Atlanta Metropolitan Area
Certified Public Accountant fluent in English and Mandarin Chinese, dedicated to helping immigrants, individuals, and business owners navigate the complexities of U.S. taxation and cross-border issues. My experience includes working with mid-to-large organizations and small businesses across diverse industries and entity types, including single-member LLCs, partnerships, S corporations, C corporations, and individual tax matters. Beyond tax compliance, I help clients organize their finances, resolve IRS and state notice issues, and build greater financial clarity and peace of mind.
•Prepared federal and state tax returns and K-1s for individuals, partnerships, corporations, S corporations, and trusts. •Performed accounting and bookkeeping tasks and reconciled client books. •Managed client communications and responded to IRS and state correspondence. •Maintained organized client records to support ongoing compliance and efficient workflow.
• Worked with mid-to-large publicly traded and privately held companies with multi-tiered entity structures. • Prepared and reviewed workpapers, K-1s/K-3s, and federal & state partnership, C-corporation, and S-corporation tax returns.
• Provided tutoring and support during office hours to help students understand course material. • Graded assignments and exams, reviewed results with students, and designed assessment questions. • Maintained accurate class attendance records.
• Reviewed and filed federal and state individual income tax returns. • Consulted with clients regarding tax matters; supervised staff. • Scheduled client appointments, tracked return statuses, and conducted follow-ups to support timely completion and client service.