Nik Patel, Cpa
AeroLeads people directory · profile

Nik Patel, Cpa Email & Phone Number

Helping Entrepreneurs Achieve Higher Profits, Lower Taxes And Make Smarter Business Decisions Through Proactive Finance, Accounting and Tax Advisory Services. at Propel CFO
Location: Charlotte, North Carolina, United States 6 work roles
1 work email found @dhgllp.com LinkedIn matched
✓ Verified Jun 2026 3 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email n****@dhgllp.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Helping Entrepreneurs Achieve Higher Profits, Lower Taxes And Make Smarter Business Decisions Through Proactive Finance, Accounting and Tax Advisory Services.
Location
Charlotte, North Carolina, United States

Who is Nik Patel, Cpa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Nik Patel, Cpa is listed as Helping Entrepreneurs Achieve Higher Profits, Lower Taxes And Make Smarter Business Decisions Through Proactive Finance, Accounting and Tax Advisory Services. at Propel CFO, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at dhgllp.com and a matched LinkedIn profile for Nik Patel, Cpa.

Nik Patel, Cpa previously worked as Founder at Propel Cfo and Dental Tax Specialty Leader / Senior Tax Manager at Elliott Davis.

Company email context

Email format at Propel CFO

This section adds company-level context without repeating Nik Patel, Cpa's masked contact details.

*@dhgllp.com
68% confidence

AeroLeads found 1 current-domain work email signal for Nik Patel, Cpa. Compare company email patterns before reaching out.

Profile bio

About Nik Patel, Cpa

I helping entrepreneurs achieve higher profits, lower taxes and make smarter business decisions through proactive and forward-thinking finance, accounting and tax advisory services.Go to www.propelcfo.com to learn more and book a free 30 minute consultation.

Listed skills include Accounting, Tax, Income Tax, Cpa, and 14 others.

Current workplace

Nik Patel, Cpa's current company

Company context helps verify the profile and gives searchers a useful next step.

Propel CFO
Propel Cfo
Helping Entrepreneurs Achieve Higher Profits, Lower Taxes And Make Smarter Business Decisions Through Proactive Finance, Accounting and Tax Advisory Services.
AeroLeads page
6 roles · 20 years

Nik Patel, Cpa work experience

A career timeline built from the work history available for this profile.

Founder

Current

Charlotte, North Carolina, United States

Propel CFO was founded to help entrepreneurs achieve higher profits, lower taxes and make smarter business decisions. Propel CFO provides finance, accounting and tax services to growing businesses while delivering an exceptional customer experience.

Dec 2020 - Present

Dental Tax Specialty Leader / Senior Tax Manager

Charlotte, North Carolina Area

With more than 800 professionals across the southeast, Elliott Davis Decosimo ranks among the top 30 accounting firms in the U.S. We provide comprehensive assurance, tax and consulting solutions to diverse businesses, organizations and individuals. Our team is forward-thinking and strategic, providing a 360° perspective and looking at the bigger picture.

Nov 2017 - Dec 2020

Senior Tax Manager

Pesta, Finnie & Associates, Llp

Charlotte, NC

I served as a Senior Tax Manager with Pesta, Finnie & Associates, LLP working directly with clients to provide tax consulting and compliance services. My role included coordinating all phases of client engagement and preparing internal memoranda, written correspondence, and documents for submission to the IRS and Treasury Department. I managed a staff of.

2012 - Oct 2017

Tax Manager

Charlotte, NC

As Tax Manager I provided overall leadership, supervision, and training for a group of staff professionals. I prepared and reviewed complex individual, partnership, and corporate tax returns as well as worked directly with clients to help reach their individual goals. I also prepared research for tax issues and ensured annual earnings, expenditures, and.

2010 - 2012 ~2 yrs

Tax Associate

Pesta. Finnie & Associates, Llp

Charlotte, NC

My role as Tax Senior with Pesta, Finnie & Associates, LLP included preparing complex federal and state tax returns for LLCs, S-corporations, trusts, partnerships, and individuals. I conducted research and planning for complex tax issues, including analysis of new tax laws and proposed legislation. I also reviewed financial statements and resolved IRS and.

2007 - 2010 ~3 yrs

Tax Consultant

Charlotte, NC

As a Tax Consultant with Ernst & Young, I provided consulting services and technical tax assistance ensuring tax processes and systems were in place prior to spinoff for a Fortune 200 client. I supported development for the customer’s MS Excel FIN 48 reporting tool; assisted with design of the FIN 48 roll forward process; and provided training and support.

2006 - 2007 ~1 yr
FAQ

Frequently asked questions about Nik Patel, Cpa

Quick answers generated from the profile data available on this page.

What company does Nik Patel, Cpa work for?

Nik Patel, Cpa works for Propel CFO.

What is Nik Patel, Cpa's role at Propel CFO?

Nik Patel, Cpa is listed as Helping Entrepreneurs Achieve Higher Profits, Lower Taxes And Make Smarter Business Decisions Through Proactive Finance, Accounting and Tax Advisory Services. at Propel CFO.

What is Nik Patel, Cpa's email address?

AeroLeads has found 1 work email signal at @dhgllp.com for Nik Patel, Cpa at Propel CFO.

Where is Nik Patel, Cpa based?

Nik Patel, Cpa is based in Charlotte, North Carolina, United States while working with Propel CFO.

What companies has Nik Patel, Cpa worked for?

Nik Patel, Cpa has worked for Propel Cfo, Elliott Davis, Pesta, Finnie & Associates, Llp, Dixon Hughes Goodman Llp, and Pesta. Finnie & Associates, Llp.

How can I contact Nik Patel, Cpa?

You can use AeroLeads to view verified contact signals for Nik Patel, Cpa at Propel CFO, including work email, phone, and LinkedIn data when available.

What skills is Nik Patel, Cpa known for?

Nik Patel, Cpa is listed with skills including Accounting, Tax, Income Tax, Cpa, Corporate Tax, Tax Research, Tax Preparation, and Tax Accounting.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Nik Patel, Cpa you were looking for.

View similar profiles