Lata Agarwal, CPA

Experience

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  Grippin Donlan Pinkham

  Oct 2006 - now

  Senior Manager

  Over 18 years experience working in a local CPA firm. Specialize in tax preparation and tax planning for businesses and individuals. S Corps, C-corps, partnerships, and individual tax preparation. Experience with multi- state taxation and multi-entity businesses.Special interest in real estate business owners, property management, hotel and motel industry. Have in-depth knowledge about tangible property regulations/cost segregation/depreciation for buildings and building systems.Manager in-charge of Charlotte, NC office. Supervise, manage, recruit and train staff. Responsible for year-end tax planning for business and their owners.Responsible for keeping up to date with changing tax laws.Responsible for helping clients with formation of new business.Responsible for helping clients with sales tax and payroll tax issuesResponsible for helping clients choose accounting software and ongoing business consultationResponsible for making sure client's needs and requests are fulfilled in a timely manner.Responsible for representing clients and handling correspondence with internal revenue services and state tax authoritiesResponsible for clients' billingWorks efficiently in paper less environment. Accomplishments: Passed all 4 CPA sections at first attempt. Member of American Institute of Certified Public Accountant Member of Vermont Society of Certified Public AccountantsMember of North Carolina Association of Certified Public AccountantsContinuing education and training: 40hrs yearly continuing education required by CPA profession Show less