About Us

One Family

Tax Strategy & Real Estate Solutions

​Ploutus Advisors is a brand of private companies founded by entrepreneurs Adnan Tapia and Khursheed Sorabjee-Tapia. With successful careers spanning over several decades, our founders are guided by a common purpose, and united by a shared vision, to offer institutional-quality advisory services including tax strategies and real estate opportunities that drive accretive financial outcomes for our clients and investors.

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    Satisfied, Individual and Entity, U.S. and Foreign, Tax Clients

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    Repeat and Referred Tax Clients

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    Billion in Real Estate Transaction Advisory

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    Million Square Feet of Institutional Real Estate Expertise

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Ploutus Advisors Tax Corp

Tax and business advisory firm with a legacy that traces back to the 1970s

We advise individuals, businesses, fiduciaries and non-profits on all matters related to U.S. taxation, and in doing so help clients optimize their financial decisions to minimize their tax risk.

Ploutus Advisors Inc

Full-service real estate investment, development & advisory firm

We invest, acquire, develop, operate and manage U.S. real estate for our own account and on behalf of investors, as well as offer comprehensive third party real estate and asset management services.

Our Story

Guiding better decisions, every day

The Ploutus Advisors journey began almost 20 years ago with a belief: that lasting success can only be achieved through perseverance and by being indefatigable in one’s commitment to every client and project. Our founders wanted to write their own story — not simply settle as a footnote in someone else’s narrative.

Together, Adnan and Khursheed, a husband-and-wife team, built Ploutus Advisors from the ground up with a vision to create more than a firm — they created a seamless, dual-focused platform. One that unites deep industry expertise with financial acumen to deliver clarity, confidence, and long-term value. Today, Ploutus Advisors is a family-owned enterprise trusted by a growing community of domestic and international clients and investors — an enduring brand built not just to succeed, but to lead.

Testimonials

Find out why our clients trust us most, year after year

“I’ve had the pleasure of working with Khursheed and her firm, Ploutus Advisors Tax Corp, for more than seven years, and I can confidently say that their professionalism, attention to detail, and commitment to excellence are unmatched. Khursheed has been a trusted advisor not only to me personally, but also to my family and business. Her deep knowledge of tax, investment banking, and lending with the ability to offer key strategic insights, and genuine care have consistently helped us make sound financial and tax decisions year after year.

I value the trust and peace of mind that come from knowing Khursheed is overseeing our tax and advisory needs with the highest level of integrity. Over the years, I’ve referred several friends and business associates to her firm — each one has thanked me for the introduction. I’m a strong supporter of Khursheed and her firm, and I truly look forward to seeing their continued growth and success. They’ve earned my highest recommendation.”

Ploutus Advisors Tax Corp

Richard Bouchakian,

CEO (RDB Consulting Inc)

“As an anesthesiologist in a solo practice there were many business and retirement related issues that Ploutus Advisors helped me navigate. It is challenging enough handling the medical aspects of my practice, so I needed their expertise on the financial side. The great people at Ploutus kept me abreast of how changes in the tax code affected my corporate tax return as well as my personal return. They were always quick to respond to any questions I had regarding business expenses and available tax deductions. Ploutus Advisors were indispensable during the pandemic and assisted me in securing funds through the Paycheck Protection Program (PPP) and applying for loan forgiveness. After my retirement I continue to count on Ploutus Advisors helping navigate the financial maze during this chapter in my life.”

Ploutus Advisors Tax Corp

Alan Yamashiro,

M.D., Anesthesiologist

“I have a successful dental practice in Torrance and Ploutus takes care of all my tax matters for my business in such a manner that I don’t have to think about those matters. I can just concentrate on the care my patient needs as well as my employees’ well being. They also do my personal taxes and always consult and advise me in a way that best benefits my family. Please use them. You will not regret it!! They’re the best.”

Ploutus Advisors Tax Corp

Roger Yamashiro,

DDS, Family, Cosmetic, Implant and Invisalign Dentistry

“I can’t begin to say how highly I recommend Ploutus. The amount of care, time and effort they put into their clients is unmatched. I’ve recommended friends, family members and colleagues to them and always received outstanding feedback. Do not hesitate as you’re in the best hands!”

Ploutus Advisors Tax Corp

Robert Feathers,

Industrial Real Estate Broker (Kidder Mathews)

“We heartily recommend all of the folks at Ploutus Advisors, and will continue to do so. They are adept at resolving even the most challenging and complex tax issues, and their knowledge of all things tax-related is unmatched. No one ever looks forward to compiling their tax returns every year, but Ploutus and their advisors handle the process, from beginning to end, in a professional and thorough manner.”

Ploutus Advisors Tax Corp

Michael Norris,

Attorney at Law (Michael Norris, Inc)

“My family has been working with Ploutus Advisors for the past 4 years. I have been very happy with the personalized service we have received. One of biggest differences, from our previous tax advisors, was Khursheed’s focus on different tax strategies to help us optimize our return results. I learn something new during each of our meetings. I appreciate this because I like to be knowledgeable about the tax planning process. I am confident that Khursheed and her staff have helped us decrease our tax burden and/or increase our tax refunds each year we have worked with them. Overall, I feel confident working with Ploutus Advisors. I have already referred several friends and family members and would not hesitate to refers others.”

Ploutus Advisors Tax Corp

Kyle Kaiser,

Pharmaceutical Sales & Marketing (Intra-Cellular Therapies, Inc)

“Adnan is a first class professional and I hold him in the highest regard. He is intelligent, thoughtful, creative and has a solid work ethic. I recommend him without hesitation!”

Ploutus Advisors Inc

Andrew Ratner,

Executive Managing Director (CBRE)

“I have known Adnan Tapia since 2006. Adnan co-managed the west coast office for UrbanAmerica LP and as President & CEO I had the opportunity to work directly with him on multiple occasions. In addition to having expertise across several areas within the real estate industry and a deep understanding of corporate finance, commercial real estate finance and investments, development and private equity, Adnan is diligent and brings a high level of technical skills and integrity.

Adnan is easy to work with, highly driven and was part of several key projects at UrbanAmerica. During our interaction, Adnan always displayed a keen sense of purpose and is someone who is not only personable and straightforward, but also can be trusted to perform and deliver.”

Ploutus Advisors Inc

Richmond McCoy,

President & CEO (UrbanAmerica Advisors)

“I have known Adnan Tapia at Ploutus Advisors for several years and have worked with his firm on many local real estate and foreign projects. We also hired Adnan to evaluate two potential power generation joint venture infrastructure projects based in Africa which involved a local government and foreign companies; an area beyond his field of expertise, but Adnan studied the opportunity and delivered as promised. I strongly recommend Adnan Tapia and his firm Ploutus Advisors to anyone seeking a real estate advisor.”

Ploutus Advisors Inc

Kaifa Tulay,

President & CEO (Global Housing Development)

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