Senior PartnerAddress: 1600 Duane Avenue, Santa Clara, CA 95054 Phone: 408.978.7873
Subhash Desai is Certified Financial Planner and Senior Partner in our firm’s Santa Clara, CA office. Subhash provides:
Tax preparation for individuals, business (partnerships and LLCs), Trust & Estates, and nonprofit organizations
Business planning and structure
Corporation board meetings and minutes
Incorporation and organization services
Government audit representation
Review and analysis of financial reports
Mergers and Acquisitions
Subhash was previously President and Tax Consultant for Sure Enterprises, Inc (dba Sure Tax Consultants), before his firm was acquired by Chugh CPAs, LLP in 2019. He also has experience working as a Financial Advisor and Registered Investment Advisor, offering investment planning, financial planning, insurance, and estate planning services.
Mr. Desai’s other work experience includes serving as Director, Administrative Data Systems, UCRS, University of California (UCOP). He has also held management positions in IT and Systems Engineering.
Certified Financial Planner (CFP)
Enrolled Agent (EA)
Accredited Tax Advisor (ATA)
M.S. in Systems Engineering
B.E. in Mechanical Engineering
Worked towards post graduate study in M.S. in Management
Past Vice President – Jaycees
Past President – India Cultural Association of Bay Area
Founding Trustee – Bay Area Youth Vaishnav Parivar
Charitable Care Foundation
Co-organizer – Miss India California Beauty Pageant, 1981
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