About

I have spent 18 years helping small business owners and high-earning professionals keep more of what they earn. As a CPA and Enrolled Agent with a law degree, I combine deep tax code expertise with proactive planning strategies that go far beyond compliance.

The difference between tax avoidance and tax evasion is about 10 years in federal prison — and I help my clients stay on the right side of that line while paying every dollar less they are legally allowed to.

Firm Information

FirmPatel Tax & Advisory Group
PositionManaging Partner
Agency TypeCPA Firm
About FirmFull-service tax advisory firm specializing in business taxation, estate tax planning, and international tax compliance for entrepreneurs and executives.

Professional Details

Fiduciary No
CompensationFlat Fee
Designations
CPAEAJD

Tax Services

Credentials
CPA (Certified Public Accountant)EA (Enrolled Agent)Attorney (JD)
State LicenseTX-CPA-042891
Licensed In
TXCANYFLCO
Tax Services
Individual TaxesCorporate TaxesPayroll TaxesInternational TaxEstate & Trust TaxPartnership Tax
Tax Specialties
Business Start-UpsMergers & AcquisitionsState & Local TaxationInternational AccountingValuation ServicesForensic AccountingManagement ConsultingIRC 1031 Exchanges
Compliance No disciplinary actions

Additional Information

Years of Experience 18
Education J.D., University of Texas School of Law; M.S. Taxation, University of Houston; B.B.A. Accounting, Rice University
Hobbies & Interests
YogaCookingTravel
Favorite Sports Teams
Houston Rockets