CPA-led US Tax & Advisory

Pay what you owe. Not a dollar more.

Proactive tax planning, preparation and virtual CFO services for US business owners — S Corps, C Corps, partnerships, LLCs and the people who own them.

Licensed CPA · Washington, DCIRS PTIN holdersFederal & multi-state filing
Trusted by business owners across the US & beyondJeevy FabricationsThe Kane LawLencredBraveheart Properties of Brevard, Inc.Bohn Financial GroupCru Wine LimitedNeovara

Technology partners

ZohoPartner
QuickBooksPartner
XeroPartner

Professional tax software we useDrake TaxUltraTax CSGoSystem Tax RSCorpTax
Why SimplifiTax

The attention of a boutique. The rigor of a CPA firm.

Most owners only hear from their accountant in April. We work the other eleven months too — so every election, contribution and credit is in place before the year closes.

01

Planning, not just filing

Quarterly check-ins and year-end projections so decisions are made while they can still lower your tax.

02

Credits others overlook

FICA tip credits, R&D credits and retirement strategies are reviewed for every client, every year.

03

Direct access

You speak with your advisors — not a call center — on a schedule that fits US business hours.

Services

Everything your business needs, under one roof.

From the return itself to the strategy behind it — for the business and for you as its owner.

US tax returns & advisory

Every return is prepared by our team and reviewed for entity structure, deductions and credits before it’s filed.

Business & individual returns →

1120-SS Corporations
1120C Corporations
1065Partnerships & LLCs
1040Individuals & owners

FICA Tip Credit

Recover employer Social Security and Medicare tax paid on employee tips — for restaurants, bars and cafés.

Form 8846Learn more →

R&D Tax Credits

Identify, document and claim federal and state research credits, including the payroll-tax offset for startups.

Form 6765Learn more →

Retirement Planning

Solo 401(k), SEP, defined-benefit and cash-balance plans designed around your bracket and cash flow.

Owners & executivesLearn more →

Virtual CFO

Monthly close, management reporting, forecasting and investor-ready financials without a full-time hire.

Monthly retainerLearn more →

Business & LLC Formation

Entity selection, state registration, EIN, S-election and a compliance calendar — right from day one.

Any US stateLearn more →

Payroll Compliance

Forms 941 and 940, W-2 and 1099 reporting, state withholding and unemployment filings, on time.

Federal & stateLearn more →

NRI Taxes & Planning

US–India residency, FBAR and FATCA, foreign tax credits and DTAA planning for cross-border families.

US – IndiaLearn more →

Year-Round Advisory

Quarterly estimates, IRS notice response and proactive planning before year-end — not after.

OngoingLearn more →

Explore All 10 Services →
Free Tool

How much could you save this year?

Business owner or individual, our Tax Strategy Estimator uses 2026 federal rates to estimate your tax in under a minute — and ranks the strategies most likely to lower it.

  • Federal, self-employment, payroll and state tax
  • S Corp, retirement, FICA tip and R&D credit analysis
  • For business owners and individuals
  • No sign-up required

Start My Free Estimate →

Your Advisors

Real people. Real credentials.

Every engagement is led personally by our principals — the same people you’ll speak with on your first call.

CA Nitin Sachdeva

CA Nitin Sachdeva

Founder · US Tax Advisor

Nitin is a Chartered Accountant and IRS PTIN holder who advises US businesses and their owners on federal and state tax, credits and financial strategy — and serves as virtual CFO for founders who want clarity on their numbers.

Chartered AccountantIRS PTIN Holder

Connect on LinkedIn

Alisha Bhatia, CPA

Alisha Bhatia, CPA

Certified Public Accountant · Washington, DC

Alisha is a Certified Public Accountant licensed in Washington, DC. She brings US CPA oversight to our tax preparation, review and advisory work for individuals and businesses.

Licensed CPAWashington, DC

Connect on LinkedIn

FAQ

Questions owners ask us.

Don’t see yours? Ask it on a strategy call.

Do I need to be in a particular state to work with you?

No. We work remotely with businesses and individuals across the US and prepare federal returns plus the state returns you need.

When does an S Corporation election make sense?

Usually once profit is consistently high enough that the payroll-tax savings outweigh the added payroll and filing costs. We model it for your numbers before recommending it.

Can you file prior-year or amended returns?

Yes. We handle late filings and amended returns, including claiming credits like the FICA tip credit or R&D credit for open prior years.

How are your fees structured?

Scope and pricing are agreed upfront after the strategy call, based on your entity, filings and the advisory you need.

Do you help NRIs and US–India families?

Yes. We advise on residency status, FBAR and FATCA reporting, foreign tax credits and DTAA benefits so income isn’t taxed twice.

Start the Conversation

Speak directly with a licensed advisor.

Book a strategy call. We’ll review your entity, last year’s return and the credits you may qualify for.