Aradhana Aggarwal, CPA
Principal
Aradhana Aggarwal, CPA is a founding member of Aradhana Aggarwal CPA, PLLC. She has more than 20 years of experience in financial and business consulting, personal and business taxes, auditing, advisory services and strategic business planning. Aradhana is dedicated to helping clients achieve business success by helping them establish practical and sound financial and internal control processes. Focused on services for individuals as well as small to medium sized businesses, she is committed to delivering tax, attestation (compilation, review and audit) and financial services that meet each client’s unique objectives. In addition, Aradhana also provides fractional and interim CFO and controller solutions. Throughout her professional career, she has sought to expand her initial background in finance and accounting to encompass other skill sets that have included human resources, operations management, system design, database management, strategic planning and other related fields.
In her full-time and consulting roles before starting her own CPA practice, Aradhana offered broad management and strategic advisory services to the management team at many small, mid-size and publicly traded companies. Her full-time and consulting roles include CFO at CSC, interim CFO at Make-A-Wish, Director of Finance at University of Pennsylvania and Financial and Strategic Consultant at big tech giants like Cisco and IBM.
Aradhana is licensed as a Certified Public Accountant in North Carolina and Virginia and is also a member of the American Institute of Certified Public Accountants. She attended Wharton School of Business for executive and management education. She is also a Chartered Accountant from India. As a founding member of the U.S. Chapter of the Institute of Chartered Accountants of India, Aradhana has served as its chairperson and executive board member and remains a member of the national and local ICAI chapters. She has also served as chairperson of the advisory board of Veterinary Management Group. She has delivered many talks in the USA and internationally. Aradhana is frequently featured on TV channels, as well as a variety of podcasts. She enjoys speaking opportunities including key note speeches to organizations and non-profits, both in person and globally. Aradhana resides in Morrisville, North Carolina and enjoys outdoors, spending time with her twins, writing poetry and professional articles.
Patrick McCormick, J.D., L.L.M
International Tax Attorney
As a nationally recognized international tax practitioner, Patrick’s specialized focus and experience makes him an expert on the unique challenges faced by multinational individuals and businesses.
Patrick works both with internationally-domiciled individuals and businesses entering the United States market and United States taxpayers with international connections. His diverse international tax background –previously having been a partner both at a law firm and an accounting firm – gives him a full understanding of the tax complexities posed by multinational connections, and his familiarity with the minutiae of international tax law allows him to optimize tax results for his clients. Patrick holds a Juris Doctorate from Vanderbilt University Law School and a LL.M. from New York University School of Law.
Patrick assists individual clients in areas including residency planning, asset ownership structuring, and minimization of global income tax bills for foreign-sourced income items. For businesses, Patrick’s representation covers an extensive scope of multinational transactions, including classification of foreign entities, options for structuring multinational transactions, and minimization of American anti-deferral tax mechanisms. Patrick assists his clients in all areas where their international ties are a relevant factor.
Patrick is an active voice in the international tax arena, serving as a member of the Tax Law Advisory Board of Strafford Publications and a member of the American Immigration Law Association’s Board of Publications. He is a seasoned speaker, regularly presenting for national organizations including Strafford and CPAacademy.org on both general international tax concepts and more discrete topics.
About Us
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Professionalism
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance and other firms. We make sure that every client is served by the expertise of our whole firm.
Responsiveness
Our firm is responsive. Companies who choose our firm rely on competent advice and timely responses to inquiries. We provide complete financial services to individuals, large and small businesses and other agencies.
To see a listing of our services, please take a moment and look at our services page. Client referrals and reputation have fueled our growth recently, because of our track record of exceptional service and attention to detail.
Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.
Quality
An accounting firm is known for the quality of its service. Our firm’s reputation reflects the high standards we demand of ourselves.
Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge, and service to our clients.
Our high service quality and “raving fan” clients are the result of our commitment to excellence.
We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.