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OUR SERVICES

At ProBooks by Patel, we help everyday business owners—from 1099 contractors to established small businesses—understand their finances, stay compliant, and turn their numbers into actionable insights. With our hands-on guidance, you’ll gain clarity, confidence, and the freedom to focus on what matters most: growing your business, supporting your family, and making an impact in your community.
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Below, you’ll find the core services we provide to help your business thrive.

Certified Tax Expertise

We handle all your business taxes (payroll, sales, and quarterly estimates) ensuring compliance, minimizing liabilities, and giving you peace of mind.​

Key Services

  • Payroll, sales tax, and quarterly estimated tax support

  • Tax strategy & planning for businesses

Professional Bookkeeping

Accurate bookkeeping is the backbone of every business. We manage your transactions, reconcile accounts, and provide monthly Profit & Loss and Balance Sheet statements with actionable insights to make smart growth-based decisions.​

Key Services

  • Full-service bookkeeping

  • Account reconciliation

  • Monthly financial reporting (Profit & Loss + Balance Sheet)

  • Payroll support (weekly or bi-weekly processing)

Strategic Tax Planning

Smart tax planning is about looking ahead, not just filing at the last minute. We help you structure your business, plan quarterly taxes, and maximize savings—reducing stress while supporting sustainable growth.​​

Key Services

  • Tax-efficient business structuring (LLC, S-Corp, etc.)

  • Deduction optimization & self-employment tax planning

  • Quarterly estimated tax planning

  • Long-term tax strategy guidance

Business Formation & Compliance

Starting a business can be overwhelming. We help you choose the right legal structure, get your EIN, and meet all compliance requirements—guiding you from day one so you can start strong and stay organized.​​

Key Services

  • Business formation (LLC, S-Corp, Sole Proprietor)

  • EIN registration & state filings

  • Compliance guidance & ongoing support

Questions?

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