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Swati Agarwal

Swati Agarwal

Audit & Tax Associate

Followers of Swati Agarwal481 followers
location of Swati AgarwalDallas-Fort Worth Metroplex

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  • Timeline

  • About me

    CPA ( Awaiting License ) | CA Final | Bachelor in Accountancy and Finance | Book Lover | Passionate Reader and Lifelong Learner

  • Education

    • The Institute of Chartered Accountants of India

      2008 - 2012
      Associate's degree CA Final ( Group 1 cleared)

    • American Institute of Certified Public Accountants (AICPA)

      -

    • Dr. Bhim Rao Ambedkar University, Agra

      2008 - 2010
      Bachelor of Commerce - BCom Accounting and Finance First

    • Holy Public School - India

      -
      Middle School Diploma BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES 3rd DIVISION IN WHOLE DISTRICT (90%)

      Activities and Societies: Won First award in Business Administration debate won First award in Economics debate competition

    • St. Francis Convent School - India

      -
      High School

      District topper with distinction

    • Certified Public Accountant (CPA)

      2022 - 2024

  • Experience

    • RK Jain & Associates

      Jun 2012 - Jun 2017
      Audit & Tax Associate

      ♦ Responsible for gathering up all audit data and compiling it into a final report format♦ Part of the team that did the final audit presentations to management.♦ Working experience using accounting principles and procedures to understand and analyze financial information.♦ Ability to comprehend and write complex audit reports.♦ Meets with taxpayers to discuss audit procedures, answers questions, and obtains necessary information and records♦ Examines and verifies business and financial records♦ Prepares papers supporting all adjustments; computes assessments♦ Reviews and discusses audit findings with taxpayer and/or representative to illustrate how tax laws and rulings apply to taxpayer's specific operations and support audit results♦ Prepares statistical and narrative reports explaining and supporting audit results- Show less

    • SG INC CPA

      Dec 2024 - now
      Tax Associate

  • Licenses & Certifications

    • Certified Public Accountant (CPA)

      American Institute of Certified Public Accountants (AICPA)
      Nov 2024

    • COURSE ON GENERAL MANAGEMENT AND COMMUNICATION SKILLS

      The Institute of Chartered Accountants of India (ICAI)
      Jan 2017

    • Information Technology Training

      The Institute of Chartered Accountants of India (ICAI)
      Feb 2009