Virtual CPA services that help entrepreneurial businesses thrive
Salim Omar · CPA, CEO & Founder · Seattle, Washington, United States
17+
Team
4
Services
United States (all 50 states); virtual/remote delivery. Office near Holmdel/central New Jersey
Service area
Straight Talk CPAs is a virtual CPA and CFO firm serving entrepreneurial businesses, investors, and high-income earners across all 50 U.S. states. Founded by Salim Omar, CPA, a former NYC CFO, the firm was built to replace reactive, compliance-only accounting with forward-looking financial guidance. Its approach, branded the Straight Talk Trifecta, combines real-time financial data, forward-looking advice, and total client focus. Services include tax preparation and proactive tax planning, bookkeeping, financial statement preparation, business advisory, and fractional CFO services, all delivered through cloud-based tools and a distributed team. The firm serves two primary client types: business owners and entrepreneurs seeking strategic accounting and growth guidance, and high-income earners and investors seeking proactive tax planning. Straight Talk CPAs uses transparent, fixed-fee packages. Business Advisory tiers range from the Startup package at $3,800 per year up to an Enterprise package at $75,000+ per year, scaling with revenue and including bookkeeping, tax planning, financial reporting, and CFO strategy sessions at higher tiers. Tax Planning packages for individuals range from $4,800 to $29,800+ per year. The firm reports clients in all 50 states, a 4.8/5 Google rating, and 29 years of experience. Its team includes CPAs, a CA, EAs, and a CFP across tax advisory, accounting, fractional CFO, and wealth advisory roles. Clients are served in industries including home healthcare, real estate, e-commerce, and professional practices. A free strategy session is offered.
Business Advisory packages from $3,800/year (Startup); Tax Planning packages from $4,800/year (Essential)
Salim Omar
CEO & Visionary · CPA
Tanja Casey
Integrator
Jeffrey Campbell
Senior Tax Advisor · CPA
Ellisha Caron
Client Services Manager & Tax Team Lead
Sabir Ghoghari
Tax Planning Specialist & Tax Advisor
Abhishek Sachdeva
Fractional CFO & Accounting Advisor · CA
Aakib Qureshi
Accountant
Jyoti Narayankar
Tax Preparer
Poojan Doshi
Tax Advisor · CPA
Vivek Ghelani
Tax Preparer · EA
Anash Kachaliya
Accounting Team Lead · EA
Edner Carlo Babaan
Lead Advisor
Gerald Dagostino
Wealth Advisor · CPA, CFP
Helen Passariello
Senior Accounting Advisor & Sales Tax and Payroll Accountant
Elizabeth Alcaraz
Lead Advisor
Davis Duncan
Client & IT Support Specialist
Kirsten Hale
Bookkeeper
Credentials: CPA, CA, EA, CFP
Languages: English
Serves: United States (all 50 states); virtual/remote delivery. Office near Holmdel/central New Jersey
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