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Akshata Shanbhag

Akshata Shanbhag

Tax and Accounting Associate

As an experienced tax professional, with an educational background in financial accounting & audit, I understand the importance of accuracy when it comes to taxes. I have had wonderful opportunities in the past working in roles that involved research and analysis, being highly organized and leading teams to success.

Coming from a family of bankers, I have always been inclined towards numbers. I enjoy a good puzzle and I feel accounting is similar. There are multiple factors, when put together accurately, creates a beautiful and “balanced” picture.

I live in the bay area with my husband and two beautiful children. We like spending our free time exploring the various trails the bay area has to offer.

Meet the rest of our team

Your family financial health is the goal.

The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.