Meet the dedicated professionals at FinloTax who bring clarity, accuracy, and care.
We empower individuals and businesses with timely, expert tax and accounting services—making it easier to stay compliant, make informed decisions, and move forward with confidence.
To be a leading tax and bookkeeping firm, known for delivering tailored strategic financial planning solutions with integrity, innovation, and excellence-empowering individuals and businesses to achieve clarity, compliance, and lasting success.
Our values aren't just ideals—they're how we operate
Delivering accurate, timely, and compliant strategic financial planning solutions that empower confident decision-making—because every detail matters.
Understanding each client's journey and tailoring solutions to support their goals with transparency, care, and dedication.
Embracing innovation to stay ahead of regulatory changes and business needs—ensuring our clients are always future-ready.
Who We Are
As the CEO and Founder of FinloTax, he is driven by a commitment to simplifying and elevating advanced tax planning strategies for high-net-worth individuals, startups, and small businesses. With years of expertise as an advanced tax consultant, he is passionate about crafting tailored solutions that optimize tax savings, ensure compliance, and enhance financial well-being.
With immense experience and skills in small business and startup tax preparation, tax planning services, bookkeeping solutions, and accounting support, our team of tax professionals and enrolled agents strive to improve fiscal health.
Being a member of the Forbes Finance Council allows him to engage with fellow leaders and share insights on evolving tax strategies and financial best practices. At FinloTax, we believe in excellence and innovation, which recently earned us the Best Tax Service in Sunnyvale for 2024 by Quality Business Awards. We are dedicated to helping our clients thrive through smart tax strategies and dedicated support every step of the way.