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Name: Prithi Daswani CPA PL
Address: 6735 Conroy Windermere Rd Suite 315, Orlando, FL, FL 32835, US
Telephone: (407) 218-5921

Limited Client Availability

Office

Prithi Daswani CPA PL
6735 Conroy Windermere Rd
Suite 315
Orlando, FL 32835

(In the Windermere Business Center, on the corner of Conroy Windermere and Turkey Lake Rd)

Phone

(407) 218-5921

Fax

(407) 442-0639

CURRENTLY AT CAPACITY

Our firm maintains a limited client roster to ensure a high level of personalized service.We are currently at capacity, but welcome inquiries from businesses interested in future availability.

To be considered as openings become available, please complete the intake form below. New clients will be prioritized based on submission date and service fit.

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What type of support are you looking for? *

Note: We specialize in ongoing, relationship-based accounting and tax support. We do not provide one-time or “as-needed” services such as cleanups or standalone tax returns.

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What type of support are you looking for?*

Ongoing Standard Monthly Accounting, Bookkeeping + Tax Preparation

Ongoing Comprehensive Monthly Accounting + Tax Preparation + Advisory

Tax Preparation Only

Ideal for clients who want:

Reliable monthly accounting and clean, accurate financials
Year-end business tax preparation included
Foundational, ongoing tax planning (without extensive strategic advisory)
Compliance-focused support with periodic tax guidance
A streamlined, cost-effective solution that covers the essentials

Ideal for clients who want:

A fully integrated, high-touch accounting and tax solution
Proactive, in-depth tax planning throughout the year
Ongoing strategic advisory to support business decisions
Consistent guidance as the business grows
Monthly accounting, robust tax strategy, and year-end tax preparation in one comprehensive package

At this time, Prithi Daswani CPA is not taking on “Tax Preparation Only” Clients. We are specializing in more comprehensive services

First Name*

Last Name*

Company Name*

Email*

Phone*

What is your approximate annual business revenue?

Tell us briefly about your business and what you do.

Do you currently use an accounting system?

Accounting System*

Who currently handles your bookkeeping?

Are your business and personal tax filings up to date?

How many employees do you have (if any)?

What’s the biggest financial or bookkeeping challenge that brought you here today? (Select up to 2)

We’re too busy running the business and bookkeeping falls behind

Cash flow is unpredictable or hard to manage

Our books are disorganized or inaccurate / we’re worried about errors or misclassifications

We feel we’re missing deductions or tax-saving opportunities due to limited proactive tax planning

Payroll, multi-state, or compliance needs are becoming too complex

Our accounting support is reactive — we want proactive guidance, forecasting, and insight

We don’t have internal staff or reliable support to manage accounting consistently

Other (please describe)

Biggest Financial or Bookkeeping Challenge*

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CIRCULAR 230 DISCLOSURE: In accordance with Internal Revenue Service regulations, any tax advice contained in this website is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter. Please contact us if you wish to have formal written advice on any matter.