Rakesh Jain, CPA PC — Tax, Fractional CFO and Entity Formation Services in Katy, TX
Trusted by businesses and individuals across the US for tax, advisory, and financial leadership.
Based in Katy, Texas, serving clients across Houston and the US. From individual returns to multi-state business filings, our experienced team handles your tax, accounting and financial advisory end to end.
30 years of experience in the room with you.
Most senior practitioners step back once a client is onboarded. At Rakesh Jain, CPA PC, that is where Rakesh's involvement begins.
Behind him is a team of experienced CPAs and finance professionals. Together they bring the expertise to navigate complex tax and financial rules, the attention to detail to catch what is easily missed, and established processes that keep work efficient and on time. From setting up your business to bookkeeping, filing and strategic advice, everything is handled under one roof, with senior-level expertise at a cost that works for growing businesses.
Most senior practitioners step back once a client is onboarded. At Rakesh Jain, CPA PC, that is where Rakesh's involvement begins.
Behind him is a team of experienced CPAs and finance professionals. Together they bring the expertise to navigate complex tax and financial rules, the attention to detail to catch what is easily missed, and established processes that keep work efficient and on time. From setting up your business to bookkeeping, filing and strategic advice, everything is handled under one roof, with senior-level expertise at a cost that works for growing businesses.
Clients served since 2016
Tax filings annually
Years of senior CPA experience
Our Areas of Expertise
Personal & Business Compliance
Filing your taxes is the easy part. Knowing what to do before you file is where it counts.
US tax rules are detailed, change often and differ between federal and state, which makes it easy to miss a deduction, credit or election, or to make an error that leads to IRS notices and penalties. Our team prepares and reviews every return with close attention to detail, and works with you through the year so decisions are made in time rather than at the deadline. From individual returns to corporate filings, all your tax work is handled by one experienced team.
Strategic Capital Advisory
Most growing businesses do not need a full-time CFO. They need the right financial thinking at the right time.
As a business grows, its finances become harder to read. Revenue, costs and cash move at different speeds, reporting has to stand up to lenders and investors, and decisions on hiring, pricing, expansion or raising capital need numbers you can rely on. Most companies reach this point well before they can justify a full-time CFO.
Our fractional CFO services fill that gap. We work alongside your existing team on forecasting, cash flow planning, budgeting, management reporting and fundraising readiness, bringing the structure and detail that senior financial decisions require. The scope is shaped around what your business needs now and adjusts as it grows, from building your first financial model to preparing for a raise or expanding into new states. You get CFO-level expertise at a cost that suits your stage.
US Global Business Setup
How you set up in the US shapes everything that comes after.
Starting a business in the US means making several decisions at once: whether to form an LLC or a corporation, which state to register in, how to structure ownership and which tax elections to make. Each choice affects how you are taxed, what you file every year and how easily you can bring in partners or investors later. Some elections also come with deadlines that are easy to miss in the early months.
We guide you through each decision with your plans for the business in view, then handle the work that follows: EIN, state registrations, banking setup, and payroll and sales tax registration where they apply. Once the business is running, the same team continues with your bookkeeping, tax filings and advisory, so everything from setup to ongoing compliance sits with one firm.
More Of Our Services
Audit & Assurance
Peer-reviewed, CPA-led audits for businesses of every size.
Whether it's for a lender, investor, buyer, board or your own confidence in the numbers, independent verification has to meet a clear standard. Our team scopes each audit, review or compilation to what it needs to achieve, works through your records with close attention to detail, and runs a structured process so your team can carry on with its own work.
Accounting & Bookkeeping
Accurate, audit-ready books every month.
Small errors in the books can carry into tax returns, reports and every decision built on them. Our team reconciles your accounts every month through a set review process and turns the numbers into clear insights on cash flow, costs and performance, so you know where the business stands and your records are ready whenever you need them, whether for filing, a loan or a raise.
Payroll Services
Compliant payroll processing for teams of any size.
Every pay cycle involves federal, state and local withholdings, deposits and filings, each with its own rules and deadlines. We manage the full cycle with checks built in at every step, so payroll runs smoothly as your team grows.
Sales Tax & Multi-state
FBAR, FATCA, franchise tax, and multi-state filings.
Each state sets its own rules on when you must register, collect and file, and expanding into a new state can create obligations that are easy to overlook. We track these requirements as your business grows and handle registrations and filings in every state you operate in.
Individual Tax
Federal and state tax filing and planning for individuals with straightforward to complex returns.
Equity compensation, rental and investment income, and income earned across states each bring their own rules. Our team looks at your full financial picture, not just the forms, and prepares each return with close attention to detail.
Corporate Tax
Strategic tax elections and planning for US entities.
An election that suited your business at formation may not suit it once ownership, revenue or plans change. We prepare returns for C corporations, S corporations and LLCs, and revisit your elections as the business evolves.
How We Work
Book a Call
Tell us what you need. Share your situation and goals with our team.
Discuss Your Case
Rakesh or a senior team member reviews your situation personally to identify opportunities.
Receive Clear Next Steps
Scope and fees agreed before any work begins. You get a direct roadmap to compliance.
Frequently Asked Questions
Rakesh Jain, CPA PC is a full-service CPA firm handling tax, fractional CFO services, entity formation, audit, and advisory for individuals and businesses across the US. Every engagement is personally overseen by Rakesh Jain — a CPA with three decades of experience across Big 4 firms and CFO roles on three continents.
Let's talk. Your first
consultation is on us.Let's talk.
Your first consultation is on us.
Book a free 30-minute call with Rakesh. We will tell you honestly what it takes to handle your case well. Because 30 minutes is generally sufficient to establish where you stand and what needs attention first.
Senior Expertise. Direct Access.