YOGA AND MUSIC
MEGHA KALRA
CHARTERED ACCOUNTANT
Ludhiana,PB
Summary
Dynamic and results-driven Tax Consultant with a robust background spanning 9 years in managing financial and tax planning for diverse entities including companies, individuals, firms, and charitable trusts/societies. Proven expertise in taxation law, planning, and compliance, with a track record of delivering strategic tax solutions tailored to clients' needs.
Overview
9
9
years of professional experience
5
5
Certifications
3
3
Languages
Work History
DIRECT TAX CONSULTANT
DASS KHANNA & CO
03.2015 - Current
- Prepared Income Tax Returns of Companies, Individuals, Firms and Trusts within required deadlines.
- Handled Faceless assessment proceedings u/s 143(3)/148.
- Preparation and presentation of CIT(A) against Assessment orders and Penalty Orders.
- Preparation of 15CA/CB Forms, filing of appeals in Form 35, Form 36 and Form 36A.
- Conducted Tax Audits for diverse entities including Private Limited Companies, Partnership Firms, and Proprietorship Concerns. Compliance of various Sections of Income Tax Act mentioned in Form 3CD.
- Handled Taxation and registration aspects of Charitable Trusts and Societies.
- Evaluated client financial records to identify opportunities for reducing taxable income through strategic planning.
- Developed customized tax strategies for individuals and businesses, resulting in significant savings.
- Advised clients on best practices for maintaining compliance with changing tax regulations, avoiding costly penalties.
- Implemented effective record-keeping systems for clients, simplifying future tax preparations and improving organization.
- Provided expert guidance to clients during audits, minimizing potential penalties and interest charges.
- Maintained positive relationships with both existing and prospective clientele through excellent customer service and responsiveness.
- Conducted thorough research to stay current on ever-changing tax laws, ensuring compliance for clients.
- Reviewed client financial statements to ensure proper classification of expenses for optimal tax benefits.
- Streamlined tax preparation process for increased efficiency and accuracy.
- Analyzed detailed information from various sources to prepare accurate reports supporting well-informed decision making.
Education
CA FINAL -
ICAI
04.2001 -
Bachelor of Commerce -
PANJAB UNIVERSITY, CHANDIGARH
CHANDIGARH 04.2001 -
IPCC (BOTH GROUPS) -
ICAI
04.2001 -
CPT -
ICAI
04.2001 -
CLASS XII - COMMERCE
BLOSSOM ENGLISH SENIOR SECONDARY SCHOOL
LUDHIANA 04.2001 -
CLASS X -
BLOSSOM ENGLISH SENIOR SECONDARY SCHOOL
LUDHIANA 04.2001 -
Skills
Financial Analysis Competence
Tax Law Interpretation
Non profit Taxation Understanding
Tax Law Compliance
Tax-related research
Tax Strategy Implementation
Advance Knowledge of MS Excel, MS PowerPoint, MS Word
Analytical Thinking
Continuous Improvement
Problem-Solving
Multitasking Abilities
Time Management
Solution oriented approach
Accomplishments
- Stood 1st in PUNJAB IN 12TH Board exams.
- Served as Co-editor of Direct Tax Bar Association (DTBA), Ludhiana Newsletter for the past 5 years, demonstrating consistent dedication and editorial prowess in delivering engaging and informative content to our audience.
- Regularly contribute articles on direct tax topics to esteemed platforms such as Taxmann, TaxGuru and the Ludhiana branch of NIRC of ICAI newsletter, showcasing expertise and thought leadership in the field.
Certification
DISA (ICAI)
Interests
Timeline
SOCIAL AUDITOR (NISM BY SEBI)
01-2024
Preparation of Appeals, Drafting of Deed & Documents and Representation before Appellate Authorities (ICAI)
02-2021
Certificate Course on Forensic Accounting and Fraud Detection
10-2020
CERTIFICATE COURSE ON CONCURRENT AUDIT OF BANKS (ICAI)
08-2019
DISA (ICAI)
06-2018
DIRECT TAX CONSULTANT
DASS KHANNA & CO
03.2015 - Current
CA FINAL -
ICAI
04.2001 -
Bachelor of Commerce -
PANJAB UNIVERSITY, CHANDIGARH
04.2001 -
IPCC (BOTH GROUPS) -
ICAI
04.2001 -
CPT -
ICAI
04.2001 -
CLASS XII - COMMERCE
BLOSSOM ENGLISH SENIOR SECONDARY SCHOOL
04.2001 -
CLASS X -
BLOSSOM ENGLISH SENIOR SECONDARY SCHOOL
04.2001 -