Testimonials
I like the way how he is responding immediately for my queries
Services
Video meeting . 30 mins
1 : 1 Personal Finance & Tax Consultation
Get practical advice on finance, taxation, and investing
Video meeting . 60 mins
Couple's Wealth Planning
Personalized financial planning for couples to build wealth
Video meeting . 60 mins
Income Tax Return filing
📝 Hassle-free Income Tax Return filing with expert guidance
Video meeting . 20 mins
Priority DM . 7 days reply
5
Video meeting . 30 mins
Financial Planning & Wealth Building
Personalized guidance to plan your finances and goals
Priority DM . 2 days reply
About me
Hi, I'm Karan Soni, CA (India) and CPA (US) with 11+ years of experience in Finance, Taxation, Accounting, Compliance, and Risk Management.
My mission is simple: help people make smarter money decisions and build long-term wealth.
Whether it's tax planning, investments, financial planning, or wealth creation, I provide practical and personalized guidance that helps individuals and families save more, avoid costly mistakes, and achieve financial freedom.
📈 11+ Years of Experience
💰 Personal Finance & Wealth Creation
📊 Tax Planning & Investments
🎯 Goal-Based Financial Planning
🚀 Helping You Build a Better Financial Future