Tax preparer

Kwan Yip

**** ********* **** ****

Duluth, GA ***96

Mobile: 678-***-****

E-Mail: ************@*****.***

Accounting Profession

An accounting professional with analytic and modeling skills that has professional experience in

management, project management, taxation, customer services, construction, conflict resolution,

and technology.

Education

Bachelor of Business Administration: Accounting Concentration in

Georgia Gwinnett College 2014

General Educational Development Diploma

Gwinnett Technical College 2008

High School graduate: Hong Kong

Lock Tao Secondary School 1975

Core Competencies

Taxation Accounting Analysis & International Accounting

Modeling

• • MS Excel •

Individual income tax Reconcile U.S. GAAP

• • MS Access

Business tax financial statement to IFRS

• • Income Taxation financial statement

Calculation

•

• • Auditing US and international

Analysis

professional standards

• Strategies for hedging

foreign exchange risks

Accounting Skills

Accounting Excel Skills

• Advanced pivot tables and pivot charts

• Data analysis using statistical tools

• Forecasting tools

• Linking and embedding Excel analyses into other office programs

Accounting Access Skills

• Relational databases

• Database and table creation

• Creating, tables, forms, queries, and reports

• Importing and exporting data

Income Taxation

• Form 1040- U.S. Individual Income Tax Return

• Form 1040 (Schedule A)- Itemized Deduction

• Form 1040 A or 1040 (Schedule B)- Interest and Dividends

• Form 1040 (Schedule C)- Profit or Loss From Business

• Form 1040 (Schedule D)- Capital Gain and Loss

• Form 1040 (Schedule SE)- Self-Employment Tax

• Form 1098- Mortgage Interest Statement

• Form 1098T- Tuition Statement

• Form 1099- Miscellaneous Income

• Form 1099R- Distribution From Pensions, Annuities, Retirement or Profit-Sharing Plans.

• Form 4562- Depreciation and Amortization.

• Form 4797- Sale of Business Property

• Form 6251- Alternative Minimum Tax- Individuals

• Form 8863- Education Credits (American Opportunity and Lifetimes Learning Credits)

• Form 8867- Paid Preparer’s Earned Income Credit Checklist

• Form 8879- IRS e-file Signature Authorization

• Form 8949- Sales and Other Dispositions of Capital Assets

• Form 9325- Acknowledgement and General Information for Taxpayers Who File Return Electronically

Auditing skills

• Auditing and assurance services

• Engagement planning

• Management fraud and audit risk

• Employee fraud and the audit of cash

Employment

Tax Associate 2015- Present

Taxamize Accounting

• Meet with clients to bring all of their receipts and tax forms before preparing

their tax forms

• Responsible for income tax preparation for individuals and companies

including reviews financial records, such as prior tax return forms, income

statements, and documentation of expenditures to determine forms needed to

prepare return

• Identifies potential tax credits and liabilities and ensures accurate and

complete returns are filed in a timely manner

• Completes tax forms in accordance with taxpayers by using their federal,

state and local codes and see to it that clients receive the maximum benefit

permitted under the law of government

• Prepare tax returns using electronic filing software

• Ensure a copy of the completed return is provided to the customer

Project Associate 2004-2006

PBD Worldwide Fulfillment Services

• Pick, pack and ship fulfillment

• Placing product in proper storage locations based on inventory management

system to maintain accurate product location

• Audit orders filled from pick lists for accuracy and safe practices

Project Clerk of Works 1979-2003

Hong Kong Housing Authority

• Project manages with main contractor,utility company and relevant parties

for smooth proceeding of site works

• Researches and investigates cause of problems and recommends solution to

resolves problems

• Write a performance appraisal of five sub-ordinates reported to project

Architect

•

Professional Training and Expertise

Taxamize Tax Preparer Training Certificate 2015

Certified Member of International Code Council 2008

Certified Home Inspector from (Kaplan Professional School)ITA Home Inspection 2007

Training Schools

Certified Home Inspector of Business Practices from Gwinnett Technical College 2004

Certified Home Inspector of Building Code Review from Gwinnett Technical College 2004

Corporate Member of the Hong Kong Institute of Building Inspector 2003

Licentiate Member of The Hong Kong Institute of Clerks of Works 2000

Licentiate Member of the Institute of Clerks of Works of Great Britain 1985

Higher certificate in Construction Technology 1980

Ordinary Certificate in Construction Technology 1978

Extension and Outreach

Salvation Army, Clothing Drive Project April 2014

Open Hand, Service Learning Project July 2009

Louise Radloff Middle School, Mentoring Program 2008-2009

Languages

English

Cantonese

Mandarin

Honors

Outstanding Performance Award from Director of Housing 1997

Letter of Appreciation from the Chief Secretary and Director of Housing Department 1981

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