Ashwin Dhanesha
MBA, CPA, CFA, CFP®
- Role
- Managing Partner at Dhanesha & Associates
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Ashwin Dhanesha
With 25+ years in the financial services industry, I bring a unique blend of experience…
Experience
Managing Partner
Jan 2017 — Present
Prepare federal and state income tax returns for pass-through small business entities (Form 1065 and Form 1120S), individuals (Form 1040), and estates and trusts (Form 1041).• Represent clients in dealings with the IRS, including audits, examinations, appeals, collections, and other tax-related matters.• Serve as a personal CFO for small business entrepreneurs, corporate professionals, and self-employed high-income earners, addressing their personal financial planning needs encompassing taxes, retirement, investments, insurance, and estate planning.• Act as an outsourced CFO for small businesses, responsible for budgeting, cash flow management, financial reporting and analysis, M&A advisory, business valuation, and financing.• Assist small businesses in navigating federal, state, and local business registrations, as well as acquiring necessary business licenses, permits, and IDs.
Education
Mercer University
BS, Business
Mercer University
MBA, Finance
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