KUMAR U. PATEL, CPA, CFPTM Kumar is a senior lead accountant, who has been in public accounting since 1998. He provides tax, accounting and audit services for clients. His experience includes providing services to a variety of small- to medium-sized businesses, including profit-enhancement and turnaround consulting, financial plans and projections, interim controller services, as well as income tax preparation and planning. The clients he has served range from small business start-ups to closely held companies with 20 or more employees. In addition, he has expertise in personal income tax preparation and planning and providing assistance with estate, retirement and wealth management issues for individual clients. 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.

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