Axat Shah, CPA
Manager at Kaizen CPAs + Advisors- Claim this Profile
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English -
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Hindi -
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Gujarati -
Topline Score
Bio
Credentials
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Certified Public Accountant
AICPASep, 2019- Nov, 2024
Experience
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Kaizen CPAs + Advisors
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United States
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Accounting
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1 - 100 Employee
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Manager
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Jan 2020 - Present
• Manage accounting and taxation for 40+ small businesses and 150+ Individuals. • Manage accounting and taxation for 40+ small businesses and 150+ Individuals.
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Accountant
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Nov 2017 - Nov 2019
• Perform detailed account analysis and prepare books for a diverse client base which includes business and sales taxes and payroll processing• Successfully serve a diverse client base of approximately 15 business accounts per month within a wide range of industries including construction, advanced manufacturing, hospitality and tourism, medical, real estate, insurance, and other various small businesses• Accompany clients through the entire life cycle of service including initial interview, providing clients with monthly financial statement reviews, and executing customized technical services to meet their specific needs• Prepare tax returns - 1040, 1065, 1120-S,1120 & 1041 (including multi-state returns).
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Staff Accountant
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Oct 2016 - Aug 2017
• Oversaw client bookkeeping, month-end reconciliations and financial statement analysis, and payroll processing duties for a diverse client base• Strategically analyzed firm workflow and created more efficient payroll and sales tax practices that streamlined production and significantly reduced quarterly adjustments made during payroll report filing• Developed and utilized multiple Microsoft Excel spreadsheets, including sales tax and formula shortcuts which simplified accounting and business procedures and assisted in meeting strict deadlines
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K C Mehta & Co LLP
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India
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Financial Services
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200 - 300 Employee
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Intern
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Feb 2013 - Feb 2016
• Assisted in various tasks including the recording of business transactions, maintaining General Ledger, and preparing financial statements under strict federal regulations• Tasked to create internal control measures for the management of various clients and helped save significant revenue through risk reporting and audits• Collaborated with Team Leaders in filing personal and corporate tax returns• Performed tax risk assessments and prepared presentations for clients who were to appear before tax authorities
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Education
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Harper College
Associate's degree, Accounting and Finance -
The Institute of Chartered Accountants of India
Intermediate CA -
The Maharaja Sayajirao University of Baroda
Bachelor of Commerce (BCom), Accounting and Financial Management -
Bhartiya Vidhya Bhavans Nadiad