Introducing Tax & QB “Navigator”
Introducing a FREE AI-enabled chatbot, Tax and QB "NAVIGATOR" for answering your queries about our firm, processes and also, day to day tax, accounting and QuickBooks queries.
About Us
ADI MAHAJAN, CPA, MBA
- Adi handles ONLY tax and accounting services.
- Certified Public Accountant (CPA), 2019-present
- QuickBooks Online and Desktop Expert, 2018-present
LES MERRITT, CFP®
- Les handles ONLY financial planning services.
- Certified Financial Planner (CFP) ®, 1988-present
- Licensed in Series 6, 7 and 63
- Certified Public Accountant (CPA), 1981-present
Tax Services
Business Accounting Services
Business Accounting Services
- Individual and Business Tax Returns
- Estimated Tax Planning
- Tax Debt Handling
- Tax Notices Response
- IRS Representation by CPA
Business Accounting Services
Business Accounting Services
Business Accounting Services
- QuickBooks: Offering complete QuickBooks solutions including clean-up, set-up, training and day-to-day Bookkeeping
- Payroll: Management of payroll and taxes
- Periodic Analysis: Analyzing business financials on periodic basis and advice to support business decisions, all done by a CPA.
Advisory
Business Accounting Services
Advisory
- Business Structure: Our CPAs help new business owners and start-ups with business structure that's most tax beneficial.
- Tax Advisory: Advice on tax planning and business strategies to plan ahead and make informed decisions.
- Fractional CFO Services: Providing services of a CFO, helping clients with crucial business processes and decisions th
- Business Structure: Our CPAs help new business owners and start-ups with business structure that's most tax beneficial.
- Tax Advisory: Advice on tax planning and business strategies to plan ahead and make informed decisions.
- Fractional CFO Services: Providing services of a CFO, helping clients with crucial business processes and decisions that impact top and bottom lines, using financials prepared by QuickBooks.
Tax and QB "NAVIGATOR"
Introducing a FREE AI-enabled chatbot, Tax and QB "NAVIGATOR" for answering your queries about our firm, processes and also, day to day tax, accounting and QuickBooks queries.