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Sonal joined the firm in 2022.

Sonal comes to us from India where she has spent her career studying US accounting and taxation.  She has been working with US based public accounting firms since 2018, to help them prepare individual and business income tax returns for their clients.  She has also worked with US based accounting teams to manage the day-to-day accounting activities of their clients.  Sonal is an integral part of our team providing tax and accounting solutions to our clients which includes QuickBooks setup and maintenance for our business clients. We look forward to her continued growth with us.

She currently holds an Inter-CA and is currently pursuing her CA final, which is the equivalent of a US CPA license. She holds a Bachelor of commerce degree in advance Accounting & Auditing from Sardar Patel University, where she actively participated in many college activities including a business carnival competition in which her team secured second place.

When Sonal is not working at her office she loves listening to music, watching a series on Netflix and travelling. 

Sonal is not affiliated with Osaic Wealth Management.