Khursheed Sorabjee-Tapia Bio

Ploutus Advisors Tax Corp
CEO

EDUCATION & CREDENTIALS

Case Western Reserve University, Cleveland - MBA (Banking & Finance and Strategy)
The Institute of Chartered Accountants of India, Chartered Accountant (CA) - Accounting, Audit and Taxation
University of Mumbai, The Sydenham College of Commerce and Economics, India - Bachelor in Commerce (Finance and Accounting)
Enrolled Agent (EA) - Enrolled To Represent Taxpayers Before The Internal Revenue Service (IRS)

Khursheed has worked in the tax, accounting and financial services industries since 1993. As CEO of Ploutus Advisors Tax Corp offers tax preparation, bookkeeping, and other related business advisory services to individuals, corporations, partnerships, trusts, and other businesses.

She started her career with Deloitte & Touche in India in their Audit and Taxation practice where she worked on various assignments focused on accounting and audit, tax preparation, and creation of taxation and financial strategies for clients. She also conducted financial investigations on behalf of The National Stock Exchange of India (NSE) and Securities & Exchange Board of India (SEBI) to detect member non-compliance.

Khursheed later worked with Deloitte & Touche In New York in their M&A Advisory Services Group as well as Audit & Assurance Practice in New York where she specialized in buy-side Mergers & Acquisitions (M&A) and leveraged buyout (LBO) transactions focused across several industries such as consumer goods, transportation services, and industrial goods.

Prior to founding Ploutus Advisors Tax Corp, Khursheed worked at ING Group, a Netherlands based global banking and financial services company, for over 10 years, initially at ING Barings in their Investment Banking Division in New York specializing in merger and acquisitions (M&A), leveraged buyouts (LBO), and private placements, and later as part of ING Capital’s Acquisition Finance Team in Los Angeles where she provided financial and lending solutions for companies with EBITDA of between $5 million and $100 million. While at ING Group, Khursheed managed in excess of $620 million in debt transactions, and worked on over $240 million in M&A transactions and private placements.

During her tenure at Deloitte and ING, Khursheed worked with companies such as Lucent Technologies, CSK Auto, Creative Host Services, Educate Inc, Varsity Brands, VCA, Bright Horizons, Hanes Brands and others.

U.S. Taxation, Tax Strategies, Tax Planning, New Business Formation, Structured Finance, Commercial Lending, Due Diligence, Loan Underwriting, Credit & Collateral Analysis, Financial Statement & Cash Flow Analysis, Cash Management, M&A, Accounting, Estate & Trusts, Inheritance & Succession Planning, Cross-Border Tax Advisory

Team

Wealth Preservation, Income Generation, Asset Value Growth

Delivering Results Through Relationship-Driven Stewardship & Integrity

PLOUTUS
ADVISORS

Wealth Preservation, Income Generation, Asset Value Growth​Delivering Results Through Relationship-Driven Stewardship & Integrity

PLOUTUS ADVISORS

Wealth Preservation, Income Generation, Asset Value Growth

Delivering Results Through Relationship-Driven Stewardship & Integrity

PLOUTUS
ADVISORS