The Founders
The firm we wished our father had.
founded by
Minal Babaria
CPA • CERTIFIED TAX STRATEGIST
Taruna Kanani
CPA • CERTIFIED TAX STRATEGIST
Why we do this
Our Story - That was their father too.
A Family Built on
Sacrifice
A father who worked without rest. The income never added up.
Education as a Breaking Point
No woman in the family studied beyond high school. They changed that.
Compliance Was Never the Goal
Accuracy is taught. Wealth building is not. The CTS designation closes that gap.
COMMUNITY
Our Commitment to Community
800+
$91M
1/55
Credentials & recognition
A specialized credential - not a general one.
core credentials
Certified Public Accountant (CPA)
Certified Tax Strategist (CTS)
Certified Concierge Accountant
Certified Tax Coach
Memberships
AICPA Member
Pennsylvania Institute of CPAs
Forbes Finance Council Member
Intuit Advisory Council Member
Recognition
CPA Practice Advisor Recognition
Success 125 Recognition
Gold Stevie Award · Women in Business
QuickBooks ProAdvisor
Begin Here
See what your last three years cost you.
IMPACT BEYOND NUMBER
40-45 minutes
Your time is limited. We treat every minute of it that way.
no obligation
Honest insights. No Pressure.
100% confidential
Your information. Stays Protected.