I grew up in a close-knit family that instilled in me the values of hard work, integrity, and lifelong learning. Raised in a multicultural environment, I developed a deep appreciation for diversity and community. Outside of my professional life, I enjoy traveling with my family, exploring new cuisines, and staying active through regular workouts. I'm also passionate about mentoring young professionals and giving back to the community through financial literacy programs.
With over 15 years of experience as a CPA, I have built my career advising clients in hospitality, franchise, restaurant, and real estate industries. My expertise spans tax planning, fractional CFO services, and business advisory, helping entrepreneurs streamline operations and improve profitability. Having worked with large accounting firms early in my career, I bring a wealth of technical knowledge combined with a personal, hands-on approach tailored to each client's unique needs.
As the Principal of Patel Tax and Advisory, I lead a global team dedicated to making life less taxing for both our clients and our staff. I specialize in complex tax strategies, such as self-directed IRAs and advanced retirement planning, helping clients build wealth while staying compliant. If you're ready to take control of your finances and achieve peace of mind, schedule a consultation today to see how we can help.
Licensing & Credentials
Services Offered
Tax Specialties
