Domestic Tax Preparation
Individual (Form 1040), business (partnership, S-corp, C-corp), nonprofit (990), multi-state, payroll, sales/use, and amended returns.
The Business Behind Your Business
Coast to Coast Services
CPAs, bookkeepers, virtual CFOs, data analysts, developers, marketing professionals, attorneys, grant writers, and business advisors; serving clients in every U.S. state.
Contact Regent Hill
A Nationwide Network
Serving clients nationwide through CPA mobility, reciprocity, and federally authorized tax representation.
Virtual CFOs and Quants
The CEO is a highly knowledgeable mathematician who specializes in what traditional virtual CFOs don't: quantitative finance. Leverage customer behavior models, Monte Carlo simulations, scenario analysis, optimization, and other methods to make smarter business decisions.
Technology & Automation Services
Mobile app and website development, cloud migration, email and workplace setup, AI integration, data collection, analytics, dashboards, and much more.
Grant Writing for Nonprofits
Federal and private grant research, proposal writing, program design, and budget creation tailored to mission-driven organizations.
Exceptional Client Care
Your success is our success. We regularly provide free add-on services to our clients with monthly retainers.
Need Immediate Help?
Speak directly with a Regent Hill partner. From individuals and small nonprofits to international advisory groups working with Fortune Global 500 executives — we've been there, and there's a solution.
Call: (774) 397-3606What We Do
Our Services
International Tax Compliance
Global tax strategy, cross-border structuring, expatriate/inpatriate matters, FBAR, FATCA, transfer pricing, and VAT/GST.
Bookkeeping
General ledger, AP/AR, bank and credit card reconciliations, payroll, depreciation, P&L, balance sheet, cash flow, and 1099s.
Virtual CFO Services
Financial strategy, FP&A, cash flow management, board and investor reporting, fundraising, M&A support, and treasury.
Business Intelligence and Business-Community Relations
Open-source intelligence (internet, news, social media, and public record analytics), human intelligence (interviews, conversations, and surveys), market intelligence (industry reports, economic data, sales trend and demand patterns), dashboards (Power BI, Tableau), data mining, KPI tracking, and predictive modeling.
Grant Writing
Federal and private grant research, proposal writing, program design, and budget creation for labs, nonprofits, and businesses.
Business and Nonprofit Advisory
Entity formation and registration, EIN assignment, licensing paperwork, charters, board governance, bylaws and operating agreements, market expansion, M&A strategy, partnership agreements, MOUs, and regulatory compliance.
Creative Marketing Strategies
Web and social content, tangible ads, event planning, SEO, paid acquisition, email campaigns, lead generation, and CRM setup.
Technology Setup
Mobile app and website development, cloud migration, email and workplace setup, AI integration, data collection, analytics, and dashboards.
Regent Hill Specializes in Intelligent Financial Growth
- Domestic and international tax prep, bookkeeping, and virtual CFO services handled by seasoned CPAs
- Business intelligence, dashboards, and predictive modeling to drive smarter decisions
- Entity formation, board governance, M&A strategy, and regulatory compliance for businesses and nonprofits
- Creative marketing strategies and end-to-end technology setup, from websites and apps to AI integration
Industries We Serve
Our partners bring depth across a wide range of sectors:
- Artificial Intelligence
- Pharmaceuticals
- International Consulting Firms
- Environmental Research
- Farms & Vineyards
- Independent Artists & Arts Nonprofits
- PCB Manufacturing
- Mobile Markets
- Woodworking & Trades
- Houses of Worship
- Jewelry Stores
- Computer Hardware Retailers
- Clubhouses
- Engineering Consultants
- Restaurants
- Home Improvement Contractors
- Car Service Companies
- Property Management Offices
- Housekeeping Companies
- Defense Manufacturers
- Laboratories
- …and more
Who We Work With
Some of Our Clients
People Highlights
Founding Architects & Senior Partners
Priya Atiyolil
CEO
- MS in Financial Mathematics and Electrical & Computer Engineering, Johns Hopkins University
- Former Vice Chair, Town of Warren Finance Committee
- 8+ years across bookkeeping, FP&A, grant writing, quantitative finance, and executive operations
- Currently pursuing CFP licensure
Sumit Gupta
CFO / CTO
- MS in Computer Science, Clark University
- BE in Computer Engineering, Mumbai University
- Tech leadership across pharmaceuticals, rural development centres, and banks
Theodore Gotthelf
FP&A Manager
- Master of Accounting, University of North Carolina at Chapel Hill
- Former FP&A Analyst, Dun & Bradstreet
- Currently pursuing CPA licensure
Katy Blalock, CPA
Accountant
- 35+ years of experience
- Former Senior Auditor, Ernst & Young; Former Assistant Controller, McDonald's Corporation
- QuickBooks Certified ProAdvisor
Ethan Willse, CPA
Accountant
- BS in Accounting, Iowa State University
- Former Staff Accountant and Treasury Associate II, Marsh McLennan
- Senior Accountant, Pathward
Raj Agarwal, CPA, CA
Accountant
- Certified Public Accountant (United States) and Chartered Accountant (India)
- 16+ years of accounting, taxation, and budgeting experience
Justin Kratzmeyer
Tax Preparer
- 16 years of experience
- Former Manager, Jackson Hewitt Tax Service Inc.
- Previous experience as a marketing manager, office manager, and franchise manager
Sara Swanson
Secretary
- Administrative leadership and client operations
- Coordinates scheduling, intake, and engagement workflows
Sonu Madhavan
Developer
- Full-stack software development
- Builds internal tools, dashboards, and client integrations
Visit Us
In-Person & Remote Services
Palmer, MA
1500 N Main St, Palmer, MA 01069
Original location. Western Mass locals: same-day appointments available.
Boston, MA
867 Boylston St, Boston, MA 02116
Please call one day in advance to arrange a meeting.
Miami, FL
777 Brickell Ave, Miami, FL 33131
In-person by appointment. Virtual services available by phone or Zoom.
Dallas, TX
3838 Oak Lawn Ave, Dallas, TX 75219
Coming soon.
Providence, RI
10 Dorrance Street, Providence, RI 02903
Coming soon.
Get In Touch
You're the King. We're the Makers.
Have questions or need financial guidance? Reach out for a free consultation and a list of references.
- (774) 397-3606
- info@regenthillfinancial.com
- Mon–Sat, 9 AM – 6 PM EST