We are licensed Insurance Producers focused on Income creation and protection Strategies, Life Insurance, Final Expense plan, Long-Term Plan, Business Growth,
Shalini Gupta & Associates is a full-service accounting and business advisory firm in Columbia, MD. Our team, led by Shalini Gupta, CPA and Rajiv Mahajan, CPA, has more than 40 years of combined experience in helping businesses, non-profit organizations and individuals by tailoring its services to meet their unique objectives and needs.
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We provide trusted financial education and professional notarial services, serving individuals and families primarily through word-of-mouth referrals. Our approach is education-first and pressure-free, helping clients understand insurance, retirement, and wealth-building options so they can make informed decisions with confidence. We also offer reliable Notary Public and Apostille services, handling personal, business, and international documents with accuracy and confidentiality. What makes us unique is our integrity-driven approach. We operate within our scope, prioritize transparency, and always put clients first. While we do not prepare wills or trusts, we refer clients to reputable, licensed estate-planning professionals to ensure proper legal support. Built on trust. Known for reliability. Focused on your future.
SPARDATA provides conflict-free information for business owners. We help business owners and their advisors (i) know what they've got (Business Valuation); (ii) grow what they've got (Profit Roadmap); and (iii) know their options (Transition Options).
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We cater to clients' needs, and we offer free life insurance quotes, 401k, IRA, TSP rollover options for Fixed Indexed Annuities, policy reviews for Term, Indexed Universal Life, Whole Life, Children's coverage, Burial coverage and much more! We cover all 50 states to include Puerto Rico.
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Clients come to Pythagus because they love being able to have their CPA at their finger tips. No more driving though traffic, sitting in an office or having to schedule time off to get your taxes done. Our office is virtual so we can have meetings right from your computer.
