Ashwin Dhanesha, CPA, CFP, CFA, EA
Ashwin Dhanesha, CPA, CFP, CFA, EA
11175 Cicero Drive
Alpharetta, GA 30022
11175 Cicero Drive
Alpharetta, GA 30022
A team of CPAs & Financial Advisors serving small businesses and individuals
Dhanesha & Company is a team of CPAs and financial advisors serving small businesses and individuals for their needs for accounting, tax, financial planning and investment advisory services. Our singular goal is to help our clients achieve their business and financial objectives by offering them our focused expertise, highly-qualified professionals (MBA, CFA, CFP, CPA, PFS, EA) and superior client service.
Our services include:
? Business formation
? Payroll
? Accounting
? State and local taxes
? Corporate taxes
? CFO services
? Retirement planning
? Investment planning
? Individual tax planning and preparation
? Insurance planning
? Estate planning
? Wealth management
Keywords: CPA CFP Enrolled Agent Accounting Tax Payroll Business Formation Financial Planning Retirement Planning Investment Advisory Estate Planning Wealth Management
Dhanesha & Company is a team of CPAs and financial advisors serving small businesses and individuals for their needs for accounting, tax, financial planning and investment advisory services. Our singular goal is to help our clients achieve their business and financial objectives by offering them our focused expertise, highly-qualified professionals (MBA, CFA, CFP, CPA, PFS, EA) and superior client service.
Our services include:
? Business formation
? Payroll
? Accounting
? State and local taxes
? Corporate taxes
? CFO services
? Retirement planning
? Investment planning
? Individual tax planning and preparation
? Insurance planning
? Estate planning
? Wealth management
Keywords: CPA CFP Enrolled Agent Accounting Tax Payroll Business Formation Financial Planning Retirement Planning Investment Advisory Estate Planning Wealth Management
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Interview Q&A
How long have you been in business?
We have been in business of providing CPA and financial advisory services to small businesses and individuals since 2012.
What is your primary product or service?
We provide CPA services (accounting, tax, payroll, bookkeeping, business formation etc.) to small businesses and financial advisory services (financial planning, retirement planning, tax consulting, investment advisory etc.) to individuals.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I became interested in finance while I was in college. I have 20+ years of experience in finance encompassing public accounting, wealth management, corporate finance and investment banking.
How do you differentiate yourself from other businesses in your category and area?
We specialize in serving small businesses in selective industries and individuals with certain financial profiles. We serve our clients with our focused expertise, highly-qualified professionals (MBA, CFA, CFP, CPA, PFS, EA) and superior client service.
How many locations do you have and do you have plans to expand?
Currently we have a single location (in Alpharetta, GA) but have plans to open satellite offices in Augusta and Macon GA in the future.
Provide detailed directions to your location
We are located at 11175 Cicero Drive, Alpharetta, GA 30022, just off of North Point Parkway near North Point mall.
What type of payments do you accept?
We accept checks and all major credit cards.
Which areas do you service?
We primarily server North Fulton, Forsyth, Gwinnett, Cobb and Dekalb county in Georgia, but with our paperless lockbox technology we can provide service to clients across the country.
Who owns your company or runs daily operations?
Our firm is owned by its founder Ashwin Dhanesha. We have been residents of the Duluth/Alpharetta area since 1998.
What are your hours of operation?
Monday through Friday - 8 am to 6 pm Appointments are appreciated but walk-ins are welcome.
We have been in business of providing CPA and financial advisory services to small businesses and individuals since 2012.
What is your primary product or service?
We provide CPA services (accounting, tax, payroll, bookkeeping, business formation etc.) to small businesses and financial advisory services (financial planning, retirement planning, tax consulting, investment advisory etc.) to individuals.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I became interested in finance while I was in college. I have 20+ years of experience in finance encompassing public accounting, wealth management, corporate finance and investment banking.
How do you differentiate yourself from other businesses in your category and area?
We specialize in serving small businesses in selective industries and individuals with certain financial profiles. We serve our clients with our focused expertise, highly-qualified professionals (MBA, CFA, CFP, CPA, PFS, EA) and superior client service.
How many locations do you have and do you have plans to expand?
Currently we have a single location (in Alpharetta, GA) but have plans to open satellite offices in Augusta and Macon GA in the future.
Provide detailed directions to your location
We are located at 11175 Cicero Drive, Alpharetta, GA 30022, just off of North Point Parkway near North Point mall.
What type of payments do you accept?
We accept checks and all major credit cards.
Which areas do you service?
We primarily server North Fulton, Forsyth, Gwinnett, Cobb and Dekalb county in Georgia, but with our paperless lockbox technology we can provide service to clients across the country.
Who owns your company or runs daily operations?
Our firm is owned by its founder Ashwin Dhanesha. We have been residents of the Duluth/Alpharetta area since 1998.
What are your hours of operation?
Monday through Friday - 8 am to 6 pm Appointments are appreciated but walk-ins are welcome.
Contact Ashwin Dhanesha, CPA, CFP, CFA, EA:
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