Fiscal Wealth Partners

Fiscal Wealth Partners is a forward-thinking tax advisory and financial services firm headquartered in Reston, Virginia serving small and mid-market businesses across Northern Virginia, the DC region, Maryland, and nationwide. Founded in 2019, the firm was created to address gaps in traditional accounting firm services, replacing reactive compliance-only approaches with proactive strategic financial guidance. The firm's integrated service model combines tax advisory and strategic tax planning, bookkeeping and financial statement preparation, fractional CFO services including budgeting and forecasting, custom KPI dashboards and industry-specific performance metrics, payroll setup and compliance, and AI-powered automation for financial operations. Fiscal Wealth Partners employs the Y = mX + b framework to help clients engineer profitability by optimizing their strategic levers (m), inputs (X), baselines (b), and ultimately outcomes (Y). The team includes licensed tax specialists (CPAs), bookkeepers, fractional CFOs, and financial advisors led by CFO Vishal Mittal and supported by specialists including Sapna Arun (Tax Specialist, CPA), Nidhi Garg (CPA, MBA), and operations professionals. The firm serves 100+ clients across industries including healthcare and wellness, technology, construction, real estate, restaurants, and nonprofits. Fiscal Wealth Partners treats client relationships as trusted partnerships, emphasizing transparent communication, genuine care for outcomes, and integration of bookkeeping, tax planning, and operational guidance into one cohesive advisory system.