Mahesh Desai, CPA

Mahesh Desai obtained his CPA certification in 1993 and started his CPA practice in Greater Houston. He is also a CFA charter holder, CFP, and Chartered Accountant from India. He holds Master’s Degree in Accounting & Auditing from MS University of Baroda. He has FINRA Series 7, 24, 63, 65 registrations. He also worked in a Public Accounting firm during his study of Chartered Accountancy from India and CPA in USA and conducted internal, system and financial audits of various large manufacturing, banking, and insurance clients supervising and directing audit staff and audit program. During his career, he had various roles in strategic and tactical planning, business development, human relations, accounting, auditing, finance, and risk and investment management fields in USA and internationally.


“The hardest thing to understand in the world is the income tax.” – Albert Einstein