ABOUT PLOUTUS ADVISORS
As a family owned brand striving for excellence though honest execution, we offer diverse insights for unlocking value
To every client, we offer the unique advantage of our combined strength across two U.S. sectors – tax and real estate – woven into one brand. Whether you are an investor, business owner, or individual, you can rely on us for clarity, foresight, and execution that meets institutional quality with the personalized care of a reliable partner.
We blend tax expertise and real estate insight to provide clear practical solutions built on trust. Our focus is simple: listen closely, understand your goals, and deliver advice that is actionable, transparent and built for lasting value.
“Building legacies with a commitment to consistent quality”
Our Leadership
Bringing 100+ years of combined experience
Leveraging our deep multi-industry expertise, we deliver seamlessly through our nimble, vertically-integrated, DUAL-FOCUSED platform.
Our advice centers on wealth preservation, income generation, and asset growth, with a goal of delivering results through relationship-driven stewardship grounded in integrity.
Creating solutions.
Generating momentum.
Adnan Tapia
Founder of Ploutus Advisors Inc
Real Estate Acquisitions & Development
Investments & Asset Management
Capital Markets & Advisory
Ploutus Advisors Inc
CEO
EDUCATION & CREDENTIALS
- Cornell University, Ithaca — Master of Engineering (Engineering Management, Real Estate)
- Case Western Reserve University, Cleveland — MBA (Banking & Finance); Honor Society of Beta Gamma Sigma
- University of Pune, India — Bachelor of Engineering (Civil)
- Licensed Real Estate Broker (CalDRE: 01875911)
- Lecturer, UCLA Extension — Real Estate Development, Construction & Management
- Cornell Real Estate Council (CREC) — Southern California Leadership
Adnan has over a period of more than 30 years worked on 17+ million square feet or $4.9 billion worth of real estate transactions across several product types including office, medical-office, industrial, retail, residential, hospitality, mixed-use, and land in areas such as real estate private equity, acquisitions, development and advisory.
At Ploutus Advisors Inc, Adnan leads the firm’s investment, co-investment and joint-venture efforts in the acquisition, development and financing of U.S. real estate for the firm’s own account and on behalf of high-net worth and institutional investors across various real estate investment strategies. Adnan also oversees the firm’s offering of real estate services.
Prior to his current role, Adnan co-managed the western US operations for UrbanAmerica; an institutional urban real estate private equity firm that originated over $2.0 billion in commercial and residential transactions throughout the US. During his tenure at UrbanAmerica, Adnan helped source, underwrite, evaluate, structure, and present to the investment committee potential acquisition and development joint venture opportunities. He also assisted in the development of strategic business relationships.
Prior to UrbanAmerica, Adnan worked at global real estate services firm Cushman & Wakefield where he evaluated and structured complex transactions, and consulted on acquisition, disposition, real estate development, and leasing. Adnan advised clients such as O’Melveny Myers, Alaska Airlines, Sempra Energy, Warner Bros., Washington Mutual (now JP Morgan Chase) and City National Bank among several others.
Adnan started his real estate career in India, where he worked on over 550 acres of land transactions and 1.3 million square feet of real estate development projects.
Khursheed Sorabjee-Tapia
Founder of Ploutus Advisors Tax Corp
Tax Advisory & Structuring
Business Advisory
Mergers & Acquisitions
Ploutus Advisors Tax Corp
CEO
EDUCATION & CREDENTIALS
- Case Western Reserve University, Cleveland — MBA (Banking & Finance and Strategy)
- The Institute of Chartered Accountants of India — Chartered Accountant (CA), Accounting, Audit and Taxation
- University of Mumbai, The Sydenham College of Commerce and Economics, India — Bachelor in Commerce (Finance and Accounting)
- Enrolled Agent (EA) — Enrolled To Represent Taxpayers Before The Internal Revenue Service (IRS)
Khursheed has worked in the tax, accounting and financial services industries since 1993. As CEO of Ploutus Advisors Tax Corp offers tax preparation, bookkeeping, and other related business advisory services to individuals, corporations, partnerships, trusts, and other businesses.
She started her career with Deloitte & Touche in India in their Audit and Taxation practice where she worked on various assignments focused on accounting and audit, tax preparation, and creation of taxation and financial strategies for clients. She also conducted financial investigations on behalf of The National Stock Exchange of India (NSE) and Securities & Exchange Board of India (SEBI) to detect member non-compliance.
Khursheed later worked with Deloitte & Touche In New York in their M&A Advisory Services Group as well as Audit & Assurance Practice in New York where she specialized in buy-side Mergers & Acquisitions (M&A) and leveraged buyout (LBO) transactions focused across several industries such as consumer goods, transportation services, and industrial goods.
Prior to founding Ploutus Advisors Tax Corp, Khursheed worked at ING Group, a Netherlands based global banking and financial services company, for over 10 years, initially at ING Barings in their Investment Banking Division in New York specializing in merger and acquisitions (M&A), leveraged buyouts (LBO), and private placements, and later as part of ING Capital’s Acquisition Finance Team in Los Angeles where she provided financial and lending solutions for companies with EBITDA of between $5 million and $100 million. While at ING Group, Khursheed managed in excess of $620 million in debt transactions, and worked on over $240 million in M&A transactions and private placements.
During her tenure at Deloitte and ING, Khursheed worked with companies such as Lucent Technologies, CSK Auto, Creative Host Services, Educate Inc, Varsity Brands, VCA, Bright Horizons, Hanes Brands and others.
Lean organizational structure with broad experience
Our dynamic approach allows us to directly benefit a broad set of clients from tax payers to real estate investors
though customized and professionally managed execution.
Richard Sakatani
Senior Manager, Tax
Tax Preparation
Partnerships-Corps & Corporations
Deferred Tax Strategies
John Anderson
Managing Director, Real trate
Property Operations
Construction Management
Leasing & Brokerage
Lorri Fuijoka
Senior Manager, Tax
Tax Preparation
Trusts
Retirement & Brokerage Accounts
Yoshio Okada
Senior Manager, Tax
Tax Preparation
Corporations
Partnerships
Jon Yamasaki
Manager, Tax
Tax Preparation
Bookkeeping
Payroll
Michael McDonald
Associate, Real Estate
Real Estate Brokerage
Business Development
Investor Relations
Jamie Drazovich
Analyst Tax
Tax Preparation
Bookkeeping
Payroll
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)

