With a career spanning more than a decade, Swati brings a wealth of global and domestic expertise to the Wegner leadership team. She has established a reputation for technical excellence and a deeply personalized, relationship-driven approach to client service.
Swati joined Wegner’s Tax Department in 2015 and has served a diverse portfolio of business and individual clients. Her unique background as both a Licensed Certified Public Accountant (CPA) in the U.S. and a Chartered Accountant (CA) from India provides a sophisticated vantage point on the financial landscape, particularly for those navigating the intersection of international markets.
Swati specializes in the international tax compliance niche within the firm, focusing on cross-border reporting requirements for individuals. So far, she has served clients with international exposure in India, United Kingdom, Finland, Israel, Colombia, Brazil, Germany, Italy, Switzerland, Poland, Czech Republic, St. Kitts & Nevis, South Korea and more.
She is a dedicated advocate for clients with global interests, specializing in:
- FBAR (FinCEN 114), FATCA (Form 8938)
- Foreign Entities & Trusts: Forms 5471, 5472, 8865, 3520, 3520-A, PFIC Form 8621, etc.
- ITIN requests for clients on form W-7
- Streamlined Domestic and Foreign Offshore Procedures
- Strategic use of Foreign Earned Income Exclusions, Foreign Tax Credits, and U.S. Tax Treaties.
- Assisting clients with delinquent filings and crafting compelling reasonable cause statements.
By blending technical rigor with a genuine commitment to understanding each client’s story, Swati ensures that complex international tax obligations are transformed into clear, manageable strategies.
