Sudhir Pai, Cpa, Fca, Ea, Cgma Email and Phone Number
Sudhir Pai, Cpa, Fca, Ea, Cgma work email
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Sudhir Pai, Cpa, Fca, Ea, Cgma personal email
Sudhir Pai, Cpa, Fca, Ea, Cgma phone numbers
★ Sudhir Pai is a serial entrepreneur drawing on a wealth of experience in Finance, Tax and Accounting to provide leadership in informal business consulting, working closely with business owners and managers to analyze and audit their operations and devise practical solutions to their needs. A Certified Public Accountant (CPA) and Fellow Chartered Accountant (FCA) from the Institute of Chartered Accountants of India (ICAI), Sudhir established MyTimeEquity (MTE) & Legacy Wealth Planner, LLC (LWP) in 2019, a boutique Wealth Management firm, and SurelyNow, LLC a firm that specializes in Retirement Planning & Real Estate consulting.Prior to MTE, Sudhir was the CEO of Global Value Add. Inc. which he founded in 2008 which trades as mytaxfiler and mystartupCFO, providing Business Consulting services in the areas of financial book keeping, Interim Strategic CFO (Chief Financial Officer) and tax compliance services. Sudhir has experience in the area of personal and business wealth & tax planning and helps both individuals and owners of closely-held and VC funded businesses, focusing particularly on the Asian community in the Greater Dallas area with more than 12000 clients. Sudhir is also an Enrolled Agent Admitted to Practice before the IRS and Chartered Global & Management Accountant (CGMA), and serves on the Advisory Board of DFW Konkani Samaj and the India Association of North Texas (IANT).Strengths include♦ Wealth Management♦ Financial Strategy♦ Tax Planning & Compliance♦ Financial Bookkeeping♦ Business Consulting♦ Virtual / Interim CFO♦ Business Start-ups♦ Financial Planning & Audit♦ M & A ConsultingCertifications achieved:✰ ISO 9001✰ ISO 27001✰ BS 25999✰ BBA Accreditation of A+Contact details:☎ +1 469-702-1272⌨ sudhir@SudhirPaiCPA.com
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Managing PartnerMytimeequity Jan 2022 - PresentMyTimeEquity offers curated algorithmic trading portfolios for your personal brokerage account that diversify across Stocks, Bonds, Commodities, ETF’s and Time. https://mytimeequity.comMyTimeEquity LLC, a Texas registered investment adviser.
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Managing PartnerSmk Ventures Apr 2023 - PresentDallas, Texas, UsThe company’s focus is to invest in technology companies and high-quality venture funds based in the US and emerging economies like India. The goal is to provide access to a diversified pool of tech-based and tech-enabled companies while lowering entry barriers for US investors. The Company will also target funds with exposure to diversified early-stage and growth-stage companies on track to be the category leaders. The primary focus areas include Enterprise SaaS, Fintech, HealthTech, AI/ML, Web 3.0, Digital Content, and Direct-to-consumer (D2C). -
Managing PartnerSmk Apr 2022 - PresentSuma Monde Kapital Partners, LLC (SMK) focuses on identifying and acquiring land for growth and development during the holding period. The process begins with environmental studies, extensive meetings with third-party experts using GIS technology and official, local data, and best use cases such as mixed use development or organic agricultural farming. This entitles our investors the ability to realize potential growth and options for development up front.https://www.sumamondekapital.com
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President & CeoLegacy Wealth Planners, Llc Sep 2019 - Mar 2023Legacy Wealth Planner (LWP) creates customized financial plans for each and every client. LWP's business model is designed to cater to the needs of both businesses and individuals, and our goal is to help you strive to achieve your long-term and short-term financial goals.https://www.legacywealthplanner.com
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Co-Founder & Partner - TaxMystartupcfo Aug 2013 - Jun 2021Fremont, Ca, Us⇨ The Financial Department You Can't Afford Not to Have!Entrepreneurs often say they wish they were more proactive and had the luxury of strategic financialguidance but simply don't have the budget to hire a CFO (Chief Financial Officer). They try their best torespond to financial matters but most reactions are not backed by seasoned expertiseMyStartUpCFO fills this expertise gap - a technology-driven, services organization offering full CFOoffice capabilities on demand to small and mid-size businesses (0-50 employees or $0-10M revenue) -smaller companies that can't afford a high-priced, full-time CFO; services range from every-daybookkeeping to strategic financial advice, including help with fundraising efforts and M&A guidance⇨ While you run the business, we run the companyWe are a true business partner giving you fact based business advice across the board. We bring you allthe CFO you need, supporting your business where it’s needed the most, when it is needed the mostServices include:☞ Advising on business set up☞ Setting up compensation structures☞ Negotiating leases / business contracts / insurance☞ Budgeting, Audits and valuations, Profit and loss analyses☞ Equity advice / budgeting / capital table projections and management☞ Fundraising / pitching investors / M&A processes☞ Establishing new companies: C Corp / S Corp / LLC☞ Setting up financial books / maintaining accrual-based US GAAP compliant financial books☞ Day-to-day transactions: ledger entries, bank reconciliations, AP / AR☞ Custom dashboards; meaningful financial and operational KPIs☞ Payroll, tax reporting and compliance at federal, state, municipal levels☞ Financial and business modeling /forecasting☞ Cloud hosting of accounting system and processes☞ Virtual Office service to handle all incoming paperwork while you’re away -
Managing PartnerSudhir Pai Cpa, Pllc Sep 2011 - Jun 2021Plano, Texas, UsA leading firm of CPAs established in 2011 with a combined industry experience of more than 50 years in finance, accounting, taxation and business consulting, offering services including Tax, Audit, Accounts, Review, Compilations, and M&A Consulting.Perfectly positioned to provide services to companies that are looking for an alternative to national or "Big Four" firms, or that are outgrowing their local CPA, we serve closely owned, publically owned middlemarket businesses, Not-for-profits, and High Net worth Individuals.We are much more than auditors, accountants and tax preparers. We are your next competitive advantage.Services for Individuals⇨ Tax Returns Preparation⇨ Tax Planning⇨ Foreign Bank Account Reporting⇨ Personal Financial Planning⇨ IRS Representation⇨ IRA⇨ Personal Wealth AdviceServices for Business☛ Tax Compliance & Strategies☛ Accounts☛ Audit & Assurance☛ Business Plan Preparation☛ Business Valuation☛ Due DiligenceCommunity Activities - we believe in being socially responsible and undertake various pro-bono activities✔ Working voluntarily for various NGOs and NPOs✔ Donating food and clothes to various agencies like Red Cross and Goodwill✔ Sponsoring various community events in our area by distributing free tax services, free tax returns as prizes, and encouraging minority groups in their activities -
Chairman Of The BoardSudhir Pai Cpa, Pllc Oct 2008 - Jun 2021Plano, Texas, UsEstablished in October 2008 and now with multiple US offices (4 in Texas – Plano, Irving, Houston, Austin, 2 in California, 1 in New Jersey) and a back office in Bangalore and Udupi India, MyTaxFiler specialize in Tax needs for Expats inthe United States, and India.Our expertise in IRS Code and Indian Income Tax laws allows us to plan returns for Expats on Non Immigrant Visas (H1, L1, J, M, F Series etc) to the United States – 98% of our clients are South Asian IndiansWe offer services for salaried, self-employed, and high net worth individuals (HNI)⇨ Value added Income Tax Solutions - Tax Planning, Preparation, Filing, representation, & Advisory⇨ Assistance with PAN⇨ US Tax Identification Numbers (ITIN)⇨ Self-directed IRA (SDIRA)⇨ Solo 401K⇨ Foreign Bank Account Reporting (FBAR)End-to-end services we offer to Businesses include☛ Business Entity Formation☛ Bookkeeping☛ Payroll Processing☛ Corporate Taxation☛ Business Consulting☛ Strategic CFO☛ Tax ComplianceOur team is formed of 100+ professionals from the Tax, Software development, & Process Outsourcing industry, meaning that our delivery capabilities are robust, scalable and designed to suit our client needsWe have achieved growth over 3 years of 336%, and been part of INC 5000 for 3 consecutive years -2015, 2016, and 2017Certifications achieved:✰ ISO 9001✰ ISO 27001✰ BS 25999✰ BBA Accreditation of A+
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Director, Tax & ComplianceHanna Global Solutions Jun 2010 - Dec 2013
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President & CeoIcs Inc Jun 2008 - Oct 2008Management Member responsible for all aspects of the Organisation
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Chief Operating OfficerInternational Business & Service Needs Jun 2007 - Jul 2008Management member responsible for Sales and Operations.
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Avp - Finance & Adminstration - UsaInfosys Technologies Ltd Sep 2003 - May 2007Bangalore, Karnataka, InManaged Finance and adminstration team of Infosys US. Responsible for Accounting, Finance, Cash management & Treasury, Adminstration, Infrastructure, Country penetration & any new initiatives/projects -
Manager - Finance & Adminstration - UsInfosys Technologies Ltd Sep 1999 - Aug 2003Bangalore, Karnataka, In
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Assistant Manager AccountsInfosys Technologies Ltd Sep 1997 - Sep 1999Bangalore, Karnataka, InForiegn Exchange, Accounting, & Finance
Sudhir Pai, Cpa, Fca, Ea, Cgma Skills
Sudhir Pai, Cpa, Fca, Ea, Cgma Education Details
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Certified Public AccountantTaxation -
FinraFinancial Planning
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Texas Health & Life InsuranceRetirement & Estate Planning
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Chartered Global & Management AccountantAccounting & Management
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FinraSeries 6 & 63
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Internal Revenue ServiceAdmitted To Practice Before The Irs
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Fellow Chartered Accountant (Fca)& Compliance
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Bachelor Of CommerceCommerce
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B N M School, Bangalore10Th Standard
Frequently Asked Questions about Sudhir Pai, Cpa, Fca, Ea, Cgma
What company does Sudhir Pai, Cpa, Fca, Ea, Cgma work for?
Sudhir Pai, Cpa, Fca, Ea, Cgma works for Mytimeequity
What is Sudhir Pai, Cpa, Fca, Ea, Cgma's role at the current company?
Sudhir Pai, Cpa, Fca, Ea, Cgma's current role is Wealth Advisor with MyTimeEquity, LLC, Member at Forbes Finance Council.
What is Sudhir Pai, Cpa, Fca, Ea, Cgma's email address?
Sudhir Pai, Cpa, Fca, Ea, Cgma's email address is su****@****cpa.com
What is Sudhir Pai, Cpa, Fca, Ea, Cgma's direct phone number?
Sudhir Pai, Cpa, Fca, Ea, Cgma's direct phone number is +197290*****
What schools did Sudhir Pai, Cpa, Fca, Ea, Cgma attend?
Sudhir Pai, Cpa, Fca, Ea, Cgma attended Certified Public Accountant, Finra, Texas Health & Life Insurance, Chartered Global & Management Accountant, Finra, Internal Revenue Service, Fellow Chartered Accountant (Fca), Bachelor Of Commerce, B N M School, Bangalore.
What skills is Sudhir Pai, Cpa, Fca, Ea, Cgma known for?
Sudhir Pai, Cpa, Fca, Ea, Cgma has skills like Strategy, Management, Accounting, Finance, Leadership, Management Consulting, Tax, Analysis, Auditing, Negotiation, Corporate Finance, Mergers And Acquisitions.
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