Affluent CPA
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
Who they say they serve: technology, contractors, construction, healthcare, retail (self-reported, from the firm's own website)
0 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Affluent CPA | home page | |
| Website | https://www.affluentcpa.com/ | home page | |
| Office locality | Rockville, MD | home page | |
| Phone | +13019218585 | home page | |
| Offers bookkeeping | Documented: ...Reporting Big Firm Capability - Small Firm Personality Audit & Assurance Services Bookkeeping & Accounting Services Outsourced CFO Services Payroll Processing Services Tax Planning... | home page | |
| AP / AR | Documented: ...tasks such as recording income and expenses, reconciling bank statements, managing accounts payable and receivable, and generating financial reports to provide insights into the... | /outsourced-bookkeeping-services | 4 pts (max 4) |
| Payroll coordination | Documented: ...Audit & Assurance Services Bookkeeping & Accounting Services Outsourced CFO Services Payroll Processing Services Tax Planning & Preparation Services Explore Solutions From... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on an auditor’s judgment, including... | /audit-assurance-services | 6 pts (max 6) |
| Industries served (documented) | technology, contractors, construction, healthcare, retail, professional services, startups, hospitality | /about | 5 pts (max 5) |
| What is included / excluded | Documented: ...payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholding of tax... | /payroll-processing-reporting | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...of Promoter's Vision/ Mission Statement 5 year Company business plan 1 year Budgets Monthly Review Meetings Fund Raising Raising/ Restructuring Bank loans Private Equity... | /outsourced-cfo-services Sep 28, 2026 | 4 pts (max 4) |
| Named contact / team | Shailendra Sharma, CEO | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Terms & Privacy | /terms-privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Communication channel / process (0 pts, max 3).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Affluent CPA' in Rockville, MD on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Maryland Board of Public Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Affluent CPA's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.