Our Services

Personal Tax

At Devesh Pathak CPA, we take a proactive approach to tax services. We stay current on changing tax laws and legislation, so you don’t have to. We will identify key tax- planning opportunities that can minimize both your current and future tax liabilities and help you put these plans in action throughout the year. Some of our tax services include:

Your personal tax return will be handled in a timely manner with accuracy by our team of professional accountants.

At Devesh Pathak, CPA, we have the tools and expertise to provide industry-based needs for small, medium sized to large businesses and individuals focused to handle a wide range of financial needs, including:

  • Tax Services
  • Accounting Services
  • Information Systems Services
  • Financial & Management Services

It is never too early to start preparing for significant life events, both the predictable and the unpredictable. The decisions you make today will affect your life tomorrow. With a thorough understanding of your financial situation and by working together, we can customize a plan that addresses your immediate needs as well as your financial goals for the future. If you need sound financial advice or have questions, give Devesh Pathak, CPA a call today. We have helped many people in the USA as well as international clients turn their financial dreams into a reality, and we are looking forward to the opportunity to serve you as well.

You may have several financial goals in mind, such as retirement, education, and vacation, but the trail to reach your goals may not be clearly marked. Allow Devesh Pathak, CPA to be the roadmap. Our mission is to provide you with the information you need to help you make informed decisions about your finances. Combining our many years of experience in the financial services industry with our expansive knowledge of today’s ever shifting marketplace, we can help you navigate the road to financial security.

Notice-to-reader Engagements:

A compilation of your financial information at your fiscal year-end date. This engagement provides you with unaudited financial statements to review as a business owner. It is a reporting tool to assess the financial health of your company. While for many, these statements are the end product, we treat these statements as the beginning for you see what has transpired in your business in the past year and learn from it to succeed in the future.

Business and Corporate Tax

Self-employed or own your own business? We are qualified to assist you with:

Corporate Tax Return Incorporating Tax Audits Self-Employed

Our firm does year-end bookkeeping and accounting for many corporations. We prepare the unaudited financial statements, corporation tax returns and more. We help small and mid-size businesses do proper tax planning between corporation and personal taxation. Every year we provide a new memo for you to follow with all your payment obligations to the IRA for the entire year for all your tax accounts. This tool is your key to avoiding year-end cash flow problems resulting from paying too much tax at one point in time. If your corporation has not filed in several years, we can help with that too.

Payroll

By outsourcing your payroll, you will have assured accuracy. Let us take the burden of deciphering and applying the constantly changing laws. Financial benefits to hiring us include:

  • More cost-effective option
  • Financially viable as we keep up to date with the latest changes
  • Time efficiency to free you up to let you concentrate on your business

Accounting / Bookkeeping:

Our firm does year-end bookkeeping and accounting for many corporations. We prepare the unaudited financial statements, corporation tax returns and more. We help small and mid-size businesses do proper tax planning between corporation and personal taxation. Every year we provide a new memo for you to follow with all your payment obligations to the IRA for the entire year for all of your tax accounts. This tool is your key to avoiding year-end cash flow problems resulting from paying too much tax at one point in time. If your corporation has not filed in several years, we can help with that too.

Business Formation

Are you a small business owner or has starting a business been a lifelong dream? Devesh Pathak, CPA can help you choose a successful business strategy that will allow your business to thrive.