About Our Firm

 

For years, Patel Financial Services has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, valuation, investing, cash management, financial statements, and financial planning.

​

Patel Financial Services is one of the most respected firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards and work ethic is the reason our client base returns year after year.

​

Our Mission

​

Patel Financial Services is committed to your success. We make it our business to know your business well enough to improve your tax position, capital position, business structure and benefits packages, acquisition potential, and much more. We earn our fees by adding value to your company and to your asset base.

​

We have learned a great deal since we began in this business, and we are ready to apply this knowledge to enhance your company's growth and success. Together we can conquer all of the intricacies of doing business in today's fast-paced economy. We are looking forward to working with you.