Vidhi Patel
Chicago,Illinois
Summary
Strategic and detail-oriented Accounting and Taxation Professional with over three years of progressive experience in U.S. tax compliance, financial accounting, and client advisory. Proficient in preparing complex Forms 1040, 1120, and 1065; administering full-cycle bookkeeping; managing multi-jurisdictional filings; and ensuring audit readiness in accordance with GAAP standards. Currently pursuing CPA licensure while demonstrating a strong background in tax preparation and filing processes. Recognized for a collaborative approach, adaptability to evolving requirements, and expertise in tax software. Consistently maintains accurate records that reflect high standards and a results-driven mindset.
Overview
6
6
years of professional experience
Work History
Tax Assistant | Accounting & Bookkeeping Specialist
Hari Tax & Accounting Services
01.2024 - 10.2025
- Prepare and review complex individual (Form 1040) and business tax returns (Forms 1120, 1065) with detailed supporting schedules, ensuring compliance with federal, state, and local tax regulations.
- Administer full-cycle bookkeeping, including general ledger maintenance, journal entries, trial balance preparation, and financial statement compilation in accordance with GAAP.
- File multi-state sales/use tax and tangible personal property tax returns; oversee fixed asset capitalization and depreciation schedules to ensure accurate reporting and audit readiness.
- Manage accounts payable and receivable, reconcile bank and credit card statements, investigate discrepancies, and strengthen internal control over cash and expenses.
- Execute month-end and year-end closing processes, including adjusting and accrual entries, to deliver accurate and timely financial results.
- Advise and onboard 150+ small business clients on payroll configuration, employer tax payments, and quarterly filing procedures, improving compliance, and reducing penalties.
- Collaborate with senior accountants on basic tax planning opportunities, supporting the optimization of client tax positions.
- Utilize QuickBooks, Tally ERP, TurboTax, and advanced Excel tools (PivotTables, VLOOKUP, formulas) to streamline workflows, reconciliations, and reporting accuracy.
Accountant
Kinnari Fabrics
01.2021 - 12.2022
- Managed end-to-end accounting operations, including journal entries, ledgers, bank reconciliations, and support for monthly and annual closing.
- Prepared balance sheets, profit and loss statements, and cash flow summaries, delivering financial visibility for management decisions.
- Implemented reconciliation checks across accounts payable, receivable, and bank accounts to enhance accuracy and reduce outstanding variances.
- Assisted with audit schedules and documentation, ensuring transparency and adherence to internal controls and statutory requirements.
Bookkeeper
River Drop Partnership & Co
05.2019 - 01.2020
- Performed day-to-day bookkeeping using Tally ERP, including transaction posting, ledger maintenance, and reconciliations.
- Tracked accounts payable and receivable, monitored aging, and supported timely vendor and customer settlements.
- Prepared interim financial summaries and supported internal reviews and audit preparation with organized documentation.
Education
Certified Public Accountant (CPA) -
US CPA
06-2026
MBA - Finance
NMIMS University
Mumbai, India01.2023
Bachelor of Commerce (B.Com) - Accounting & Finance
VNSGU University
Surat, India01.2019
Skills
- US Taxation (1040, 1120, 1065); Multi-State Sales/Use Tax; Tangible Property Tax; Financial Accounting & Reporting; Bookkeeping & General Ledger; Payroll Compliance; Month-End & Year-End Close; Fixed Asset & Depreciation Accounting; Account Reconciliation; Client Advisory; Audit Support; Process Improvement
- Accounting Software: QuickBooks, TurboTax, Tally ERP
- Productivity & Data Tools: Microsoft Excel (PivotTables, VLOOKUP, basic Macros), Word, PowerPoint, Google Sheets
- Compliance & Filing: IRS e-Services, State Tax Portals, Payroll and withholding platforms
- Analysis: Financial modeling, variance analysis, reconciliation automation
- GAAP compliance
LANGUAGES
English (Fluent)
Gujarati (Native)
Hindi (Fluent)
Timeline
Tax Assistant | Accounting & Bookkeeping Specialist
Hari Tax & Accounting Services
01.2024 - 10.2025
Accountant
Kinnari Fabrics
01.2021 - 12.2022
Bookkeeper
River Drop Partnership & Co
05.2019 - 01.2020
MBA - Finance
NMIMS University
Bachelor of Commerce (B.Com) - Accounting & Finance
VNSGU University
Certified Public Accountant (CPA) -
US CPA