About Me
My name is Akash Patel, CPA. I am the owner and managing member of Patel Tax & Advisory, PLLC. Thank you for visiting my website—I truly appreciate your time and interest.
With a strong foundation in accounting, tax, and financial advisory, I bring nearly a decade of diverse experience serving individuals, small businesses, and multi-entity organizations. I hold a Master of Science in Forensic Accounting and a Bachelor of Science in Accounting from the University at Albany, State University of New York, and I am a Certified Public Accountant (CPA) board certified in North Carolina.
My professional background spans public accounting, private industry, and nonprofit organizations, allowing me to offer a well-rounded and practical approach to financial management. I have worked with businesses ranging from startups to multi-location enterprises generating over $40 million in annual revenue, as well as nonprofit organizations managing multimillion-dollar program budgets. This breadth of experience enables me to understand the unique financial challenges across industries and tailor solutions accordingly.
I specialize in tax preparation and planning, financial reporting, bookkeeping, and business advisory services. My expertise includes corporate and individual taxation (Forms 1040, 1120, 1120-S, 1065, and 990), payroll tax compliance, financial statement preparation, budgeting, cash flow management, and regulatory compliance. I also have extensive experience acting as a controller for small to mid-sized businesses, helping streamline operations, improve internal controls, and support strategic decision-making.
Throughout my career, I have worked closely with business owners, executives, and boards to enhance financial transparency, ensure compliance, and drive operational efficiency. My approach is detail-oriented, proactive, and client-focused—prioritizing clear communication and practical guidance to help clients achieve their financial goals.
At my firm, Patel Tax & Advisory, PLLC, I am committed to providing reliable, high-quality accounting and tax services with integrity and professionalism. Whether you need ongoing financial support or strategic advisory, I aim to be a trusted partner in your success.
Akash Patel, CPA
Owner/Managing Member
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