Vishal Patel

Vishal Patel, CPA, has over 15 years of work experience in accounting and finance. Their most recent position was as a Senior Accountant at Cohen & Company, where they have been employed since 2021. Prior to that, they worked as a Staff Accountant - Assurance at the same company from February 2021 to August 2023.

Before joining Cohen & Company, Vishal worked as an Accountant & Administrator at Field Connections, LLC from January 2020 to February 2021. Vishal also served as an Excel Project Specialist at Oakton Community College from November 2019 to January 2020.

Vishal gained valuable experience as an Accounting & Tax Associate at ANIL MALHOTRA & CO. LTD. from March 2018 to March 2019. In this role, they acted as a liaison and processed clients' monthly accounting entries, maintained accurate accounting records, and prepared and filed various tax returns.

From December 2014 to November 2016, Vishal worked as an Assistant Team Leader at Paperchase Accountancy India Pvt. Ltd. During this time, they prepared financial statements, budgets, and reconciled bank statements for restaurant clients.

Vishal started their career as an Auditor & Tax Assistant at V.V.Patel & Co from June 2013 to May 2014, where they audited government units and conducted inquiries to gather evidence. Vishal also served as an Accounting and Audit Intern at Naresh J. Patel & Co. from December 2006 to June 2010, where they audited clients' financial statements and identified financial misstatements.

Vishal Patel, CPA, completed their Bachelor of Commerce degree at Gujarat University from 2006 to 2009. During this time, their studies included various subjects such as Accounting, Economics, Business Law, Taxation, Insurance, and Management. Following the completion of their undergraduate education, Vishal enrolled at The Institute of Chartered Accountants of India in an unspecified year and obtained a Chartered Accountant Certificate in Accounting, Tax, and Audit by 2014. In 2018, Vishal pursued further education and became a Certified Public Accountant through the Association of International Certified Professional Accountants.