Meet Sarmad
I Jan, CPA.
I help business owners and high-income individuals understand their tax options and make more informed decisions before important deadlines.
With more than 20 years of CPA experience, I bring a practical perspective to the relationship between business decisions, personal taxes, and long-term goals.
Explore Financial 360 ↗Advice grounded
in your reality.
My approach begins with understanding your circumstances. We review relevant information, explain the tradeoffs, and identify next steps that fit your situation.
ClienTax serves daycare owners, other business owners, and individuals with increasingly complex tax needs. Financial 360 creates a structured starting point for that work.
CPA-led review
Recommendations grounded in your records and circumstances.
Clear explanations
Understand the reasoning, requirements, and limits.
Defined engagements
Know the scope, fee, and responsibilities.
Secure collaboration
Use the client portal to share sensitive information.
A clearer plan starts here.
Explore what a focused tax review could reveal.