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We Optimize Taxes For You

Pansari CPA is a professional tax firm with a passion for creating customized tax-efficient solutions for our clients.  Our knowledge of tax laws combined with strategic thinking layered with a resolute focus on client satisfaction, places us in a unique position to devise highly optimized tax solutions.  

 

Our client's appreciate our attention to detail and analysis driven process.  We earn our client's trust by timely execution of their short term needs while laying the foundation for their long term tax plans.   Our area of service is limited to Tax planning and preparation as we want to be the absolute best at what we do.  Contact us for your tax needs and we will provide an unparalleled client service experience.

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SERVICES

We Specialize In

  1. Stock Options Planning & Selling Strategies

  2. Alternate Minimum Tax (AMT) Analysis and Optimization

  3. Qualified Small Business Stock (QSBS) Opportunities

  4. Retirement Tax Planning

  5. Quarterly & Yearly Tax Projections

  6. General Tax Minimization Advice

  7. Tax Preparation and Filing

  8. Tax Audit Representation

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SUSHMA PANSARI, CPA

Prior to founding Pansari CPA, Sushma was an advisor at a reputed San Jose based tax firm. Her past experiences include heading business planning and analytics at a social gaming start-up in the Bay Area and running a tax firm in India
 

She focuses on helping individuals with real estate taxation, AMT optimization, incentive & non-qualified stock option planning and the unique needs of the self employed. She enjoys combining her extensive analytical background with knowledge of tax laws to devise innovative tax planning ideas.

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Sushma is a member of AICPA, CalCPA, ICAI (Institute of Chartered Accountants of India)

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CONTACT US

Address:

1900 S Norfolk St, Suite 350
San Mateo, CA 94403

Email:

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ONLINE PAYMENT OPTIONS

We accept payments via Credit Cards or Debit Cards.
You can also send us payments via PayPal to sushma@pansaricpa.com

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