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Customer Service Tax

Location:
Houston, TX
Posted:
June 13, 2018

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Resume:

LE-ANH T. NGUYEN

****.****@*****.***

832-***-****

EDUCATION

M.S. Accounting, University of Houston-Clear Lake (2004)

A.A.S. Paralegal, San Jacinto College (2008)

M.B.A. (French-Vietnamese Center of Management (CFVG) - Vietnam

B.A. French (University of Social Sciences & Humanities – Vietnam)

WORK EXPERIENCE

01/2018 – Present: MICHAEL H.TO, C.P.A, P.C: TAX ACCOUNTANT

Analyze Financial Statements prepared by in-house bookkeepers or by clients before tax preparation

Prepare and E-file Federal and State Income Tax Returns for Individuals, C & S Corporations, LLCs, and Partnerships

Prepare Estimate Tax Returns for Individuals, Corporations, LLCs, and Partnerships

Research Federal & State Tax Laws

01/2017 – December 2017: GRIFFING & COMPANY, P.C: TAX ACCOUNTANT

Prepared Federal and State Income Tax Returns for Individuals, C & S Corporations, LLCs, Partnerships and Trusts

Prepared and web-file TX Franchise Tax

Prepared and E-filed Payroll reports (940, 941s, W-2s, W-3s) and 1099s

Prepared Estimate Tax Returns for Individuals, Corporations, LLCs, Partnerships and Trusts

Occasionally performed some Accounting Assistance/ Bookkeeping

Helped Business Clients with their Entity Termination paperwork

Participated in various projects: tax research, company newsletters, etc.

01/2013 – 12/2016: BLAKELY & WEEKS-THOME, PLLC: TAX ACCOUNTANT

Prepared Federal and State Income Tax Returns for Individuals, C & S Corporations, LLCs, Partnerships and Trusts

Prepared Franchise Tax for Business Clients

Prepared Estimate Tax Returns for Individuals, Corporations, LLCs, Partnerships and Trusts

Handled Bookkeeping for Business Clients

The company was a paperless environment

12/2011 – 05/2012: NEIGHBORHOOD CENTER, INC.: TAX SITE MANAGER (SEASONAL)

Managed Tax Site to ensure clients were served with courtesy and great customer service

Trained Volunteers on Federal Income Tax preparation for low income individuals

Reviewed Federal Tax Returns prepared by Volunteers

Prepared complex Federal Income Tax returns for Individuals

Prepared State Income Tax Returns for Individuals

01/2011 – 11/2011: JOE MASTRIANO, PLLC: TAX ACCOUNTANT

Prepared current and delinquent Federal and State Income Tax Returns for Individuals, C & S Corporations, LLCs, Partnerships and Trusts

Prepared current and delinquent Forms 940, 941

Prepared supporting documentation for Federal Income Tax Audits

Represented clients in Audits and Audit Appeals for Federal Income Tax returns

Helped clients set up payment plans with the IRS or apply for Offer in Compromise

09/2007 – 12/2010: SG MODERN, LLC, Houston, Texas: TAX ACCOUNTANT

Prepared and filed 1099-MISC, 1096, W-2, W-3 and Payroll Reports

Assisted outside CPA with Federal Income Tax return preparation and filing for the company

01/2004 – 09/2007: H.V.TRAN, PLLC, CPA, Houston, TX: TAX ACCOUNTANT

Prepared and filed Federal and State Income Tax Returns for Individuals, Corporations, LLCs, Partnerships, Trusts and non-profit organizations (1040, 1120-S, 1120, 1065, 1041 and 990)

Assisted the C.P.A. Supervisor in the preparation of the financial statements for corporate clients

Filed 1099-MISC, 1096, W-2s and W-3

Prepared and filed 940, 941

Prepared supporting documentation for Sales Tax audits

Represented clients in Audits and Audit Appeals for Federal Income Tax returns

Helped clients set up payment plans with the IRS or apply for Offer in Compromise

Prepared and followed up the incorporation process for small businesses

Helped small businesses with Sales Tax, Franchise Tax, Licenses and Permits

Performed bookkeeping for Businesses

COMPUTER SKILL

Accounting software: QuickBooks

Tax software: Pro-Systems, Pro-Series, Ultra Tax, Tax-Wise, Turbo Tax

Tax Research: Checkpoint

Microsoft Office: Word, Excel, PowerPoint

LANGUAGE ABILITY

English

French

Vietnamese

OTHER ACHIEVEMENT

Active Enrolled Agent since May 2006

EXTRA ACTIVITIES:

CPA Candidate: recently passed one part/ sit for the 2nd part in June 2018

Member of Texas Society of Enrolled Agents (Houston Chapter)

Volunteer Tax Preparer for VITA, IRS (Volunteer Income Tax Assistance): Tax seasons 2005, 2006, 2007



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