Heena Patel

Heena Patel is an experienced professional in the accounting and finance sector, currently serving as the Tax and Accounting Team Lead at Chugh CPAs, LLP since July 2021, where responsibilities include managing tax and financial statement preparation. Prior to this role, Heena held positions as a Staff Accountant at Naresh Arora CPA Inc, contributing to US GAAP compliance, financial statement adjustments, and audit procedures. Heena's earlier experience includes roles at the Dr. Martin Luther King Jr Library, Baroda Print & Pack, and Manish Shah & Associates, where a range of responsibilities spanned from managing accounts to analyzing financial data and preparing various tax returns. Educational qualifications include an MBA in Accounting and Finance from San Jose State University, a Chartered Accountant designation from The Institute of Chartered Accountants of India, and a Bachelor of Commerce from The Maharaja Sayajirao University of Baroda.