About Sahil Patel & Vartaxia

Sahil Patel, Enrolled Agent, MST Founder, Vartaxia

I'm an Enrolled Agent with a Master's in Taxation and 12+ years helping professionals and business owners navigate tax strategy and wealth planning. I started Vartaxia because I was tired of seeing two broken models: cheap DIY software that misses thousands in deductions, and expensive firms that only want clients with millions to manage.

I grew up in a single-parent household from age 17. A small inheritance became a powerful lesson—not in spending, but in building. I learned to live intentionally, invest strategically, and achieve financial independence faster than most people thought possible.

Along the way, I witnessed patterns that motivated me to build Vartaxia:

- Talented people working incredibly hard but missing opportunities because they lacked the right guidance

- Families torn apart by inheritance conflicts that could have been prevented with proper planning

- Professionals in my community building successful careers but struggling to find advisors who truly understood their goals

- People overpaying tens of thousands in taxes annually because their CPA focused only on compliance, not strategy

- Business owners paying huge broker fees when selling, without proper tax optimization

I built Vartaxia because I witnessed talented people missing opportunities, families destroyed by poor inheritance planning, and business owners overpaying taxes for years because their CPA only did compliance. This needed to change.

Credentials

- Enrolled Agent #00144052 (IRS license to represent clients before the IRS)

- Master of Science in Taxation

- 12+ years in tax planning and wealth strategy

- Specializations: Entity structuring, business exit planning, real estate taxation, executive compensation, family wealth transfer

What this means for you: I have the technical expertise to handle complex tax situations, the IRS credential to represent you in audits, and the real-world experience to know what actually works.

What Makes Vartaxia Different

Access to Trusted Relationships

Over years of building my own network, I've developed relationships with General Partners managing real estate syndications, private equity opportunities, and vetted investments. These aren't publicly marketed—they're based on trust and track record.

But here's the truth: Private investments aren't for everyone, and they're not always better. For most people under $2M net worth, a solid portfolio of public market investments will deliver better risk-adjusted returns—assuming you're working with a competent advisor.

When clients reach that threshold and have proper diversification, we have transparent conversations about whether private opportunities genuinely fit their situation.

For Business Owners: Direct Access to Vetted Buyers

I have direct relationships with GPs actively seeking service and real estate businesses—dental practices, senior living facilities, hotels, data centers, construction companies, logistics firms. When you're ready to exit, I connect you directly, eliminating broker fees (saving $200k-$500k on typical transactions) while ensuring the deal is structured to minimize your tax liability.

Carefully Vetted Professionals

Financial advisors who focus on performance and tax efficiency. Estate attorneys specializing in complex family planning. Insurance specialists who optimize rather than oversell. Real estate professionals with off-market access.

I don't accept referral fees or commissions. When I introduce you to someone, it's because I trust them with my own network.

True Integration Across Your Financial Life

Your CPA, financial advisor, attorney, and insurance specialist should work together as a coordinated team—but they rarely do. I bring everyone together, ensuring your tax strategy, investment approach, estate planning, and risk management all align toward your goals.

Community for People Who Need It

Financial isolation is real. Most people make huge financial decisions alone, second-guessing every choice. I built Vartaxia to create genuine community—quarterly gatherings, annual retreats, ongoing support. Real relationships with people at similar life stages who understand your challenges.

You're not alone in this journey. We're building this together.

Who This Is For (And Who It's Not)

You'll thrive working with us if:

- You earn $75k+ annually and are committed to strategic financial growth

- You value expert guidance and see professional advice as an investment

- You're organized (or willing to build better systems) and responsive in communication

- You want a trusted partner who coordinates your financial life, not just a service provider

- You're ready to implement recommendations and take action

This might not be the right fit if:

- You're primarily looking for the lowest-cost tax filing option

- You prefer minimal engagement and just want annual compliance handled

- You're not ready to invest in comprehensive financial planning

- You're seeking quick fixes rather than long-term strategic growth

Here's what matters: We work with people who are serious about building wealth intentionally. Whether you're just starting your financial journey or managing significant complexity, what matters most is your commitment to the process and willingness to engage as a true partner.