Anil Khatwani
ProTaxTeam LLC
1
Certification
13
years of professional experience
CPA candidate (3 of 4 sections passed) and Chartered Accountant (India) with 10+ years of experience in tax compliance, accounting, and financial reporting. Experienced in preparing and reviewing 500+ U.S. individual and business tax returns, including high-net-worth individual returns, and reviewing general ledgers for 100+ businesses.
Work History
Accountant
1 Year 1 Month- Prepare and review 500+ U.S. business (Forms 1065, 1120, 1120-S) and individual tax returns (Form 1040), including returns for high-net-worth individuals.
- Finalize accounting records and review general ledgers for 100+ businesses using QuickBooks.
- Process payroll and prepare related reports and tax documentation using Payroll Relief.
- Assist with state and local tax compliance, including sales tax filings.
- Prepare journal entries and supporting schedules for Month-End & Year-End Close; maintain organized client records and documentation.
Partner
11 Years- Prepared and reviewed 1,000+ individual, partnership, and corporate tax returns across multiple industries.
- Prepared financial statements and managed bookkeeping, general ledger accounts, journal entries, reconciliations, accounts payable, and accounts receivable.
- Advised clients on tax compliance, regulatory filings, and financial reporting; collaborated with legal and finance teams on audit and tax matters and improved tax process controls.
Education
M.S. - Accounting & Analytics
AACSB-accredited
LL.B. (Special)
M.Com.
Skills
Individual & Business Tax Preparation (1040
1065
1120
1120-S) & HNW Individual Taxation
General Ledger Review & Reconciliation
Financial Statement Preparation & Analysis
Period-End Closing
U.S. GAAP
IFRS & Indian GAAP
U.S. Federal & State Tax Compliance
Research & Regulatory Requirements
Payroll & Sales Tax Compliance
Tax Software: CCH Axcess
ProSeries
Accounting & Payroll Software: QuickBooks
Payroll Relief
Analytics: Microsoft Suite
Power BI
Tableau
R
Certification
- H&R Block Tax Knowledge Assessments | 2025-09
- Tax Staff Essentials Certificate – AICPA & CIMA | 2025-03
- Concurrent Audit of Banks – ICAI, India | 2017-04
Accomplishments
- Passed 3 of 4 CPA Exam sections (REG, FAR & TCP); AUD in progress.
- Successfully prepared and reviewed 500+ U.S. individual and business tax returns, including high-net-worth individual returns.
- Earned an M.S. in Accounting & Analytics from Rochester Institute of Technology, New York (2025).
EDUCATION
CPA Exam: REG, FAR, TCP passed; AUD in progress
Timeline
Accountant
ProTaxTeam LLC
10.2025 - CurrentRead More
Partner
Bharatiya & Panchal, Chartered Accountants
07.2013 - 07.2024Read More
Gujarat University
M.Com.
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Gujarat University
LL.B. (Special)
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Rochester Institute of Technology
M.S. from Accounting & Analytics
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