Sagar M

Experience

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  Namaste Credit

  Dec 2020 - Sept 2022

  Credit Underwriter

  Reviewing and Verifying documents including Income Tax Return,GSTR returns, KYC and updating the same with customer’s risk Profile.Training the Team members and solving their queries.validating and Reconciliation of customer’s Bank statements.Determining Risk by analyzing Income statements and BalanceSheet and Requesting the additional information if necessary.Checking documents whether its accurate and timely tax returns are filed with CA requirment.Involvement and contribution to team discussions and sharing of knowledge acquired through research and analysis.Analysing Financial statements, Reports and Financial Ratios with the same.Preparing reports on assessment findings.Ensuring the smooth functioning of the company by providing the best services adhering to the compliance. Show less

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  MyTaxFiler

  Jan 2023 - Apr 2023

  US Tax Intern
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  MyTaxFiler

  Jun 2023 - now

  Tax Associate

  Prepare Federal, State, and City Tax Returns using Drake and Lacerte software.Stay up-to-date with tax code changes and assess their impact on clients.Manage the end-to-end tax filing process, from client interaction through to e-filing.Work on individual tax returns (Form 1040), S corporation (Form 1120S), and LLC (Form 1065) returns.Prepare workpapers in MS Excel to calculate taxable income in compliance with U.S. tax laws.Handle extension and estimate forms for income tax returns.Manage multiple clients, engagements, and inboxes efficiently.Analyze residency status for accurate tax filing (Resident or Non-Resident) and prepare ITIN applications. Show less