Our success is dependent upon the success of our clients. To help you build upon your success, Talreja Consulting offers clients a Quantitative Analysis – Qualitative Approach.

Our CPA firm, Talreja & Company PC, provides bookkeeping solutions, tax advisory & tax preparation, and private investment office support services.

We offer the following solutions to business owners, investment professionals, and families as they experience growth & planning opportunities during the asset life cycle of creation, accumulation and preservation:

• We help maintain an accounting & bookkeeping system to help business owners remain organized and achieve reliable financial reporting.
• We implement tax minimization strategies & prepare tax filings to help our clients shield their earnings and assets from personal and corporate tax liabilities.
• We develop tax-efficient structures & governance strategies for private equity & real estate holdings, and help investment professionals & families monitor their alternative asset investments and estate vehicles.

Talreja Consulting Group LLC (This firm is not a CPA firm) builds strategic relationships with Private Equity Professionals and C-level Executives to provide strategic financial advisory and M&A transaction advisory.

We build the following solutions for lower middle market company executives and for private equity professionals:

• We build a strategic finance platform to help private equity professionals at the fund level and assist with tax & financial diligence/structuring at the portfolio investment level.
• We bridge finance with operations to help founders & executives of lower middle market companies serviced by our affiliated CPA firm.
• Our M&A transaction advisory encompasses advanced tax structuring, growth capital advisory, and exit planning for lower middle market companies.