Owner's Profile:
Raj Patel, CPA/PFS, ACA, M. Com, DTP, LLB (Special)
He has over 20 years experience in the areas of taxation, accounting and auditing of various businesses and individuals. He provides services to clients on all aspects of taxation, accounting and financial planning.
Education:
• Certified Public Accountant (CPA)
• Chartered Accountant (CA)
• Master of Commerce (M. Com.)
• Diploma in Taxation Practice and Laws (DTP)
• Bachelor of Laws (Special) (LLB)
Certifications / Credentials:
• Certified Public Accountant from the State of New Jersey (License number: 20CC02520300 effective
2/27/1997)
• Personal Financial Specialist (PFS) from AICPA
• Chartered Accountant (India)
Other Licenses:
• Life and Health Insurance Producer Licenses from the State of New Jersey
• Series 7 (General Securities Representative Examination) administered by the National Association
of Securities Dealer (FINRA)
• Series 66 ((Uniform Combined State Law Examination) administered by the National Association of
Securities Dealer (FINRA)
Memberships:
• American Institute of Certified Public Accountants (AICPA)
• New Jersey Society of Certified Public Accountants (NJSCPA)