Allie Lovelace, mst

Tax strategy should be proactive, not reactive.

Founder & Partner, Patel CPA & Consultants.


I work with business owners, entrepreneurs, and high-net-worth individuals on complex tax planning, compliance, and advisory matters, with an emphasis on practical strategies that support long-term financial decisions. 




Areas of Focus

  • High net-worth tax planning
  • Business owner advisory
  • Corporations, S corporations & partnerships
  • Retirement & Roth conversion planning
  • Real estate tax strategy
  • Trust & estate related tax matters 
  • Nonprofit tax, governance & advisory

About Allie

 Allie Lovelace, MST, is Founder and Partner of Patel CPA & Consultants, where she advises business owners, high-net-worth individuals, closely held companies, trusts, and nonprofit organizations on complex tax, financial, and strategic matters. She has worked in public accounting since 2011, with experience spanning in assurance, client accounting services, advisory and consulting, and tax compliance and planning.


That broad background gives Allie a practical understanding of how financial reporting, operations, compliance, and tax strategy intersect. Her work today focuses on helping clients navigate complex decisions with thoughtful planning, clear communication, and strategies designed to support both immediate needs and long term goals.

Experience

Public accounting since 2011 across assurance, advisory, consulting, accounting services, and tax. 

Education

M.S. Taxation, California State University, Northridge
B.S., University of Nevada, Las Vegas 

Approach

Practical, forward-looking tax planning and advisory