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Pooja Maheshwari, Senior Tax Associate and Case Manager

Senior Tax Associate and Case Manager

Pooja Maheshwari

CA, QBO ProAdvisor

Pooja has a robust background encompassing more than 6 years in taxation, accounting, and financial analysis. She is a seasoned tax professional and as a certified Intuit QBO ProAdvisor brings an added layer of expertise. Her commitment extends to guiding clients through the intricacies of tax compliance, adeptly managing bookkeeping processes, and ensuring seamless payroll operations.

About Pooja

Pooja is a Senior Tax Associate and Case Manager at Taxx Resolution Inc with over 10 years of professional experience spanning taxation, accounting, and financial analysis. She holds a Chartered Accountant (CA) designation and is a certified Intuit QuickBooks Online ProAdvisor.

Her previous experience includes roles at ICICI and EY (Ernst & Young), two of the world's most respected financial institutions, where she developed deep expertise in corporate analysis, tax compliance, and financial reporting.

At Taxx Resolution Inc, Pooja plays a critical role in managing client cases from intake through resolution. She guides clients through the intricacies of tax compliance, manages bookkeeping processes, and ensures seamless payroll operations, all while maintaining the meticulous attention to detail that complex tax cases demand.

Her combination of Big Four experience, certified expertise in QuickBooks Online, and hands-on tax resolution work makes her an invaluable member of the team.

Areas of Expertise

Tax Compliance & Filing
Case Management
Bookkeeping & Financial Records
Payroll Administration
QuickBooks Online Administration
Financial Analysis & Reporting
Individual & Business Tax Returns
Client Communication & Support

Work with Pooja

Book a no-obligation tax resolution case evaluation to discuss your tax situation.

Book a No-Obligation Tax Resolution Case Evaluation (331) 215-7663

Certifications

  • Chartered Accountant (CA)
  • Intuit QuickBooks Online ProAdvisor (Certified)

BBB Accredited

A+ Rating, Better Business Bureau

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