For Individuals

It is never too late to start planning your future!

We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

CLICK HERE to Access Our Newest Free Reports

Financial Services for Individuals

There are so many other issues and problems which come up in the course of a normal business or family, let us be your “Easy Button” in paying attention to certain financial details that can easily get missed.

If you feel your Financial Planning ideas don’t fit into any one of those categories, not to worry. Contact us and explain your situation. We’d love to set up an appointment to see how we can best meet your needs and help you start planning for the future.

CLICK HERE to Access Our Newest Free Reports

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

About That PPP Forgiveness Application for Columbia, MD Businesses

I have a few quick-hit things to cover today.The first of which relates to some timing issues. Labor Day is behind us (though many of my Columbia, MD business owner friends and clients don't really take time off for that).(You can't really take a vacation in the same...

How To Manage Money For Columbia, MD Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

An SBA Funding Update And Four Scenarios Your Columbia, MD area Business Could Be In

The second round of PPP funding began this Monday at 9:30AM Eastern.This funding was $322B (as opposed to the first at around $349B). The first round of $349B funded 1.6MM business.As for those who were waiting on that first round, the SBA hasn't shared recent...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Learn More

What our Clients are saying

Shalini Gupta & Associates are more than just accountants. They have over the years helped me with my personal tax planning requirements and minimized my personal income tax liabilities. They are friendly, approachable and no question is too small or large for them.

Joanne R.

Struggling Columbia, MD Businesses Be Careful With Price Reductions

Here we are, with Q3 of 2020 in the rearview mirror, THANK GOODNESS.Only one more quarter left in this 2020 donkey -- but it's going to be an eventful one.I get asked a bunch by Columbia, MD clients and friends what I think the markets will do, and the only thing I...

« Older Entries