Business Details
18 Years
experience
Your Trusted Melbourne Accountants & Business Advisors
Patel & Dalal Accountants began operations in 2008 in Kew, expanding to Hoppers Crossing to better serve Melbourne's diverse business community. Our director, Jignesh Patel, brings over 25 years of expertise as a Chartered Accountant and board member of the Institute of Public Accountants. We pride ourselves on delivering practical solutions for sustainable business growth while maintaining strict compliance with legislative frameworks. Our team's certifications in Xero, MYOB, and QuickBooks ensure modern accounting practices.With a client retention rate exceeding 90% over a decade, we've built a reputation as Melbourne's trusted tax advisors. Our FOCUS values (Faithful, Open-minded, Committed, United, Sincere) guide every client interaction. We maintain transparency through regular skill development programs and industry-specific knowledge updates. Our proven track record includes assisting over 10,000 clients with tax compliance and business advisory services.
Services
Taxation Services
Business Advisory
Accounting & Bookkeeping
SMSF Services
Business Plan Projections
Details
- Year established: 2008
Highlights and features
- 25+ years of combined experience in accounting and tax advisory
- Certified Xero and MYOB accounting software specialists
- Proven track record with 10,000+ tax returns lodged annually
- Client-centric approach with 90%+ retention rate over 10 years
- Commitment to continuous professional development and compliance
Associations and certifications
- Institute of Public Accountants
What people say
Professional and reliable team
Exceptional service over 10 years
Helped reduce costs and grow business
Most intelligent and honest accountant
Highly recommended by business owners
Services
Taxation Services
Our taxation experts specialise in individual and business tax returns, GST/PAYG compliance, and strategic tax planning. We help clients maximise deductions while maintaining ATO compliance. With experience across multiple industries including hospitality, retail, and manufacturing, we provide tailored solutions for franchises, trade businesses, and professionals.
Business Advisory
We offer comprehensive business advisory services covering company formation, restructuring, and strategic planning. Our team provides cash flow projections, operational efficiency analysis, and competitive advantage strategies. We assist clients with ABN/GST registration, business structure reviews, and financial management systems implementation for sustainable growth.
Accounting & Bookkeeping
Our certified Xero and MYOB professionals manage accounting processes for all business structures. Services include financial reporting, payroll processing, bank reconciliation, and software setup. We provide cash flow statements, profit & loss reports, and balance sheet analysis to help businesses maintain accurate financial records and make informed decisions.
SMSF Services
We specialise in SMSF compliance, audit, and administration. Our services include fund account preparation, financial audit, tax return lodgement, and compliance checks. Our qualified auditors ensure SMSFs meet regulatory requirements while optimising retirement savings through strategic fund management and tax-effective planning.
Business Plan Projections
We develop strategic business plans with detailed cash flow projections to guide business growth. Our financial forecasting services help identify potential shortfalls, optimise operational efficiency, and support informed decision-making. We create tailored business roadmaps aligned with long-term growth objectives and industry-specific requirements.
People
Jignesh Patel
Director
With over 25 years of experience, Jignesh is a Chartered Accountant and Institute of Public Accountants board member. He specialises in strategic tax planning and business advisory services.
Upasana Dalal
Senior Accountant & Tax Consultant
Upasana provides expert tax consulting and business formation advice. With extensive experience in corporate tax compliance and individual returns, she ensures optimal tax outcomes for clients.
Harsh Joshi
Senior Accountant & Advisor
Harsh manages accounting and tax affairs for SMEs, specialising in manufacturing cost optimisation and financial reporting. He has supported business growth for clients over four years.
Priya Mulchandani
Assistant Accountant
Priya handles day-to-day accounting tasks, including bookkeeping and financial reporting. She supports clients with payroll processing and compliance documentation.
Ambrish Sharma
Accountant
Ambrish provides accounting services across both office locations. He specialises in software implementation and financial statement preparation for diverse business structures.
Questions
What accounting services do you offer?
We provide comprehensive accounting services including bookkeeping, financial reporting, payroll processing, and business structure reviews using Xero, MYOB, and QuickBooks platforms.
How can you help with tax compliance?
Our tax services cover individual and business returns, GST/PAYG consulting, tax planning, and resolution of tax disputes with the ATO.
Do you specialise in SMSF services?
Yes, we offer full SMSF services including account preparation, audits, compliance checks, and tax return lodgement for self-managed super funds.
What business advisory services are available?
We assist with business setup, restructuring, cash flow projections, strategic planning, and internal control advice for sustainable growth.
Are your accountants certified professionals?
Our team includes Xero and MYOB certified professionals with 25+ years of combined experience and membership in the Institute of Public Accountants.
How to book a consultation?
You can schedule an online appointment through our website or contact our Kew or Hoppers Crossing offices directly for personalized consultations.
