Ami Doshi, CPA

Tax Director

With a focus on high-net-worth clients and their families, I bring clarity and strategy to complex tax challenges, acting as a satellite that steadily orbits around your unique financial goals. Through a tailored and proactive approach, I provide real-time insights that align with your financial trajectory, anticipating any obstacles and adjusting our approach to provide stability and long-term success in all aspects of your tax planning.

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Ami Doshi, CPA

With extensive experience in public accounting and tax advisory, I give you customized tax planning, compliance, controversy, and audit services that deliver peace of mind and a deep sense of financial confidence to my clients. In addition to addressing immediate tax obligations, I focus on helping you strategically minimize your tax burdens, preserve your wealth, and safeguard your legacy through careful planning for future generations.

As your trusted advisor, I offer insight into navigating complex tax codes and regulations, making sure you stay compliant while helping you maximizing tax efficiencies. From identifying potential tax-saving opportunities to providing solutions in multi-state and international tax planning, I’m committed to giving you clarity in an ever-evolving tax landscape.

Dedicated to making the tax planning process as straightforward and approachable as possible, I create a welcoming environment where you can feel comfortable discussing all your challenges. I’m not just here to provide you with tax insights — I’m here for the personal connection that makes navigating financial decisions more secure and less overwhelming

Since beginning my career in 2007, I have worked for several local firms and Nussbaum Berg Klein & Wolpow (now MGO) and dedicated myself to delivering top-tier service with an emphasis on reliability, thoroughness, and the personal attention my clients deserve.