About Us

Finance and accounting concept ITA in Atlanta, GA provides accurate and optimal solutions to clients while maintaining highest standards of ethics, security and confidentiality. We cater to both individuals and businesses. Our Team includes Enrolled Agent, Masters in Business Management, Masters in Accounting, Investment Advisor Representative, Mortgage License Originator, Strategic Planners, Accounting / Finance / Tax / Business Consultants, Payroll Experts and Staffing Consultants. We pride ourselves on our ability to efficiently handle complex tasks.

Our Team

Umang Thakkar, Managing Partner

Umang is the founder and owner of IncorpTaxAct. He is an Enrolled Agent with over 15 years of experience in the areas of Taxation, Accounting & Payroll. Umang has served a wide variety of tax clients, including individuals, small businesses and trusts. He has worked with a number of high-net worth business owners and professionals. Umang’s long list of clientele also includes expatriates, foreign nationals, self-employed business owners, executives, college students and seniors. Umang also has extensive experience dealing with IRS and State issues. As an Enrolled Agent, Umang has the authority to represent his clients in any tax matters before the IRS. He has assisted many delinquent filers that have not filed previous years tax returns and are now receiving notices from the IRS and State taxing authorities.

Contact Umang directly at: Umang@incorptaxact.com

Payal Agarwal, Global Operations Head

Payal has over 4 years of experience in Payroll, HR & Financial Services. She finished her Bachelor of Commerce from University of Mumbai in 2000 and completed her Life & Health Insurance License along with FINRA Licenses Series 6 & 63. She has been a seasoned entrepreneur with experience in Financial Services Industry including Benefit Planning, Financial Planning, Investment and Retirement Planning through PayWorth Financial. Her aim is to provide the best customer service and accurately managing and delivering Tax, Bookkeeping, Payroll, HR and Benefit services to business clients. Payal has extensive experience with on-boarding employers and employees, ensuring proper payroll processing, payroll tax deposits, filing payroll tax forms, benefits roll-out for the company and issuance and filing of end of year W-2s and 1099s. She has experience delivering these services for small and medium size businesses.

Contact Payal directly at: payal@incorptaxact.com

Sagar Jadhav, U.S. Finance & Bookkeeping Head

A certified management systems auditor, Sagar will head the USA Finance & Bookkeeping division and coordinate deliverables to client. He specializes in implementing and auditing managing systems with a focus on identifying gaps in process and develop strategies to mitigate risks. His educational qualification includes Master's Degree in Food Tech from The University of Strathclyde, Glasgow, UK. Cumulatively he has had more than 12 years of experience working in multiple domains such as Retail, FMCG, Brokers & Distributors etc. across UK, Canada, USA, South-East Asia, Middle East and Africa. Having worked for global organizations like Nestle, Maple Leaf Foods, Weston Foods, Hearthside Food Solutions, he has gained expertise in process improvement and optimization in small to large multi-site operations. He is a nomad at heart who loves to travel and try world cuisine. In his spare time he loves to play bass guitar.

Himanshu Poddar, Tax Manager & India Delivery Center Head

A certified Chartered Accountant, Himanshu is the Director and Delivery Center Head of Upsource Solutions Private Limited, the Indian counterpart of IncorpTaxAct. He specializes in auditing and taxation of individual as well as corporate clients and has over 4 years of experience in the field. His work experience with Deloitte has helped him in achieving the expertise to cater to the needs of individuals, small businesses, Fortune-500 companies and expatriates. Not only has he been involved in helping clients accomplish their financial goals, but has also been a mentor to hundreds of aspiring Chartered Accountant students in India. His professional expertise lies in accounting, number crunching, problem solving and client management. He also is an avid traveller and likes to be up-to-date with sports and current affairs.

Vinit Jain, U.S. Finance & Bookkeeping Manager

Masters in Finance from ICFAI University in 2013. He has an experience of around 5 years in Bookkeeping and Accountancy in US GAAP and 6 years in IND GAAP. Vineet’s main core expertise is in Financial statement Preparation, Reporting and Reviewing. He likes to interact with client and solve their queries relating to their financial. Having a deep understanding of financial statements, he is able to guide the client by providing management analysis of financials. He enjoys playing sports of different kinds.

Align: Contact Payal directly at: payal@incorptaxact.com

With: Contact Umang directly at: Umang@incorptaxact.com

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