Patel Tax and Advisory - Valrico, Florida

Overview of Patel Tax and Advisory

Located at 1066 Bloomingdale Ave, Valrico, FL 33596, United States, Patel Tax and Advisory stands out as a reliable and knowledgeable resource for tax and advisory services, particularly for certified public accountants (CPAs). Their phone number is 8137086640, and they can be reached online at cpapta.com. For those considering their services, here's what you need to know about this esteemed firm.

Key Features and Services

Specialties: Patel Tax and Advisory specializes in providing high-quality services under the expertise of a certified public accountant. This ensures clients receive professional guidance tailored to their financial needs.

• Tax Preparation and Filing
• Tax Planning and Strategy
• Advisory Services for Small Businesses and Investors
• Compliance with Tax Laws

Accessibility and Convenience

Accessibility: The office is fully wheelchair-accessible, ensuring a barrier-free environment for all clients. Their parking lot and entrance are designed with accessibility in mind, making it convenient for everyone to visit.

Customer Service and Experience

Based on 21 reviews on Google My Business, Patel Tax and Advisory has garnered a remarkable average opinion of 5/5. Reviews highlight the professionalism and knowledge of their staff, particularly Nik, who is praised for being timely, knowledgeable, and proactive. Clients appreciate his commitment to staying updated with tax law changes and offering strategic advice to minimize tax liabilities. The firm is commended for its excellent communication, with quick responses to inquiries and clear management of expectations.

Recommendations

For anyone in need of professional tax advice or accounting services, Patel Tax and Advisory is highly recommended. To arrange a consultation or learn more about their services, it's advisable to:

- Call their office directly at 8137086640 to schedule an appointment.
- Visit their website cpapta.com for more detailed information and to understand their specific services better.
- If you're interested in their wheelchair accessibility, feel free to ask during your initial contact.
- Remember, making an appointment is suggested to ensure a dedicated time slot for your financial needs.

👍 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