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RelyCFO

Expert tax advisory and preparation for individuals, gig workers, small businesses, and S-Corp entities. Houston, TX · Serving clients nationwide.

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  • Tax Preparation
  • Tax Planning
  • S-Corp Filing
  • International Tax
  • Equity Comp

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Contact

shankar@relycfo.com
(346) 265-1444
Houston, Texas
Mon–Fri 8am–5pm CST

© 2026RelyCFO. All rights reserved. Tax Advisory & Preparation · Houston, TX

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Shankar, Founder & CPA at RelyCFO
20+
Years in Finance
Fortune
500 Background
Houston
Texas Based
National
Client Reach
About

Hi, I'm Shankar.
Your Tax Advisor.

With over 20 years of executive finance experience — from Fortune 500 companies to PE-backed environments — I've spent my career making complex financial situations simple and actionable.

I founded RelyCFO to bring that same level of strategic thinking to individuals and small business owners who deserve more than just a tax return. Most people never get proactive tax advice — they get a bill in April and a 'good luck next year.' I built this practice to change that.

Whether you're a W-2 employee trying to understand your RSUs, a gig worker drowning in 1099s, or an S-Corp owner wondering if your entity structure still makes sense — I personally handle your return, review every line, and give you a clear picture of where you stand and what to do next.

I'm based in Houston, Texas, and serve clients across the country. Every client gets direct access to me — not a junior associate, not a call center.

“I believe every taxpayer deserves to understand their own tax situation — not just get handed a number. My goal is that you leave every conversation knowing more than when you came in.”

— Shankar, Founder · RelyCFO
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Who You'll Work With

You deal directly with the people doing the work — not a call center or a rotating account rep.

Shankar Subramanian, Founder & CEO at RelyCFO

Shankar Subramanian

Founder & CEO · CPA · CA · CIA · CMA · MBA

20+ years in finance roles at Fortune 500 and PE-backed companies. Founded RelyCFO to give growing businesses the same tax and finance work used by large ones.

Gayathri Mahadevan, Principal Consultant at RelyCFO

Gayathri Mahadevan

Principal Consultant · CPA · CMA · CA

20+ years in financial accounting, management reporting, and FP&A. Builds forecasting and reporting systems that show owners where the business actually stands.

Background & Expertise
🏦
Fortune 500 Experience
Executive finance roles in large corporate environments
🏗️
PE-Backed Companies
Finance leadership at private equity portfolio companies
📊
FP&A & CFO Work
Forecasting, planning, and strategic financial leadership
🧾
Tax Specialist
Complex individual, business, and international returns
🌐
Multi-State Expert
Part-year resident and multi-state compliance filings
📋
Equity Comp
RSU, ISO, NSO, and ESPP tax treatment specialist