🧾
U.S. Tax Preparation
1040, 1040NR, 1041, 1065, 1120, 1120-S and supporting schedules.
U.S. Tax Specialist | AI Automation Expert | Digital Marketer
I help businesses work smarter, faster and accurately.
I support U.S. CPA firms with tax preparation, tax review, compliance, IRS notice support and AI-powered workflow improvements.
1,167+Individual returns handled in a tax year
100%On-time filing record
10+ YearsDigital and business experience
Award Winner2023–24 & 2024–25 Tax Seasons
About Me
Technical expertise with a business-first mindset
I am a U.S. Tax Professional, AI-driven digital marketing specialist and former IT recruiter. My work combines analytical thinking, technology and client service to improve accuracy, productivity and measurable outcomes.
What I Bring
- U.S. Tax Preparation & Review
- FBAR, FATCA and IRS Notice Support
- AI Workflow Automation
- Digital Marketing and SEO
- Business Development and Client Relations
Core Expertise
Professional support across tax, automation and growth
Focused services designed for U.S. CPA firms, tax practices and growing businesses.
🔍
Tax Review
Accuracy checks, document review, compliance validation and quality control.
🌐
FBAR & FATCA
Support for FinCEN Form 114 and Form 8938 compliance requirements.
🤖
AI Workflow Automation
ChatGPT, Gemini and n8n-based solutions for repetitive business processes.
📈
Digital Marketing
SEO, content strategy, social media management and lead generation.
🤝
Remote CPA Firm Support
Scalable back-office preparation and workflow assistance during tax season.
Professional Journey
Experience that connects tax, technology and business
Tax Specialist — Quess Tax Filing
Preparing and reviewing U.S. federal and state returns, supporting FBAR, FATCA, IRS notices and quality review.
Tax Preparer — Syncreon Consulting Limited
Prepared individual and nonresident returns, supported high-volume tax seasons and improved turnaround efficiency.
Freelance Graphic & Social Media Designer
Created and managed 100+ monthly social posts, AI-driven campaigns, content automation and growth strategies.
Business Development Specialist — Cloud Counselage
Expanded market reach and contributed to strong lead growth through coordinated business and marketing strategies.
U.S. IT Recruiter — Meta Force IT
Managed end-to-end recruitment and successfully placed 50+ IT professionals with U.S.-based companies.
Skills
Core capabilities
94%
U.S. TaxPreparation & compliance91%
Tax ReviewAccuracy & quality control88%
AI AutomationChatGPT, Gemini, n8n90%
Digital MarketingSEO, content and socialFeatured Work
Practical solutions for tax firms and growing businesses
Examples of the systems and outcomes I focus on delivering.
🧾
Tax Workflow Control Center
A structured intake, document tracking, review and filing workflow designed to reduce missed steps and improve turnaround time.
1040 WorkflowQuality ControlCPA Support
01
🤖
AI Client Intake Assistant
An AI-assisted process for answering common questions, collecting initial client information and routing enquiries efficiently.
ElevenLabsAutomationClient Experience
02
📈
Digital Growth System
A coordinated website, WhatsApp and social-media funnel that helps professional-service firms improve visibility and lead conversion.
SEOWhatsAppContent Strategy
03
Professional Value
What clients and teams value most
Representative feedback themes based on the way I work.
“
★★★★★
Strong attention to detail, dependable follow-up and a clear commitment to accurate tax work.
CP
CPA Firm SupportTax operations
“
★★★★★
Transforms repetitive activities into practical workflows that are easier for the team to manage.
AO
Automation ProjectProcess improvement
“
★★★★★
Communicates clearly, understands business needs and stays focused on measurable outcomes.
DM
Digital MarketingGrowth support
FAQ
Common questions
Quick answers about engagement, scope and communication.
Yes. Support can include tax preparation, review assistance, workpaper organization, compliance follow-up and workflow coordination.
My focus includes individual U.S. tax returns, tax review, FBAR and FATCA support, IRS notice assistance and related compliance workflows.
Yes. I first map the current process, identify repetitive or error-prone steps, and then propose a practical automation using suitable AI and workflow tools.
Use the WhatsApp, email or enquiry form on this page. Share a brief description of your requirement and I will respond with the next steps.
Need tax, automation or digital support?
Let’s discuss how I can support your firm or business.
Contact
Let’s connect
Phone / WhatsApp+91 8125114363
Emailramanjan.palkapati@gmail.com
LocationKondapur, Hyderabad
LinkedInlinkedin.com/in/ramanjan-palkapati
Quick Enquiry
This form opens WhatsApp with your message.