KUMAR U. PATEL, CPA, CFPTM

Kumar is a senior lead accountant, who has been in public accounting since 1998. His clients include a variety of small- to medium-sized businesses, not-for-profit organizations and high net-worth individuals for whom he provides a range of services including income tax preparation and planning, profit-enhancement and turnaround consulting, financial plans and projections and interim controller services. In addition, he has extensive experience in compiling financial statements, performing financial reviews and audits.

Kumar was educated in London, England, and graduated from Thames University as a Chartered Certified Accountant. He is a member of the American Institute of Certified Public Accountants. He is also a Certified Financial Planner professional. 

 
Phone: 614-396-4200     Fax: 614-396-4210     E-mail: info@whalencpa.com