Madhuri Bhat

Tax Manager- Tax Services

 

Email: mbhat@mcacrossborder.com
Telephone: 416-477-8149
 

Madhuri Bhat

Tax Manager – Tax Services

 

Email: mbhat@mcacrossborder.com
Telephone: 416-477-8149
 

Madhuri is a Tax Manager at MCA Cross Border Advisors Inc.

Madhuri Bhat is a Tax Manager – Tax Services at MCA Cross Border Advisors Inc.  Madhuri is a seasoned tax professional with over 10 years of US tax management expertise and over 5 years of experience filing complex, cross border US and Canada tax returns.  Her expertise includes tax planning for retirement accounts and the Streamlined Filing Compliance Procedures for US taxpayers who mistakenly fail to report foreign assets or pay taxes.  Madhuri prides herself on working hand-in-hand with clients to customize solutions and her ability to minimize tax liabilities and penalties. 

Before coming to MCA, Madhuri honed her skills working as a Tax Manager for KPMG, Deloitte, and Citizen Abroad Tax Advisors.  There, she prepared complex, cross border tax returns for high-net worth individuals; filed for foreign trusts, foreign rental property, and foreign corporations; and assisted delinquent tax filers in becoming compliant.  Before that, Madhuri worked at Ernst and Young as a Senior International Tax Specialist for several years.

Madhuri has a Bachelor of Commerce and Finance from Bangalore University and has also completed their Program in Business Management.  She is currently pursuing her designation as an Enrolled Agent (EA) which is the highest credential awarded by the IRS.  Madhuri speaks five Indian languages including Hindi, Kannada and Konkani.

Outside of work, Madhuri is a passionate explorer of the West Coast mountains and an avid fan of the movie “Wild” which led her to the great outdoors.

EDUCATION

  • Bachelor of Commerce, University of Bangalore
  • Graduate Program in Business Management, University of Bangalore

CROSS BORDER PROFESSIONALS

Matt C. Altro

Matt C. Altro

President & CEO

Alex Dubrovsky

Alex Dubrovsky

Vice-President – Investment Services

Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

Elena Trigiani

Elena Trigiani

Manager of Operations

Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

Irina Matco

Irina Matco

Director - Cross Border Financial Planning

Ilaria Defendi

Ilaria Defendi

Senior Cross Border Financial Planner

Nancy Zheng

Nancy Zheng

Tax Manager

Madhuri Bhat

Madhuri Bhat

Tax Manager

Brandon Davies

Brandon Davies

Cross Border Financial Planner

Brad Hemphill

Brad Hemphill

Cross Border Financial Planner

Jessica Lachance

Jessica Lachance

Cross Border Financial Planner

Daniel Williamson

Daniel Williamson

Cross Border Financial Planner

Lissa Anderson

Lissa Anderson

Assoc. Cross Border Financial Planner

Kelvin So

Kelvin So

Investment Analyst

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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