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Anil Grandhi is a leading tax practitioner in the USA and a man of the world. He has just been recognized as one of the Top 20 Dynamic CEOs of 2022 by The CEO Publication, USA, a leading digital media platform created for the American CEOs.
Anil has his origins in Rajam, a small town in Andhra Pradesh, India and is today a highly respected personality in the business, professional and social circles of the USA. In his distinguished career in the field of finance, he has had stints with PWC, SunEdison, Amazon, and Starbucks before he floated AG FinTax in Seattle.
AG FinTax is a professional team of CPAs, chartered accountants, and CMAs helping clients take advantage of tax planning opportunities and strategically setting up the client’s business for success.
Anil is a finance professional and a privileged member of the Forbes Finance Council. He is considered an authority on taxation for small and medium businesses. Anil’s webinars on taxation and finance planning are keenly awaited events by thousands of entrepreneurs, businessmen, and professionals across the USA.
Anil is a socially active personality and has appeared in several TV shows and social media channels besides organizing and participating in innumerable cultural, spiritual, and social events.
Ms. Sri Lakshmi is a highly accomplished professional with extensive experience in accounting and taxation. She is a Certified Public Accountant (USA), a Chartered Accountant (India), a Cost and Management Accountant (India) and holds a Master’s degree in Commerce. Throughout her career, she has held various leadership positions in finance and taxes. She has a proven track record of success, having played a crucial role across all the departments of AG Fintax. Ms. Sri Lakshmi is known for her strategic thinking, exceptional problem-solving skills, and ability to effectively communicate complex information. She is an active member of the financial community and is regularly invited to speak at professional events. Ms. Sri Lakshmi is dedicated to promoting financial literacy and is a strong advocate for diversity and inclusion in the workplace.
In addition to her professional achievements, Ms. Sri Lakshmi is also highly respected for her philanthropic efforts. She actively supports causes related to education, healthcare, and women empowerment. She is known for her unwavering commitment to making a positive impact in her community, and she regularly volunteers her time and resources to help those in need. With her unique combination of education, experience, and drive, she is poised to continue making a significant impact in her field for years to come.
Neha Iyer is Certified Public Accountant and Chartered Accountant by profession. She is an experienced accounting professional with functional experience in statutory compliances and regulatory services.
During the span of her career, she has worked with Appan & Lokhandwala Associates, Ernst & Young LP India and Devesh Pathak CPA. While working in USA, she has been a point of contact for the clients for varied services inter alia including company formation, bookkeeping, preparation of financial statements, processing payroll and related services, carrying out periodical statutory filing for sales tax / hotel occupancy tax / issuance of Form 1099s to contractors, guiding clients for tax planning, filing of tax returns pertaining to Individuals / Partnerships / S Corporations / Corporations. She has also assisted in litigation proceedings, audit proceedings and consolidation of financial statements in India.
Working in a CPA firm, her client portfolio represents dentistry, restaurants, hotel and motel, software, services, shipping, pharmaceutical, legal and management sectors.
