Sonal Patel, CPA

**** ***** *****, ****#*,

Ames, IA 50014

515-***-****

abmmud@r.postjobfree.com

SUMMARY:

Versatile financial professional with experience in all aspects of public

accounting and finance. Great commitment and dedication to task on hand

with specific attention to details. Quick learner and very adaptive.

Excellent team player.

PROFESSIONAL EXPERIENCE:

SR. ACCOUNTANT/TAX ACCOUNTANT

Rhodes, Wieder & Ellis PC, West Des Moines, IA (Nov. 2008- May 2010)

Ellis Associates PC, Des Moines IA (July 2007- Nov.2008)

. Analyzed and finalized General Ledger and Financial Statements for

various Corporations

and Organizations. Prepared Monthly, Quarterly and Year End

Journal entries,

Reconciled various accounts and generated Financial Statements.

. Prepared and Reviewed Federal, State and City Tax Returns:

o Individual (Form 1040 and Schedules A,B,C,D & E)

o Corporate Returns (Form 1120 and 1120S)

o Partnership Returns (Form 1065)

o Not for Profit Organization (Form 990)

. Participated in client meetings, planning, and consulting sessions.

. Assisted in compliance with various State and Federal agency

regulations.

. Prepared & Reviewed Payroll and Sales tax returns.

. Researched tax issues.

. Corresponded and interacted with various Federal and State auditors

representing clients.

. Worked on special project for Accounting and Tax

TAX ACCOUNTANT/ PERSONAL FINANCIAL PLANNER

Zdenek Financial Planning, LLC, Flemington, NJ (March 2006 - May 2007)

. Assisted in preparing and reviewing Tax Projections for different

scenarios.

. Prepared and Reviewed Federal, State and City Tax Returns:

o Individual (Form 1040 and Schedules A,B,C,D & E)

o Corporate Returns (Form 1120 and 1120S)

o Partnership Returns (Form 1065)

. Financial Planning: Prepared and Reviewed Personal Financial

Statements, Cash Flow Statements and Retirement Scenarios.

. Researched tax issues.

. Corresponded with various Federal and State auditors representing the

clients.

. Coordinate Staff responsibility

TAX ACCOUNTANT/ACCOUNTANT

Mahesh Agashiwala CPA PC, New York, NY (August 2004 - July 2005)

. Maintained company books including A/R, A/P, Payroll, Sales Tax,

maintained General

Ledger and generated Financial statements.

. Prepared and Reviewed Federal and State Tax Returns for Individuals

(Form 1040)

Corporate Returns (Form 1120, 1120S) and Partnership (Form 1065)

. Complied with formalities for opening new company, with payroll and

sales

tax registration .

. Researched tax issues.

. Audit (Prepared Compilation and Review Reports)

. Prepared Pension Returns (Form 5500, 5500EZ)

. Responded to Federal and State tax notices received by the clients.

. Prepared Payroll Returns and Sales Tax Returns

. Coordinated Staff responsibility

SELF EMPLOYED (Cranbury, NJ) (Nov 2003 - July 2004)

. Book Keeping - Data Entry, maintained General ledger and prepared tax

returns.

. Prepared and reviewed, Individual - Federal, State and City tax

returns

. Responded to Federal and State tax notices received by the clients.

. Prepared Sales Tax Returns

. Complied with formalities for opening new company, with payroll and

sales tax

registration.

ACCOUNTANT/ TAX ACCOUNTANT/ INTERNAL AND EXTERNAL AUDITOR - INDIA

(May 1996 - April 2002)

Positions held during May 1996- April 2002 at public accounting and

private accounting firms in India.

Duties included: A/P, A/R, Payroll, Maintaining General Ledger,

Financial Statements, Taxes and Auditing.

EDUCATION:

. Certified Public Accountant, November 2003 Iowa, USA

. Chartered Accountant Intermediate, November 1999

Institute of Chartered Accountants of India, India

. Bachelor of Commerce, January 1998

Gujarat University, India (GPA 3.24, Major: Accounting)

. Chartered Accountant Foundation, November 1995

Institute of Chartered Accountants of India, India

OTHER LICENSES:

. Series 6 NASD, Jan. 2005

. Life Insurance License for NJ, Dec. 2005

. Health Insurance License for NJ, Dec. 2005

. Diploma in Export Management, April 2002

National Institute of Export Management, India

COMPUTER EXPERIENCE:

Proficient with Accounting Software: including MAS 90, Creative Solution

Accounting, and Quick Books.

Tax Software: including Lacerte, ProSeries, ProSystem Fx, Ultra Tax, and

RIA Go System.

Tax Projection and Financial Planning Software.

Proficient with Excel and Word.

PROFESSIONAL REFERENCES:

References will be provided upon request.

Contact this candidate