Our goal is to help minimize tax liabilities in both the short and long term. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Is one of the most challenging and crucial aspect of managing your finances. Let us help you minimize your tax burden with our experience and knowledge about tax laws and the interpretations of those laws.
We bring in the credibility and experience when it matters the most.
For US citizens, residents who have foreign income or assets
We used TaxShy’s services for my parent’s tax return. As new US GC holders, their return was complicated by their financial interests in 2 other countries. My parents are not very tech savvy, and Aarti worked very well with them to collate the list of items needed for their complex international tax return including credits from India. All through the process, Aarti impressed with her knowledge, patience working through the tons of reporting forms, leading to a successful filing on time. Highly recommend Aarti for all your tax needs, especially if it involves international tax situations.
Nilesh Parson
Aarti is very thorough, methodical and inspiring tax consultant. She is on top of her game when it comes to intuitively connecting dots between all financial angles that one may not be able to think of. Whether domestic (US) or international (India), Aarti's tax advice is always spot on. Thanks Aarti!
Shikhaa Gandhi
You can reach out to Aarti at TaxShy if you are looking for advise on tax filing including foreign tax reporting and state tax issues.
Aarti is very knowledgeable and very responsive CPA. By proper planning, she not only assisted with strategically lowering overall investment risk, but also helps structure payable taxes over time.
Harish Kolla
You can reach out to Aarti at TaxShy if you are looking for advise on tax filing including foreign tax reporting and state tax issues. Aarti is very knowledgeable and very responsive CPA. Adept at out of state tax filling, she not only explains the usual process but offers options when possible. Right from sharing documents up to receiving the filed return, the filling process at TaxShy is transparent and seamless.
Yogesh Hasabnis
Aarti took a very proactive approach to explain the tax filing process since I have no background in the system. My paper filing documents came back in the mail despite following advice from a reputable online agency. Aarti explained exactly what I needed to do and I feel comfortable going back to her in the future. Great work!
Daksh Gumber
I had a lot of questions concerning my tax documents, especially being an NRA student in the USA. Aarti gave me a lot of guidance and helped me navigate how to handle tax documents that have errors on them. She is an excellent listener and is professional in her interactions. Highly recommend TaxShy.
Nalini Adele Pinto
Aarti is perfecto tax advisor. She has always been there to advise me since last 4-5 years on my tax situation and strategize for the coming year.
Be it state taxes, rental home sale, RSUs, 401k excessive withholding distributions, she is on top of her game with her knowledge. She always finds time to make herself available at any time of the year whenever I have a question.
Shail BatraAarti is a licensed CPA and an MPAcc Tax graduate from UW, Michael G. Foster School of Business. She has worked in public accounting in the greater Seattle and Bellevue area for 8 years. She provides tax compliance and tax consulting to individuals and businesses in a variety of industries. When not crunching numbers, Aarti loves exploring the hiking trails in Pacific Northwest.
It is unclear what President Trump accomplished by delaying the signing of the bill. While the bill is not perfect but it will do an enormous amount of good for the millions of Americans struggling across the country who need help NOW.
If you or your dependent(s) have been diagnosed with COVID-19 or SARS-CoV-2 or experience financial consequence as a result of being unable to work, you may be eligible for a distribution from a retirement account of up to $100,000 per person.
Employers offer ESPP, wherein you make contributions to purchase stock at a discount, via deductions in your salary. The accumulated money is then used to buy stock for you. You get to buy the stock at a lower price than the market price.
Executives of large companies may receive NQSO. Contractors, consultants and non-employees may also receive these if the companies want to give them more than 100,000. These options do not get the favorable tax treatment as the ISO
FFCRA provides relief for employers and employees to take care of COVID-19 related needs. Under the act the employee can get up to 12 weeks of paid leave subject to a maximum if certain conditions are met. Read on to know more if you qualify. The credit is applicable for leave taken and wages paid until March 31, 2021.
Section 83(b) election is available to Restricted Stock Awards (RSA). Section 83(b) election is an election to notify the IRS that you wish to be taxed in connection with stock) when it is issued/granted/transferred and not when it vests.
Your employer is not required to withhold income tax when you exercise an ISO since there is no tax due until you sell the stock. Although no tax is withheld when you exercise an ISO, tax may be due later when you sell the stock. Plan for the tax consequences when you consider the consequences of selling the stock.
If you are reading this article, your company has issued stock options so that you can participate in the growth without any financial risk to you until you exercise the options. Many people who do not understand these options can leave money on the table.
If you have received restricted stock award (RSA) or restricted stock units (RSUs), congratulations. This is a potentially valuable equity award that typically carries less risk than a stock option due to the lack of leverage. This article will explain these two types of equity compensation as well as their tax implications,
July 15th is significant if you have not filed your taxes or have taxes due to the IRS. Estimated payments for Q1 & Q2, 2020 are also due on July 15th, 2020.
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Thank you for your service during this unprecedented time.
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