Dhanesha & Associates is a CPA and Financial Planning firm serving individuals and privately-held businesses for all their tax, accounting, and financial planning service needs with a primary goal of helping them minimize their taxes, grow their business, and achieve their financial goals. Our highly-qualified team of financial professionals (CPA, EA, CFP, PFS, CFA, and MBA) provides objective advice and reliable services on a fee-only basis.

• Individual Tax Planning and Preparation
• Business Tax Planning and Preparation
• IRS Representation & Notices
• Tax Deferral, Reduction, and Elimination Strategies
• Tax Credits and Incentives
• Tax Entity Type Selection
• Financial Statement Preparation
• Bookkeeping & Accounting
• Payroll Services
• Sales & Property Tax
• New Business Formation (Incorporation)
• QuickBooks Consulting
• Business Buy/Sell Assistance
• Business Valuation
• CFO Services
• Comprehensive Financial Planning
• Retirement, Investment, Estate & Trust, and Insurance Planning
• Investments & Portfolio Management

Dhanesha & Associates

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Dhanesha & Associates

Org chart

Teams

Offices

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