Business Details
37 Years
experience
Trusted Accounting Services in San Dimas, CA
Established in 1989, Kho & Patel is a boutique public accounting firm with 25 professionals dedicated to delivering personalized, high-quality financial services. Our firm specializes in building client partnerships, emphasizing close personal attention and technical expertise across accounting, auditing, tax planning, and business consulting. With decades of combined experience, we serve clients ranging from small local businesses to large national corporations, leveraging advanced training and cutting-edge technology to ensure excellence. Our services span financial planning, forensic accounting, mergers and acquisitions, and industry-specific solutions tailored to automotive, real estate, and technology sectors.We prioritize client success through proactive advice, customized strategies, and a commitment to staying ahead of evolving economic landscapes. Transparency, ethical standards, and continuous professional development underpin our approach, ensuring reliable guidance for individuals and businesses alike. Headquartered in San Dimas, California, we maintain a regional focus while serving diverse industries nationwide.
Services
Tax Preparation
Financial Planning
Forensic Accounting
Estate Planning
IRS Representation
Mergers & Acquisitions
Audit Services
Real Estate Consulting
Details
- Year established: 1989
Highlights and features
- We offer personalized, partnership-driven accounting services tailored to client needs.
- Our team specializes in automotive industry accounting with decades of technical expertise.
- We provide customized financial strategies for businesses and individuals across diverse sectors.
- Our commitment to continuing education ensures up-to-date, accurate financial guidance.
- We maintain transparent communication and ethical standards in all client interactions.
What people say
Superior client service
Knowledgeable professionals
Personalized attention
Industry expertise
Reliable guidance
Services
Tax Preparation
Our tax preparation services cover individual and corporate needs, ensuring compliance with federal and state regulations. We specialize in complex tax situations, offering strategic planning to minimize liabilities while maximizing returns. With CPAs on staff, clients receive accurate, up-to-date guidance tailored to their financial circumstances.
Financial Planning
We provide holistic financial planning for individuals and businesses, addressing retirement strategies, investment management, and cash flow optimization. Our approach combines personalized analysis with long-term growth strategies, helping clients achieve both immediate and future financial goals through data-driven recommendations.
Forensic Accounting
Our forensic accounting services include fraud detection, litigation support, and economic damage analysis. We conduct thorough examinations of financial records to uncover discrepancies, provide expert testimony, and implement preventive measures for businesses facing complex financial challenges.
Estate Planning
We specialize in estate and trust planning, offering tailored solutions for asset protection and tax-efficient wealth transfer. Our services include wills, trusts, and probate guidance to ensure clients' legacies are preserved according to their wishes.
IRS Representation
Our CPAs represent clients in IRS audits and tax disputes, providing expert negotiation and compliance solutions. We handle back taxes, payment plans, and penalty abatements to resolve issues efficiently while protecting clients' financial interests.
People
Bing K. Kho
Managing Partner
Bing K. Kho, CPA/ABV and CGMA, co-founded the firm in 1989. With over 30 years of experience, he specializes in automotive industry accounting and business consulting for national corporations.
Jay R. Patel
Managing Partner
Jay R. Patel, CPA, oversees client relationships and strategic growth. He brings expertise in financial planning and tax optimization for businesses across construction, real estate, and technology sectors.
Harold H. Diep
Partner
Harold H. Diep, CPA and MST, specializes in international tax compliance and estate planning. He has over 20 years of experience advising high-net-worth individuals and multinational corporations.
Roger Rossmeisl
Partner
Roger Rossmeisl, CPA, focuses on audit services and forensic accounting. He provides litigation support and fraud prevention strategies for clients in financial services and manufacturing industries.
Henry H. Desai
Partner
Henry H. Desai, EA and CFE, specializes in IRS representation and anti-money laundering compliance. He has resolved complex tax disputes for businesses and individuals since 1995.
Questions
What accounting services does Kho & Patel offer?
We provide tax preparation, financial planning, forensic accounting, audit services, and specialized consulting for automotive, real estate, and technology industries.
Do you serve businesses outside California?
While headquartered in San Dimas, we serve clients nationwide, including national and international corporations.
How do you handle complex tax situations?
Our CPAs specialize in advanced tax planning, IRS representation, and customized strategies for individuals and businesses with complex needs.
What industries do you specialize in?
We have deep expertise in automotive accounting, real estate, construction, financial services, and technology sectors.
Can you assist with estate and trust planning?
Yes, we offer comprehensive estate planning, trust management, and tax preparation services tailored to individual needs.
