financial planning

Wealth Planning – The Smart Way!

Life is unpredictable and a solid financial strategy can help you prepare for unforeseen changes. A robust strategy is more than just paying less taxes, it should focus on your overall financial health in both your personal and business elements.

financial planning

As a business owner, managing personal wealth and business are closely intertwined. At Dharna CPA we are licensed accountants and financial professionals. This allows our team to offer more comprehensive strategic solutions to reduce complexity and helping your business grow.

From tax planning to financing and wealth management, our expert team works directly with you to improve your business and personal long-term financial health. With diverse experience and network of resources, you will be better prepared to make informed decisions and a greater chance to success and comfortable retirement.

CFO Services

Our expertise and experience will help you
identify new growth strategies and methods to
reduce costs to improve business profitability.

Budgeting/Cash Flow

Cash flow is the most important aspect for
growing business. We help you forecast, budget
and take care of all the technical projections.

Financial Planning

We offer financial planning and advisory services to develop a strategy according to your business objectives and growth plan.

Wealth Management

Our specialization is tax and finances combined to address both your short-term and long-term goals such as retirement & business succession


Happy Customers

Shalini is very knowledgeable and helpful. She is an expert in her field, making numbers and accounting much easier to understand. She is very professional and great to work with.

Alison Wawrzyniak

Shalini from Dharna CPA blew me away with her deep knowledge of small business tax. She went into great detail (2hrs!) to explain exactly what I needed to submit and in which categories. Shalini also sent me information to refer to and use to get the job the done. Finances are not my strong point, so it feels amazing to be in Dharna CPA’s hands. I know they’re looking out for my interests. I highly recommend them.
Anneline Breetzke

Shalini of Dharna CPA is a god-send! She is knowledgeable, helpful, and friendly. She has helped me for the past 2-3 years with my family taxes as well as small business taxes. Whenever I have questions, she answers them. She’s prompt and accurate with her work and I trust her expertise. I am so grateful she takes care of my taxes and has all the answers when I am stumped.

Julie Vuong