Prachi Agarwal
EA
Manager, Tax
Location: San Jose
Services: Private Client Services
Industries: Financial Services, Professional Services, Technology
Prachi Agarwal is a Tax Manager in BPM’s San Jose office who specializes in Private Client Services, including tax return services for high-net-worth Individuals, their trusts, and their entities.
She is also known for her tax planning services for high-net-worth individuals, including their quarterly estimates. Prachi taps into her extensive knowledge, experience, and global capabilities to serve BPM clients, including C-suite executives, entrepreneurs, professional athletes, entertainers, and multi-generational family-owned businesses.
Additionally, she helps individuals and families with complex financial profiles who have distinct needs that go well beyond meeting tax compliance and filing obligations.
Based on each client’s goals, Prachi works with them to develop comprehensive tax planning strategies.
Interesting tidbit
Outside of work, you may find Prachi practicing yoga or meditating.
Certifications
Enrolled Agent
Education
MS/International Business – Bangalore University
Languages
Hindi
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