Gaurangkumar Patel, CPA/PFS, CFA, MSA
Gaurang started his career at KPMG, where he worked in their Forensic Accounting department. He worked on a number of high profile accounting fraud investigations. He then moved on to work at a Middle Market Accounting firm within their Forensic Account department, where he broadened his experience to working on litigation support work for lawyers in divorce cases and corporate disputes. He then worked at Mercer Investment Consulting, where he advised institutional investors and family offices on operational risks associated with investment managers.
At South Loop CPA, Gaurang has helped small businesses navigate the complex tax laws, respond to IRS notices, determine the best legal structure and implement accounting processes to streamline their accounting. He has also helped individuals with more complex tax situations with preparing their tax return and tax planning strategies. Being a Certified Public Accountant as well as Personal Financial Specialist, he is able to provide a holistic approach to his clients by not only helping them with accounting and tax planning but also with estate planning, financial budgeting and investment planning.
- The London School of Economics - Bachelors in Accounting and Finance
- The University of Notre Dame - Masters in Accounting
- Licensed Certified Public Accountant in Illinois
- Personal Financial Specialist
- Chartered Financial Analyst
- Passed the FINRA series 7 and 66 exams