Gregory Johnson

CPA

Greg Johnson is a Principal of TAAK where he has devoted his expertise working with small to mid-size business owners across the United States. He co-founded TAAK, after experiencing that there is a strong need for providing specialty services to business owners that are not offered by traditional CPA's.


Nishant Sharma

CA

Nishant Sharrma is a Co-Founder of TAAK and he is a Chartered Accountant with extensive experience in US Accounting. He has been working with lot of US Clients on the Accounting, Payroll, Sales Tax & Tax Return preparation services.

OUR MISSION

Your Partner in Business Growth

Step-by-Step Guide for Small Business Owners: How TAAK Addresses Challenges

1

Initial Consultation

Schedule an introductory call to comprehensively understand your business, set expectations, and introduce you to our team.

2

Onboarding Process

After the introductory call, initiate an onboarding process with a checklist. This involves documentation, listing out services, and obtaining access to accounting software and relevant documents.

3

Onboarding Call

Conduct an onboarding call to discuss the process flow, set task timelines, establish a follow-up mechanism, and allocate tasks effectively based on the information gathered.

4

Streamlining Accounting

Once the documentation is complete and access to relevant information is secured, streamline the accounting process. Our founders will then engage with business owners to discuss tax planning strategies and provide implementation suggestions.

5

Ongoing Meetings

Schedule regular monthly/quarterly meetings for follow-ups and strategic discussions. These sessions are designed to ensure ongoing alignment with your business goals and to address any emerging needs or challenges.

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OUR EXPERTISE

We integrate with the best software