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Welcome to Patel Tax and Advisory! We offer comprehensive accounting, tax, and advisory services.
Making Life
Less Taxing
What We Do
Tailored Solutions for You, Your Family, and Your Businesses
01
Tax Services
Ensure compliance and maximize savings with our expert tax preparation and planning services, tailored to meet the unique needs of both individuals and businesses.
02
Accounting Services
Enhance your financial management with precise bookkeeping and comprehensive financial reporting, ensuring your business operates seamlessly.
03
Advisory Services
Make informed decisions and achieve your financial goals with our proactive, customized advisory solutions, including strategic planning and ongoing support.
Our Impact
in Numbers
Facts & Figures
200+
Businesses Helped
Over 200 Business Supported
Client Retention
rate that surpasses 95%
95%
15+
Years in Business
Over 15 years of experience
Typical Savings
for client's on advisory services
$20K
About Us
At Patel Tax and Advisory, we specialize in accounting and tax solutions for hospitality, franchise, restaurant, and real estate businesses. Backed by 15+ years of experience and a team of 10+ professionals in the US and India, we have a strong focus on restaurants, guided by our owner’s firsthand experience as a former restaurant operator. Living our motto, “making life less taxing,” we simplify finances while fostering a supportive global team environment.
Discover
Your All-in-One Accounting, Tax, and Advisory Companion
Transaction Based Pricing
Discovery Call
A complimentary 15-minute call is
available to evaluate compatibility & discuss our service offerings with two pricing alternatives.
Transaction
Based Pricing
A variety of services offered,
with very limited advice.
Comprehensive
Consult
A holistic approach to financial and tax advisory services.
Advisory Package
We offer customized solutions along with proactive advice and regularly scheduled meetings.
What Our Clients Say
"Nik has answered all of my questions for complex tax strategies and situations both in personal and business situations. I have used 5 accountants prior to finding him and I knew more than they did. I am so glad to finally find an accountant who knows the laws, can analyze your situation to come up with strategies and lives by what he tells me to do. I highly recommend him!"
Elisabeth Bartrem-Rodriguez
“I have been a client of Nik Patel for almost a year now, and I can honestly say he has been the best CPA I have ever had in my 15 years of operating a business. He is available anytime I need him, even after hours. He has been the sole reason I have saved on taxes and provided me with the best advice with my short time with him as client thus far. I would recommend him to anyone that needs a trusted and honest CPA.”
Kunal Shah
“I have been working with Nik now for 6 plus years and his knowledge in tax planning has been exceptional. His attention to detail and setting me up with my tax planning strategies every year help me and my business every year. This is something other accounting firms fail to do. His advisory services are definitely worth it. He takes his time understanding financial data and coming back with tax strategies.”
Amish Patel
