What We Do
Comprehensive financial, tax, and advisory solutions tailored for sustainable growth.
Comprehensive Services. One Trusted Firm.
At Patel & Pithadiya, our services span audit, taxation, GST, corporate compliance, financial management, and investment advisory — each delivered with partner-level attention. Whether you need a one-time engagement or an ongoing advisory relationship, every service is backed by 13+ years of professional practice.
Audit & Assurance
Independent statutory, internal, and concurrent audit services that deliver credibility and uncover hidden risks.
- Statutory audits under the Companies Act, 2013
- Bank branch statutory and concurrent audits
- Internal audit and risk-based reviews
- Stock audits and special purpose audits
- Audits of NGOs, trusts, and educational institutions
- Signed audit report with independent opinion
- Management letter highlighting control gaps and process improvements
- Detailed working papers and audit trail
Public and private limited companies, nationalized banks, co-operative banks, government bodies, educational institutions, and charitable organizations requiring statutory or strategic audit support.
Tax Planning & Advisory
Strategic income tax planning, return filing, and representation for individuals, firms, and corporates.
- Income tax return preparation and filing (individuals, firms, companies, HUFs)
- Tax planning and optimisation strategies
- TDS / TCS compliance and advisory
- Representation in scrutiny assessments and tax appeals
- Liaison for fund mobilisation from banks and financial institutions
- Filed income tax returns with computation workings
- Tax planning memo with structured recommendations for the year
- Assessment response file with documented submissions
Individuals, HUFs, partnership firms, private and public limited companies, and any entity seeking compliant and efficient management of direct tax obligations.
GST Compliance
End-to-end GST registration, return filing, reconciliation, and departmental support.
- GST registration, amendments, and cancellations
- Monthly and annual return filing (GSTR-1, 3B, 9, 9C)
- Input tax credit reconciliation and recovery
- GST refund claims and follow-up with authorities
- Response to departmental notices and audit support
- Timely filed returns with reconciliation statements
- ITC reconciliation report identifying discrepancies and recovery opportunities
- Departmental notice responses with full supporting documentation
Manufacturers, traders, real estate developers, service providers, and any business operating under the GST regime requiring ongoing compliance support.
Corporate Advisory
Company formation, ROC compliance, and company law advisory for businesses at every stage.
- Company, LLP, and firm incorporation and registration
- NGO, trust, and charitable organization formation
- ROC filings — annual returns, change of directors, capital changes
- Company law compliance and secretarial support
- Conversions — proprietorship to company, firm to LLP
- Certificate of incorporation and all formation documents
- Filed ROC returns with acknowledgements and receipts
- Compliance calendar and periodic secretarial support
Entrepreneurs, startups, existing businesses, family-owned enterprises, educational institutions, and non-profit organizations requiring formation or ongoing corporate compliance support.
Financial Management
Feasibility reports, project evaluation, financial syndication, and management information systems.
- Preparation of CMA Reports and Project Reports for Term Loans, Cash Credit, and Overdraft Facilities
- Consultation for Builder Finance and Construction Finance for real estate and construction projects
- Working Capital Finance — Term Loans (Plant & Machinery, Buildings), Cash Credit, and Overdraft Facilities
- Non-Fund Based Finance — Bank Guarantees (BG), Letter of Credit (LC), and similar facilities
- Consultation for Term Loans and Cash Credit under CGTMSE Scheme of the Central Government
- Detailed feasibility and project report meeting lender specifications
- Monthly or quarterly MIS report tailored to management needs
- Budget framework with variance tracking and analysis
MSMEs, manufacturing businesses, real estate developers, and any enterprise seeking structured financial planning, project finance, or management reporting support.
Investment & Outsourcing
Personal investment advisory, accounting outsourcing, and comprehensive back-office financial services.
- Individual portfolio management and investment planning
- Personal financial advisory and goal-based planning
- Accounting and bookkeeping services
- Foreign Accounting Services for international clients
- Bookkeeping Services for International Clients
- Investment plan aligned with financial goals and tax position
- Monthly bookkeeping reports and trial balance
- Filed returns and billing statements prepared on schedule
Individuals seeking structured investment guidance, and small to mid-sized businesses looking to outsource accounting, return filing, or billing functions to a professional team.
How We Work With You
Initial Consultation
We begin by understanding your business, financial standing, and objectives — no generic advice, just focused listening.
Assessment & Planning
We review your data, identify compliance gaps, risks, and planning opportunities, then present a structured action plan.
Execution
Qualified team members handle the engagement with regular updates, clear timelines, and direct partner oversight throughout.
Review & Advisory
We conclude with a review meeting, deliver all reports and filings, and stay available for questions as your circumstances evolve.