Business Details
23 Years
experience
Your Trusted Partner for Tax and Financial Solutions
Perfect Tax was founded in 2003 with a mission to become a leader in tax planning and compliance services. Our team of certified professionals, including CPAs, attorneys, and financial planners, delivers comprehensive solutions for individuals and businesses. We specialize in tax optimization, wealth protection, and legal compliance, leveraging advanced tools to ensure accuracy and affordability. With offices in McKinney, TX, Irvine, CA, and New Jersey, we serve clients nationwide while maintaining a commitment to personalized service.Our guarantees of lowest lawful taxes and 125% fee repayment if outperformed by other CPAs underscore our confidence in delivering exceptional value. Over two decades of experience and a client-centric approach have solidified our reputation as trusted advisors in tax and financial planning.
Services
Tax Planning
Wealth Protection
Estate Planning
Foreign Compliance
Bookkeeping
Corporate Tax Filing
Payroll Services
Franchise Tax Filing
Details
- Year established: 2003
Highlights and features
- We offer over 20 years of experience in tax planning and compliance.
- Our team includes certified CPAs, attorneys, and financial planners.
- We guarantee the lowest lawful taxes with a 125% fee repayment promise.
- Advanced client management tools ensure seamless and accurate calculations.
- Personalized end-to-end solutions for all tax and financial needs.
What people say
Saved me money
Responsive team
Excellent service
Tax planning experts
Guarantee fulfilled
Services
Tax Planning
Our tax planning services focus on minimizing liabilities while maximizing savings through strategic deductions and credits. We cater to individuals and businesses, ensuring compliance with evolving regulations. With personalized strategies, we help clients achieve long-term financial goals while maintaining legal adherence.
Foreign Compliance
Foreign compliance programs address cross-border tax obligations for individuals and businesses. Our experts navigate complex international regulations, ensuring accurate reporting and adherence to U.S. and foreign tax laws. This service simplifies compliance for global financial activities.
Estate Planning
Estate planning services protect assets and facilitate smooth wealth transfer to beneficiaries. We design tailored strategies, including trusts and wills, to minimize estate taxes and legal complications. Our goal is to secure clients' financial legacies efficiently.
Bookkeeping
Bookkeeping services maintain accurate financial records for businesses, ensuring clarity and compliance. We handle daily transactions, payroll, and financial reporting, enabling clients to focus on growth. Precision and timeliness are central to our approach.
Corporate Tax Filing
Corporate tax filing services streamline compliance for businesses of all sizes. We manage federal, state, and local filings, addressing deductions, credits, and deadlines. Our expertise reduces audit risks while optimizing tax outcomes for corporations.
People
Diwas Dhungel
Director of Operation
Diwas Dhungel leads operations at Perfect Tax with 20+ years of experience in strategic management and tax optimization. He specializes in streamlining HR functions and mentoring high-performing teams to deliver client-focused solutions.
Lee Abdi
Sales Manager
Lee Abdi brings 10+ years of expertise in tax advisory, helping clients reduce liabilities through personalized strategies. His client-centric approach ensures clarity and satisfaction in navigating complex tax requirements.
Melissa Cowan
Accounting Team Manager
Melissa Cowan specializes in individual and small business tax returns with 11 years of experience. Her meticulous attention to detail ensures accurate filings and proactive tax-saving opportunities for clients.
Ankit Modi
Sr. Manager - Tax Planning
Ankit Modi has over a decade of experience guiding clients through tax planning challenges. His expertise in optimizing deductions and compliance strategies has benefited hundreds of businesses and individuals.
Questions
What is the Section 199A deduction?
The Section 199A deduction allows eligible taxpayers to deduct up to 20% of qualified business income from pass-through entities, subject to income thresholds and limitations.
Do I need an LLC for the Section 199A deduction?
No, an LLC is not required. The deduction is available to sole proprietors, S corporations, partnerships, and rental property owners meeting IRS criteria.
How does Perfect Tax guarantee lowest taxes?
We guarantee lowest lawful taxes through expert analysis and offer a 125% fee repayment if another CPA reduces your tax liability further based on provided information.
What services do you offer for businesses?
We provide payroll, bookkeeping, corporate tax filing, franchise tax services, and compliance solutions tailored to small, medium, and large businesses.
Are your tax planning services available nationwide?
Yes, with offices in Texas, California, and New Jersey, we serve clients nationwide through virtual consultations and digital tools.
How do S corporations handle QBI deductions?
S corporations report QBI, W-2 wages, and property details on Schedule K-1, enabling shareholders to calculate deductions on their individual returns.
