Rocky Bhatia, CPA

Rocky Bhatia, CPA
Partner

Location: Brea, CA

Rocky has over two decades of tax experience in both public accounting and in industry.  He has extensive experience in muti-state nexus studies, restructuring of entities to minimize the overall tax burden, international and cross-border taxation, and has assisted with federal and state tax audits; from pre-audit planning through negotiations and protest. 

Most recently, Rocky was head of a multinational insurer and assisted the company to a $2B IPO; as well as advising a large private equity company on real estate transactions.

Rocky is a member of the AICPA tax Technical Resource Panel (TRP).  The TRP is responsible for developing comments and acting as a liaison with various state tax authorities on new legislation, regulations and administrative matters.

Areas of Specialty:

  • Multi-state nexus
  • International and cross-border taxation
  • Real estate transactions
  • Federal and state tax audits

Education:

The University of Western Ontario – Richard Ivey School of Business
Masters of Business Administration, Cross Functional Leadership and General Management

Golden Gate University
Masters of Science in Taxation

University of Toronto
Bachelor’s – Accounting and Finance

Other Professional Licenses and certifications:

  • Chartered Management Accountant (CGMA)
  • Masters of Business Taxation
  • Master of Business Administration

Professional Associations and Activities:

  • Registered Certified Public Accountant (Illinois)
  • American Institute of Certified Public Accountants