What We Do
One firm for assurance, tax, and operations
Every engagement is scoped through an engagement letter, executed under AICPA quality-management standards, and delivered by the CPA-owner, not a rotating team.
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Audit & Assurance
Financial statement audits, reviews, compilations, and state licensure-driven audits under AICPA SAS and SSARS standards.
See all assurance services →
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SOC & Controls Attestation
SOC 1, SOC 2, SOC 3, SOC for Cybersecurity and Supply Chain, HIPAA attestation. Fluent in Vanta, Drata, Secureframe, and Thoropass.
SOC reporting →
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Business & Personal Tax
Business and individual tax filing, planning, entity structuring, IRS and state audit representation, payroll and sales tax.
Tax services →
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US-India Cross-Border
FBAR and foreign asset reporting, PFIC, FEMA/RBI compliance, dual-country structuring for founders and NRIs. CPA and CA under one roof.
Cross-border →
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US Incorporation & Startup Compliance
Delaware and Wyoming entity formation, EIN, banking setup, registered agent, franchise tax, and a compliance calendar that never misses a deadline.
Incorporation →
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ERP, AI & Process Operations
ERP implementation (Odoo, NetSuite), AI process optimization, custom apps to run your operations, and unit-economics analysis.
ERP & AI ops →
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Tariff & Customs Duty Recovery
Close to $5M in Trump-era tariff refunds recovered for 7 importers. Duty drawback, HTS reclassification, and refund claim preparation.
Tariff recovery →
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Spend & Overpayment Audits
AP recovery audits, Google/Meta/Amazon ad spend audits, and freight invoices checked against your contracts. We find the money leaking out.
Spend audits →
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FDA Compliance for Exporters
Food facility registration, labeling review, MoCRA cosmetic compliance, and import readiness for food and cosmetics entering the US.
FDA compliance →
