Sam Patel, Accountant, Certified QuickBooks Online ProAdvisor
Sam joined the firm in 2016, bringing with him 14 prior years experience in small business accounting and tax matters. He has worked both in public accounting and for property management firms and has a unique ability to view concepts from both the accountant's and business owner's perspectives. Sam has extensive industry experience and proficiency in real estate, dental and medical practices. He works with clients on tax planning, bookkeeping and business and personal tax returns, is a Certified ProAdvisor in QuickBooks Online (QBO), and has extensive knowledge in QuickBooks Desktop and property management software programs. Sam is a licensed Real Estate Broker and member of the National and Florida Associations of Realtors. Sam enjoys travel, football and spending time with his family.