Full-Service Advisory Firm

Strategic Guidance That Goes Beyond the Numbers.

Your Partner for Growth, Clarity, and Long-Term Success.
Schedule Your Strategic Consultation

Strategic Financial Advisory for Forward-Thinking Businesses

Virtue Advisors is a leading U.S.-based Financial and Business Consulting Firm dedicated to helping businesses and individuals achieve sustainable growth. As a new-age, forward-thinking firm, we started with a focus on tax and accounting services, building a foundation of trust through accuracy, compliance, and reliable support.

Over time, we expanded our expertise into cost segregation, valuation, and a wide range of advisory services. Today, Virtue Advisors is a full-service consulting partner, delivering strategic insights and customized solutions that address the evolving needs of our clients.

Our mission is to combine technical expertise with practical guidance to drive long-term success.

The Advisory-First Difference

Our service model is designed to support your business through its entire lifecycle. We are a "one-stop-Firm" built on a few key principles that set us apart.

Strategic Partnership

We go beyond the numbers to deliver forward-looking, growth-oriented strategic guidance. We aim to be your "committed partner for financial resilience and long-term success".

Technology-Led Excellence

We leverage "advanced, reliable technology and tools" to streamline financial operations, ensuring accuracy, saving time & supporting proactive decision-making across your lifecycle.

Scalable Global Talent

We provide access to a "diverse pool of global talent". This operational model allows us to deliver cost-effective and highly scalable services that grow in tandem with your business.

True Lifecycle Support

We support you at every stage — from entity formation and pitch-deck development to monthly accounting, CFO/controller services, and business valuation and succession planning.
1100+

Client Projects

100k

Hours Of Bookkeeping, Payroll & Tax Return Processing

25+

Years Of Work Experience

How We Deliver

How We Partner with You

Our advisory relationship is a process, not a product. We build a strategic framework designed for your success.

Foundation (Listen & Analyze)

We start by understanding your goals. We then implement flawless, technology-driven accounting and tax compliance to create a single source of truth for your finances.

Insight (Report & Advise)

We move beyond simple reports. As your fractional CFO or Controller, we provide proactive insights, explaining what the numbers mean for your business and its future.

Strategy (Partner & Grow)

We become your long-term strategic partner. We help you navigate complex transactions, optimize your tax position, plan for succession, and achieve your most ambitious goals.

A Leadership Team Built on Specialized Expertise

A full-service advisory firm is only as good as its advisors. Our firm's strength comes from our diverse and highly qualified leadership team.

Kevin Patel, CPA

CEO & Founder

Rick Patel

President

Jeet Chaudhary

COO

Ankita Jariwala, CPA

VP at Tax Operations

A Leadership Team Built on Specialized Expertise

A full-service advisory firm is only as good as its advisors. Our firm's strength comes from our diverse and highly qualified leadership team. Their deep, specialized expertise is the engine that powers our strategic guidance across high-value domains.

Kevin Patel - Virtue CPAs Team
Kevin Patel,
CPA

I'm passionate about creating meaningful connections and productive communities. With 15+ years of experience, I specialize in M&A, tax consulting, and business support. Let's grow together!

Rick Patel - Virtue CPAs Team
Rick Patel,
President

Rick Patel is an experienced accountant providing financial consulting to small and medium-sized businesses, specializing in financial planning, budgeting, cash flow management, and tax strategy optimization

Jeet Chaudhary,
COO - Accounting Operations

Jeet leads accounting operations with a focus on efficiency, accuracy, and team performance, ensuring high-quality financial outcomes for clients.

Shubham Jain,
Accouting Operations Manager

Shubham drives the execution of core accounting processes, ensuring precision, compliance, and smooth team operations.

Parth Shah,
Registered Valuer (S&FA)

Empowering organizations with trusted valuation expertise. As a Registered Valuer (Securities & Financial Assets), I bridge numbers with strategy to create meaningful outcomes for investors, businesses, and communities

Kartik Jani,
Marketing Director

Helping businesses grow with strategic marketing. As a Marketing Director, I focus on brand building, organic growth, digital transformation, and performance-driven campaigns that create real impact.

Aashi Kasliwal - Virtue CPAs Team
Aashi Kasliwal, EA
Senior Tax Manager

Aashi Kasliwal has 7 years of experience in individual and business taxation with CPA firms in the US. She is an Enrolled Agent.

Ganga Chitti - Virtue CPAs Team
Ganga Chitti,
Tax Senior

Ganga Chitti has over 5 years of experience in individual taxation, having worked with multiple CPA firms in the US. She holds a BCom in General Studies.

Dawn Polin, CPA
Business Advisor

Dawn Polin, CPA, applies 25+ years of tax expertise to optimize cost segregation for real estate assets. She holds accounting degrees from the University of Georgia and the University of South Florida.

Elias Gobble, CPA
Fractional CFO

Elias Gobble, CPA has a decade of accounting experience with small business, governmental, and non-profit organizations. He prides himself on white glove service and fluid communication with clients. Elias’ goal is to produce value for clients from useful data and recommendations to maintain and increase profitability. 

Ankita Jariwala,
Principal

Ankita Jariwala is Principal at Virtue CPAs, overseeing client services and strategic initiatives. She brings extensive experience in accounting, tax, and advisory, helping clients navigate complex financial challenges.

Trust: The Foundation of Our Strategic Partnership.

We deliver it with 100% Guarantee.

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Trustpilo
Testimonial
  • "Our estate planning attorney recommended Virtue Advisors for the GRAT funding valuation. The quality of the report and the speed of delivery exceeded our expectations. More importantly, Virtue Advisors coordinated directly with our tax advisor and attorney to ensure everything was aligned before filing."
    James W.
    Family Office Director
  • "We needed a defensible valuation to support our annual gifting strategy for shares in our family LLC. Virtue Advisors not only delivered a rigorous DLOC and DLOM analysis - they connected it directly to our broader estate plan. The report held up without question when our tax advisor reviewed it for the Form 709 filing."
    Robert T.
    Business Owner
  • "Virtue Advisors prepared the estate tax valuation for our family's closely held business after my father's passing. The report was thorough, defensible, and delivered exactly when we needed it. Their team walked us through the DLOM and DLOC analysis in terms our estate attorney could work with directly. We had complete confidence filing Form 706."
    Margaret H.
    Estate Executor
  • Virtue CPAs delivered a highly detailed and defensible business valuation that played a crucial role in the successful sale of our company. Their team explained everything clearly and backed every number with solid reasoning. We went into negotiations confident and well-prepared.
    Michael Anderson
    Founder & CEO
  • We needed a credible valuation for investor discussions, and Virtue CPAs exceeded our expectations. The report was thorough, professional, and exactly what our investors wanted to see. It significantly strengthened our position during fundraising.
    Sarah Mitchell
    Co-Founder & CFO
  • As a business owner, I wanted to know the true value of my company before planning my exit. Virtue CPAs delivered a comprehensive valuation that gave me absolute clarity and confidence. The quality of their work is exceptional.
    Robert Thompson
    Founder & CEO

Deep Advisory Expertise in Your Industry

We have cultivated specialized, demonstrable expertise across a wide range of industries. Our claims are not superficial—they are rooted in the genuine, deep-seated experience of our leadership team.

Moving from Accounting to Advisory.

Stop managing your finances in the rearview mirror. Partner with a forward-looking advisory team dedicated to your growth, compliance, and peace of mind.

Contact us today to schedule your strategic consultation.

100k+

Hours of Tax, Accounting, Valuation & Advisory Services Delivered

1100+

Successfully Supported Across Diverse Industries and Projects

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