Tapan Apte, a licensed Independent Practitioner, US CPA, possesses extensive expertise accumulated over a career spanning more than 30 years.
His diverse skill set encompasses areas such as financial accounting, fundraising, the preparation of financial statements, conducting due diligence, providing consulting and advisory services, initiating organizational re-structuring, creating projected financial statements, and conducting tax audits. With a wealth of experience and a strong track record, Tapan Apte is well-equipped to provide comprehensive financial and advisory services to his clients.
Professional Summary
Tapan Apte is a distinguished Certified Public Accountant (CPA) with over 30 years of experience in providing expert financial services across a variety of industries. Specializing in accounting, fundraising, financial forecasting, and advisory services, Tapan has built a reputation for delivering high-quality, tailored solutions to both individuals and businesses in India and the United States. His extensive expertise spans across financial statement preparation, tax planning, audits, and organization restructuring, making him a trusted partner for startups, SMEs, and established enterprises.
Tapan’s global perspective, coupled with a deep understanding of Indian and U.S. financial regulations, allows him to provide comprehensive services that meet the unique needs of clients in diverse sectors. Whether serving as a Virtual CFO or advising on complex mergers and acquisitions, Tapan is committed to helping businesses achieve financial success and operational efficiency.
Key Services
Small Enterprises and Startups
General Advisory Services
IT Consulting and SOC Examinations
Industry Expertise: Tapan Apte has worked extensively across a broad spectrum of industries, providing tailored financial solutions to meet the specific needs of each sector. His clients span industries such as:
Educational Background
Certified Public Accountant (CPA)
Post-Graduate Diploma in Taxation
Post-Graduate Diploma in Public Accounting
Post-Graduate Program in Business Administration
Bachelor of Commerce
Client-Centric Approach
Tapan Apte’s approach is rooted in understanding the unique challenges of each client and providing customized financial solutions that drive both compliance and growth. With a focus on building long-term relationships based on trust and transparency, Tapan is known for his proactive problem-solving, meticulous attention to detail, and commitment to delivering exceptional results.
Whether you’re a startup looking for guidance in financial modelling or an established business seeking expert tax advice and auditing services, Tapan’s comprehensive expertise will ensure that your financial operations are optimized for success.
Tapan has been dedicated to coaching and reviewing client-prepared control objectives and narratives, providing independent assistance to document client-defined control objectives and narratives, and conducting SOC1, SOC2, and SOC3 examinations (including both type 1 and 2).
Services Learn more what we serve
SOC 2 Type 1 and Type 2 Audit
ISMS Assessment
Gap Assessment
Why SOC 2 Audit? There are several compelling reasons why companies choose to outsource their SOC 2 (System and Organization Controls 2) audits:
It’s important for organizations to select a reputable and qualified auditing firm when outsourcing SOC 2 audits to ensure effectiveness and compliance with necessary standards and guidelines.