Delivering Excellence, One Package at a Time!
Since 1995, our firm has served the business community with high-level tax, accounting, and business advisory services. With offices in both mid-town Manhattan, NYC and Edison, NJ, our principals have served companies on both the East and West Coasts, as well as those conducting business overseas. At our firm, we are dedicated to advancing the growth of our clients' businesses through improved processes and systems to increase revenues and enhance profitability.
Our Mission
Our mission is to provide exceptional service to our clients by offering personalized, strategic-focused solutions that exceed their financial objectives. We strive to stay ahead of the curve, leveraging our expertise in tax planning, preparation, and representation to ensure our clients' financial success.
Expertise
Our team of experts has extensive experience in various industries, including pharmaceutical, media, real estate, retail, and manufacturing and distribution. We have a reputation for developing operational efficiencies that contribute substantially to our clients' growth. Our experience in mergers and acquisitions enables us to provide critical guidance and valuation for parties to these transactions.
Our Principal, Rakesh Agarwal
Rakesh Agarwal, CPA & LLM, is the founder of our firm. Born and raised in India, Rakesh emigrated to the United States after practicing accounting and law overseas. He holds a Master of Law degree from Touro College in New York and is a Certified Public Accountant in both New York and New Jersey. Rakesh has extensive experience representing small to mid-sized companies, as well as working with large corporations. His educational background and global business experience provide our clients with a broader perspective on effective financial management, increased efficiency of operations, and innovative solutions for heightened profitability.
Services
Our firm offers a wide range of services to individuals and businesses, including:
- Tax Services: Tax Preparation, Tax Planning, Tax Problems, IRS Audit Representation, Non Filed Tax Returns, Back Taxes Owed, Payroll Tax Problems, IRS Liens, IRS Levies, IRS Wage Garnishment, and IRS Seizures.
- Business Services: Small Business Accounting, Payroll, Part-Time CFO Services, Audits-Reviews-Compilations, Cash Flow Management, Bank Financing, Strategic Business Planning, Succession Planning, and New Business Formation.
- Individual Services: Financial Planning, Estate Planning, and Elder Care.
As a boutique firm, we are able to deliver personalized service that is tailored to each client's unique needs. Our team is dedicated to understanding each client's goals and developing a customized plan to achieve their financial success.
Our Approach
At our firm, we believe in building long-term relationships with our clients. We take the time to understand each client's unique situation and develop a personalized strategy to achieve their financial objectives. Our team of experts works closely with our clients to ensure that their financial goals are met, and their financial future is secure.
Expertise and Professionalism
Rakesh, a certified public accountant (CPA), is praised by clients for his exceptional expertise, professionalism, and attention to detail. His thorough knowledge of tax laws and regulations allows him to provide valuable advice on business strategy and tax planning. His ability to understand clients' unique needs and concerns has earned him a reputation as a trusted advisor.
Customer Service
Clients appreciate Rakesh's responsiveness and willingness to go above and beyond to address their concerns. Many reviewers mention that he is available 24/7 and provides regular updates and advice, even during urgent situations like the COVID-19 pandemic. His professionalism, quality of work, and value for money are consistently praised.
Business and Tax Planning
Rakesh's expertise extends beyond traditional accounting services, as he provides valuable advice on business growth, mergers and acquisitions, and investment strategies. He has helped clients navigate complex tax matters, including international tax laws and regulations.
Personal Recommendations
Several reviewers have known Rakesh for many years and have developed a strong relationship with him. They highly recommend him to anyone seeking expert tax and business advice. Many have referred friends and colleagues to Rakesh, and all have reported excellent experiences.
