Strategic Financial Advisory

Build Wealth.
Minimize Taxes.
Stay Ahead.

Most people file taxes once a year.
We help you plan year-round — so you legally pay less, build wealth faster, and keep more of every dollar you earn.

"If your tax strategy starts in April, you're already late." — Aayush Rijal, MBA

MBA
Fisher College of Business
Tax → Tech
Hospitality · Media · Startups
10+
Years Finance Experience
Year-Round
Tax Strategy
Columbus
Ohio & Nationwide
About Acepoint

You Don't Need a Tax Preparer.
You Need a Finance Brain.

Acepoint Advisors was built on a simple but powerful idea: individuals and small businesses deserve the same caliber of financial thinking that major companies get — without the corporate price tag or the runaround.

Founder Aayush Rijal's career tells a unique story. He started in tax and audit — building a deep foundation in how the tax code actually works — then spent over a decade climbing through finance roles at some of the most recognizable names in hospitality, media, tech, and high-growth startups. From auditing revenue at San Francisco hotels to managing finance at Adobe, from FP&A at a $180M manufacturing division to leading financial operations at venture-backed startups, he's seen how money moves at every level.

That breadth is rare — and it's exactly what your financial strategy needs. We translate real corporate finance experience into decisions that make sense for your life — whether you're a tech employee with RSUs, a family building wealth, or a business owner ready to scale.

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MBA — Fisher College of Business, Ohio State Corporate Finance & Strategy
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Career Roots in Tax, Audit & Hospitality Finance Liberty Tax · Fillmore Hospitality, San Francisco
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Finance Manager — Tech, Media & Startups Adobe · AvantStay · Emplifi · Taylor Corporation
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FP&A & Strategic Finance Leadership Managed $150M+ revenue portfolios across multiple industries

I started my career in tax. Then spent a decade inside the finance departments of hotels, tech companies, and startups. I've seen how wealth is built from every angle — and now I help you do the same.

Aayush Rijal, MBA
Managing Partner, Acepoint Advisors · Columbus, Ohio
Services

A Service for Every Stage
of Your Financial Journey

Tier 1 — Individual Foundation
Tax Preparation & Optimization
Starting at $150 – $400
  • Federal & State 1040 filing
  • Basic tax optimization review
  • Deduction maximization
  • Education-first approach
  • Ideal for W-2 employees & families
Entry Point
Tier 2 — Advanced Individuals
Multi-Income & Investment Tax
Starting at $500 – $1,200
  • Stocks, options & crypto reporting
  • Multi-income stream optimization
  • Rental property tax strategy
  • Side business (Schedule C)
  • Retirement account planning
Sweet Spot
Tier 3 — Business Advisory
Small Business & LLC Strategy
Starting at $150 – $500 / month
  • LLC, S-Corp & partnership filings
  • Full-service bookkeeping
  • Year-round proactive tax strategy
  • Quarterly planning & check-ins
  • Entity structure optimization
Monthly Retainer
Tier 4 — Mini CFO Package
Strategic Financial Operations
Starting at $750 – $2,000 / month
  • Cash flow planning & modeling
  • Margin & profitability analysis
  • Growth & scaling strategy
  • Wealth diversification planning
  • Tax-advantaged insurance strategies (IUL)
★ Premium
Why Acepoint

Corporate-Level Thinking.
Personal-Level Service.

01
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Tax + Strategy Combo
Aayush started his career in tax and audit — so the foundation is deep. But unlike a typical preparer, he then spent a decade in corporate finance. You get both: tax expertise AND a strategic financial mind.
02
🏢
CFO-Level Thinking
From hotel revenue audits in San Francisco to managing finance at Adobe and venture-backed startups — we've seen how every type of business makes and manages money. That perspective changes everything.
03
🤝
Trust + Sophistication
We speak your language — literally and culturally. Relationship-first, education-driven, and operating at a level that turns clients into long-term partners.
How It Works

Simple. Transparent.
Results-Driven.

1
Free Consultation
We learn your situation, goals, and where money is slipping through the cracks. No pressure, no jargon.
2
Strategy Session
We map out your personalized tax and financial strategy — not just for this year, but for the next 3–5 years.
3
Execution
We handle filings, optimization, and advisory — keeping you informed and ahead of every deadline.
4
Year-Round Support
Tax planning doesn't stop in April. We're your ongoing financial partner through every major decision.
Did You Know?

Your RSUs & Stock Options
Could Be Costing You
Thousands.

Most employees with equity compensation don't realize they have options — literally. When you exercise, when you sell, and how you hold your shares can dramatically change your tax bill. Without a strategy, you could be paying the maximum rate when you don't have to.

Let's Review Your Equity →
We Help You Understand:
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RSU Vesting & Tax Timing
When your RSUs vest, it's taxable income. We help you plan ahead so it doesn't blindside you.
ISO vs. NSO Stock Options
The type of option you have changes everything. We translate the difference into a real strategy.
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Capital Gains vs. Ordinary Income
Holding the right amount of time can cut your tax rate nearly in half. Most people don't know this.
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Tax-Loss Harvesting
Offset gains with strategic losses in your portfolio. A move most people leave on the table.
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Tax-Free Wealth Building (IUL)
High earners can use Indexed Universal Life insurance to grow wealth tax-free. A powerful tool most financial advisors don't mention.
Our Community

Serving the Community
with Sophistication

Acepoint Advisors was built with the immigrant community at heart. We understand the unique financial realities of dual-income households, first-generation wealth builders, and community-focused families who are working hard but may not fully know how to leverage the US tax system in their favor.

We bring corporate finance expertise to the community — so that the same strategies used by high-net-worth individuals are accessible to you.

"Every family deserves a financial advisor who truly understands their world."
We work with clients from all backgrounds — and take pride in serving immigrant families and first-generation wealth builders who are often underserved by traditional financial firms.
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Immigrant & Dual-Income Families
Navigating the US tax system with someone who understands your background, speaks your language, and has your best interests at heart.
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Investors & High-Income Professionals
Stock portfolios, rental properties, and complex income streams managed with institutional-grade tax efficiency.
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Small Business Owners & Entrepreneurs
From LLC formation to quarterly strategy — the CFO-level support your business deserves without the corporate price tag.
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Wealth Protection & Tax-Free Growth
Beyond taxes — we help clients explore strategies like Indexed Universal Life (IUL) insurance to grow and protect wealth in a tax-advantaged way. Build assets that work for you quietly in the background.
Get Started

Let's Talk About
Your Finances

Book a free 30-minute consultation. No commitment, no pressure — just a clear picture of where you stand and how we can help you move forward.

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Phone
✉️
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Location
Columbus, Ohio & Nationwide