Paul Patel - Principal

Paul Patel - Principal

Paul Patel


Paul has over four years of experience serving in various tax and senior associate roles, including as a staff treasurer at a Fortune 500 company, a staff accountant at a hedge fund, and a tax associate at a public accounting firm in downtown Austin, Texas. He got his start as a tax intern in the Indianapolis office of BKD LLP.

Paul specializes in tax compliance and planning for individuals and small businesses. He frequently works with clients to develop tax minimization strategies and helps them weigh the pros and cons of financial decisions before they are made. His proactive approach and direct communicative style bring clarity and understanding to complex tax issues. 

Paul graduated from Ball State University in Muncie, Indiana in 2011 with a Bachelor of Science in Accounting. He serves on the executive committee of a nonprofit organization in the Greater Austin area.