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Reema Patel, CPA, CFP®*


Reema Patel is a manager with Councilor, Buchanan & Mitchell, P.C. (CBM). Ms. Patel has nearly 10 years of experience in public accounting, including former positions at a national firm. Her tax experience includes planning, research, preparation, and other services for individuals, businesses, and non-profit organizations. She specializes in audits, reviews, and compilations, focusing primarily on automotive, non-profit, and professional services industries. She is also involved in employee benefit plan audits.

More recently, Ms. Patel has assumed additional leadership responsibilities at CBM. She has developed a business plan to deliver financial planning services to Generation X and Y professionals, thereby contributing to a new client model for the future of the firm. She has also participated in the Greater Washington Society of CPA’s Margaret De Boe Leadership Development program to enhance her management development, communication and leadership talents.

Finally, Ms. Patel is one of the first participants in CBM D-PATH (“Diversity – Professional Accountants and Advisors Transforming the Horizon”), an internal diversity and inclusion initiative at CBM intended to provided leadership and business development, networking and empowerment opportunities to female and minority professionals throughout the firm.

*Experience pending

Professional Qualifications and Education

  • Certified Public Accountant, New Jersey
  • Certified Financial Planner, CFP Board of Standards
  • Bachelor of Science in Accounting, Rutgers University, NJ

Professional Associations and Activities

  • Greater Washington Society of CPAs (GWSCPA)
  • New Jersey Society of CPAs (NJCPA)

Speaking Engagements: