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Soni Agrawal, CPA

Senior Tax Specialist

As a seasoned tax and accounting professional, Manashwi (Soni) Agrawal brings a wealth of expertise in high-net-worth individual taxation, corporate and real estate partnership taxation to the LTax Consulting team. Soni engages in strategic tax planning conversations with clients, focusing on efficiency and compliance while minimizing tax liabilities.

Before joining LTax, Soni refined her skills at the “Big 4” accounting firms Deloitte and KPMG, where she worked with high-net-worth individuals, partnerships, private equity funds, fiduciaries and listed corporations.

Her commitment to excellence and ability to navigate the complexities of tax law allows her to provide clients with personalized, strategic tax planning and preparation services tailored to their unique circumstances.

EDUCATION

  • Indraprastha College For Women, University of Delhi – Bachelor of Commerce: Taxation, Accounting and Finance
  • Hawaii Pacific University – MBA in Finance

CERTIFICATIONS

  • Certified Public Accountant 

ASSOCIATIONS

  • Member, American Institute of Certified Public Accountants
  • Member, California Board of Accountancy
  • Former President, Institute of Management Accountants – Hawaiian Islands Chapter
  • Member, Institute of Chartered Accountants of India

ASK ME ABOUT

  • Mentoring
  • My favorite cooking recipes
  • Travel to Hawaiian Islands

Our Blog

Thought leadership from the consultants at LTax. 

News and insights on tax planning, preparation and strategy for entrepreneurs and high-net-worth individuals. 

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