Our Services

Punita Ahuja CPA PLLC prioritizes people first and offers a comprehensive range of tailored services for both individuals and businesses, addressing each client's unique needs.

Tax Preparation, Planning, and Consultancy Services

Taxation is complex and can often be confusing, with issues arising in various business and personal tax areas. Therefore, tax planning should be central to any legal, commercial, or accounting advice. At Punita Ahuja CPA PLLC, we stay up-to-date with changes in tax laws to assist clients with all tax matters, including:

  • Comprehensive tax planning and strategy development.
  • Guidance on navigating federal, state, and local tax regulations.
  • Assistance with compliance and resolving complex tax issues.

FATCA Compliance and FBAR Filing

The Foreign Account Tax Compliance Act (FATCA) generally requires foreign financial institutions and certain other non-financial foreign entities to report the foreign assets held by their U.S. account holders or face withholding on withholdable payments. We assist with this compliance by preparing and filing your FBAR (Foreign Bank and Financial Accounts Report) based on the value of your foreign financial accounts and assets.

  • Ensuring compliance with FATCA reporting requirements for U.S. account holders
  • Accurately preparing and filing FBAR forms based on the value of foreign assets
  • Providing guidance on mitigating potential withholding and reporting issues

Accounting Services

We provide foundational services essential for small business accounting systems. Our services can be customized to include additional features such as payroll, tax planning, and tax preparation. Our core services include:

  • Essential Accounting-Quarterly write up
  • Monthly Write up Services
  • On-Demand Services: “You ask, we do”

Payroll and Sales Tax Services

We provide comprehensive payroll services for businesses, including the computation of paychecks and filing of payroll tax returns. Additionally, we manage payroll records as required by law and handle sales tax registration and filings. Our services include:

  • Accurate payroll processing and timely tax filing.
  • Maintenance of detailed payroll records for compliance.
  • Registration and management of sales tax obligations for businesses.

Business Planning, Reporting, and Analysis

Our Business Planning, Reporting, and Analysis services are designed to support your strategic vision and provide financial clarity. We offer precise financial models, accurate forecasts, comprehensive budgets, and management reporting to help you plan effectively and manage future uncertainties with confidence. Our services include:


  • Long – Term and Short – Term Financial Projections.
  • Budgeting
  • 13-Week Cash Flow Analysis
  • Development of Dashboards and Monthly Management Reporting Packs
  • Establishment of policies and procedures
  • Compliance Management

Fractional CFO and Controller Services

Our Fractional CFO and Controller services offer expert financial leadership and strategic guidance while overseeing day-to-day financial operations on a flexible, as-needed basis. Benefit from top-tier financial insights and management without the full-time commitment, driving growth and efficiency for your organization in a cost-effective manner. Our services include:

  • Expert financial leadership and strategic guidance
  • Oversight of day-to-day financial operations
  • Flexible, Cost-Effective Support Tailored to Your Business Needs

New Business Setup and Business Consultancy

If you're considering starting your own business, we offer comprehensive support to help you get started, including:

  • Selecting a Business Structure: Evaluating tax advantages, legal exposure, ease of operation, and portability
  • Preparing and Filing Licenses and Permits: State and local requirements
  • Applying for Identification Numbers: Federal and state applications
  • Choosing Accounting Software: Based on your budget, needs, and hardware
  • Preparing a Business Plan: Including cash flow budgeting

Tax Problem and Tax Notices

Taxpayers often receive notices from the IRS and state tax authorities regarding their tax returns. These notices may request clarification or address specific tax situations. Clients frequently find these notices confusing and may be tempted to ignore them. However, failing to respond can lead to tax assessments that may be unwarranted. We are here to help you understand these notices, prepare responses, and represent you before the taxing authorities upon request. Additionally, we offer services for amended tax returns. Our services include:

  • Assisting in Understanding and Responding to IRS and State Tax Notices: Preventing unnecessary tax assessments
  • Providing Expert Representation: Appearing before taxing authorities on your behalf, if requested
  • Preparing Notice Replies and Filing Amended Tax Returns: Correcting previous filings

Gift Tax and Estate Tax

We offer comprehensive services for preparing and filing gift tax returns and provide consultancy on gift and inheritance issues. Our services include:

  • Expert guidance on minimizing gift and estate tax liabilities.
  • Assistance with asset valuation for accurate estate tax purposes.
  • Ensuring compliance with federal and state tax regulations.