Welcome to Vishaw Sondhi, CPA, P.C. As both a financial planner and CPA, I have served in the financial services field for over 30 years. I have ultimately achieved success by engaging my clients to think and talk “Beyond the Balance Sheet.”
I currently work with my clients not just as their accountant, but also as their financial “coach,” guiding them to make intelligent decisions and keeping them focused on their long-term financial goals. It is an honor to answer any and all financial questions my clients have because I understand the responsibilities I have taken on as their trusted advisor.
I believe in the importance of education. I inform my clients about their current situations by telling them exactly what needs to be done and how by providing them with information on specific strategies and products. By taking my approach, it gives me the utmost joy to see my clients make expert decisions on whether to invest in a product and how that product may fit in their comprehensive financial plans. They are more focused on their long-term goals without fear of getting distracted by volatile market conditions.
The foundation of my success has been my unique approach. I do not chase winners, rather I implement strategies to control the wastage in the form of taxes, to manage debt, and by reducing or eliminating risk. I have implemented various simple and complex strategies in the subfields of Income tax, Retirement, Risk management, Asset Accumulation – Preservation and Distribution Planning for all types of individual and business situations for my clients.
Please contact me or my team members with any questions you might have regarding your current financial situation. Join us and let us lend you a hand on your financial life cycle journey. Together we can achieve even greater success.
*Financial Planning is offered by Vishaw Sondhi who is a a Registered Representative and Investment Adviser Representative of Equity Services, Inc. offering securities in New Jersey and New York.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
A look inside the U.S. government's statistics on household net worth.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
There’s a link between debt and stress.
For homeowners who think their property taxes are too high, there are ways to appeal.
Four vacation destinations you might never have thought of.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What does your home really cost?
Women must be ready to spend, on average, more years in retirement than men.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The decision whether to buy or rent a home may have long-term implications.
Recent changes in estate tax laws could affect the strategy you have in place.