BHATIA & CO, INC, CPAs

Tax consultant in Santa Clara, CA (show on map)

Bhatia & Co., Inc is a diversified full-service financial and business services firm in Santa Clara, CA, offering tax, accounting, audit, and immigration services to domestic and international clients.

Call (408) 845-9411

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About

Bhatia & Co., Inc is a diversified full-service financial and business services firm concentrating on providing services to domestic and international organizations, with special focus on international transactions and tax planning. Their team of highly skilled professionals provide services in areas of business and individual tax, audit and review, international tax planning, incorporation and corporate compliance, accounting, outsourcing, business consulting, financial and retirement planning, immigration consulting, and litigation support.

The firm has been operating in Silicon Valley for over 15 years, with additional offices in Pleasanton, CA, New York, NY, and New Delhi, India for over 30 years. Their clientele includes startups, multinational companies, government organizations, public sector banks, and auto dealerships. Recent engagements include cross border tax planning and transactions, M&A, corporate structuring, and complex tax audits and representation including OVDP/OVDI/Streamlined disclosure programs.

35+ years of combined experience across team members

Offices in US and India

Specialization in international tax

Full-service firm: tax, accounting, audit, immigration, and consulting

Licensed in multiple US states and India

Hind Rattan Award recipient (Neeraj Bhatia)

Services

Tax Preparation and Planning

Income tax preparation and planning for individuals and businesses, including international tax issues, cross-border transactions, and tax efficient structuring.

International Tax Cross-border Transactions M&A Tax Planning Corporate Structuring Transfer Pricing Tax Representation

Audit and Review

Audit and review services for public and private companies, including statutory and internal audits.

Statutory Audit Internal Audit Public Sector Banks Nonprofit Entities

Accounting Services

Full-cycle accounting services including financial statement preparation, payroll processing, and general ledger management.

Full-cycle Accounting Financial Statement Preparation Payroll Processing Accounts Payable/Receivable Bank Reconciliations

Immigration Consulting

Immigration consultancy services including compliance and consulting for international transactions and human resources.

International Tax Human Resources Compliance

Corporate Compliance

Incorporation and corporate compliance services for domestic and international organizations.

Incorporation Corporate Structuring Compliance Reporting

Business Consulting

Business consulting services including financial and retirement planning and strategic decision-making support.

Financial Planning Retirement Planning Strategic Consulting

Credentials & Certifications

Certified Public Accountant (CPA)

Chartered Accountant (India)

Certified Public Accountant (USA)

Attorney (California)

Chartered Accountant (Canada)

Since 1984

CWA (India)

LL.M. (International Tax-USA)

Hind Rattan Award (Jewel of India)

Since 2018

Frequently Asked Questions

What services does Bhatia & Co., Inc offer? +

Bhatia & Co., Inc offers tax preparation and planning, audit and review, accounting, immigration consulting, corporate compliance, business consulting, and outsourcing services for individuals and businesses.

What types of clients does Bhatia & Co., Inc serve? +

The firm serves startups, multinational companies, government organizations, public sector banks, and auto dealerships.

Where is Bhatia & Co., Inc located? +

Bhatia & Co., Inc has offices in Silicon Valley (Santa Clara, CA), Pleasanton, CA, New York, NY, and New Delhi, India.

Does Bhatia & Co., Inc offer international tax services? +

Yes, the firm specializes in international tax planning including cross-border transactions, mergers and acquisitions, corporate structuring, transfer pricing, and tax representation for OVDP/OVDI/Streamlined disclosure programs.

How long has Bhatia & Co., Inc been in business? +

The firm has been operating in Silicon Valley for over 15 years and has had offices in India for over 30 years.

What are the credentials of Neeraj Bhatia, President of Bhatia & Co., Inc? +

Neeraj Bhatia is a licensed Attorney in California, CPA in California, New York, and Colorado, CA in India, CWA (India), and holds an LL.M. in International Taxation from the US. He has over 35 years of expertise in international and domestic tax planning.

Does Bhatia & Co., Inc offer immigration consulting? +

Yes, the firm offers immigration consultancy services including international tax, human resources, and compliance consulting.

What accounting software does Bhatia & Co., Inc use? +

The firm uses tax software including Lacerte, ProConnect, and ProSeries, and accounting systems such as QuickBooks (Online and Desktop), SAP FICO, Tally, and Focus.