Meet Amit Patel
Mr. Patel is the founder of A.P. Accounting & Tax Services, P.L.. He is a licensed Certified Public Accountant (CPA) in the state of Florida and is also a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition, Mr. Patel has received the prestigious Personal Financial Specialist (PFS) designation which is awarded by the American Institute of Certified Public Accountants to those CPAs who have demonstrated a high degree of expertise in the practice of financial planning.
He is also a Certified QuickBooks ProAdvisor assisting small and medium sized businesses with all aspects of their QuickBooks financial accounting software. Additionally, Mr. Patel is a Certified QuickBooks Point of Sale (POS) ProAdvisor supporting retail clients and merchants with their POS information systems.
Mr. Patel completes more than 80 hours of continuing education and training each year to stay abreast with changing tax laws and financial regulations. He is a proud member of the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA), Institute of Management Accountants (IMA) and the Financial Planning Association (FPA). Mr. Patel has previously held positions in accounting firms and private businesses. He is a lifelong Florida resident and is a graduate of the University of Florida and Nova Southeastern University.
Mr. Patel’s practice areas include business/individual tax planning, retirement planning, estate planning, education planning, and business consulting.
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Disclosures:
Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC. Investment advisory services offered through Avantax Advisory ServicesSM.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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