Rupal Mehta
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Rupal Mehta Email & Phone Number

Founder and Regional Marketing Director at Financial Foundation USA
Location: Dallas-Fort Worth Metroplex, United States, United States 6 work roles 3 schools
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Current company
Role
Founder and Regional Marketing Director
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size

Who is Rupal Mehta? Overview

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Quick answer

Rupal Mehta is listed as Founder and Regional Marketing Director at Financial Foundation USA, a company with 3 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a matched LinkedIn profile for Rupal Mehta.

Rupal Mehta previously worked as Senior Accounting and Tax Analyst at Compu Tech Consutants and Founder & Regional Marketing Director at Financial Foundation Usa. Rupal Mehta holds Bachelor Of Commerce - Bcom, Accounting, Marketing & Psychology from University Of Mumbai.

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Financial Foundation USA

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Profile bio

About Rupal Mehta

Analytical, organized and detail-oriented Tax Preparer and Accountant with over 4 years of progressive experience in preparing and filing tax returns, providing book-keeping, accounting, and payroll services. Possess strong knowledge of tax codes, technical aspects of tax preparation and compliance, GAAP expertise and experienced in the full spectrum of public accounting. Collaborative team player with ownership mentality and a track record of delivering the highest quality strategic solutions to resolve challenges and propel business growth.I am an independent financial service professional. I help individuals, families, & business owners who have the desire to grow & protect their financial future. Our expertise is to strive to provide knowledge, objective financial guidance & customized strategies to consumer segmentation that demand the highest quality service. Our core Philosophy is "Education builds wealth". We bring together the best companies and a wide spectrum of wealth building strategies. Specialization in educating on how to increase cash flow, preserve their wealth, build an emergency fund & how to eliminate debt and create a passive income. I am open to collaborations for networking.If you are looking for new opportunities & build your own business. I am expanding across the country & looking for key and ambitious people who are open for collaboration & networking.Please, leave me a message for more details.

Listed skills include Microsoft Powerpoint, Microsoft Office, Microsoft Word, Managerial Finance, and 9 others.

Current workplace

Rupal Mehta's current company

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Financial Foundation USA
Financial Foundation Usa
Founder and Regional Marketing Director
Texas, United States
Employees
3
AeroLeads page
6 roles

Rupal Mehta work experience

A career timeline built from the work history available for this profile.

Senior Accounting And Tax Analyst

Current
Compu Tech Consutants
  • Prepare simple to complex federal and state consolidated tax returns for business and individuals with maximum accuracy in fast-paced environment. Perform diverse range of general administration activities, including.
  • Help prepare to apply/renew ITIN for individuals. Worked with approx. 200 clients get ITIN
  • Prepare and file corporate taxation (Form 1120), partnerships (Form 1065) and other flow through entities (Form 1120S)
  • Prepare and file individual taxation Forms 1040/1040NR/Schedule-C/Amendments etc.
  • Prepare and file multi-State Tax return including Franchise Tax and Annual Reports.
  • Prepare monthly/quarterly P&L and Balance Sheet statements and execute other accounting and bookkeeping tasks.
Jan 2021 - Present

Founder & Regional Marketing Director

Current
  • LICENSED FINANCIAL SERVICE PROFESSIONALFormulate and execute business and marketing plans in alignment with people short and long-term objectives. Gain complete understanding of clients financial concerns and needs by.
  • Increased return on investments and maximized net-worth of people by educating people on financial concepts and tax handling.
  • Fostered lasting and professional working relationships customers by understanding and addressing individual concerns / needs.
Feb 2019 - Present

Senior Tax Specialist

Kansas City, MO, US

  • Create complete tax returns for individual and small business with maximum accuracy in fast-paced environments. Perform diverse range of general administration activities, including conducting tax interviews with.
  • Supervised team members, evaluated team performance, and conducted training sessions to improve productivity.
  • Resolved clients’ escalations and maximized customer satisfaction by identifying and delivering results-driven solutions.
  • Propelled business growth and improved client retention by delivering value-added tax management services.
Jan 2019 - Jan 2021

Accountant

  • ACCOUNTANTAdministered day-to-day accounting functions, such as creating LLC, bookkeeping for small and medium businesses. Drafted detailed financial reports to senior management by collecting and analyzing high volume.
  • Performed monthly bank reconciliation using QuickBooks to identify and eradicate discrepancies through keen eye to details.
Oct 2018 - Jan 2019

Vita Tax Preparer

Irs Certified Community Tax Center
  • VITA TAX PREPARERDelivered exceptional free income tax preparation services to low-income families while serving as an IRS Volunteer Tax Certified Preparer. Maintained regular engagement with needy families to support.
  • Completed jobs within strict time and quality constraints by scheduling tasks, setting priorities, and collaborating with colleagues.
Jan 2017 - Dec 2018
3 education records

Rupal Mehta education

Bachelor Of Commerce - Bcom, Accounting, Marketing & Psychology

University Of Mumbai

Accounting Associate Degree, Accounting And Finance

Dallas College

Continuing Education And Workforce Training Course, Advanced Workplace Communication ● Business English ● Communication Skill For Business And Industry

Dallas College
FAQ

Frequently asked questions about Rupal Mehta

Quick answers generated from the profile data available on this page.

What company does Rupal Mehta work for?

Rupal Mehta works for Financial Foundation USA.

What is Rupal Mehta's role at Financial Foundation USA?

Rupal Mehta is listed as Founder and Regional Marketing Director at Financial Foundation USA.

Where is Rupal Mehta based?

Rupal Mehta is based in Dallas-Fort Worth Metroplex, United States, United States while working with Financial Foundation USA.

What companies has Rupal Mehta worked for?

Rupal Mehta has worked for Financial Foundation Usa, Compu Tech Consutants, H&R Block, Ruchi Gupta Cpa Llc, and Irs Certified Community Tax Center.

How can I contact Rupal Mehta?

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What schools did Rupal Mehta attend?

Rupal Mehta holds Bachelor Of Commerce - Bcom, Accounting, Marketing & Psychology from University Of Mumbai.

What skills is Rupal Mehta known for?

Rupal Mehta is listed with skills including Microsoft Powerpoint, Microsoft Office, Microsoft Word, Managerial Finance, Spreadsheets, Microsoft Excel, Accounting, and Time Management.

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