A Few Words
About Us
About
WeTaxConsultant
At WeTaxConsultant our dedication to protecting our client’s interest is unwavering we’re financial partners to more than 100’s of companies. We provide clarity, compliance, and confidence to your finances through bookkeeping, taxation, auditing, and accounting. Think of us as your extended team , committed to keeping companies stress-free and financially stable. Just straightforward, dependable, and customized financial solutions—no jargon or complications. WeTaxConsultant provides smooth accounting, taxation, and financial services to keep companies profitable and in compliance. We guarantee hassle-free compliance with accuracy and efficiency, regardless of your company’s size— startup, SME, or enterprise . Trust WeTaxConsultant for reliable, prompt, and expert financial solutions.
Mission
At WeTaxConsultant, our mission is to deliver precise, expert-driven financial services that empower our clients to thrive. We are committed to providing trusted tax, audit, and compliance solutions, supporting businesses with reliable insights, strategic planning, and long-term partnerships built on trust, transparency, and performance. We strive to simplify complexity, ensure timely execution, and drive measurable results. Our approach is rooted in integrity, continuous learning, and client-first thinking. As your financial partner, we grow with you—every step of the way.
Vision
At WeTaxConsultant, our vision is to be a leading force in financial consulting—recognized for our integrity, innovation, and unwavering client focus. We aspire to create a future where every individual and business has access to clear, strategic financial guidance that drives sustainable growth. By leveraging technology, expertise, and a deep understanding of evolving regulations, we aim to set new standards in tax, audit, and compliance services across India and beyond. We envision a world where financial clarity empowers confident decisions and long-term success.
Partner's Message
At WeTaxConsultant, my commitment has always been to bring clarity and confidence to the complex world of finance and compliance. With a strong academic background and industry experience, I’ve witnessed firsthand how overwhelming legal and financial obligations can be for both individuals and businesses.
That’s why our approach is centered around trust, transparency, and strategic insight. We don’t just offer services—we build long-term relationships based on real value, timely guidance, and unwavering integrity.
I believe that empowering clients with the right knowledge and support can transform their financial journey, and at WeTaxConsultant, we are proud to stand beside you every step of the way.
Ashutosh Pandey
B.Com, M.Com, MBA (Banking & Finance), LLB, FMA (with PwC)
Partner's Message
At WeTaxConsultant, our mission has always been to build a firm where clients feel truly supported and understood. We recognize that every financial or legal decision carries significant weight, and our goal is to ensure you never have to face those decisions alone.
We focus on delivering practical, client-centered solutions that are not only fully compliant but also aligned with your long-term objectives. Whether you’re navigating GST, managing complex audits, or establishing a new business entity, we work to make each step clear, accurate, and stress-free.
Our commitment goes beyond simply meeting expectations—we aim to exceed them. We’re here to support your journey and help you grow with clarity, confidence, and peace of mind.
Abhishek Raj
Registered Valuer, Chartered Accountant
Partner's Message
Aman is a Certified Financial Planner (CFP) with over 6+ years of experience in financial advisory, wealth management, and holistic financial planning. Known for his client-centric approach and strong analytical insight, Aman has helped individuals, professionals, and families build long-term financial security through structured investments, risk management, and goal-based planning.
Aman began his professional journey with Aditya Birla Sun Life Insurance &, he later joined SBI Mutual Funds,to expand his expertise across wider financial domains working extensively across rural and semi-urban regions of Jharkhand in collaboration with SBI branches. This diverse experience enriched his understanding of investor behaviour, financial literacy gaps, and practical planning needs across different demographics.
As a CFP and financial planning specialist, Aman now applies his international-standard professional training and multi-domain certifications to create effective, research-backed financial strategies tailored to each client’s financial goals and risk appetite.
Professional Credentials
Aman holds multiple respected certifications from leading financial education bodies:
- Certified Financial Planner (CFP)
- Investment Planning Specialist – FPSB India
- Risk and Estate Planning Specialist – FPSB India
- Retirement and Tax Planning Specialist – FPSB India
- NISM 5A – Mutual Fund Distributor
- NISM 10A & 10B – Investment Advisor (Level I & II)
- NISM 15 – Research Analyst
- NISM 21A – Portfolio Management Services
- IC38 – Life, Health & General Insurance
Aman
Certified Financial Planner
Partner's Message
At WeTaxConsultant, our mission has always been to build a firm where clients feel truly supported and understood. We recognize that every financial or legal decision carries significant weight, and our goal is to ensure you never have to face those decisions alone.
We focus on delivering practical, client-centered solutions that are not only fully compliant but also aligned with your long-term objectives. Whether you’re navigating GST, managing complex audits, or establishing a new business entity, we work to make each step clear, accurate, and stress-free.
Our commitment goes beyond simply meeting expectations—we aim to exceed them. We’re here to support your journey and help you grow with clarity, confidence, and peace of mind.
Abhishek Raj
B.com , M.com, Chartered Accountant
Our
Team Members
Urvi Patel
Certified Enrolled Agent | U.S. Taxation Specialist
With a deep-rooted expertise in U.S. taxation and a commitment to client-focused service, Urvi Patel brings a wealth of experience and precision to our team. As a Certified Enrolled Agent (EA), Urvi is federally authorized by the IRS to represent taxpayers across all levels—individuals, businesses, and organizations—before the Internal Revenue Service.
Her knowledge spans across complex tax structures, including:
- Individual & business tax preparation and planning
- IRS audits, appeals, and collections representation
- Cross-border taxation and international compliance
- FBAR and FATCA reporting
- Strategic advisory for U.S. citizens living abroad
Urvi has built a strong reputation for her analytical approach, attention to detail, and ability to simplify even the most intricate tax issues for clients. Her proactive mindset and continual upskilling ensure that every client receives accurate, compliant, and future-focused solutions.
Urvi is known for her approachable demeanor and commitment to educating clients on their financial rights and obligations in a transparent, jargon-free manner.
Bhavik Patel
IFRS & U.S. GAAP Specialist | Chartered Accountant
Bhavik Patel is an accomplished finance professional with over 5 years of diverse experience in audit, financial reporting, and compliance across international markets, including Canada and the U.S. A qualified Chartered Accountant, Bhavik brings deep expertise in IFRS, U.S. GAAP, and financial analytics, offering tailored solutions to businesses navigating complex regulatory environments.
Bhavik leverages his past experience with top-tier firms to deliver value-driven insights in:
- IFRS 17 implementation and reporting for insurance entities
- Preparation of financial statements and accounting policy documentation
- Audit testing, internal controls assessment, and risk analytics
- End-to-end financial closing, COA mapping, and journal entry automation
- Source data testing and sample validation for regulatory reporting
- Automation using Alteryx and Excel Macros for streamlined reporting
Having worked closely with Canadian engagements, Bhavik has a hands-on understanding of OSFI reporting, consolidated financials, and insurance-specific financial structures.
He is passionate about helping businesses achieve clarity and control over their financial processes. Whether it’s startup financial setup, ongoing reporting needs, or compliance transformation, Bhavik brings analytical precision, practical experience, and entrepreneurial flexibility to every engagement.
Our Partners
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