Patel Tax and Advisory - Valrico, Florida

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Patel Tax and Advisory: A Comprehensive Overview

Patel Tax and Advisory is a distinguished Certified Public Accounting (CPA) firm dedicated to providing comprehensive financial and tax solutions for individuals and small businesses. Situated at 1066 Bloomingdale Ave, Valrico, FL 33596, and readily accessible with a Wheelchair accessible entrance and Wheelchair accessible parking lot, the firm prioritizes convenience and inclusivity for all clients. You can reach them directly at Phone: 37086640, or visit their website at cpapta.com for more information.

Core Services and Expertise

The firm specializes in a broad range of tax-related services, extending far beyond simple tax preparation. Patel Tax and Advisory focuses on strategic tax planning, aiming to minimize tax liabilities for their clients while ensuring full compliance with all applicable regulations. They possess a deep understanding of evolving tax laws and consistently update their knowledge to advise clients effectively. This proactive approach is particularly beneficial for small businesses and investors seeking to optimize their financial strategies. Their services include:

• Tax Preparation and Filing (Federal, State, and Local)
• Tax Planning and Strategy
• Business Tax Services
• Individual Tax Services
• Estate and Trust Tax Planning
• Mergers and Acquisitions Tax Advice

Location and Accessibility

Patel Tax and Advisory’s location in Valrico, Florida, allows them to efficiently serve clients throughout the region. The firm’s commitment to accessibility is evident in its features, ensuring that individuals with mobility challenges can easily access the premises. Appointments are strongly recommended to guarantee personalized attention and efficient service.

Client Feedback and Reputation

Patel Tax and Advisory consistently receives exceptional feedback within the business community. The firm boasts 21 reviews on Google My Business with an impressive Average opinion: 5/5, reflecting a strong commitment to client satisfaction. Numerous reviews highlight the firm's professionalism, knowledge, and responsiveness. Clients frequently commend the team’s ability to explain complex tax matters in a clear and understandable manner, and for their dedication to providing timely and accurate service.

Recommendation

For anyone seeking a trusted and knowledgeable CPA firm to navigate the complexities of tax law and optimize their financial position, Patel Tax and Advisory is an excellent choice. Their dedication to client service, combined with their expertise and commitment to accessibility, makes them a valuable partner. We strongly encourage prospective clients to visit their website at cpapta.com to learn more and schedule an appointment. Let Patel Tax and Advisory assist you in achieving your financial goals.

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👍 Reviews of Patel Tax and Advisory

Ramses R.

5/5

Nik is professional, knowledgeable, and timely. He is the type of CPA that will go beyond simply filing a tax return. He keeps up with the tax law changes and as importantly with the strategies to guide small businesses and investors to minimize tax liabilities. He is also very good at communicating on a timely basis. Questions get answered promptly and if Nik is away he is good about setting the right expectations. We highly recommend him.

Elisabeth B.

5/5

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!

Amish P.

5/5

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.

Niket P.

5/5

When we opened our business we were looking for a CPA that we could trust not only to do our taxes but be an advisor. Patel tax and accounting team has been a fantastic partner for all of our accounting and tax needs. Nik and his team are easy to work with, professional and very knowledgeable. Nik takes his time to explain complicated tax concepts and gives you honest and genuine feedback on tax strategies so I know my taxes will be done right. If you’re looking for a trustworthy and knowledgeable CPA, Nik and his team are the way to go!

Kunal S.

5/5

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.

Yesuto S.

5/5

My wife and I hired Nik as our first CPA, after doing our taxes ourselves in the past, since our taxes grew more complicated this year after we started our own business. And he navigated us through the complexities of our financial situation in a very clear and personable way. He’s very detail oriented, he charges reasonable rates, and he’s very clear and fast in his communications.

Laura S.

5/5

For the past few years, Nik has been handling my personal taxes. He is easy to communicate with, knowledgeable, and efficient. I highly recommend Nik for any tax-related needs.

Pat T.

5/5

We have been clients with Patel Tax and accounting for a couple of years… we have recently sold our four Marcos…the firm was always helpful and available for questions…very professional and prompt…thank you