Dhwani Trivedi
Ahmedabad
Summary
Results-driven tax professional with extensive experience in delivering accurate, timely, and compliant tax solutions, using industry-standard software such as CCH Axcess and UltraTax. Adept at improving client satisfaction through effective communication, meticulous documentation, and a strong attention to detail. Dedicated to applying tax planning and compliance expertise to support clients' financial success. Seeking to contribute to a dynamic financial team by upholding the highest standards of accuracy, efficiency, and client service.
Overview
4
4
years of professional experience
Work History
USA Tax Associate
AccuPartners Accountancy PVT. LTD
Ahmedabad
05.2025 - Current
- Prepared and reviewed accurate federal and state tax returns, including Forms 1040, 1065, 1120, and 1120S, ensuring full compliance with current tax regulations.
- Utilized industry-standard tax software, such as CCH Axcess, UltraTax, and FixedAssetCS, to process returns, manage fixed asset data, and ensure precise reporting and depreciation.
- Managed end-to-end client communication by requesting and organizing documents via email and Suralink, conducting weekly support calls, and responding to inquiries through phone and email.
- Executed electronic filing of tax returns and extensions, including the preparation of authorization forms to facilitate timely client signatures, and ensure prompt submissions.
- Conducted tax research to stay current with evolving tax laws and regulations, applying findings to improve outcomes, and maintain client compliance.
- Assisted with tax planning strategies, including quarterly tax projections, California Pass-Through Entity Tax (PTET) filings, and estimated tax payments.
- Drafted responses to IRS and state tax notices, helping clients resolve issues while maintaining regulatory compliance.
- Collaborated closely with senior tax professionals and accounting teams to address complex tax matters and deliver comprehensive, high-quality service.
- Participated in training sessions to enhance proficiency in tax software, and improve tax preparation capabilities.
Tax Staff
TaxAccPro Global Solution LLC
Ahmedabad
08.2023 - 04.2024
- Prepared 1040 tax return with different forms, like 5471, FinCEN 114, K-1, Schedule C, and E as well.
- Prepared Business Return 1120S, 1065, and 1120 in Drake from financials with M1 adjustments.
- Review the accounting work for the account trainee for QuickBooks Online.
Junior Tax Preparer
Confiance Bizsol Private Limited
11.2022 - 07.2023
- Skilled in the preparation of federal and state income tax returns for S Corporations (1120S), C Corporations (1120), Partnerships (1065), and individual tax returns (1040).
- Expertly utilized CCH Engagement's Dynalink process to create dynamic links between the Trial Balance and business tax returns in CCH Axcess.
- Proficient in performing M-1 adjustments, including depreciation adjustments, and bad debt reconciliation.
- Prepared detailed workpapers for business tax returns within the engagement framework.
- Linked source documents (SurePrep Doc) to 1040 tax returns using the OCR process in CCH Axcess. Conducted thorough research on complex tax issues to maximize client returns, while ensuring compliance with all federal and state regulations.
- Conducted thorough research on complex tax issues to maximize client returns, while ensuring compliance with all federal and state regulations.
- Performed the end-to-end accounting process, from initial bookkeeping and financial transaction recording to final tax preparation and filing, ensuring seamless and accurate financial management throughout the year.
Junior Account Officer
Confiance Bizsol Private Limited
08.2021 - 11.2022
- Established Quickbook Accounting system to reflect accurate financial record.
- Bookkeeping of franchises like boutique, fitness, salon, local contractors and restaurant business.
- Review and Analyzed Reconciliation of Bank and Credit card and Monthly Bookkeeping.
- Recording of AR, AP, Payroll and Reconciliation of AR and Payroll timely manner.
- Develop system to account for financial transaction by establishing a chart of accounts, defining bookkeeping policies and procedures.
- Communication with client whenever required.
Education
Pursuing EA -
05.2025
M.COM -
Gujarat University
06.2021
B.COM -
Gujarat University
06.2019
Skills
- QuickBooks Online
- Xero
- QuickBooks Desktop
- CCH Axcess
- CCH engagement
- Intuit Pro Series
- Pro-Connect (practice only)
- MS Office
- Sure prep
- Drake
- UltraTax
- ATX
Accomplishments
- Certificate for Ultimate Team Player, 2022, Confiance Bizsol Private Limited
- Award of The Silent Soldier, 2022, Confiance Bizsol Private Limited
- Star performer of the month, August, 2022, Confiance Bizsol Private Limited
Languages
- English, Full Professional Proficiency
- Hindi, Full Professional Proficiency
- Gujrati, Full Professional Proficiency
Skills
- Attention to detail and accuracy
- Problem-solving ability
- Client relationship management
- Time management and prioritization
- Team collaboration
- Adaptability and quick learning
- Work ethic and integrity
Timeline
USA Tax Associate
AccuPartners Accountancy PVT. LTD
05.2025 - Current
Tax Staff
TaxAccPro Global Solution LLC
08.2023 - 04.2024
Junior Tax Preparer
Confiance Bizsol Private Limited
11.2022 - 07.2023
Junior Account Officer
Confiance Bizsol Private Limited
08.2021 - 11.2022
Pursuing EA -
M.COM -
Gujarat University
B.COM -
Gujarat University