I am a Qualified Chartered Accountant (CA) and Certified Public Accountant (CPA) specializing in delivering backend accounting, bookkeeping, and U.S. tax support to CPA firms, accounting practices, and businesses across the United States.
As the Co-Founder of Oakwood Advisory, I help U.S. firms scale efficiently by managing their complete backend operations—ensuring accuracy, timely delivery, and seamless workflow integration. Our team supports firms with bookkeeping, month-end close, tax preparation, review tasks, and compliance activities so they can focus on client advisory and growth.
I am proficient in leading accounting and tax software, including:
QuickBooks Online, QuickBooks Desktop, Xero, Tally, Wave, NetSuite
and U.S. tax platforms such as TurboTax, Drake Tax, ProSeries, Lacerte, and TaxAct.
My U.S. tax experience includes preparation and review of 1120, 1120S, 1065, 1040, 1099, and related filings.
Core Areas of Expertise:
• Backend bookkeeping & accounting services for U.S. firms
• Month-end close & financial statement preparation
• U.S. tax preparation, review & compliance
• Budgeting, forecasting & management reporting
• Audit assistance & documentation
• Financial modeling, Excel automation & data analysis
I am committed to strengthening financial systems for firms and businesses through accurate reporting, reliable backend processes, and clear financial insights that support strategic growth.
CPA
Budget Management
Accounting
Tax Law Compliance
Financial Audit
Parth S.
Ahmedabad, India
$15/hr
4.9
106 jobs
Accurate books, compliant taxes, and peace of mind , that’s what I deliver.
Tax Filing ,Instant High Quality Returns, US Reviews, Audits and Compilation
I am Licensed CPA (Montana) and Chartered Accountant (India), member of two leading global accounting bodies, Ex-EY and Registered Valuer.
With over 10 years of experience in U.S. tax and accounting services, I specialize in cross-border tax transactions and have extensive experience servicing businesses across various industries, including real estate, hospitality, e-commerce, retail, non-profit organizations (NFPOs), and universities. I am passionate about solving complex tax issues and providing effective solutions for my clients. I take pride in delivering high-quality services at competitive prices, helping business owners navigate their accounting and tax challenges with ease.
My expertise includes a wide range of accounting and financial services, such as tax planning, compliance, bookkeeping, payroll, 1099 reporting, and audit, review, and compilation services. I work closely with corporate groups, accountants, and bookkeepers, gaining valuable insights into various aspects of finance, inventory control, and financial strategy.
I focus on U.S. tax planning, compliance, and preparation for individuals and businesses involved in cross-border transactions, particularly regarding U.S. expat filings, state tax planning, real estate, and multi-jurisdictional tax issues. I prepare individual 1040 forms, partnership returns, corporate 1120 and 1120-S returns, as well as compliance for IRS Form 5472, 5471, nonprofit forms 990/990EZ, and 1099 filings. Additionally, I provide entity formation, S Corporation elections, payroll processing, and compliance services for both new and existing companies.
My accounting and bookkeeping services cover general bookkeeping, bank reconciliation, accounts payable and receivable, month-end entries, balance sheet reconciliation, budgeting, cash flow forecasting, financial reporting, and management report preparation.
I am proficient in various accounting software, including Xero, QuickBooks Desktop, QuickBooks Online, NetSuite, MYOB Pro Series, Lacerte, Drake, MyTaxPrep, CCH Axcess, and TurboTax. Whether you’re a startup, an established business, or an individual seeking reliable tax and accounting support, I offer customized solutions designed to help you save time, stay compliant, and grow confidently.
CPA
Financial Audit
Tax Planning & Advisory
Certified Tax Preparer
Tax Law Compliance
US Taxation
C-Corporation
S-Corporation
Balance Sheet
Bank Reconciliation
Bookkeeping
Financial Reporting
Accounting
Payroll Accounting
Compiler
Accounts Receivable
Jagdish V.
Surat, India
$40/hr
4.7
92 jobs
I am an Enrolled Agent (EA) (IRS), Indian CA with 27+ years of experience. I specialize in tax advisory, tax filings & compliance services for foreign entrepreneurs / non residents doing business in US. I also help with tax preparation and planning for small businesses, HNIs, US residents and expats having foreign investments and foreign business interests.
US Tax Filing:
I have 26+ years of tax, accounting and representation experience. I hold PTIN number and CAF number from IRS. We participate in efile program of IRS. I head a small team of tax and accounting professionals exclusively catering to US tax filing and bookkeeping.
I prepare and help with -
● Tax Forms 1040 & 1040NR.
● Tax forms Partnerships (1065) and C Corps (1120) S Corps (1120S). Businesses having nexus in multiple states and requiring multi state filings. Change in ownerships, sale and other situation.
● Entity selection, state selection and entity formation, EIN applications and BOI reporting. Form 8832 for entity election.
● Returns of foreign owned single member LLC (disregarded entity), multimember foreign owned LLC or foreign owned C Corp / Inc. Help with determining taxability of the income of single and multi member LLCs.
● Preparation of form 5472 for US Corporations and LLCs owned by foreign persons.
● Well versed with international part of US tax code and income sourcing rules, foreign tax credits (1116) (1118), FEIE (2555), FATCA, FBAR (FINCEN) (114) reporting, etc.
● Last 3 years (or more if applicable) delinquent tax returns under Streamlined Foreign Offshore Procedures along with 6 years FBAR filings.
● Preparation of forms 8858, 8865 & 5471 for US persons owning foreign disregarded entities, partnerships or corporation. Filing of form 926 for investments by US persons in foreign entities.
● Preparation and tax advisory for HNIs having interests in multiple real estates, stock options, ESOPs, stock plans, multiple K1s, gains, 1031 exchanges, Solo 401(k), SEP IRA, Roth, backdoor Roth, tax planning, advisory, etc.
● Filing of 1099s 941, 940, and assistance in preparation of W-8BEN and W-8BEN-E.
● Proactive tax planning and advisory.
I specilize in serving -
● Indian entrepreneurs who want to do business in US or are owing US entities (LLC / INC). I provide end to end compliance for both jurisdictions. On India side I help with structuring and compliance under FEMA (ODI) overseas direct investments regulations. I also advise and deal with international tax issues, DTAA, transfer pricing, and disclosure of foreign assets in Indian tax returns. On US side, I help with setting up the entity and provide end to end compliance like federal and state tax filings, franchise tax filing, bookkeeping, sales and use tax compliance, payroll, etc.
● Foreign owned LLCs (single or multimember) or C Corps.
● Online ecommerce companies, tech service providers, Saas companies, wholesalers, retailers, jewellery and precious stone dealers.
● Small businesses and HNIs.
Bookkeeping :
● Preparation of Financial statements, passing on closing journals preparing periodical profitability reports and analysis.
● AR, AP reconciliations, bank / card reconciliations, cross currency accounting, revenue recognition, cleanup, etc.
● Preparing insight reports and MIS for management using MS Excel, integration with various apps, etc.
● Experience in working with multitude of accounting software, ERP systems and proprietary software.
● Bookkeeping for real estate, realtors, investors.
● Bookkeeping clean up and book keeping for tax preparation.
Proficient with -
● Excel
● Drake, Axcess, Ultratax, Proconnet, ATX etc. Can adept to any other texprep software.
● O365 and Onedrive cloud.
● QB, QBO, Xero, Sage, Freshbooks, Zoho, etc.
● Tax Dome, or any other project managment / office management software.
● Tech savvy continually experimenting and adopting new technologies. Proud to be a paperless office.
I commenced my practice as a Chartered Accountant with 26+ years of experience in dealing with small businesses and HNIs in the areas of -
● International Tax & Transfer Pricing
● Tax representation, Audit assistance & Appeals representation
● FEMA (Foreign Exchange Management Act) (India still has strict and archaic laws on INR convertibility),
● Audit and assurance services, GST compliances, company law consulting
I have very good infrastructure in place with necessary security measures ensuring data safety and integrity like firewall, VPN, need based access, etc.
I am proud member of NATP and NAEA, both leading associations of tax professionals in USA.
Would love to connect and explore whether we are good fit for each other.
Thank you for reading.
CPA
Intuit QuickBooks
Accounts Receivable
Certified Tax Preparer
Tax Preparation
Sales Tax
Tax Law
Bank Reconciliation
Accounts Payable
Microsoft Excel
US Taxation
QuickBooks Online
Bookkeeping
Xero
Kumar Z.
Ahmedabad, India
$30/hr
5.0
5 jobs
I am a Certified Public Accountant with the wealth of expertise in tax preparation and audit. With a sharp focus on accuracy and commitment to helping individuals and businesses to navigate the complexities of the tax code, I specialize in wide range of tax forms including 1040, 1065, 1120 and 1120s. With the passion for financial stewardship, I aim to minimize tax liabilities while maximizing opportunities for savings. My extensive experience and dedication to my clients make me a trusted resource in the world of accounting.
CPA
Tax Preparation
Tax Return
Bookkeeping
Payroll Accounting
Payroll Reconciliation
Nikhar M.
Kaushambi, India
$15/hr
4.8
1,153 jobs
A Licenced CPA from AICPA (USA) & CA from ICAI (India) with experience in various vital areas of Accounting, Bookkeeping, financial operations, planning & taxation.
I am QuickBooks Certified ProAdvisor and Xero Certified Accountant with hands on experience in working with software ranging from QuickBooks, Xero, Quicken, Sage, Peachtree, MYOB, Microsoft Accounting, VT Transactions, US/UK/Canada Tax Returns.
Founded GATP Solutions, a financial outsourcing corporate catering international clients in field of Accounting, Book keeping, Financial Analysis & Planning and Taxation.
Previously worked with Multi National Companies like GENPACT, AMEX, Ariba India & AT&T.
Have worked extensively in Finance & Accounts, International taxation & Corporate Taxation, Financial Planning & Analysis, US GAAP Accounts, External and Other Audits
Participated in various quality initiatives projects in Lean & Six Sigma, leading to substantial saving in time, effort & resources
CPA
Intuit QuickBooks
Tax Preparation
Bookkeeping
Xero
AppFolio
Buildium
QuickBooks Online
Financial Reporting
Real Estate
Ecommerce
Bank Reconciliation
Sales Tax
Accounting
Transaction Data Entry
Akansha D.
Indore, India
$15/hr
5.0
44 jobs
US Tax Preparer & Bookkeeping Specialist with 5+ years experience supporting CPA firms and US businesses.
I prepare and review 1040, 1120S, 1120, 1065, and 1041 tax returns and manage full-cycle bookkeeping using QuickBooks and Xero.
I am a Certified Public Accountant (CPA) and US Tax Professional, Bookkeeper, and Financial Advisor with 5+ years of hands-on experience supporting businesses, entrepreneurs, and high-net-worth individuals across the United States. I help clients gain clarity, control, and confidence in their finances while ensuring full compliance with US tax laws and accounting standards.
My expertise spans end-to-end bookkeeping, advanced tax preparation, tax planning, and financial advisory services. From managing daily accounting operations to handling complex corporate and cross-border tax matters, I deliver accurate, timely, and strategically sound financial solutions tailored to each client’s goals.
I specialize in turning disorganized or overdue books into clean, audit-ready financial records, optimizing tax positions, and delivering actionable insights that support smarter business decisions. Clients trust me not just as a service provider, but as a long-term financial partner who proactively identifies risks, cost-saving opportunities, and growth strategies.
I am highly proficient in industry-leading accounting and tax platforms including QuickBooks (Online & Desktop), Xero, Sage, Drake, Lacerte, ProConnect, ProSeries, and CCH Axcess, and I adapt quickly to new systems and workflows. My work is defined by precision, confidentiality, and reliability, with clear communication at every stage.
Why Clients Choose Me
- Stress-free bookkeeping & tax compliance
- Accurate, organized, and audit-ready records
- Proactive tax planning & cost optimization
- On-time filings with zero guesswork
- Transparent communication & dependable support
Core Services
Bookkeeping & Accounting
Full-Cycle Bookkeeping & General Ledger Maintenance
Accounts Payable & Receivable
Bank & Credit Card Reconciliations
Payroll Processing & Compliance
Monthly, Quarterly & Annual Financial Statements
US Taxation & Compliance
Individual (1040), Corporate (1120 / 1120S), Partnership (1065), Trust & Estate (1041) Returns
Tax Planning, Advisory & Optimization
Foreign-Owned & Multi-Entity Compliance
Tax Return Review & IRS Compliance Checks
Employee Retention Credit (ERC) Filings
LLC Dissolution & C-Corp Accounting
Financial Advisory & Consulting
Budgeting, Forecasting & Profitability Analysis
Cash Flow Planning & Financial Health Reviews
Business Setup & Structural Guidance
Software Conversion & Cleanup (Xero ↔ QuickBooks)
Whether you need ongoing bookkeeping, precise tax filings, or strategic financial guidance, I ensure your finances are structured, compliant, and optimized so you can focus on growing your business with complete peace of mind.
Accounting
Accounting Basics
Bookkeeping
Light Bookkeeping
Financial Planning
Tax Return
IRS Resolution
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