Accounting Team

Staff Accountant

TAX REDUCTION PLANNING TAX SERVICES TAX, CONSULTING & ACCOUNTING SERVICES

ABOUT SONAM

In addition to her core expertise in tax and accounting, Sonam has a flair for thinking outside the box. Her foray into marketing led her to win the “Most Sales of the Month” award—highlighting her versatility and drive to excel in any challenge she undertakes.

Passionate about taxes and committed to continuous learning, Sonam brings not just knowledge but heart to her practice—ensuring each client feels supported and empowered every step of the way.

A BRIEF HISTORY

Sonam Patel is an Enrolled Agent with over a decade of experience in the field of accounting and taxation. She holds a Bachelor’s degree in Accounting from India and has built a strong reputation for her deep knowledge of tax law, meticulous attention to detail, and unwavering dedication to her clients.

Sonam’s professional approach is a blend of enthusiasm, skill, and integrity. She is known for being both approachable and highly proficient—offering clients not just solutions, but peace of mind. Her mission is simple: to provide exceptional service with a focus on client satisfaction and long-term relationships built on trust.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Sonam is engaged, or continues to be engaged, to provide investment advisory services.
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

Charitable Planning for Non-Parents: How to Build a Purpose-Driven Legacy

Explore charitable planning strategies tailored for individuals without children. Learn how to align your wealth with your values, create a lasting legacy, and reduce tax liabilities with thoughtful giving. Charitable Planning for Non-Parents: How to Build a Purpose-Driven Legacy When you don’t have children, legacy planning takes on a different—but equally ...

<p>The post Charitable Planning for Non-Parents: How to Build a Purpose-Driven Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Stay NJ: New Jersey’s Game Changer in Property Tax Relief for Seniors

Discover how the Stay NJ program helps New Jersey homeowners 65+ with property tax relief — eligibility, benefits, timeline, and application tips for 2025. Property taxes in New Jersey have long been a burden, especially for older homeowners on fixed incomes. In response, the state recently passed ...

<p>The post Stay NJ: New Jersey’s Game Changer in Property Tax Relief for Seniors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Choosing the Right Charitable Vehicle: A Strategic Guide for Legacy-Minded Families & Business Owners

Explore key differences between charitable trusts, donor-advised funds, and foundations. Learn how high-net-worth individuals can align giving with tax strategies and long-term legacy planning. How to Select the Right Charitable Structure for Your Legacy Goals For business owners, families post-liquidity ...

<p>The post Choosing the Right Charitable Vehicle: A Strategic Guide for Legacy-Minded Families & Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>