• 2018-2020
    • Milestone - Started operation in July 2018.
    • Started backend support on tax return preparation of Hedge Funds to CPA firms in 2018.
    • Started backend audit support to Hedge Funds CPA firms in 2020.
    • Clients - 2 CPA Firms,
      8 Individuals/Entities
    • Tax returns prepared - 770
    • Tax computation prepared - 220
    • Tax Hours - 12000+
    • Audit Funds - 30
    • Audit hours - 1000+
    • Professionals - 15
  • 2021-2023
    • Milestone - Ventured into helping clients navigate the complexities of cross-border taxation in 2022.
    • Clients - 3 CPA Firms,
      40 Individuals/Entities
    • Tax returns prepared - 1,720
    • Tax computation prepared - 990
    • Tax Hours - 29000+
    • Audit Funds - 330
    • Audit hours - 25000+
    • Professionals - 30
  • 2024
    • Milestone - Assisted employees in obtaining refund close to a million dollar for incorrect tax deductions on acquisition by a fortune 500 company.
    • Clients - 3 CPA Firms
      45 Individual/Entities
      80 Individuals (Employees of fortune 500 company).
    • Tax returns prepared - 740
    • Tax computation prepared - 500
    • Tax Hours - 18000+
    • Audit Funds - 120
    • Audit hours - 12000+
    • Professionals - 30