Business Advisory Services
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Shivani Trivedi
Tax Supervisor
“Detail-oriented guidance rooted in clarity, communication, and continuous growth.”
Shivani Trivedi is a Tax Supervisor at WCG with six years of professional experience preparing returns and supporting tax planning. Known for her structured mindset and educational approach, Shivani focuses on helping clients understand their options so they can make informed financial decisions with confidence.
Professional Background & Expertise
At WCG, Shivani prepares a range of tax returns, including Forms 1040, 1120S, 1120, and 1065, while also managing off-season tax planning. Her work emphasizes accuracy and proactive coordination to keep engagements moving smoothly.
She works closely with the WCG India Tax Support Team, ensuring tasks remain organized and communication stays consistent across workflows. Shivani’s ability to maintain alignment within the team helps reinforce efficiency throughout the preparation process.
Education
Shivani is an intermediate Chartered Accountant with a longstanding appreciation for mathematics, drawn to the subject for its logic and clarity. Her mother, a higher secondary school teacher, played a significant role in shaping her discipline and commitment to education, while an encouraging English teacher helped motivate her throughout her CA journey.
Client-Focused Philosophy
Shivani takes a detail-oriented and educational approach to client service. By clearly explaining tax situations and maintaining open communication, she works to ensure clients feel informed, supported, and confident in the decisions ahead.
Professional Values
- Integrity
- Accuracy
- Continuous learning
- High ethical standards
Life Beyond the Office
Shivani grew up in Ahmedabad, Gujarat, surrounded by a lively neighborhood and open spaces that encouraged both activity and creativity. As a child, she enjoyed outdoor games, cycling with friends, and drawing—experiences that nurtured her curiosity and expressive nature.
Outside of work, she enjoys listening to music, canvas painting, cycling, visiting cafés, spending time with family and friends, writing in her gratitude journal, visiting temples, and keeping up with current events. She is engaged and hopes to welcome a golden retriever into her life someday.
A Natural Connector
One of Shivani’s distinctive strengths is her ability to connect easily with others and help them feel comfortable. Whether in conversation or group settings, she builds rapport quickly—creating a warm, approachable environment that supports both collaboration and client relationships.
Jason Watson, CPA, is a Senior Partner of WCG CPAs & Advisors, a boutique yet progressive tax, accounting and business consultation firm located in Colorado serving small business owners and taxpayers worldwide.
Taxpayers Comprehensive Guide to LLCs and S Corps 2023-2024 Edition
This KB article is an excerpt from our 400+ page book (some picture pages, but no scatch and sniff) which is available in paperback from Amazon, as an eBook for Kindle and as a PDF from ClickBank. We used to publish with iTunes and Nook, but keeping up with two different formats was brutal. You can cruise through these KB articles online, click on the fancy buttons below or visit our webpage which provides more information.
