NANDKISHOR PATEL
New Orleans
Summary
Tax Associate with expertise in tax return preparation and compliance at De MONTE AND FALGOUST, CPAs, LLC. Proficient in Lacerte and QuickBooks, with strong problem-solving skills and a focus on client relations. Achieved accurate filings that enhance financial integrity and optimize tax outcomes. Committed to delivering high levels of client satisfaction.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Tax Associate
De MONTE AND FALGOUST , CPAs, LLC
New Orleans
01.2025 - Current
- Prepared and reviewed federal, state, and city individual income tax returns (Form 1040) for a diverse portfolio of clients, ensuring compliance with current tax laws and accuracy of filings.
- Assisted in the preparation of corporate income tax returns (Form 1120) for C-corps, including the calculation of book-to-tax adjustments, and the reconciliation of financial statements.
- Supported the preparation of S corporation tax returns (Form 1120-S), focusing on the proper allocation of income, deductions, and distributions to shareholders.
- Executed the preparation of complex federal and state partnership tax returns (Form 1065), ensuring accurate allocation of income, deductions, and credits in accordance with partnership agreements. Assisted in the preparation and review of Schedule K-1s, performed detailed book-to-tax reconciliations, and maintained the partner capital account and basis schedule.
- Supported tax implications related to partner retirements, new partner admissions, and changes in ownership structure, including the revaluation of capital accounts, and Section 754 elections where applicable.
- Contributed to the preparation of nonprofit organization tax filings (Forms 990 and 990-EZ), ensuring accurate reporting of mission-related activities, financial disclosures, and compliance with IRS requirements.
- Clean up the books of accounts of clients to prepare the tax return. Experience with QuickBooks and Lacerte.
- Researched complex tax issues in order to provide accurate advice and guidance. State specific gain exclusions, deductions, and tax credits.
- Proficient in rental real estate tax preparations.
Member Services Attendant (Part time)
TULANE UNIVERSITY CAMPUS RECREATION
New Orleans
05.2024 - 12.2024
- Responsible for all the front-facing patron interactions as well as providing superior customer service.
- Maintaining financial integrity and accountability for all the transactions, and provide accurate information about all facility, program, and membership facts while providing excellent customer service to our patrons.
Advanced Tax Analyst
EY GLOBAL DELIVERY SERVICES INDIA LLP (EY GDS)
Mumbai
12.2022 - 01.2024
- Prepared Federal and State Tax Returns for Private Equity and Hedge Funds partnerships (Form - 1065)
- Executed M1, M-2, and M-3 calculations, ensuring precision and adherence to tax regulations.
- Solved various Go-Sytems and Partner Forms XML validation errors.
- Hands on experience with tax related tools Go Systems, Alteryx Designer, Citrix Partner Forms and EY's ADMN Tool.
Audit Assistant
DHIRUBHAI SHAH AND LLP
Ahmedabad
08.2016 - 08.2019
- Conducted extensive field work for implementing Internal Financial Control (IFC) for a Listed Company through understanding of the entity and its environment, identified internal control weaknesses. Prepared internal control weakness report highlighting weakness and steps to be implemented for making internal controls effective.
- Have conducted statutory audit of various Central Government Programme, State Government Companies and Listed Companies, as per applicable laws and regulations and in accordance with auditing standards.
- As part of statutory audit team have performed substantive audit procedures including test of details of accounts balance, transactions and disclosures and substantive analytical procedures.
- Agreeing of financial statements, including their accompanying notes, to the underlying accounting records.
- Verified accuracy of accounting estimates in significant accounts or disclosures and evaluated whether the methods used for making the estimates are appropriate and applied consistently.
- Assessed completeness, disclosure and accuracy of contingent liabilities with legal team affecting company's going concern.
Education
Master of Accounting - Analytics, Risk Management
TULANE UNIVERSITY | A. B. FREEMAN SCHOOL OF BUSINESS
New Orleans, LA12.2024
Certified Public Accountant (CPA) -
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS (AICPA)
Ahmedabad, India08.2022
Chartered Accountant (CA) -
INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA
New Delhi, India02.2021
Bachelors of Commerce - Advanced Accounting and Auditing
GUJARAT UNIVERSITY
Ahmedabad, India02.2018
Skills
- Lacerte
- QuickBooks
- Microsoft Word
- Microsoft Excel
- Microsoft Power Point
- Power BI
- Tally ERP
- Go Systems
- Alteryx
- Citrix Partner Forms
- Python
- Mergers and Acquisitions
- Valuation
- Selling a Company
- Sarbanes-Oxley (SOX) ITGC audit concepts
- Coordination Data Analysis
- CPR/AED
- First Aid
Websites
Languages
Proficient, Proficient, Proficient, Intermediary
Certification
- Udemy - Mergers and Acquisitions - M&A, Valuation & Selling a Company
- Udemy - Sarbanes-Oxley (SOX) ITGC Audit Concepts and Coordination Data Analysis
- Red Cross Society - CPR/AED and First Aid Certified
Languages
English
Professional
Hindi
Native/ Bilingual
Gujarati
Native/ Bilingual
Marathi
Limited
Timeline
Tax Associate
De MONTE AND FALGOUST , CPAs, LLC
01.2025 - Current
Member Services Attendant (Part time)
TULANE UNIVERSITY CAMPUS RECREATION
05.2024 - 12.2024
Advanced Tax Analyst
EY GLOBAL DELIVERY SERVICES INDIA LLP (EY GDS)
12.2022 - 01.2024
Audit Assistant
DHIRUBHAI SHAH AND LLP
08.2016 - 08.2019
Master of Accounting - Analytics, Risk Management
TULANE UNIVERSITY | A. B. FREEMAN SCHOOL OF BUSINESS
Certified Public Accountant (CPA) -
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS (AICPA)
Chartered Accountant (CA) -
INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA
Bachelors of Commerce - Advanced Accounting and Auditing
GUJARAT UNIVERSITY
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