Money Doesn’t Come Without Guidance ...

Schedule your tax planning meeting with our experts- Call us at 888-671-0TAX(0829) is a full-service New Address: 6850 TPC Dr, suite 108, Mckinney, TX - 75070 firm licensed in TX. All our CPA`s hold valid TX CPA certificates.

Meet Our Management Team:


Business Administration with Accounts & MIS Specialization

He is a Tax Planner , Risk Manager

Managerial experiences from fortune 500 Companies like Microsoft, Verizon and Capital One.

Degree in business and accounting

Active participation in community through voluntary organization and sponsorship

Tax Planning Expert

1800 – 654 – 8745

Tax Compliance Expert for Captive Insurance


Information Technology

BS in Management/MIS

Risk Manager

SR. IT Manager and Software Architect with experience of fortune 500 companies like Microsoft, Brinks, and JP Morgan chase, Baylor and First American Title.

Dual degree in business and computer science

1800 – 654 – 8745

SharePoint expert

Captive Insurance Expert


CEO, Perfect Tax and Finance

Information Technology

BS in Accounting

Tax planner

With over 12 years of experience working with Financial Services firms as Sr. Manager in medium and large sized firms, Vaishali has took over as the CEO of the company in early-2017.


She has been making key improvements to the firm’s inhouse processes as well as business operations.

Few as below :

In Human Resource

  • Implemented HR sign-up package for new hires.
  • Establish exempt and nonexempt employees.
  • Introduce new flextime that expires every 3 months.
  • Signed with Society of Human Resource Management (SHRM) to comply with HR guidelines

In Sales Department

  • Introduced a more frequent meeting with the sales team to discuss roadblocks
  • Increase the number of the recurring monthly clients by 40%
  • Introduced a new revised cash flow goal
  • Created a new reporting sheet for managers that include variables

In Accounting Department

  • Introduced a better delivery tracking system
  • Created a planning and non-planning teams
  • Frequent meeting with accounting team manager to discuss ongoing issues

General Operation

  • Employee Evaluation matrix for all departments.
  • Opened California office.
  • New closer to work with Sales Team.



1800 – 654 – 8745




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