Your process.
My starting point.
I adapt to your workpapers, software, communication style, and review process.
FOR CPA & EA FIRMSAHMEDABAD, INDIA ↔ YOUR TEAM
Your firm.
With more
room to grow.
The work keeps coming.
Bring in an Enrolled Agent who can carry it.
N
Nikhil (Nik) Lalwani, EA10+ years in U.S. tax & accounting
n.IN YOUR CORNER
TECHNICAL REVIEWYour review wingman.
TAX PREPARATIONYour tax analyst.
FIRM COORDINATIONYour offshore partner.
1040
1065
1120-S
990
706
709
1120
TECHNICAL DEPTH.
PERSONAL ACCOUNTABILITY.SCROLL TO MEET YOUR NEXT TEAMMATE INDEPENDENT EXPERTISE / 01
PERSONAL ACCOUNTABILITY.SCROLL TO MEET YOUR NEXT TEAMMATE INDEPENDENT EXPERTISE / 01
10+
Years in U.S.
tax & accounting
EA✓
Enrolled Agent
IRS representation
12+
CPA firms served
across engagements
One.
Experienced professional.
Accountable to your firm.
01 / A LITTLE MORE BREATHING ROOMTHE OPPORTUNITY
You didn’t build a firm
to spend every evening
catching up.
02 / SUPPORT THAT FITSSTART WITH YOUR REALITY
What’s on
your desk?
Choose the pressure point.
I’ll show you where I can step in.
YOUR EXTRA CAPACITY
Give the next
return to Nik.
Hands-on preparation support for the individual and business returns filling your pipeline.
- Forms 1040, 1065, 1120-S & 1120
- Federal and multi-state compliance
- Supporting workpapers and client coordination
03 / BEYOND THE HEADLINESTHE TECHNICAL DEPTH
Yes, I know
the details.
10+ years of U.S. tax and accounting experience, applied from preparation through technical review.
I help CPA and EA firms prepare and review individual, partnership, S corporation, and C corporation returns—connecting source documents, accounting records, supporting schedules, and federal and state filings.
| Preparation focus | Technical review focus |
|---|---|
| Real estate & depreciation | Review closing statements and property basis; reconcile fixed assets; address cost segregation, dispositions, recapture, and Form 3115 adjustments. |
| Partnership & S corporation returns | Reconcile partner capital and shareholder basis, Form 7203, book-to-tax differences, and applicable M-1, M-2, and M-3 schedules. |
| Individual & multi-state filings | Work through rental activity limitations, residency, state income reporting, estimated payments, and income annualization. |
| Workpapers & engagement support | Resolve review points, research technical questions, coordinate missing information, guide junior preparers, and support IRS correspondence. |
FAMILIAR WITH THE TOOLS
ON YOUR DESK.
ON YOUR DESK.
CCH AxcessProSystem fxDrakeUltraTaxSurePrep
04 / HOW WE WORK TOGETHERPART OF THE TEAM
A name you know.
A teammate you can call.
Your process.
Experienced hands.
Thoughtful questions.
Preparation, technical review, and the judgment to surface what needs your attention.
Clear coordination.
Fewer loose ends.
Support with client follow-ups, workflow management, and the ad hoc work around the return.
THE PERSON BEHIND THE WORKEA / 01
Nik Lalwani
BASED IN AHMEDABADWORKING WITH U.S. FIRMS
ENROLLED
EA
AGENT
EA
AGENT
05 / YOUR NEXT TEAMMATEHi, I’m Nik.
Hi, I’m Nik.
Let’s make
good work happen.
I’m Nikhil Lalwani, an Enrolled Agent with 10+ years in U.S. taxation and accounting. I partner with CPA firms, EAs, and tax professionals who need experienced support they can work with directly.
My work spans individual, partnership, S corporation, and C corporation returns, with experience in real estate, multi-state filings, partner capital, shareholder basis, and the workpapers behind a well-supported return.
Beyond preparation, I support technical review, bookkeeping and reconciliations, IRS correspondence and representation, and the day-to-day coordination that keeps an engagement moving. I also bring experience mentoring junior staff and working within a firm’s existing processes.
Based in Ahmedabad, India, I work remotely with U.S. firms. My focus is simple: bring technical depth, clear communication, and personal accountability to your team—so you have more room for clients and the future of your practice.
2/4
THE NEXT CHAPTER
CPA exam sections passed.
Already an Enrolled Agent. Continuing my professional development through the CPA exams.
IRS representationCPA exams · 2 of 4 sections passedRemote availability
BEFORE WE STARTA CLEAR FIRST CONVERSATION
BRING YOUR MOST PRESSING BOTTLENECK.Let’s find your
Let’s find your
first win.
A return backlog. A technical review. A reconciliation that won’t tie. Start with the work you need help moving forward.
- 01
Your workload.
We discuss return types, complexity, deadlines, and where your team needs support.
- 02
Your way of working.
We align on software, workpapers, review expectations, and communication.
- 03
A clear starting point.
We agree on scope and next steps before beginning an engagement.
06 / YOUR NEXT MOVELET’S MAKE ROOM
You’ve got enough on your desk.
Put Nik
in your corner.
One conversation about your firm,
your workload, and where I can help.