Business Details
11 Years
experience
Your Trusted Partner for Accounting & Tax Solutions in Mesa, AZ
Founded on the principles of Service, Respect, and Integrity, SRI Tax Services delivers professional accounting solutions tailored to small businesses. Our approach combines timely execution with personalized attention, fostering lifelong client relationships built on mutual trust. As a Certified Public Accountant (CPA) registered with the American Institute of CPAs (AICPA), I adhere to rigorous ethical standards, mandatory professional development, and regular compliance reviews.My expertise spans U.S. tax code intricacies, international tax regulations, and strategic financial planning, ensuring clients achieve compliance while minimizing liabilities. We specialize in tax preparation, bookkeeping, business analysis, and cross-border financial consultations, prioritizing transparency and client success in every partnership.
Services
Tax Preparation
Bookkeeping
Small Business Analysis
Expense Reports
International Tax Services
Details
- Year established: 2015
Highlights and features
- Certified CPA with expertise in U.S. tax code and international regulations
- Personalized attention and compliance-focused approach
- Proven track record with small business financial planning
- Mandatory AICPA compliance and professional liability insurance
- Strategic process for minimizing tax liabilities while ensuring accuracy
Associations and certifications
- American Institute of CPAs (AICPA)
What people say
Highest level of service
Understands my business
Efficient tax deadlines
Gold standard of work
Strategic-focusing process
Services
Tax Preparation
We prepare and file federal, state, and local tax returns for small businesses and individuals. Our CPA-certified expertise ensures compliance with evolving tax laws while optimizing deductions. Clients benefit from strategic planning to minimize liabilities and avoid penalties.
Bookkeeping
Our bookkeeping services maintain accurate financial records for startups and growing businesses. We track income, expenses, and cash flow to support informed decision-making. This foundational service ensures compliance and simplifies year-end tax preparation.
International Tax Services
We specialize in cross-border tax compliance for businesses with international operations. Services include FBAR reporting, foreign income consultation, and asset transfer guidance. Our expertise helps clients navigate complex international tax regulations while maintaining U.S. compliance.
Small Business Analysis
We provide financial analysis to help small businesses understand profitability and growth opportunities. Our services include cash flow projections, expense optimization, and risk assessment. This data-driven approach supports strategic business decisions and long-term sustainability.
Expense Reports
We create detailed expense reports to track business spending patterns. Our analysis identifies cost-saving opportunities while ensuring tax-deductible expenses are properly documented. This service helps businesses maintain financial control and maximize returns.
People
Payal Harlalka
Certified Public Accountant
MBA and CPA-certified professional with expertise in U.S. and international tax regulations. Registered with AICPA, providing strategic financial guidance to small businesses since 2015. Committed to client success through ethical practices and compliance.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, financial analysis, expense reporting, and international tax compliance services for small businesses.
Are you certified by professional organizations?
Yes, our lead accountant is a Certified Public Accountant (CPA) registered with the American Institute of CPAs (AICPA).
Do you handle international tax matters?
Yes, we specialize in cross-border tax compliance including FBAR reporting and foreign income consultations.
How do you ensure tax compliance?
We stay updated on tax law changes and maintain AICPA compliance through mandatory professional development and practice reviews.
What areas do you serve?
Primarily serving Mesa, AZ with virtual consultations available for international clients.
Reviews (3)
Arnav G.
Jul 11, 2020
Report
Thanks for the great service! Payal was always available for contact and very friendly throughout the process. She walked me through my complicated two-state tax filing and explained it to me very well. Highly recommend.
Sunny Az
May 30, 2019
Report
Payal is very thorough with Accounting, Taxes and Payroll. She has a fast response time if I have a question for her. Charges are lower than previous CPA we had with better service. We are very happy with SRI Tax Services for our personal and business needs!
Elizabeth B.
Apr 17, 2019
Report
I use this company for my business and personal needs. Payal is very professional and does a great job handling our business concerns. Thanks for all you do. Great job, SRI!
