Meet Shankar, your tax advisor.

I have spent more than 20 years in finance, at Fortune 500 companies and at companies backed by private equity. My job has always been to make hard money questions simple and clear.

I started RelyCFO to bring that same thinking to people and small business owners. Most people never get advice before tax time. They get a bill in April and a "good luck next year." I built this firm to change that.

Maybe you are trying to understand your RSUs. Maybe you are a gig worker with a pile of 1099s. Maybe you own an S-Corp and wonder if it still makes sense. Either way, I handle your return myself, check every line, and tell you clearly where you stand and what to do next.

I am based in Houston, Texas, and work with clients across the country. Every client talks to me directly. Not a junior helper, not a call center.