Saloni Patadiya, EA

Tax Supervisor

“Committed to maintaining the highest standards of professionalism and integrity.”

Saloni Patadiya, EA, is a Tax Supervisor at WCG who prepares returns and supports tax strategy with a focus on accuracy and collaboration. With several years of professional experience and a disciplined approach to her work, Saloni strives to ensure each engagement is handled carefully and thoroughly. 

Professional Background & Expertise

At WCG, Saloni prepares tax returns, contributes to planning strategies, and communicates directly with clients to gather information and respond to questions. Working alongside experienced leadership, she continues to strengthen her technical expertise while supporting dependable outcomes. 

Earlier in her career, Saloni gained exposure to the legal side of the cannabis industry, assisting CPAs as they navigated the complexities of related tax filings. This unique experience broadened her perspective and reinforced her ability to adapt to specialized regulatory environments. 

Education & Credentials

Saloni is a licensed Enrolled Agent. Before pursuing the EA designation, she worked toward the Chartered Accountant (CA) qualification—one of the most demanding professional credentials internationally—before ultimately pivoting to U.S. taxation, a decision that helped shape her current career path. 

She has also completed continuing education focused on the Research and Development credit and plans to pursue additional programs to further expand her tax knowledge. 

Client-Focused Philosophy

Saloni approaches client service with a friendly, collaborative mindset, treating each return with the same care she would give her own. Her goal is to minimize errors, clarify details early, and ensure clients feel supported throughout the process.

Professional Values

  • Integrity
  • Accuracy
  • Collaboration
  • Professionalism 

Life Beyond the Office

Born and raised in Ahmedabad, Saloni grew up surrounded by vibrant culture, festivals, and community celebrations—experiences that shaped her energetic and social personality. 

Outside of work, she enjoys participating in community events, playing badminton and chess, and spending time with friends and family over board games. She is also looking forward to her upcoming marriage and the new chapter it will bring. 

A Creative Craft

Saloni has mastered the art of hand embroidery, a traditional craft from Gujarat. With patience and creativity, she transforms simple fabric into detailed designs—an example of the focus and care she brings to both her personal interests and professional work.

 

Jason Watson, CPA, is a Senior Partner of WCG CPAs & Advisors, a boutique yet progressive tax, accounting and business consultation firm located in Colorado serving small business owners and taxpayers worldwide.

Taxpayers Comprehensive Guide to LLCs and S Corps 2023-2024 Edition

This KB article is an excerpt from our 400+ page book (some picture pages, but no scatch and sniff) which is available in paperback from Amazon, as an eBook for Kindle and as a PDF from ClickBank. We used to publish with iTunes and Nook, but keeping up with two different formats was brutal. You can cruise through these KB articles online, click on the fancy buttons below or visit our webpage which provides more information.

Our Amazing Team Members

Wanna Talk About Your Small Business?

Please use the form below to tell us a little about yourself, and what you have going on with your small business or 1099 contractor gig. WCG CPAs & Advisors are small business CPAs, tax professionals and consultants, and we look forward to talking to you!

We typically schedule a 20-minute complimentary quick chat with one of our Partners or Senior Tax Professionals to determine if we are a good fit for each other, and how an engagement with our team looks. Tax returns only? Business advisory? Tax prep, and more importantly tax strategy and planning?

Should we need to schedule an additional consultation, our fee is $250 for 40 minutes. Fun! If we decide to press forward with a Business Advisory or Tax Patrol Services engagement, we will credit the consultation fee towards those services.

Appointments are typically held through Microsoft Teams and are scheduled on weekdays during the work day. Yes, we can easily accommodate nights and weekends, but those are reluctantly agreed to after some eye-rolling and complaining. Additionally, our schedules are more compressed during tax season (who would have thought, right?).

Shockingly we will return all appointment requests via email with 24-36 hours weather-permitting, or perhaps a phone call (if the moment strikes us). No black holes here! In a hurry, please call us at 719-387-9800.