Hi, I'm Ashwin
- MBA
- CPA
- CFP®
- CFA
I serve individuals and small businesses with timely, accurate, and reliable CPA services.
Individuals & families
CPA Services for Individuals & families
Beyond compliance, my CPA services for individuals and families focus on minimizing current and future taxes while improving financial clarity.
- Tax planning
- Tax preparation
- Retirement and investment tax strategy
- Foreign reporting compliance
- IRS representation
Each client’s situation is unique, and I work closely to identify practical strategies that legally reduce taxes while ensuring full compliance.
Small Businesses
CPA Services for Small Businesses
As a CPA and entrepreneur, I partner with business owners to help them understand their numbers, make better decisions, and plan for long-term growth.
- Accounting & bookkeeping
- Fractional CFO services
- Tax planning & preparation
- IRS representation
- Business buy/sell support
I take a holistic approach, combining tax, business, and wealth planning to help owners manage personal and business finances effectively.
Why Work With Me
Why Me
Extensive qualifications
With 25+ years of experience and CPA, CFP®, and CFA® credentials, I offer expertise beyond traditional CPA services.
Integrated expertise
With me, clients get a CPA, financial planner, and investment strategist - all in one.
Selective client roster
I work with a limited number of clients so every client receives my full attention.
Transparent flat fees
No hourly billing and no surprise invoices — you know exactly what to expect.
Direct access
I'm always a call or email away.
Ready to Get Started?
Gain clarity, control, and confidence over your finances — from taxes to investments to business decisions.
Book a complimentary 30-minute call with me.
Client Experiences
Testimonials
★★★★★
“Between our jobs, rental property, and side business, Ashwin optimized taxes and streamlined our finances.”
Tara & Neil
Cumming, GA
★★★★★
“Our previous CPA handled only compliance; Ashwin also helped us understand our numbers, make better decisions, and improve profitability.”
Sam Patel
Hampton Inn, Acworth, GA
★★★★★
“As a self-employed couple, we missed many deductions and credits; Ashwin identified them and lowered our taxes.”
Maya & Jay
Alpharetta, GA
Common Questions
FAQ
What is your fee structure?
I use a flat fee model based on the complexity of your situation, with all pricing shared upfront.
What value do you provide beyond tax compliance?
Beyond compliance, I strive to identify opportunities to legally reduce taxes and enhance overall financial efficiency.
How do your credentials help me?
Clients hire me for CPA services but also inadvertently benefit from my financial planning and investment insight.
Do you offer any free services?
Yes. I provide a free review of your previously filed tax returns to ensure you didn’t miss any tax savings.
How do I get started?
We start with a brief call. If we proceed, you’ll sign an engagement letter and provide two years’ tax returns.
BOOK A CONSULTATION
Schedule a Complimentary 30-Minute Call
Select a time that works for you. The session is complimentary and runs 30 minutes.
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