STAY COMPLIANT, SAVE MORE, STRESS LESS
Clear, reliable tax, and financial solutions across India and the USA.
STAY COMPLIANT, SAVE MORE, STRESS LESS
Clear, reliable tax, and financial solutions across India and the USA.
INTEGRATED FINANCIAL SOLUTIONS, U.S.–INDIA
We exceed expectations through clear communication, accuracy, and proactive problem-solving.
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DUAL-JURISDICTION EXPERTISE (CPA USA | CA INDIA)
Accurate services with strategic planning, clear response time, check-ins, and accountability.
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SYSTEM-ENABLED, HUMAN-LED
A secure portal for onboarding, intake, workflows, updates, and guided reviews.
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VALUED SOLUTIONS
Transparent pricing, clear scope, and value alignment for long-term relationships.
OUR VALUED OFFERINGS
We add value by simplifying India–USA tax compliances, and optimizing cross-border finances.
INDIA
COMPLIANCES
INDIA-TAX RETURNS
ADVANCE TAX WORKING
WITHHOLDING TAX RETURNS
FOREIGN ASSET-INCOME
FATCA REPORTING
FOREIGN TAX CREDIT
NOTICE REPLIES
TAX PLANNING
USA
COMPLIANCES
U.S.-TAX RETURNS
ESTIMATED TAX WORKING
PFIC REPORTING
FBAR REPORTING
FATCA REPORTING
FOREIGN TAX CREDIT
NOTICE REPLIES
TAX PLANNING
FINANCIAL
ANALYTICS
ACCOUNT REVIEW
CLIENT ADVISORY SERVICES
ENTITY STRUCTURING
REASONABLE COMPENSATION
INVESTMENT ANALYSIS
GIFT CITY (IFSC) COMPLIANCE
FEMA COMPLIANCE
ESTATE PLANNING
"A journey of thousand miles, begins with a single step."
4 STEPS TO YOUR GOALS
We work with our clients in a 4-step process.
1. DISCOVERY CALL
2. SCOPE OF WORK
3. PERFORM
4. OUTCOME
Discuss your requirements
If we are good fit, agree on deliverables
With our talent, processes, resources
Receive accurate solutions
BROWSE OUR INSIGHTS
Our articles and events provide practical and valuable insights.
20 April’26 Event – Financial Planning Aspects Of A U.S. Tax Return
Now Is The Best Time To Analyze Your Tax Return For Financial Planning Opportunities Right after-tax filing, with your numbers...
U.S. Estate Tax Return (Form 706)
U.S. Estate Tax Return (Form 706) and Portability Election for a Cross-Border Family Client Profile A surviving spouse who relocated...
Cross-Border Tax Compliance for a Returning NRI
Case Study: Cross-Border Tax Compliance and Transition Planning for a Returning NRI Professional Client Profile An India-origin professional who spent...
VOICES OF APPROVAL
We grow through referrals, and we truly appreciate your introduction.
Completely satisfied with the corporate tax 1120 filing. The process was smooth. Niyati was meticulous about our accounting details, and we are satisfied with her service!
Mike Wei
Entrepreneur, USA
Upon my return to India, Niyati became the go-to advisor for me, my friends, and my family. Her patience, diligence, and meticulous attention to detail are truly remarkable.
S Murthy
Software Engineer, USA, India
Best service and we are happy with it
Anilbhai Kothari
Principal / Masoom School, Rajkot
Overall a very good and timely support and experience
Rushabh Hemani
WASH Officer, UNICEF
Expert advice help in perfect financial planning for long term wealth creation in tax efficient way
Chetan Chug
Entrepreneur, Rajkot
Very professional and reliable. Niyati is very knowledgeable and remains on top of things to ensure timeliness. Niyati never hesitates to go the extra mile for her clients
Janaki Mehta
Software Engineer, USA
Excellent service Very punctual and time-bound with precise guidance to the client. My best wishes for their future progress
Dr. Harshad Adalja
Pathologist,Rajkot
Excellent service provided. We are very happy with the services. We strongly recommend
Divyesh Jasani
Entrepreneur, Rajkot
We have been client since years. The accuracy provided from your end has always been to the point
Bhavin Ghelani
Partner / PCG Bearings, Rajkot
The best service I have received from this firm, honesty and helping people to get best out of their experience is what I found here. I feel safe with my finance with this firm
Chandrikaben Patel
Self Employed, USA
Ms. Hemani was efficient and knowledgeable of the requirements of Indian tax regulations and filing timings. As a foreigner visiting India it was so easy to solve the maze. Excellent Service and the attention to detail was impressive
Kirti Shah
Entrepreneur, Investor, USA
Niyati went above and beyond to help me get the PAN in a very timely manner. She was knowledgeable and worked after hours with me
Marsha Douglass
USA
Knowledgeable, Sincere, And Honest Professionals
Dr. Vimal Hemani
ENT Surgeon / Hemani Hospital, Rajkot
"We’re with you, every step toward your financial summit."
LIVING OUR ETHOS
ETHIC Values Guides Our Steps: Excellence, Teamwork, Happiness, Integrity, Culture
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CELEBRATING TEAM SPIRIT
Firm Annual Day, Diwali, Christmas, World Environment Day, Women's Day!
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INTERACTIVE FEEDBACK
Active Listening, Feelings, Behaviour, Impact, Keeps & Concerns!
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SKILL DEVELOPMENT
Knowledge Sharing, Workshops, Create & Innovate, Training!
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CUSTOMER SATISFACTION
Excellence, Efficiency, Effectiveness, Satisfaction, & Peace Of Mind!