Dhanesha & Associates

Dhanesha & Associates is a CPA and Financial Planning firm serving individuals and privately-held businesses for all their tax, accounting, and financial planning service needs with a primary goal of helping them minimize their taxes, grow their business, and achieve their financial goals. Our highly-qualified team of financial professionals (CPA, EA, CFP, PFS, CFA, and MBA) provides objective advice and reliable services on a fee-only basis. • Individual Tax Planning and Preparation • Business Tax Planning and Preparation • IRS Representation & Notices • Tax Deferral, Reduction, and Elimination Strategies • Tax Credits and Incentives • Tax Entity Type Selection • Financial Statement Preparation • Bookkeeping & Accounting • Payroll Services • Sales & Property Tax • New Business Formation (Incorporation) • QuickBooks Consulting • Business Buy/Sell Assistance • Business Valuation • CFO Services • Comprehensive Financial Planning • Retirement, Investment, Estate & Trust, and Insurance Planning • Investments & Portfolio Management