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Kailas
Patel, CPA
60 South Market Street, Suite 800
San Jose, CA 95113

Overview

Kailas is a Tax Manager at BPM. She has been sharing her expertise in public accounting with her clients for more than six years. Using her background in audit services to a unique advantage, she advises clients on a wide range of accounting matters that touch on but don’t fall strictly within the bounds of tax compliance. She provides corporate and partnership taxation services to businesses and organizations in the tech, manufacturing and real estate industry. She works extensively with small and mid-size businesses from various industries on tax compliance and financial accounting services. Her experience spans from tax planning to preparation for high-net-worth individuals. 

She enjoys working closely with her clients to ensure that they are compliant and on track with their personal and/or business tax matters. Her recent work includes providing tax compliance services to a 30+ state pension company with nine subsidiaries, and a real estate partnership that sold its property in a 1031 exchange, creating several new partnerships to house the new properties.

Her specialties include: Partnerships, Corporations, Tax Planning, Private Client Services, Real Estate and Financial Statements.

Interesting Tidbit

Kailas has traveled to India 15 times, with the shortest trip being 36 hours to attend a wedding. 

Professional Affiliation

Member – CALCPA

Certification

  • Certified Public Accountant (CPA)

Related Service

Education

CAAP – Santa Clara University

B.S. in Finance – California State University, Fresno