Dharm Patel

About Dharm Patel

What draws me to accounting and finance is not just working with numbers, but understanding the story behind them — how financial information shapes decisions, drives strategy, and creates long-term value for individuals and businesses. I currently work as a Tax Associate at Adrian Hernandez & Associates, P.C, where I\'ve built a strong foundation in tax, financial analysis, and client-focused problem solving within a fast-paced public accounting environment. Prior experience in banking and business operations has sharpened my ability to work with diverse individuals, manage responsibility, and consistently deliver under pressure. I graduated from the C. T. Bauer College of Business with a BBA in Finance and Accounting, with a specialization in Personal Financial Planning — a background that shapes how I approach my work, not just technically, but with a broader perspective on how financial decisions impact people and businesses in meaningful ways. I am currently a CPA Candidate (FAR Passed), actively working toward licensure while deepening my expertise in accounting, tax, and financial reporting. My curiosity doesn\'t stop at the office — I\'m constantly seeking new perspectives, both professionally and personally, that make me a sharper thinker and a better collaborator. I believe the best results come from trust, clear communication, and genuine accountability — whether with clients or within a team. I\'m always open to connecting with professionals in accounting, tax, and finance.

Experience

1. Tax Associate

   Adrian Hernandez & Associates P C

   Mar 2025 — Present · Houston, TX, US

   Prepare individual, partnership, and corporate tax returns (Forms 1040, 1065, 1120) using UltraTax CS and ATX, ensuring compliance with federal and state regulations- Analyze Schedule K-1s, perform partnership basis calculations, and support reporting of pass-through income and deductions- Assist with complex tax filings involving Forms 8962, 5471, and 5472, gaining exposure to foreign reporting and multi-entity structures- Conduct tax research on QBI deductions, passive activity losses, and foreign tax credits to support accurate reporting positions- Reconcile financial records and prepare detailed workpapers to validate client data and improve audit readiness- Collaborate with senior accountants in a fast-paced environment to meet strict deadlines and deliver high-quality client service

Education

• University of Houston, C.T. Bauer College of Business

  Bachelor of Business Administration - BBA, Accounting and Finance