about us
Raj Sridhar obtained his Ph.D., in pharmaceutical sciences and was a faculty at midwestern universities for several years prior to joining commercial enterprise. He has decades of experience in Pharmaceutical, Biotechnology and Renewable Energy industries. He was a serial entrepreneur and was involved in the startup of several companies. He has held executive management positions in R&D, operations, manufacturing, business development and finance.
Before TCJA became law, Sridhar obtained his Enrolled Agent (EA) certification from the IRS to use his diverse and varied background to simplify and help clients better understand the tax law changes to maximize deductions through tax strategies that are legally allowable to file their tax returns.
As an EA, he has helped over 2000+ customers during the past 8+ years to maximize their refund that is legally allowable.
In addition to his tax preparation service, he also provides bookkeeping and payroll services to sole proprietors, small and medium businesses. He is an advisor to Digix Scientific, Anthems Media, Colva Group of Companies and Surge Partners.
Sridhar enjoys his interactions with his customers and he is able to share his vast experience to make a positive effect on his clients in a modest manner.
Trusted By Over 100+ Clients
why choose us
We Understand your needs and Tailor Our Services Accordingly
Our firm was founded because we witnessed firsthand how individuals and business owners were losing money through poor tax planning, tax filing and accounting. We operate like a partner alongside you, first understanding your needs and then helping you navigate taxes, accounting, and other business demands.
Trusted IRS Enrolled Agent
We are certified by the IRS and understand tax law and tax consequences of investing. This sets us apart from brokers, insurance agents, and other investment professionals.
Relationship-driven
We want to partner with you for the long-term, by understanding your needs and planning accordingly.