SHIKHA MEHTA
Little Elm
Summary
Certified Public Accountant and Enrolled Agent with deep knowledge in preparing corporate, partnership, and individual tax returns. Possess strong analytical skills to identify discrepancies in financial data and reconcile complex accounts. Skilled in implementing strategic tax planning that aligns with business objectives resulting in cost savings. Recognized for leveraging technology to streamline processes and increase efficiency in past roles.
Overview
17
17
years of professional experience
Work History
Tax Accountant
Perfect Tax and Finance
McKinney
05.2018 - 01.2024
- Advised high net worth individuals and family LPs on tax and accounting concerns.
- Guided clients in understanding tax laws and calculating tax liabilities.
- Identified tax benefits through IRS-approved strategies, including Donor Advised Funds.
- Finalized annual account balances for businesses in Hospitality, Healthcare, IT Consulting, and Energy sectors.
- Prepared and filed US Individual Tax Returns, Partnership Returns, and Corporate Tax Returns.
- Managed payroll for corporate accounts, filing quarterly and annual Payroll Taxes.
- Computed and prepared 1099-MISC forms and K-1s as necessary.
- Represented clients before the IRS to resolve tax-related notices.
Accountant
Amin Kotadia CPA PC
Hurst
01.2018 - 05.2018
- Finalized annual accounts in accordance with US GAAP including bookkeeping services for Gas Stations, Convenience Stores, & Hotels.
- Led a team of more than 10 people on a project involving day to day accounting for a Texas based nonstandard Insurance Company.
- Filed Monthly Sales Tax reports for various states such as Texas, Arkansas, New Mexico.
- Filed Monthly, Quarterly, and Annual Payroll Tax Reports.
Assistant Manager
Percept Limited
Mumbai
05.2013 - 04.2015
- Advised clients in regard to Transfer pricing with the calculation of Arm's Length Price in particular.
- Handled taxation matters per the Indian Income Tax Act, 1961 this included: Filing of appeals and appeared before Appellate Tribunals.
- Filing of MVAT returns and assisted in finalization of MVAT Audit Report.
- Settling of Tax liabilities and Tax refunds of companies in the Percept group.
- Promoted from Senior Executive to Asst. Manager in less than 7 months.
- Named the 'Star Employee of the month' for November 2014.
Executive
Hemant V Shah & Co
Mumbai
12.2011 - 11.2012
- Advised clients on taxes specific to Point of Taxation Rules and Valuation of Taxable Services.
- Advised clients on the MVAT Act 2006 with special focus on amendments for builders, works contracts, and composition schemes.
- Filed VAT (Value Added Tax) and Service Tax returns.
Intern
Gosalia & Associates
Mumbai
04.2009 - 12.2010
- Prepared Financial Statements from books of accounts.
- Drafted Account Notes which formed an integral part of Financial Statements.
- Drafted Tax Audit reports in accordance with the Indian Income Tax Act, 1961.
Intern
Nilesh Kapadia & Co
Mumbai
03.2007 - 03.2009
- Responsible for filing of Service Tax returns.
- Conducted audit of financial statements of private limited companies to ensure compliance with accounting standards and standards on auditing.
- Participated in year-end stock audits of manufacturing units.
- Reported under Company Auditors Report Order (CARO, 2003).
Education
Certified Public Accoutant -
The Insituite of Certified Public Accountant
The Institute of Certified Public Accountant 05-2025
Enrolled Agent (EA) - Individual & Corporate Taxation, and Ethics
Internal Revenue Service
Dallas, TX09.2019
Chartered Accountant - Accounting, Tax, Business Law, Auditing, & Cost Management
The Institute of Chartered Accountants of India
Mumbai, India11.2011
Bachelor of Commerce - Accounting
Mithibai College
Mumbai, India04.2009
Skills
- Tax compliance
- Team leadership
- Corporate tax filings
- Tax return preparation
- Partnership taxation
- Income tax laws
- Estate and trust taxation
- Multitasking Abilities
- Journal entry preparation
- Intuit QuickBooks
- Microsoft Excel
References
References available upon request.
Timeline
Tax Accountant
Perfect Tax and Finance
05.2018 - 01.2024
Accountant
Amin Kotadia CPA PC
01.2018 - 05.2018
Assistant Manager
Percept Limited
05.2013 - 04.2015
Executive
Hemant V Shah & Co
12.2011 - 11.2012
Intern
Gosalia & Associates
04.2009 - 12.2010
Intern
Nilesh Kapadia & Co
03.2007 - 03.2009
Certified Public Accoutant -
The Insituite of Certified Public Accountant
Enrolled Agent (EA) - Individual & Corporate Taxation, and Ethics
Internal Revenue Service
Chartered Accountant - Accounting, Tax, Business Law, Auditing, & Cost Management
The Institute of Chartered Accountants of India
Bachelor of Commerce - Accounting
Mithibai College
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