Educational Qualification:
- Chartered Accountant (CA, India)
- Passed the Certified Public Accountant (CPA) exam (USA)
Professional Experience:
Being a CA (India) and a CPA (US), I have studied in both countries. I have lived in India as well as in the US, worked in both countries and finally moved back to India with two teenage children. I know what it means to relocate from US to India in all aspects.
Over the last 15+ years I have worked on providing guidance to many US expats in India, NRIs, and US residents on tax planning and relocation guidance. I have filed many complex US and India tax returns with expertise in US taxes, relocation tax planning, foreign tax credit, capital gains from property sales, ESOPs, etc.
After filing tax returns for over 15 years, I have finally decided to move to providing consultancy. My focus henceforth will be on empowering you with the right knowledge so that you can make the right decisions.
My Specialization:
Updated with both current India and US tax laws and DTAA: This helps with understanding issues regarding accurate recognition of income, avoiding dual tax, availing foreign tax credit
Understanding the clients unique situation and giving personalized tax guidance and planning.
Compliance issues in reporting foreign bank and investment accounts and foreign assets
Relocation issues around tax residency, timing capital gains, moving assets, FEMA compliances