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OUR FIRM

Uday K. Patel, CPA is an accounting, tax, and financial services firm serving an ever-increasing number of clients. Our clients span across IT, retail, healthcare, real estate, engineering, manufacturing, and other service related industries. Our personalized approach and early adoption of technology with our clients has allowed us to address business-specific challenges, compliance needs, and new and changing regulations while keeping the client up-to-date on this information.

 

Our founder Uday K. Patel is a certified public accountant with diverse experience of 30+ years. With his uncommon ability to listen and understand a wide array of issues, he helps clients overcome barriers and adopt robust strategies that allow them to effectively and efficiently achieve more of what they value.

About

For Clients

Forms & Documents:
 
Click the links below.

For you and employees: Payroll Onboarding

Form W-4

Form I-9

Form CT-W4

Direct Deposit Authorization Form

Contractor Forms:

Form W-9

Direct Deposit Authorization Form

FOR CLIENTS
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