Clear, Personal Financial Guidance You Can Trust
CPA-led tax, accounting, and advisory services for individuals and small businesses.
- Individual & small business tax preparation
- Year-round tax planning, not just April
- Bookkeeping, advisory & IRS representation
- Direct access to your CPA — no hand-offs
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I'm Haresh Vaswani, a Certified Public Accountant helping individuals and small business owners make sense of their taxes, finances, and long-term goals. My practice is built on straightforward advice, responsive communication, and a genuine interest in your financial well-being.
Whether you need a trusted advisor for annual tax filing, ongoing bookkeeping, or a sounding board for a big financial decision, I aim to make the process clear and manageable — no jargon, no surprises.
Services Offered
Practical, CPA-level support across tax, accounting, and financial planning.
Tax Planning & Preparation
Accurate, on-time federal and state tax preparation for individuals and businesses, paired with proactive planning throughout the year to help reduce your tax liability rather than just reporting it after the fact.
Small Business Advisory
Guidance on entity structure, cash flow forecasting, budgeting, and financial decision-making for small business owners — helping you understand the numbers behind your business, not just file them.
Bookkeeping & Accounting Support
Monthly reconciliations, clean financial statements, and organized books so you always know where your business stands, and so tax season never comes as a surprise.
Financial & Retirement Planning
Big-picture planning around retirement savings, major purchases, education funding, and other long-term goals, coordinated with your overall tax picture.
Estate & Trust Planning Support
Collaboration with your attorney on the accounting and tax side of estate and trust planning, including coordination on wealth transfer and trust accounting matters.
IRS Representation & Notice Resolution
Direct communication with the IRS and state tax agencies on your behalf — including notice responses, audit support, and payment arrangement negotiations — so you don't have to face it alone.
Recent Tax & Financial Insights
What to Do If You Receive an IRS Notice
An IRS letter can be alarming, but most notices are routine and resolvable. Here's how to respond calmly and correctly.
Read MoreRetirement Contribution Strategies to Revisit Every Year
Contribution limits and the "right" account for you can change year to year. A quick annual check-in keeps your retirement savings on track.
Read MoreUnderstanding the Qualified Business Income (QBI) Deduction
The QBI deduction can meaningfully lower the tax bill for many pass-through business owners — but the rules have real nuance. Here's the plain-language version.
Read MoreReady to get your finances in order?
Schedule a consultation to talk through your tax, accounting, or financial planning needs — no obligation, just a straightforward conversation.
Schedule a Consultation