Shalini Kodial CPA

Shalini Kodial CPA Empowering business owners to achieve financial success through Fractional CFO services and strategic tax planning.

Shalini Kodial CPA PLLC had the pleasure of hosting a Happy Hour at FlexEtc in partnership with the US India Chamber of ...
07/22/2026

Shalini Kodial CPA PLLC had the pleasure of hosting a Happy Hour at FlexEtc in partnership with the US India Chamber of Commerce — great conversations, great community, and yes… plenty of tax talk. 🎉

A few of the key takeaways Shalini shared:

🛡️ Get your IRS IP PIN to protect against tax identity theft (https://irs.gov/ippin)

🌐 Foreign accounts over $10K? FBAR filing is mandatory — and Form 8938 may apply too

📊 Indian mutual funds & ETFs are PFICs — Form 8621 reporting isn't optional

🏢 Your LLC can be taxed as a sole prop, partnership, S corp, or C corp — the structure you choose changes everything. Get a professional review.

💰 RSUs, RSAs, ESOPs, ESPPs — misreporting equity comp often means paying tax twice on the same income

📅 Year-end tax planning is good. Year-round planning is better.

🏷️ Paid IRS penalties? You may qualify for First-Time Penalty Abatement — most taxpayers have no idea this exists

And the big picture: the tax code is written to encourage behavior — investing, hiring, building. That's why business owners and investors benefit from most of its pages… and why two friends with the SAME income can have completely different tax bills. The difference? Their financial decisions.

Wondering what incentives YOUR return is missing? Let's find out together 👉 https://calendly.com/skodialcpa/compconsultation

Special thank you to the US India Chamber of Commerce for organizing this Happy Hour, FlexEtc and Ariel Herr for hosting, Rajula's Kitchen for the great appetizers, Priya Spize Works for the amazing dessert cart, and everyone who came out for a wonderful evening! 🙏

🥂 Are you ready for a fun happy hour this Thursday, July 16? 🥂Shalini Kodial CPA PLLC is a proud sponsor of the US INDIA...
07/15/2026

🥂 Are you ready for a fun happy hour this Thursday, July 16? 🥂

Shalini Kodial CPA PLLC is a proud sponsor of the US INDIA Chamber of Commerce DFW Summer Happy Hour, and we can't wait to see you there TOMORROW!

An evening of great conversations, new connections, and community — this is what the Chamber does best. Whether you're a longtime member or attending your first event, come say hello. We'd love to meet you!

And it's at one of our favorite places, the beautiful co-working/co-warehousing space at FlexEtc! Thank you also Spize Works for sponsoring the yummy dessert/charcuterie cart!

📅 Thursday, July 16 | 5–8 PM
📍 Flex Etc, Plano
🔗 Register: bit.ly/chamberhappyhour

See you tomorrow evening!

Grateful doesn't begin to cover it: Shalini Kodial CPA is a finalist for AICTP's CTC of the Year — and the first final...
07/15/2026

Grateful doesn't begin to cover it: Shalini Kodial CPA is a finalist for AICTP's CTC of the Year — and the first finalist spotlighted in the Reunion Month countdown to the 2026 Gala and Awards Dinner!

This recognition is a testament to the trust of our clients, the support of family, team, and mentors, and the belief that setbacks can become opportunities. What began in 2023 with two clients is now a nationwide practice built on strategic, proactive tax advisory.

Thank you, AICTP, and thank you, Susan Bryant, for the introduction that started it all.

To fellow tax professionals: start advisory now. You won't regret it.

Certified Tax Coach | Tax Planning Strategy | Tax Reduction Specialists

🎙️ Shalini Kodial's story is proof that a setback can be a setup. After a layoff in the restaurant industry, she launche...
07/04/2026

🎙️ Shalini Kodial's story is proof that a setback can be a setup. After a layoff in the restaurant industry, she launched Shalini Kodial CPA PLLC in 2023 — and hasn't looked back.

Listen here: https://www.youtube.com/live/RbOb7qKEt8c?si=zPg6cgBB4DMhKPfG ... in this episode of the Good Neighbor Podcast, Shalini shares why year-round tax strategy beats last-minute filing, busts the tax "write-off" myths flooding social media, and explains how her Grapevine-based team of CPAs, enrolled agents, and certified tax planners serves business owners and high-net-worth individuals across the U.S.

If you're in restaurants, construction, or real estate — this one's for you. 🎧 Listen now!

🎉 Happy 4th of July from all of us at Shalini Kodial CPA PLLC! 🇺🇸Today, we celebrate the freedoms that allow us to dream...
07/03/2026

🎉 Happy 4th of July from all of us at Shalini Kodial CPA PLLC! 🇺🇸

Today, we celebrate the freedoms that allow us to dream big, build businesses, and create better futures for our families and communities. To our clients and friends — thank you for trusting us to be part of your journey. Your hard work and entrepreneurial spirit embody the very best of what this country stands for.

Wishing you a safe and joyful Independence Day filled with family, friends, good food, and fireworks. Enjoy the long weekend — you've earned it!

06/18/2026

Short-term rental? It probably doesn’t belong on Schedule C.

A common Airbnb/VRBO myth: that rental income goes on Schedule C like a business. In most cases, it goes on Schedule E — which means no 15.3% self-employment tax.

Two things people mix up:
→ The “7-day rule” affects passive losses, not which schedule you file. Still Schedule E.
→ Schedule C only applies if you provide substantial services (daily housekeeping, meals, concierge — hotel/B&B style). Towels and Wi-Fi don’t count.

Get it right and you avoid an SE-tax bill you never owed.

Questions about your rental? Let’s talk.
https://lnkd.in/gx7is4Za

Did you pay IRS penalties or interest between 2020 and 2023? A federal court just ruled those charges may have been impr...
06/18/2026

Did you pay IRS penalties or interest between 2020 and 2023? A federal court just ruled those charges may have been improperly assessed. You could be owed a refund — but you have to file a claim before July 10, 2026.

Contact us to discuss your situation. www.skodialcpa.com
https://calendly.com/skodialcpa/compconsultation

This Memorial Day, we pause to honor the brave men and women who made the ultimate sacrifice in service to our country. ...
05/25/2026

This Memorial Day, we pause to honor the brave men and women who made the ultimate sacrifice in service to our country. Their courage, dedication, and selflessness gave us the freedoms we cherish every day — and that is never lost on us.

At Shalini Kodial CPA PLLC, we are deeply grateful for their service and hold their memory close. We also extend our heartfelt appreciation to the families who carry this sacrifice with them every day.

was an amazing event — and this year, I wasn't just in the crowd, I was a proud Bronze Sponsor! 🙌Being there was some...
05/23/2026

was an amazing event — and this year, I wasn't just in the crowd, I was a proud Bronze Sponsor! 🙌

Being there was something special — but what really got me was just being present in that space. The buzz, the conversations, the spontaneous connections happening in every corner of the room. Hearing from tech executives and entrepreneurs who are truly pushing boundaries was a highlight — but honestly, it was the people between the sessions that left the biggest impression on me.

It was great connecting with good friends - Chamber Chairwoman - Neeti Khaitan, Raj Asava, Bharti Mishra, Marcia Hays, Harini Madhira, Astha Bhatia, and many others! It was a lot of fun and enlightening to meet Lulu the robot - thank you AI Singh for letting me walk with him!

As a CPA who works exclusively with tech founders and professionals, events like TechConnex remind me why I love what I do. Behind every startup and every scaling company is a real person with a real vision — and I'm honored to be the financial partner who helps protect and grow it.

To everyone I connected with: it was so great meeting you! Let's keep the conversation going. 💼💡

US INDIA Chamber of Commerce DFW

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2451 W Grapevine Mills Cir
Grapevine, TX
76051

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