Your guide in business

We help businesses like yours achieve long-term success.

Future-focused business strategy and financial management.

The professional services partner of choice

Financial, audit, tax and advisory services for businesses of all sizes.

We are the professional services partner of choice — offering financial, audit, tax, and advisory services and management to businesses of all sizes.

Assurance Services

01

Independent assurance that gives stakeholders confidence in your numbers.

  • Audits — statutory & internal
  • Review & compilations
  • Employee benefit plans audit
  • Due diligence & agreed-upon procedures

Tax Advisory

02

Domestic and cross-border tax strategy, compliance and representation.

  • Tax preparation & compliance
  • IRS & state tax examination & representation
  • Estate & retirement planning
  • Outsourced tax managed services
  • Offshore & cross-border transactions (OVDP, TP)
  • Indo-US tax advisory

Business Advisory & Consulting

03

Practical, entrepreneur-led guidance to sharpen strategy and operations.

  • Business valuations
  • Strategy & planning
  • Project management
  • Analytics & KPIs
  • Change management & operational efficiency

A business sage at every stage

A partner for every business

We understand that all businesses are in different stages of development — that's why we tailor every engagement to the pertinent needs of your business. No one-size-fits-all solutions here.

01

Establishment

02

Growth

03

Expansion

Working with international businesses for over 25 years

Guidance built on decades of hands-on experience.

Since its inception in 1997, our firm has helped small and medium businesses achieve growth through effective strategic planning. Our team comes from diverse cultural and business backgrounds and has worked among many businesses over the years. Some are business owners themselves and have built their firms from the ground up.

Pradeep K. Gupta signature

Pradeep K. Gupta

Meet the team
Melville, New York office

Your partner for results

In their words

Pradeep is a professional and an expert in his field. He takes responsibility and ownership of the matters he deals with. He is very dedicated to his clients and goes the extra mile, making all the difference. He demonstrated his ability to solve complex situations by providing sound advice. I would definitely recommend him to friends and to the most demanding of clients.
Therese Swierczynski

Therese Swierczynski

Bryan Garnier & Co.

Pradeep and his firm are an extremely reliable financial partner for Wine Source Group LLC, producing timely and structured financial reporting. He is always available for advice and ideas on how to optimise the business and secure quality outsourced services. I have worked with Pradeep for over a year now on our USA setup and I would give him top marks.
Philippe Kalmbach

Philippe Kalmbach

Wine Source Group

Ready to reach higher in business?

Financial management and much more — speak to us today.