About Samir Tax & Advisory

Founded to simplify finance and make it less intimidating for local shops, startups, small businesses, and individuals across India.

Meet Our Expert Team

Our qualified professionals are dedicated to your financial success

Samir Mahataray

Co-Founder & Director

Expert in Finance, Corporate Taxation, GST Compliance, Audit, and Statutory Compliance

Our team is committed to continuous learning and staying updated with the latest financial regulations and best practices.

Meet Our Team

Our Mission

To empower businesses across India with expert Accounting, Taxation, GST, FP&A, Audit, Advisory, and Business Consulting services — delivering clarity, compliance, and confidence through transparent, affordable, and result-driven financial solutions that simplify complexity and fuel growth.

Our Vision

To be the world’s most trusted financial and business advisory firm — renowned for transforming accounting precision, tax efficiency, and strategic insights into sustainable growth opportunities for every client we serve.

Our Journey

2019 — The Vision Begins
The idea for Samir Tax & Advisory took shape as our founder began working with businesses facing financial and compliance challenges.
2019–2024 — Experience & Capability Building
Gained deep industry experience, refined advisory methods, and understood the real-world financial obstacles faced by entrepreneurs, SMEs, and growing businesses.
2025 — Official Establishment
A major milestone marking our commitment to stronger governance, long-term growth, and enhanced operational excellence.
2025 — Expansion to Bangalore
Opened our second operational office in Bangalore, strengthening our presence and supporting a growing client base across India.
2025 — Pan-India Reach
Scaled our services to support businesses nationwide with digital, seamless, and integrated financial solutions.

Our Story

What fuels our ambition at Samir Tax & Advisory is a deep commitment to innovation, scalability, technology-driven solutions, and client-focused excellence.

At Samir Tax & Advisory, our story began long before the company was formally established. The vision that drives us today started taking shape in 2019, when our founder began working closely with businesses that were struggling with compliance, financial planning, and the rising complexity of India’s regulatory landscape. With a simple yet powerful purpose; to bridge the gap between complex financial regulations and real business growth; we set out to make professional financial guidance accessible to every business.

Through years of hands-on experience in finance and advisory, one insight became clear: most businesses don't fail because of poor products—they fail because of poor financial systems. Driven by this insight, our founder started Samir Tax & Advisory as an idea from his rented apartment to democratize Accounting, Taxation, GST, FP&A, Audit Support, Advisory, and Business Consulting Services. The goal was clear: to simplify financial complexity and enable every business, regardless of size, to thrive with confidence.

In 2025, after years of learning, refining, and building expertise, the firm was officially established to deliver modern, technology-driven, deeply reliable financial solutions to local businesses, startups, SMEs, and enterprises. Our mission is simple yet powerful: to make finance, compliance, and decision-making easier for every business, regardless of size.

What started as a vision has today become a growing, pan-India advisory partner. In December 2025, we strengthened our operations further by incorporating as a Private Limited Company, enabling us to scale with stronger governance and long-term commitment.

From vision to reality — our journey reflects dedication, learning, and a relentless focus on helping businesses grow with clarity and confidence.

Ready to Partner with Us?

Join hundreds of businesses who have transformed their financial management with our expert guidance.