of Firm. Clients and prospective clients should be aware that when referencing to Firm’s experience, this experience may combine the knowledge and experience of both Firm and its frequently used Local Counsel in the aggregate. Specifically, if and when Firm cooperates with Local Counsel, Firm will disclose the details to the client in writing for their approval. Delia Law P.C. is headquartered in New York City. References to a particular city or state in any article or anywhere on this website does NOT mean that Firm maintains an office with staff in that location, and it does NOT mean that Firm has attorneys physically located in that city or state. Firm’s lawyers are only licensed to practice state law in the states mentioned in their respective biographies. With few case-by-case exceptions, Firm’s practice is limited to matters and questions of federal law and federal procedure. Firm’s engagement letter and Firm’s website disclaimers provide additional details.