We Believe in Values, Trust and Growth

Dharmesh Joshi is Certified Public Accountant and holds a Texas State License. He has both a Master's in Business Administration and Bachelor's in Accounting from Top Colleges in India. He started his career in 2001 and has worked in corporate sector with Global Companies such as Fidelity Investments, PwC, Infosys Technologies and ICICI Bank. 


Dharmesh is based in Dallas Fort Worth Metroplex since 2010 with his wife and 2 kids.  In his spare time he enjoys reading, spending time with family and friends and giving back to the community. 


Dharmesh is passionate about Financial Literacy and is actively associated with SIFMA in promoting financial literacy amongst young students and community. Dharmesh believes that financial literacy is essential for individuals to have a secure and successful future. 

Uniquely placed to serve the Medical-Dental- IT professionals, High net-worth individuals and Immigrant community with ties to India

Dharmesh has a strong educational background and an extensive professional experience. He has worked in US and India with leading financial services companies, technology firms and Big 4 Consulting companies. He has gone through most of the unique challenges faced by first generation immigrants, professionals and the need to comply with complex tax obligations for both countries.  


Dharmesh was born in Surat, educated in Mumbai and comes from family of professionals and 1st generation entrepreneurs with Medicine and Dental background to whom he has been providing tax planning and tax preparation services. 


On demand from Family and Friends and recognizing the need for access to professional yet personal and transparent tax advise, he decided to pursue the profession by starting his own boutique tax practice. His core tenets of providing superior service is to be guided by Values, develop Trust and mutual Growth.


Dharmesh can speak in English, Hindi and Gujrati. He is passionate to help you navigate through the complex world of taxes and be a partner in  

YOUR SUCESS JOURNEY!

We have tie-up with leading Chartered Accountant firm in India to support the needs of our community with ties to India.