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About Us

Learn more about our mission, vision, and the passionate team working behind the scenes to make a difference.

Our Story

CPA Firm – United States

We are a leading boutique CPA firm in the United States, offering a wide range of professional services including bookkeeping, accounting, taxation, audit and assurance, attestation engagements, and management consultancy. Our focus is on reducing the hassle of financial compliance and enhancing financial security by bringing clarity and structure in today’s shifting regulatory environment.

With over 10 years of experience in the U.S. and India, our team of Certified Public Accountants (CPAs) and Chartered Accountants provides specialized expertise and practical solutions tailored to each client's needs. We adhere to U.S. GAAP and strict auditing standards to ensure accuracy, trust, and long-term financial stability.

We are officially registered with the Texas Board of Accountancy, the AICPA, and the Texas State CPA Society—demonstrating our credibility and commitment to the highest professional standards. Every client matters to us, and we take pride in delivering exceptional value through our dedicated service approach.

AM Analytics is your trusted partner for personalized tax and accounting solutions that truly make a difference.

SBA Tax Consultants Team

About AM Analytics CPA Inc

AM Analytics CPA Inc is a premier boutique CPA firm operating across the United States. We offer a comprehensive suite of services including professional bookkeeping, accounting, taxation, audit and assurance, attestation engagements, and strategic management consulting.

We are committed to reducing financial compliance hassles and enhancing your financial security. Our personalized approach, backed by deep industry knowledge, ensures clarity, structure, and peace of mind in today’s ever-changing regulatory environment.

Our credibility is strengthened by our registrations with the Texas Board of Accountancy, the AICPA, and the Texas State CPA Society. With over 10 years of experience in both the U.S. and India, our expert team delivers solutions tailored to your financial goals.

Our Mission

To be a trusted partner to our clients by offering prompt, comprehensive financial services that foster efficiency, regulatory compliance, and long-term growth.

We achieve this through:

  • Providing personalized, high-quality tax and accounting services
  • Simplifying complex financial and regulatory processes
  • Building strong, trust-based partnerships with our clients
  • Leveraging deep expertise for practical financial strategies
  • Upholding the highest standards of professionalism and ethics

Our Vision

To redefine the role of a CPA firm as a catalyst for financial transformation—setting new benchmarks in excellence while contributing meaningfully to the financial well-being of the communities we serve.

We envision:

  • Being the go-to firm for transformative, strategic financial advice
  • Empowering clients with clarity and control over their finances
  • Delivering value through innovation, expertise, and integrity
  • Uplifting individuals and businesses through sustainable financial solutions

Our Core Values

Our values guide every interaction and decision at AM Analytics CPA Inc:

Integrity: We uphold transparency and honesty in all professional dealings.

Excellence: We strive to deliver top-tier services and continuously improve our expertise.

Client Commitment: We prioritize personalized solutions that align with each client’s unique needs.

Innovation: We embrace technology and evolve with industry changes to deliver smart, future-ready services.

Collaboration: We believe in long-term partnerships that drive mutual success.

Expertise: Our professionals are highly qualified, with deep cross-border experience in the U.S. and Indian markets.

Reliability: We are consistently responsive, dependable, and client-focused.

What We Stand For

Principles that power precision and purpose

Our Mission

To deliver timely, tailored financial solutions that drive efficiency, ensure compliance, and support long-term business growth through client-centric service and industry expertise.

Our Vision

To redefine the role of a CPA firm as a transformative partner in financial success—championing excellence, innovation, and community-driven economic impact.

Our Values

Integrity, accountability, service excellence, strategic thinking, and a deep commitment to delivering measurable value for every client, every time.

Leadership You Can Count On

Experts with a mission to elevate your financial future

Akshay_Merchant_img
Akshay Merchant
CPA, CMA, CSCA, EA, FPC, CVA, CA (India),
ACCA (UK), FIII (India), MCom, BMS
Founder & Managing Partner
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