Uttama Sharma

I'm Uttama Sharma, co-founder of For My Tax, a California-based tax advisory and accounting firm. My background combines an MBA from Baruch College, advanced degrees in Physics, PMP certification, Product Management certification from Cornell University, and Certified ScrumMaster (CSM) credentials.

This combination of business, analytical, and technology expertise gives me a unique perspective on tax planning, particularly for technology professionals, entrepreneurs, and business owners navigating complex financial decisions.

I specialize in proactive tax planning for high-income professionals, business owners, and real estate investors. I understand the complexities of W-2 income, RSUs, stock options, business ownership, rental properties, capital gains, and international investments.

My approach goes beyond annual tax preparation. I help clients evaluate tax-efficient business structures, identify legitimate tax-saving opportunities, and develop year-round strategies aligned with their financial goals.

At For My Tax, we combine tax advisory, preparation, accounting, bookkeeping, payroll, ITIN services, and IRS assistance.

I believe effective tax planning requires more than knowing the tax code. It requires understanding how businesses operate, how technology professionals are compensated, and how financial decisions affect long-term wealth.