Allie Lovelace

Allie Lovelace

Allie Lovelace

Tax Planning & Advisory Expert

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

Proactive, multi-year tax planning for individuals and families with complex income, investments, business interests, real estate, retirement assets, charitable goals, and trust considerations. Planning may include income projections, capital gain strategy, Roth conversions, charitable planning, estimated taxes, and coordination with other advisors. 

Business owner advisory

Business owners often face tax and financial decisions that extend well beyond the annual return. I work with closely held businesses and their owners on planning matters involving entity structure, compensation, cash flow, distributions, estimated taxes, retirement planning, major purchases, and other significant business decisions.


Advisory work may include evaluating the tax impact of business transactions, reviewing owner compensation and distribution strategies, identifying planning opportunities, coordinating business and individual tax considerations, and helping owners understand how decisions made within the business affect their broader financial picture.

Trust & Estate planning

Trust and estate tax planning requires careful coordination between fiduciary income taxes, beneficiary distributions, asset basis, and long-term wealth-transfer goals. I work with individuals, families, trustees, and beneficiaries to help navigate these issues with a focus on managing tax exposure, preserving flexibility, and avoiding unintended consequences.


Planning may include trust distribution strategy, distributable net income, capital gain treatment, basis considerations, estimated taxes, charitable planning, and the interaction between trust-level and beneficiary-level taxation. I also work alongside estate planning attorneys, financial advisors, and other professionals when tax strategy intersects with legal or investment decisions.

About Allie Lovelace

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

Real Results

Proven outcomes that speak for themselves and make a meaningful difference for your business.