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
BS in Management/MIS
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
Captive Insurance Expert
CEO, Perfect Tax and Finance
BS in Accounting
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