Deals in US Bookkeeping & Accounting, Financial planning and Analysis, Tax compliance, Tax Preparation, Payroll Processing.

Reviewing the books and financial statements, processing payroll, filing annual franchise taxes, submission of tax extentions, preparing and filing federal & state taxes for individuals and small businesses, preparation and submission of PPP and EIDL loan applications

Supervised and conducted Statutory and Tax Audit of various firms, Prepared and filed income tax returns for various individuals(including NRIs), firms, HUFs and corporations. Prepared projected and forecasted financial statements and project reports of various clients.

Prepared individual tax returns and assisted senior staff members in preparation of tax returns for high net worth individuals with multi-state filings. Assisted in preparation of complex partnership, corporate returns and non-profit returns. Prepare amended tax returns for individuals. Managed the required extensions for individual, business and not for profit clients. Performed general bookkeeping for various clients, maintain financial reports, record financial statements and general ledgers and complete the journals, entries and monthly bank reconciliations using accounting software Quickbooks. Created 1099s for clients. Assisted the tax manager in tax audit for multiple clients. Created various tax templates for the firm using MS Word and Excel.

As Area Operation Manger, overseeing the efficient operation of branch ensuring that all operational functions (sanction, disbursement, banking and customer service) are completely and properly performed by the staff while conveying a feeling of trust, service, security and satisfaction to customer, counter departments and staff. As Regional Manager of Internal Control, periodic reviews of several branches in the region to check that all operational internal controls of branch (Operations-Retail Loan) are working fine, chances of losses are minimal, and branches are Five S compliant and to make sure that all identified gaps are tracked for closure.

License: Non-Attest

License: Active

Degree:

  QuickBooks, TurboTax, MicroSoft Word, Excel & Gusto

  Drake tax software, Waves, Forms-1040, 1120, 1120S, 1065 & 941

  ResMan

A Not-for-Profit Organization: Responsible for tracking and updating the organizational action plan to align with the Foundation’s objectives. Managing the daily operations for Rakshak Foundation, including coordination with volunteers in the United States and in India, resource allocation, tracking financial acquisitions and expenditures, Oversee the Foundations growing and sizeable investment fund, to ensure that it is maximizing its return during the challenging market conditions; Oversee the annual budget of the Foundation to ensure funds are spent in accordance with objectives; Assume responsibility for the Foundation’s finance function, to ensure accurate forecasting, reporting, financial planning and strong financial management for the organization; Oversee the production of income and expenditure estimates, actual and variance balance sheets, cash flows and a capital budget;

A Not-for-Profit Organization: This program provides free income tax assistance to qualified taxpayers, and help them claim important tax credits such as the Earned Income Tax Credit and the Child Tax Credit. The goal of VITA is to increase the financial stability of working individuals and families.

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