Redefining Retirement
Planning for You
At FinanceI we specialize in helping individuals and families secure their financial future with tailored retirement plans. Our expertise lies in providing trusted advice for every stage of life.
Our Vision
Our mission is to empower our clients to achieve financial independence and enjoy.
Our Mission
We envision a future where everyone has access to personalized,
Explore the Industries
We Serve
Consumer
Discover our deep industry knowledge across the automotive, consumer products, retail, transportation and hospitality sectors, and learn how we help clients navigate today's consumer.
Energy, Resources & Industrials
Explore how we're working alongside the world's most innovative companies to illuminate possibilities in the energy, and hospitality sectors, chemicals, utilities,
Financial Services
Find out how we are connecting insight and experience to help build a better financial system across the banking, insurance, investment management, private equity and real estate
Government & Public Services
Our global experience in central and regional government, defence, security and justice, health and human services, and infrastructure and transport is helping organisations stay resilient.
Life Sciences & Health Care
We help businesses navigate the opportunities and challenges of the changing health care ecosystem, through our vision of the Future of Health™, and extensive life sciences.
Technology & Media
See how our industry specialists are guiding companies to tackle the challenges of the ever- evolving technology, media, sports and gaming, telecommunications, and entertainment
Explore the Industries
We Serve
Our Expert Team of
Professionals
Aakash Shah
Owner
Kumarsinh Zala, CPA
Tax & Audit Manager
Raj Ramani
Tax Senior
Vishv Patel, EA
Tax Senior
Charmi Mohnani
Bookkeeping Manager
Shruti Shah
Bookeeping Senior
Rahi Shah, CPA
Tax PlanningTrue Tax helped us reclaim thousands in deductions we never knew existed. Their support was personal, timely, and honest.
Lisa Michelle
True Tax’s expertise simplified our finances and saved us over $50k in credits we overlooked. Their team is reliable, responsive, and truly invested in our success.
Abhishek Rastogi
Working with True Tax was a game-changer for our nonprofit. They identified grant-related tax breaks that saved us over $30K—funds we could redirect straight into our community programs. Their team was attentive, knowledgeable, and genuinely cared about our mission.
Barry
