About

CPA and Financial Planner Working For You

Dhanesha & Associates is a CPA and Financial Planning firm in Alpharetta, GA serving individuals and small businesses for all their tax, accounting, and financial planning service needs.

Whether you need a CPA to handle taxes, accounting, bookkeeping, and payroll for your business, or a financial planner to help you plan for your retirement, investments, college funding, taxes, and estate, our highly-qualified professionals (CPA, EA, CFP, PFS, CFA, and MBA) have the necessary expertise and experience to serve your needs.

Our primary goal is to help you minimize your taxes, grow your business, and achieve your financial goals. We provide reliable and quality services and year-round financial consulting on a fee-only basis.

SERVICES

FOR INDIVIDUALS

  • Tax Planning & Preparation
  • Retirement Planning
  • Investment Planning
  • College Saving Planning
  • Insurance Planning
  • Estate Planning
  • Personal Financial Statements

 

FOR SMALL BUSINESSES

  • Financial Statement Preparation
  • Bookkeeping
  • Payroll Services
  • Tax Planning & Preparation
  • State and Local Taxes
  • New Business Formation
  • CFO Services

 

TEAM

Ashwin Dhanesha, CFP®, CFA, CPA, EA

Financial Advisor

As a CPA and financial advisor, Ashwin helps his clients build and protect wealth, minimize taxes, and plan for retirement. Using his expertise in financial planning, investment, and taxes, Ashwin designs and implements sophisticated financial strategies for his clients’ financial planning needs.

Ashwin has over 20 years of diverse experience within the financial services field. Prior to starting Dhanesha & Associates in 2014, Ashwin worked on various management positions in investment banking, corporate finance, risk management, and public accounting.

Ashwin is passionate about all things finance and loves helping people make smart financial decisions. He enjoys helping his clients organize their financial life and pursue their financial goals. Ashwin has been a Georgia native since 1997 and a Falcons fan ever since. Ashwin lives with his family in Johns Creek area.

Ashwin Dhanesha

Ajay Shah, MBA, CPA

Tax Consultant

As a tax consultant, Ajay helps his clients minimize their taxes while keeping them in full compliance with federal, state, and local tax laws. Using his extensive experience and up-to-date knowledge in individual as well as business taxes, Ajay plans for and prepares his clients’ taxes with a goal of reducing their tax burden as much as legally possible.

Ajay has been a practicing tax professional since 2003. Prior to joining Dhanesha & Associates in 2014, Ajay worked as a tax manager for a boutique CPA firm in Los Angeles, CA for 11 years. Prior to that, Ajay worked on various management positions in corporate finance within financial services industry.

Ajay loves educating his clients about the tax implications of their routine financial decisions and how tax planning can help avoid costly tax mistakes. Ajay moved to Georgia in 2013 and now calls Atlanta his home. He lives with his family in Alpharetta area.

Ashwin Dhanesha

Ankit Patel, CPA

Certified Public Accountant

Ankit helps small business owners free from tedious tasks of accounting, bookkeeping, payroll, and taxes so they can focus on growing their business. Ankit provides reliable financial accounting and reporting services needed for informed business decision-marking and profitable growth.

Ankit has been working in public accounting since 2005. Prior to joining Dhanesha & Associates in 2014, Ankit worked with a regional mid-sized CPA firm in Georgia as an accounting manager for 5 years, and with PWC as a senior associate in their accounting and advisory division for 4 years.

Ankit is an entrepreneur at heart who takes great pride in guiding his small business clients through the unique challenges they face and supporting them in achieving their business goals. Ankit moved from Mumbai India to Atlanta in 2005 and has been a Georgia native and a die-hard University of Georgia Bulldogs fan ever since. Ankit lives with his family in Cumming area.

WHY US

Client Focused

Client-Focus

Our goal is to help you minimize your taxes, grow your business, and achieve your financial goals.

Confidentiality

Comprehensive

We offer a comprehensive range of tax, accounting, and financial planning services to address all your needs under one roof.

 Competence

Competence

We offer extensive experience and deep expertise in taxes, accounting and financial planning to serve your needs.

Client Focused

Client Service

Superior client service is our hallmark. We are highly accessible and always only a phone call away from our clients.

Credentials

Credentials

We have industry-leading credentials in the fields we serve, including CPA, EA, CFP, PFS, CFA and MBA.

Client Focused

Compensation

We do not sell any products or earn any commissions, referral fees, etc. Our only compensation is the fee you pay us.

COMMUNITY