Shalen Patel, CPA

With over a decade of experience in accounting, financial reporting, taxation, & CFO advisory, I’ve developed a deep understanding of the many facets of the accounting world. My diverse roles & experiences have given me the expertise to offer comprehensive solutions to the financial challenges that individuals & businesses face today.

Beyond my passion for numbers, I am equally dedicated to health & wellness. I believe that financial health is just as important as physical fitness. Both are key to reducing stress, achieving your goals, & building a stable, prosperous future. As a CPA, my mission is to help individuals, entrepreneurs, & small businesses reach their full financial potential through tailored accounting services that focus on your unique needs.

Contact Me

Accounting & Tax Services

Sweat your Workouts, not your Taxes
BASIC
$595 per month
$7,140 annually
PRO
$995 per month
$11,940 annually
ELITE
$1,995 per month
$23,940 annually

Bookkeeping

Monthly bookkeeping, including transaction recording and account reconciliation.

Tax Filing & Preparation

Annual tax services for single member businesses.

Tax Advisory & Planning

Monthly sessions for proactive tax planning.

Payroll Services

Monthly payroll processing for up to 10 employees.

Accounting Software

Bookkeeping and Payroll software included.

Fractional CFO Services

Part-time CFO support, including financial strategy, budgeting, forecasting, and reporting.

Ideal for

Financial solutions for businesses of all sizes, from bookkeeping to CFO-level expertise.

New businesses & clients needing essential bookkeeping.

Comprehensive tax & bookkeeping for small to mid-sized businesses.

Medium to large businesses needing advanced financial services, strategic guidance, and CFO-level expertise

Learn more about our accounting services.
Learn More
Prices shown do not include applicable taxes or additional services.
BASIC
$595 per month
$7,140 annually
  • Bookkeeping
  • Tax Filing & Preparation
  • Ideal for new businesses & clients needing essential bookkeeping.
Learn More
PRO
$995 per month
$11,940 annually
  • Bookkeeping
  • Tax Filing & Preparation
  • Tax Advisory & Planning​
  • Payroll Services
  • Accounting Software​
  • Ideal for comprehensive tax & bookkeeping for small to mid-sized businesses.
Learn More
ELITE
$595 per month
$23,940 annually
  • Bookkeeping
  • Tax Filing & Preparation
  • Tax Advisory & Planning​
  • Payroll Services
  • Accounting Software​
  • Fractional CFO Services​
  • Ideal for medium to large businesses needing advanced financial services, strategic guidance, and CFO-level expertise
Learn More
Learn more about our accounting services.
Learn More
Prices shown do not include applicable taxes or additional services.
Sweat your Workouts,
not your taxes

I take a holistic approach to financial management, working closely with my clients to save on taxes, organize their financial statements, & make well-informed financial decisions. Whether you’re navigating complex tax laws, setting up an LLC, managing your books, or looking for strategic CFO advisory, I’m here to support you at every step.

My commitment to excellence & passion for helping others achieve financial wellness means I am constantly staying up to date with the latest industry trends. I’m ready to partner with you on your journey to financial fitness & success.

Let’s work together to ensure your financial future is as healthy as you are!

Schedule Call

Client Testimonial (Option 1)

Over the past 3 years Shalen has helped me set up a cryptocurrency specific LLC, file my normie taxes for both myself and my wife, submit the crypto specific taxes for my LLC. All of that would be enough on it’s own but the crown jewel is that Shalen helped me process an Amended Tax Return for my 2021 NFT Profits that helped me recoup $42,000 that H and R Block didn’t properly know how to calculate. His ability to plan for and process difficult WEB3 documents and understand how to make the tax system work for his clients is why I will continue to work with him long into the future.
Ryan Ingalls
Ryan IngallsCEO
I can’t say enough positive things about what Shalen has done for me with my tax advising. He has been a constant help with the creation and management of my business, and checks in regularly to advise and strategize on my tax planning throughout the year. Because of this, I have a clear roadmap to my financial goals, and I am able to focus on elevating my business performance, knowing that Shalen has my back on all things regarding my taxes. He’s passionate about his work, and I can tell he truly cares about giving me the best advising possible. Couldn’t do it without him!
Bethany Mohler
Bethany MohlerCEO
I am absolutely thrilled to share my experience working with Shalen! After years of navigating some rough waters with a previous CPA, Shalen came to the rescue with his exceptional expertise and professionalism. Not only did he expertly guide me through setting up an S-corp and establishing all the necessary legal infrastructure for my business, but his advice also saved me tens of thousands of dollars in taxes. I am genuinely grateful for his invaluable support and the tremendous impact he’s had on my financial well-being. Beyond his top-notch advice, Shalen’s open availability to answer any questions and his proactive approach to follow up every six months to ensure everything stays on track have been incredibly reassuring. If you’re looking for a CPA who truly knows their stuff, offers outstanding support, and can make a real difference, Shalen is your go-to!
Lucia Ramirez
Lucia RamirezCEO
I am absolutely thrilled to share my experience working with Shalen! After years of navigating some rough waters with a previous CPA, Shalen came to the rescue with his exceptional expertise and professionalism. Not only did he expertly guide me through setting up an S-corp and establishing all the necessary legal infrastructure for my business, but his advice also saved me tens of thousands of dollars in taxes. I am genuinely grateful for his invaluable support and the tremendous impact he’s had on my financial well-being. Beyond his top-notch advice, Shalen’s open availability to answer any questions and his proactive approach to follow up every six months to ensure everything stays on track have been incredibly reassuring. If you’re looking for a CPA who truly knows their stuff, offers outstanding support, and can make a real difference, Shalen is your go-to!
Ian Fonville
Ian Fonville CEO
Client Testimonial
★★★★★ 5/5
Over the past 3 years Shalen has helped me set up a cryptocurrency specific LLC, file my normie taxes for both myself and my wife, submit the crypto specific taxes for my LLC. All of that would be enough on it’s own but the crown jewel is that Shalen helped me process an Amended Tax Return for my 2021 NFT Profits that helped me recoup $42,000 that H and R Block didn’t properly know how to calculate. His ability to plan for and process difficult WEB3 documents and understand how to make the tax system work for his clients is why I will continue to work with him long into the future.
Ryan Ingalls
★★★★★ 5/5
I am absolutely thrilled to share my experience working with Shalen! After years of navigating some rough waters with a previous CPA, Shalen came to the rescue with his exceptional expertise and professionalism. Not only did he expertly guide me through setting up an S-corp and establishing all the necessary legal infrastructure for my business, but his advice also saved me tens of thousands of dollars in taxes. I am genuinely grateful for his invaluable support and the tremendous impact he’s had on my financial well-being. Beyond his top-notch advice, Shalen’s open availability to answer any questions and his proactive approach to follow up every six months to ensure everything stays on track have been incredibly reassuring. If you’re looking for a CPA who truly knows their stuff, offers outstanding support, and can make a real difference, Shalen is your go-to!
Ian Fonville
★★★★★ 5/5
I can’t say enough positive things about what Shalen has done for me with my tax advising. He has been a constant help with the creation and management of my business, and checks in regularly to advise and strategize on my tax planning throughout the year. Because of this, I have a clear roadmap to my financial goals, and I am able to focus on elevating my business performance, knowing that Shalen has my back on all things regarding my taxes. He’s passionate about his work, and I can tell he truly cares about giving me the best advising possible. Couldn’t do it without him!
Bethany Mohler

Accounting & Tax Services

Schedule Call

Basic

$595 per month
Services Included:
 - Basic Bookkeeping: Monthly bookkeeping, including transaction recording and account reconciliation.
- Tax Filing & Preparation: Annual tax services for single member businesses.

Ideal For:
 - New businesses
- Clients requiring foundational bookkeeping services.

Pro

$995 per month
Services Included:
- Tax Filing & Preparation: Annual tax services for individuals and small to medium-sized businesses.
- Tax Advisory & Planning: Monthly sessions for proactive tax planning.
- Comprehensive Bookkeeping: Detailed monthly bookkeeping with transaction recording, account reconciliation, and financial report generation.
- Payroll Services: Monthly payroll processing for up to 10 employees.

Ideal For:
 - Small to medium-sized businesses needing comprehensive tax and bookkeeping solutions.
- Companies requiring ongoing tax advisory and payroll processing.
- Includes bookkeeping & payroll software

Elite

$1,995+ per month
Services Included:
- Tax Filing & Preparation: Annual tax services forindividuals and medium to large businesses.
- Tax Advisory & Planning: Monthly tax strategy sessions. - Advanced Bookkeeping: Full-service monthly bookkeeping with in-depth financial analysis and custom reporting.
- Payroll Services: Comprehensive payroll processing for up to 20 employees.
- Fractional CFO Services: Part-time CFO support, including financial strategy, budgeting, forecasting, and reporting.
- Includes bookkeeping & payroll software

Ideal For:
- Medium to large businesses needing advanced financial services.
- Companies seeking strategic financial guidance and CFO-level expertise.
- Businesses with complex financial and compliance needs

Tax Advisory & Planning

$5,596 ($1499 per Quarter)
Services Included:
 - Tax Filing & Preparation: Annual services for individuals and small to medium-sized businesses.
- Tax Advisory & Planning: Quarterly strategy sessions

Note: Three-month commitment required. Individual sessions are available for $999 each (does not include tax filing/preparation)

one-Time Services


New Business Formation
$595

Services Included:
- Creation and state filing of a new entity.
- Obtaining an EIN from the IRS.
- Beneficial Ownership Identification (BOI) filing with the IRS.


Tax Filings
$795 - $1,995 per filing

Services Included:
- Preparation and filing of tax returns for individuals, Partnerships, S-Corps, and C-Corps.

Bookkeeping Clean-Up
$295 per month

Services Included:
- Reconciliation and categorization of financial records for specified months.

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