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Focus Stories

A.P. Accounting & Tax Services, P.L.

by Rebekah Grier

Featured Photo from A.P. Accounting & Tax Services, P.L.

Amit and Shivon Patel are the very definition of a power couple. The Lake Mary-Sanford residents each founded and run their own business (an accounting firm and a legal practice, respectively), they are active in the community, and they are impossibly proud of their three-year-old son, Ashaan.

Amit launched A.P. Accounting & Tax Services, P.L. in Sanford only a year after he and Shivon were married. Now going into its sixth year, the practice has seen considerable growth that Amit attributes to referrals from existing clients.

“Our belief of putting our clients and their interests first is paramount,” says Amit. “and they in turn are very comfortable referring our services to their friends and family.”       

A.P. Accounting & Tax Services takes a comprehensive approach to its financial services by offering personal financial planning, estate planning, taxes, retirement planning, and education planning – a model that serves the whole family in every stage and season. This is what Amit finds most rewarding.

“As a practitioner in this arena, you’re able to guide your clients through various life stages and the major decisions they face during their lifetimes,” Amit says. “You can’t help but truly value your role in these major life decisions.”

In addition, Amit and Shivon often work together professionally to serve their clients’ financial and legal needs.

“From a business perspective, our comprehensive team-based approach has resonated well with clients,” says Amit. “Many clients enjoy the convenience of meeting with their CPA and lawyer together to resolve many of their financial issues collaboratively.”

Since so much of the office comes home to this family, the Patels bring a lot of family values back into the office.

“I have always believed that relationships are the basis of our business,” Amit explains. “We want to build that trust and relationship with our clients, and many of our clients treat us as friends and vice versa. That makes all of our lives a bit easier when we converse more as friends.”

For Amit, his vision for the practice is nothing less than The Golden Rule.Translated into practical actions, this means, “getting back to clients’ emails and phone calls in a timely manner and making sure we answer every single question they have,” says Amit. “We want our clients to feel that they are not simply a file number at our office. We know each and every single client of ours.”

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