Tax, accounting & financial clarity
See your whole financial picture, not just your tax return.
Income, a growing business, investments, property and assets abroad. We look at how it all fits together, then build your tax plan around it, so you keep more of what you earn and make every decision with confidence.
Start with a complimentary 30-minute consultation. No cost, no obligation.
Big-firm expertise.
Small-firm care.
The whole picture
Tax decisions don't happen in isolation.
Your tax return is a snapshot of your whole financial life. We start by understanding all of it: how you earn, what you own, where it is, and where you are headed. Then we plan so your taxes work with your goals, not against them.
Income & compensation
Salary, bonuses, equity awards and self-employment income, and how timing and structure change what you keep.
Business ownership
Entity choice, owner pay, retirement contributions and a clean line between business and personal finances.
Investments & property
The tax side of stock sales, real estate and other assets: gains, losses and when to act.
Assets across borders
Foreign accounts, property and income, reported correctly and coordinated with your U.S. picture.
Sound familiar?
Most clients come to us with one of these problems.
Here is what we hear most often, and what we do about it.
The problem
“I earned more this year, and the biggest surprise was my tax bill.”
How we solve it
We project your tax before the year ends, not after. That means right-sizing withholding and estimated payments, timing bonuses, stock sales and deductions, and making sure every return we file reflects a plan rather than a reaction.
Tax Planning & Compliance for individuals and small businesses
The problem
“My books are months behind, and I honestly can't tell if the business is making money.”
How we solve it
We clean up and catch up your QuickBooks, then keep it current every month with reconciliations and simple financial reports you can actually read. You see where the money goes, and tax season becomes a review instead of a scramble.
Small Business Accounting with QuickBooks
The problem
“I'm starting a business and don't know if I need an LLC, an S corp, or something else.”
How we solve it
We compare the options using your actual numbers, then set the business up properly: formation, tax registrations, payroll, and a plan for how you pay yourself. The right structure from day one avoids expensive fixes later.
Incorporation & New Business Advisory
The problem
“I got a letter from the IRS, and I don't know what it means or whether it's even right.”
How we solve it
Send us the notice. We work out what triggered it and what, if anything, you actually owe, then prepare and submit the response for you. Many notices are resolved without paying the amount first demanded.
IRS & State Notice Responses
The problem
“I have bank accounts abroad I never reported, and I'm worried about the penalties.”
How we solve it
You are not the first, and there is a defined way back. For eligible non-willful filers, the IRS Streamlined Filing Compliance Procedures bring past returns and FBARs current with reduced or no penalties. We assess eligibility and handle the filings quietly and correctly.
Streamlined Foreign Filings
The problem
“My company has foreign owners or operations, and I'm not sure we're filing everything we should.”
How we solve it
Cross-border businesses carry reporting that many preparers miss, such as Forms 5471 and 5472, and a missed information return can carry steep penalties even when no tax is due. We map what your structure requires and keep you compliant every year.
Tax Compliance for International Businesses
Facing something that isn't on this list? Let's talk it through.
Schedule a consultationHow we work
A deliberately small practice.
We take on a limited number of clients so each one gets direct access to the person handling their work, not a rotating team.
1
Complimentary consultation
A free 30-minute call to understand your full financial picture, what is working, and where you need help. No cost and no obligation.
2
Review & engagement
We review prior returns and documents, then agree on scope in a clear engagement letter before work begins.
3
Ongoing partnership
Planning throughout the year, not just at filing time, with a direct line whenever questions come up.
About
Shyamal Patel, CPA, MSA
Shyamal founded Crossbridge Tax Co. so individuals and business owners could get the depth of a large firm with the attention of a personal advisor.
His work has centered on the clients with the most at stake: high-net-worth families, executives and business owners, many with income, investments or businesses that cross borders. At the Big Four, first in international tax and then in private wealth, he handled complex returns, cross-border structures and foreign reporting for exactly these clients.
What he values most is the one-on-one side of the work: working closely with each client, making sense of a complicated picture, and leaving them confident about what comes next. Crossbridge is built around that. You work directly with one advisor who knows your situation, plans ahead with you, and explains everything in plain language.
Shyamal holds a bachelor's degree in Accounting & Finance and a master's degree in Accounting from UMass Lowell, and his training spans both tax and investments, giving him a complete view of how tax decisions fit into your broader financial life. He is fluent in Gujarati and Hindi and is happy to meet in whichever language you prefer. Outside of work, you will find him on a long run or spending time with family and friends.
The name reflects the idea at the center of the firm: connecting tax, financial and international matters into one coherent plan. It also draws on the Tyngsboro Bridge, a landmark of the Massachusetts town where the firm is based.
Working with Shyamal
Direct access. You work with Shyamal himself, with no hand-offs to junior staff.
Clear communication. Straightforward guidance on where you stand and what comes next.
Year-round planning. Check-ins before key decisions and year-end, not just at filing time.
Schedule a consultation
Let's talk about your situation.
Start with a complimentary 30-minute consultation to talk through your situation and see if we are a good fit. Book a time that suits you, or reach out directly. Every inquiry gets a personal reply, usually within one business day.
Phone
+1 617-237-0447Location
Based in Tyngsboro, MA
Serving clients virtually nationwide