About Us

Bala, as the owner of this firm specializes in audit / taxation and has expertise in the areas of financial planning and mergers and acquisitions. Bala also has tremendous experience in representing clients on tax matters with the IRS and state / local governments.

Bala is also a Fellow of the Institute of Chartered Accountants of India and a member of the Institute of Cost and Works Accountants of India.

Jhalak has in depth experience in tax research, planning, preparation / filing, for individuals to mid sized businesses. Currently she is focusing and researching on Foreign Reporting requirements in Tax Returns for Individuals. Jhalak has over 3 years of experience in handling accounting, payroll and taxation.

Jhalak is also an associate member of the Institute of Chartered Accountants of India.

Prabha specializes in tax research, planning, preparation / filing, accounting and Payroll services for small to mid sized companies. She has over 20 years of experience in private and public accounting.

Prabha is also an associate member of the Institute of Chartered Accountants of India and currently working towards her license as a CPA.

Uma handles finance, accounting, HR and administration for our firm. She also provides her creative input in all aspects of marketing our firm’s services.

Girish specializes in audit/accounting services and M & A advisory. He has held senior finance positions in several multi-national corporations and has worked in India and the UK before joining us in the US. He has over 20 years of experience in private and public accounting. Girish is an associate member of the Institute of Chartered Accountants of India.

Srinivasan specializes in tax planning, compliance and reporting. He has considerable experience working for a multinational handling financial reporting, US / international taxation and indirect tax compliance. He has also worked in senior finance / accounting positions in various multinational corporations in the Middle East, Africa and Canada. Srinivasan is also an associate member of the Institute of Chartered Accountants of India.

Meghna, comes with considerable experience of providing professional services for US companies. With her extensive knowledge in accounting and finance, she has helped companies in planning, reporting, and accounting needs. Currently she focuses on review / finalization of accounts and business / individual tax return compliance, planning, preparation and filing. Meghna is an associate member of the Institute of Chartered Accountants of India. She has also passed the CPA exams and is currently working towards her license as a CPA.

Ukti focuses on tax return compliance, preparation and filing for individuals and for small to mid-sized businesses. She also advises clients on tax planning and related issues. Ukti is also an associate member of the Institute of Chartered Accountants of India.

Sangeetha has experience in accounting. In her earlier role she worked as a reconciliation specialist. She has a Master’s degree in Finance and Commerce from Bangalore University (India).