Rupal Mehta Email & Phone Number

Texas, United States

Texas, United States

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 conducting tax interviews with clients, offering tax / accounting services, coordinating IRS audit, and creating documentations. Process cash receipts comprising of cash, checks, money orders, credit cards, and EFTs, and record into internal system. Provide high quality bookkeeping, accounting, and payroll services to clients.• 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.• Perform Bank reconciliation for clients • Help form LLCs, S-Corp, C-Corp, and Partnership firms for clients using forms 2553/8832• Prepare and file Highway tax, Use tax and IFTA tax with state agencies • Run payroll process for clients and file forms 940 and 941 with IRS• Help clients with Tax planning strategies to minimize future tax liabilities• Create and generate 1099s for contractors• Provide exceptional client-services, maintain strong working relationships with clients and be their trusted partner by solving taxation issues in timely and most efficient way.• Follow all company procedures related to information handling to ensure client confidentiality.• Prepare tax returns in compliance with firm’s policies and adhering to firm’s tax practice standards as well as 1040 procedure manual.• Staying updated with latest tax law and regulation changes.

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 communicating with individuals and their families. Protect people's lives, livelihoods, and loved ones by offering appropriate insurance and financial strategies. • 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.

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 clients, offering tax / accounting products and services, coordinating IRS audit, opening and closing store, and creating documentations. Process cash receipts comprising of cash, checks, money orders, credit cards, and EFTs, and record into internal system. • 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.

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 of relevant data. Prepared and filed tax returns for corporate, individuals and partnerships while utilizing Ultra Tax with high-level proficiency.• Performed monthly bank reconciliation using QuickBooks to identify and eradicate discrepancies through keen eye to details.

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 in filling taxes and claiming all tax credits.• Completed jobs within strict time and quality constraints by scheduling tasks, setting priorities, and collaborating with colleagues.

Bachelor Of Commerce - Bcom, Accounting, Marketing & Psychology

Accounting Associate Degree, Accounting And Finance

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