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Nikhil Valyani

@nikhilvalyani

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Bookkeeper & Tax Preparer | US & UAE Specialist | Accurate, reliable, remote support

India

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What I'm looking for

I seek a role that values strategic financial insights and fosters client relationships.

I am a results-driven Bookkeeping and U.S. Tax Specialist with over 5 years of experience helping U.S. businesses, entrepreneurs, and individuals achieve financial clarity, compliance, and tax savings. Having prepared hundreds of tax returns, including 1040, 1120, 1120S, and 1065, I ensure every filing is accurate, timely, and fully aligned with financial records.

My dual expertise in bookkeeping and tax preparation allows me to deliver clean, reconciled, and optimized financial data before filing, saving clients both time and money. I specialize in individual and business tax preparation, expense optimization, self-employment and small business tax strategies, estimated payments, payroll, 1099 compliance, and multi-entity bookkeeping.

Proficient in QuickBooks Online, Drake, UltraTax, ProSeries, ProConnect, and other leading tools, I provide seamless integration of bookkeeping with tax preparation. Clients choose to work with me because I don’t just prepare numbers—I help minimise tax liabilities, maximise deductions, and strengthen financial decision-making.

Experience

Work history, roles, and key accomplishments

Current

Tax Preparer

Current

Tax Goddess

Oct 2022 - Present (2 years 11 months)

Streamlined tax preparation processes by creating detailed document checklists, preparing replica tax returns, and reconciling accounting software financials. Managed over 50+ tax returns each season, ensuring accurate and timely filing of various tax forms including 1040, 1120-C, 1120-S, and 1065.

Tax Preparation Client Communication Tax Planning Data Entry Financial Analysis Compliance

Bookkeeper

Tax Goddess

Oct 2022 - Sep 2023 (11 months)

Performed comprehensive bookkeeping tasks including data entry, review, problem-solving, research, and reconciliation of financial statements. Provided exceptional client service by addressing documents, questions, and issues effectively, and ensured clients' compliance with sales tax regulations.

Bookkeeping Quickbooks Online Financial Statement Analysis Client Services Payroll Processing Journal Entries Insightly Financial Reporting

Bookkeeping/Accounts Manager

FACT Consultants

Sep 2019 - Sep 2022 (3 years)

Delivered strategic financial recommendations and guidance on long-term business and financial planning. Managed the development of VAT returns and VAT refund returns, including preparation of working papers, and communicated effectively with Federal Tax Authorities (FTA) on clients' behalf.

Financial Analysis VAT Returns Tax Advisory Accounting Software Setup Internal Controls Financial Planning Reporting Shopify Client Communication

Executive Tax Preparer

Entigrity US CPA Firm

Feb 2019 - Aug 2019 (6 months)

Prepared individual tax returns (Form 1040) and corporate returns (1120s, 1120Cs, and 1065s) using various tax software programs. Managed a portfolio of US clients, providing ongoing communication regarding tax preparation details and addressing inquiries.

Tax Preparation ProSeries Drake Client Communication Account Management Tax Return Software

Education

Degrees, certifications, and relevant coursework

AMITY University

Post Graduation Diploma, Public Accountant

2017 - 2019

Grade: 7.03 CGPA

Completed a Post Graduation Diploma in Public Accountant from AMITY University, achieving a CGPA of 7.03. This program provided advanced knowledge and skills in public accounting practices.

Bhavnagar University

Bachelor of Commerce, Commerce

2014 - 2017

Obtained a Bachelor of Commerce degree from Bhavnagar University, India. This foundational program covered essential aspects of commerce and business.

ICAI

Common Proficiency Test (CPT), Accounting

2015 - 2015

Grade: 109 Marks

Successfully completed the Common Proficiency Test (CPT) conducted by ICAI, securing 109 marks. This test is a crucial step for aspiring chartered accountants.

Gujarat Secondary & Higher Secondary Education Board

H.S.C., General Studies

2012 - 2014

Grade: Distinction

Achieved a Distinction in the H.S.C. examination from the Gujarat Secondary & Higher Secondary Education Board. This credential signifies strong academic performance at the higher secondary level.

Gujarat Secondary & Higher Secondary Education Board

S.S.C., General Studies

2010 - 2012

Grade: First Class

Secured a First Class in the S.S.C. examination from the Gujarat Secondary & Higher Secondary Education Board. This achievement demonstrates a solid academic foundation at the secondary level.