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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
We specialize in comprehensive tax planning and preparation services for individuals and businesses, ensuring compliance and optimizing tax strategies.
Our expertise is best suited for moderate to complex tax situations. Let’s connect.
Overview
Hired 1 time
Serves San Jose, CA
Background checked
3 employees
3 years in business
Business hours
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Reviews
Customers rated this pro highly for professionalism, work quality, and value.
5.0
1 review
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Raj S.
Apr 27, 2025
Shruti delivered a fast turnaround and maintained clear communication throughout the tax preparation process. It was great working with her. She is a knowledgeable CPA, well-equipped to handle complex returns and tax planning.
Credentials
Background Check
Shruti Raja
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is based on the complexity of your situation and the level of strategic planning involved — offered as a transparent flat-fee package, not unpredictable hourly rates.
Clients invest in my services because they recognize the value of saving through smarter tax planning and proactive advice.
What education and/or training do you have that relates to your work?
I am a California state Certified Public Accountant (CPA) and have a MS in Taxation degree with additional training in advanced tax planning, real estate strategies, business entity structuring, and equity compensation optimization.
Describe a recent project you are fond of. How long did it take?
I recently worked with a high-income individual who had multiple income sources — business, investments, foreign rentals and equity compensation. After a detailed tax review, we restructured their income, set up advanced deductions, and implemented a retirement strategy that saved them over $85,000 in taxes. From consultation to execution, the project took about 6–8 weeks, but the value will compound for years.
