Vandana Patel, CPA, LLC
Plan Smarter. Stay Compliant. Grow Stronger.
Your tax and accounting needs deserve attention beyond filing season. We work alongside business owners, professionals and families to provide thoughtful tax planning, reliable accounting, and practical guidance year-round.
- CPA with 15+ Years in Public Accounting
- CPA-Led Service
- Individual and Business Tax Expertise
- Year-Round Guidance
Services
Tax, accounting, and advisory services for individuals and growing businesses.
Individual Tax Preparation & Planning
Accurate Returns, Personal Attention.
Personal, self-employed, and multi-state returns. Foreign bank account reporting (FBAR), amended returns, and IRS or state notices.
Small Business Tax Preparation & Planning
Built Around Your Business.
Partnerships, S corporations, and C corporations across a wide range of industries, as well as trusts. Multi-state and franchise filing and year-round tax planning.
General Accounting Support
Clean Books, All Year.
Monthly books, financial statements, bank and card reconciliations, catch-up bookkeeping, and cleanup.
Payroll and Sales Tax Compliance
Nothing Slips Through.
Sales tax registration and filings, payroll tax returns, year-end W-2s and 1099s.
Business Consulting & Advisory
Big Decisions, Clear Guidance.
Entity choice, structure, adding an owner, changing entity type, and planning for growth.
CFO & Advisory Services
Financial Clarity, Month to Month.
Management reporting, cash flow forecasting, budgets, variance analysis, profitability review, and strategy discussions.
For established small businesses not ready for a full-time CFO. Services are scoped per engagement.
Why Clients Choose Us
Our approach is personal and proactive. We take the time to understand your goals, identify opportunities, and help you make informed decisions throughout the year, not just when a tax deadline is approaching.
CPA on Your Engagement
Vandana is the CPA on your engagement. Our team supports the work, and the tax judgment and client guidance stay CPA-led.
Free Quote
You get a free quote before work starts, with no obligation.
Year-Round Support
We help you address estimated taxes, tax notices, and important financial decisions throughout the year, so there are fewer surprises when it is time to file.
English, Gujarati, and Hindi
We work with clients in all three. Tax is complicated enough without doing it in a second language.
The Complicated Ones Too
Routine filings are straightforward. Our experience is in recognizing when a return requires deeper analysis, careful planning, or specialized attention.
Plain Language, Clear Next Steps
Rules and recommendations explained in language you can act on, with the next step spelled out.
Behind every financial statement and tax return is a person, a family, or a business working toward something meaningful.
About Us
Dedicated to helping you navigate the complexities of tax and accounting with confidence.
Vandana Patel
Certified Public Accountant
Licensed in Texas and Illinois
- Member, American Institute of CPAs
- Member, Texas Society of CPAs
Founded by Vandana Patel, a CPA with more than 15 years in public accounting, our mission is to provide proactive, personalized tax strategies and practical guidance to help individuals and business owners achieve their financial goals while remaining compliant with evolving tax laws.
Vandana still consults for one of the nation's Top 50 accounting firms, advising high-net-worth individuals, and brings that same depth to the individuals and small businesses she works with here.
When a question runs beyond tax and accounting, we can connect you with trusted advisors through Vandana's referral network.
Get in Touch
Ready to discuss your tax and accounting needs? Send us a message and we'll get back to you promptly.
Phone
+1 (312) 806-0546Location
Leander, TX
We typically respond within 24-48 hours during business days. For urgent matters, please call directly.