Hire the Best Certified Public Accountants in Surat, IN

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.

Summary: 🥇 Top Rated | Top 10% Talent on Upwork 🕒 250+ hours of successful bookkeeping and accounting experience 💼 Certified Public Accountant (CPA USA) & Chartered Accountant (India) with over 10 years of experience. If your business is growing or in start-up phase or have made it to the five-year mark and in need of expert financial guidance, but don't have it in the budget for a full time controller. I can offer services as you need fractional controller services. Hiring a part-time fractional controller is a cost-effective solution. I understand the challenges of running a business and are committed to providing clients with the best possible service and your small business can take the next step in growth. I can help you to automate your business processes, track your finances, and provide controller services. This will free up your time by taking care of your back office and you can focus on growing business with peace of mind. 🥇I do not market my service but my achievements speak about, what? ✅ Identified cash embezzlement fraud in payment process which lead to direct arrest by legal authority. Implemented automated pay-out process through software called expenzing ✅ Reduced process time by 25% in optimizing inventory management with implementation of stock-taking process ✅ Reduced budget preparation time by 40% by timely data compilation and Improved forecasting accuracy by 20% ✅ Decreased outstanding balances by 25% and Increased 10% revenue annually by optimizing Cash Conversion Cycle ✅ To date facilitated the funding of more than USD 100 Million with strong project/CMA report ✅ Reduced clerical errors by 60% by developing strong internal controls, SOPs for F&A operations and tax department ✅ To date saved over USD 50 Million for multiple clients through financial and tax planning. ✅ Detected revenue leakage of USD 10 million by identifying deficiency in internal control ✅ Established smooth accounting and reporting processes for numerous clients of all sizes. 🏭 Industries Served: Real estate, Education and Welfare, Hospitality, Software and IT-enabled companies, Ecommerce, Manufacturing and Trading, Gems and Jewellery, Textile, Back-office outsourced clients, country clubs, hotels, restaurants, SAAS, dealerships and professional services firms. 👨🏼‍💻 Software competence: QuickBooks pro advisor, Xero certified advisor, Zoho, Odoo, Bill.com, MYOB, Wave, Quicken, Sage, Freshbooks, Reckon, Onesite accounting, Quickbase, Appfolio etc. ❓ Why chose us: ✅ Professional Expertise: CPA credentials and 10 plus years of experience in the field which gives you confidence that your financial records and reviews will be handled with professionalism and attention to detail. ✅ Data Security: In 21st century data is assets and one small breach can ruin your wealth. I can take data security seriously. I have implemented robust security measures to safeguard your information and maintain strict confidentiality. ✅ Client Base: 250+ offline existing clients base. Client base includes Small/mid-sized, High net worth individuals, non-resident and corporate clients ✅ 100% Job success rate with Top Rated profile and High % of repeat clients which speaks about level of client satisfaction ✅ Timely Deliverables and communication: All clients have acknowledged that i delivered project before target time. I prefer sharing frequent updates and staying in touch with you, rather than being cold and connecting directly on delivery date. ✅ Software i use to ensure your work is handled: Slack, Trello, Google Meet, MS Teams, Zoom. 🏣 Service i provide: 📒 Accounting & Bookkeeping: Full Cycle Bookkeeping Services, Setting up of an Accounting Software, Reconciliation, Accounts Payable/ Receivables Management, Preparation of P&L, Balance Sheet, Cash Flow Statement, Chart of Accounts & Categorize Transactions etc., Clean-up of books, Bank and credit card reconciliations etc. 📈 Financial Planning & Analysis: is a set of planning, forecasting, budgeting, and analytical activities that support a company’s major business decisions and overall financial health. Financial Forecasting, Capital Budgeting, Modelling & Analytics, Company Valuation, Investor Presentation, MIS reporting & Analytics, Project Valuation, Month or year-end closing etc. 📜 Financial Reporting: I can review or clean up your financials or help you present them in a more helpful way. I can help you perfect your Chart of Accounts and implement the use of classes to provide more detail in your numbers. 💰 Budgeting & Forecasting: having a plan is crucial in every growing business. A budget is the financial plan. I can help you set a budget and monitor your progress. ☑ Internal Controls, Policies and System Implementation: I can help your firm set up policies and procedures that are easily repeatable by staff and reduce or eliminate the possibility of fraud. I ensure system which consists of strong processes and compliant accounting policie

🚀 𝐏𝐫𝐨𝐟𝐢𝐥𝐞 𝐎𝐯𝐞𝐫𝐯𝐢𝐞𝐰:- 💼 Struggling with messy books, missed deadlines, or unreliable accountants? SynergyPro CPA helps U.S. businesses and CPA firms get clean, accurate, and tax-ready financials—on time, every time. We are a CPA-led accounting and bookkeeping firm providing reliable, technology-driven financial solutions for U.S.-based businesses and CPA/EA firms. Our clients reduce accounting costs by 60–70% while maintaining accuracy, compliance, and data security. 📌Why Clients Choose SynergyPro CPA ✅ CPA-Led Team (USA-focused accounting standards) ✅ GAAP-Compliant, Tax-Ready Books ✅ Work as per U.S. Time Zones ✅ Strict Data Security & Confidentiality ✅ Dedicated Accountant + SOP-Driven Process ✅ Timely Delivery with Proactive Communication ✅ Client-First & Tailored Approach We don’t just record numbers—we help you understand your financials and make well informed decisions. 📌Our Core Services:- 📊 Bookkeeping & Accounting - Ideal for U.S. businesses needing reliable monthly books. • Monthly bookkeeping & reconciliations • Clean, structured chart of accounts • Accurate P&L, Balance Sheet & Cash Flow reports 🧹 Cleanup & Catch-Up Bookkeeping - Perfect if your books are behind or messy. • Cleanup of past-due or incorrect books • Multi-month & multi-year catch-up • Tax-ready books for CPA filing 💰 Payroll Management - Stress-free payroll support with compliance in mind. • Payroll setup & processing • Federal & state payroll support • Contractor & employee reporting 🧾 Accounts Payable & Receivable - Improve cash flow and payment tracking. • Vendor bill management • Customer invoicing • AR follow-ups & aging reports ⚙️ System Setup & Migration - Smooth transition without data loss. • QuickBooks Online & Xero setup • Shopify, Amazon, Stripe, PayPal integration • AppFolio & Buildium support 📈 Financial Reporting & Advisory - Know your numbers before it’s too late. • KPI dashboards • Budgeting & forecasting • Cash flow analysis 🧾 Tax & Compliance Support - Backend support for CPAs & businesses. • 1099 preparation & reporting • Sales tax tracking • CPA coordination & documentation 📌Industries We Serve:- 🛒 E-Commerce (Shopify, Amazon FBA, Etsy, Walmart) 🏘 Real Estate & Property Management (AppFolio, Buildium) 💼 Professional & Consulting Services 💻 SaaS & Technology 🏥 Healthcare & Medical 🍽 Hospitality & Food 🏭 Manufacturing & Wholesale 📌 Results Delivered ✔ Reduced bookkeeping backlog from 12 months to 30 days ✔ Improved cash flow visibility for eCommerce sellers ✔ Supported U.S. CPA firms as an offshore accounting partner ✔ Delivered audit-ready & tax-ready financials 🤝 How We Work 1️⃣ Understand your business & pain points 2️⃣ Assign a dedicated accountant 3️⃣ Implement SOPs & secure workflows 4️⃣ Deliver accurate, timely financials 5️⃣ Ongoing support & optimization Choosing the right outsourced accounting partner makes all the difference. That’s why I offer a 10-hour FREE trial—no contracts, no risk, just reliable and accurate accounting support. Let’s connect to understand your needs and design a solution tailored to your business. If you’re ready for accurate, stress-free accounting, let’s connect and explore how we can support your business. Looking forward to working with you!

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.