Patrick Gentile CPA
Patrick Gentile CPA

Patrick Gentile CPA

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Introduction: I respectfully ask that you consider me for your next project. I am a Senior Financial Executive and CPA licensed in the State of NY with over 30 years of multi-national operational and financial experience. I specialize in providing strategic accounting, tax planning and preparation for legal entities of all types and sizes, from single member LLC's all the way to C Corps. My multi-faceted experience allows me to assist startups on their journey in navigating the complexities of what initial structure to choose and I am equally adept at helping mature businesses get to the next level to raise capital and provide financial stewardship. I am a Certified Quickbooks Pro Advisor and enjoy setting up clients so that I can successfully guide them throughout their entire business cycle. When choosing a Financial Professional ask the following: • Are you looking for a client-focused collaborative senior CPA and Financial executive who is on the ground in the United States and will treat the financial well-being of your business as his own? • Someone who wants to be on your side as your financial advocate and provide you with the guidance and teaching resources you need to answer any of your most challenging and frustrating business issues? • Do you seek a strong accounting and tax professional who is not just looking to complete a discrete one and done project, but build a lasting client relationship based on trust? • Would you like a trusted advisor where you can either meet face to face, pick up the phone or have a video conference call without constantly worrying about being billed for small increments? If the above are important criteria for you, I ask that you look at my experience and qualifications, and most importantly my accessibility for your next finance engagement. With all that you have on your plate as a small business owner getting off the ground, isn't it time for you to have a savvy finance resource professional on your team?
Overview

Hired 25 times

1 employee

34 years in business

Payment methods

This pro accepts payments via Cash.

Top Pro status

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2019

Featured Projects

7 photos

Specialties
Special tax situations

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FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    My pricing as a Virtual CPA is extremely competitive in the current marketplace. Regardless of the fee or the size of the client, the client should expect the same level of attention to the scope of his engagement. Depending upon the scope and complexity of the project, fees are negotiable and reflect a reasonable upward or downward trend. Fees for simple 1040 tax return preparation are in many cases lower than using a big box firm and there is more customer service detail. I prefer creating a long term client relationship than a one and done approach.

  • What is your typical process for working with a new customer?

    With all new customers I usually have a 15 minute (no cost) initial consult to understand the levels and complexity of their business. I do this by taking an initial intake assessment based upon the scope of the engagement the client is looking for. I usually like to have a video Zoom call set up so that we create a professional relationship which is based upon trust. It is important that my client feel comfortable with engaging me and that I am the right fit for their engagement.

  • What education and/or training do you have that relates to your work?

    I am a CPA licensed in the State of New York with over 30 years experience in tax, financial planning and business development. I am a member in good standing of the NYS Society of CPA's (NYSSCPA), as well as the American Institute of Certified Public Accountants, (AICPA). I hold a registered Paid Tax Preparer's ID number (PTIN) as well as an Electronic Filing ID number (EFIN) with the IRS. In addition I have a Centralized Authorization File number (CAF), which allows me to represent a client as a third party with the IRS to resolve any disputes or issues. I am also a registered IRS Volunteer Income Tax Counselor through the IRS VITA program which assists low and retired income people with free tax preparation which requires an annual test for certification.