Meet the Team

We are a growing team of professionals exclusively
committed to solving tax well.

Areas of Expertise

  • US taxation services
  • Cross-border taxation
  • Kareena Makhija
    US Tax Associate Moodys Private Client

    "The question is not what you look at, but what you see. A good tax advisor sees what others overlook." — Adapted from Henry David Thoreau

    Kareena is a US Tax Associate who excels in supporting individuals as they navigate the intricacies of US tax compliance. With a focus on cross-border and dual-filer situations, she takes pride in delivering accurate, proactive, and personalized service that is grounded in both technical excellence and client education.

    Known for her detail-driven approach, Kareena is committed to building trust through clear communication and thorough follow-through. She creates a space where clients feel informed and supported, whether managing a straightforward return or addressing the nuances of a complex cross-border filing.

    Her work is guided by a belief that effective tax support should not only solve problems but also provide peace of mind. By helping clients understand the “why” behind the numbers, Kareena ensures they are equipped to make confident, well-informed decisions.

    Outside of work, Kareena enjoys watching hockey, reading, and board games—all ways she finds balance and connection beyond the tax code.

    Qualifications