Nice to meet you ! My name is Arnold Loy. (US Citizen)

Since I got the Enrolled Agent (EA) License & PTIN No. from IRS in 2011, I filed tax return 4,000 more for individuals, Estate & Trust, Partnership, Indirect tax returns(EU VAT / DAC 7, GST) and corporations, private equity fund & rental properties, capital LLC of 1040(Schedule A, B,C,D & E etc.), 1041, 1120, 1120S, 1065 etc with Schedule K-1,2 & 3. Especially int’l filings, all states, payroll tax, sales & use tax, ERC, R&D tax credit and SALT.

RESUME

Name : Arnold Loy

Address : 51 Concierto, Irvine CA 92620 USA

CP) 949-***-**** / E-mail) ad1t43@r.postjobfree.com

Let me introduce myself.

I have a specialized and long time experience of accounting, tax reporting, budgeting, auditing & financing with bank reconciliation, credit risk management and track & monitor all income & expenses.

Especially I workd for the private equity fund & hedge fund, venture capital in HK, SG & Cayman Islands. (AIF Capital in Cayman Islands, HK & Evia Capital in SG etc)

I prepared and reviewed tax Returns for individuals, Estate & Trust, indirect tax returns (EU VAT / DAC 7, GST) and C corps, S corps, Partnership, int’l filings of foreign earned income, all states, sales & use tax, Private equity, Hedge fund, Asset Wealth Management Co, Rental properties, Capital LLC clients of 1040(Schedule A – H), 1041, 1120, 1120S, 1065 with Schedule K-1.2 & 3, & ASC 740, 450, 5471, 6781, 8621. 8865, 8886, 8949, 990, schedule-C,D,E & M-3, IRS audits etc. for 12 years.

Especially estate planning & trust accounting, fiduciary income tax returns and interpreted wills and trusts pertaining to estate.

foreign earned income & Foreign Bank Account Reporting to Fincen form 114.

And I applied for Employee Retention Credit and R&D Tax Credit, SALT etc. for 17 years.

ERC is worth upto $7000 quarterly and $28000 yearly against the employer’s share of certain payroll taxes.

I made use of many kinds of tax & accounting software, Quickbooks, Lacerte, Drake, Proseries, MRI, Gosystems, Onesource, SAP, ERP, Oracle, ADP & TurboTax and MS Excel, word, powerpoint etc.

I jointly worked with the many private CPA firms and big 4 accounting firms(PWC, Deloitte & KPMG) for many kinds of projects.

I set up accounting & tax reporting system for the companies at the beginning stage.

I supervise and train 5 more tax seniors and review and file tax return electronically.

I made the timely tax reporting, financial statements, quarterly and annual payroll tax reporting.

I managed 2 buildings and 10 rental properties to collect rental fee and pay the operation costs & property taxes with CBRE management team by the Coldwell Bankers’ MRI system.

Especially I saved the property taxes upto $220,000 by the appeal procedures and earlier payment.

I managed and operated the accounting & tax reporting system of individual & c corp & s corp & partnership investors, private equity fund & rental properties, capital LLC etc. with tax filing and consulting

I oversee and monitor tax compliance issues and resolved it.

I made a tax consulting to maximize the deduction and save the client’s tax liability.

I made the negotiations with IRS to resolve any tax delinquent amount.

(US Citizenship) Acquired in 2013.

(Career)

1.Sorge CPA LLC. (Jan 15, 2023 – Oct 31, 2023) in Wisconsin, USA / Remote Tax Manager

1) Prepared and reviewed individual & Corps Tax returns 200 more via Lacerte & Quickbooks online in 2023

2) Provide the tax planning and advisory services to maximize the tax deductions and credits and lower their tax liabilities

3) Manage and operate the rental properties via MRI system to collect rental income and pay the operation costs

4) Foreign tax return : 5471, 5472, 8865, 8858, 8938, 8621, 3520, FABR 114 etc.

5) Communicate and contact with high net worth clients to provide tax planning services

(Lowered $200,000 more tax liabilities)

6) Accounting services : Bank reconciliation and journal tries (Bounced check, Overdraft fees, Cash shortfall & Deposit in transit, Bank error & Entry correction etc)

7) Supervise and manage all accountants and train them.

8) Tax research & new tax bracket via BNA system & IRS News releases and TaxPros

9) Cost segregation & Bonus depreciation

2. Titan Golden Capital LLC (Dec 17, 2021 – Apr 21, 2023) in Irvine, CA. USA / Senior Tax and Accounting Manager

1) Prepare & review the federal & State, Payroll Tax returns of individuals, indirect tax returns

(EU VAT / DAC 7, GST) and Corps, Partnership(Schedule K-1,2 & 3), Estate & Trusts, int’l filings of

foreign earned Income, all state, sales & use tax etc.

Estate planning & Trust accounting, fiduciary income tax returns and interpreted wills and trusts

pertaining to estate.

2) Supervise and manage the accounting, financing, bank reconciliation & bookkeeping and train

3) Advisory & consulting of Tax & Financial planning and cost savings etc.

4) 3 Properties management to collect rental fee and pay the operation costs

5) Managed and operated accounting & tax system of MRI, Drake, Lacerte & Proseries etc.

6) Budget, auditing & financial reporting

7) Oversee and monitor tax compliance issues

8) IRS auditing, State Tax authorities.

9) ASC 740, 450

10) Jointly worked with Public accounting firm, CITRIN NY. Sorge CPA in Wisconsin & David CPA firm in Chicago

3. Koreits GFunds Inc. (Mar, 2012 –Dec, 2021) in Tustin, CA. USA / Senior Tax and Accounting Manager

1) Prepare and review federal & State, Payroll Tax return for individuals, indirect tax returns (EU VAT /

DAC 7, GST) and C corporation, S corps & Partnership clients(Schedule K-1,2 & 3), Estate & Trust, all

states, sales & use tax, int’l filings of foreign earned income, Private Equity Fund, Rental properties

investors and Capital LLC,

Estate planning & Trust accounting, fiduciary income tax returns and interpreted wills and trusts

pertaining to estate.

2) Supervise and manage the accounting, financing, bank reconciliation & bookkeeping and train

3) Fund raising and business consulting for the small venture companies

4) Advisory & consulting of Tax & Financial planning and cost savings etc.

5) 10 Properties management to collect rental fee and pay the operation costs

6) Managed and operated accounting & tax system of individual investors, private equity fund and

rental properties & capital LLC with filing tax return and tax consulting

7) Budget, expense control, payroll & general affairs

8) IRS Auditing

9) Contact with clients and IRS, State Tax authorities.

10) 2 Building management(USD 400Mil.) with CBRE management team by the Coldwell

Bankers’ MRI system

11) ASC 740, 450

12) Working with PWC, Deloitte & KPMG for their own tax projects and advisory services

4. Camsight Inc in USA(2005. 8 - Mar, 2012, Senior Accounting and Tax Manager)

1) Supervise and manage all accounting department

2) Business planning, Budgeting, expense control & payroll

3) Individuals, C corp, S corp & Partnership Tax return

4) Project financing for development & investment of land, office building

5) Managed and operated accounting & tax system of private equity fund and rental properties.

6) M&A and investment of hotel and hitec venture companies

7) Property management to pay operation costs and property taxes & collection

8) 4 rental properties management

5. KT Consulting, Tax and accounting Manager (1998.3. - 2005.7)

Accounting, Tax reporting, Admin., Financial and business consulting(investment and business administration, management for private equity fund) & middle and long-term strategic planning, Internal & overseas IR and fund raising, Construction financing, Development and investment for Hotel & APT. Rental properties management.

6. Barclays securities Co., Ltd (1995.9 - 1998.3) Accounting Manager

Int'l settlement and financing Accounting, Tax reporting, Admin.,,

Management and advisory of foreign investor's money

Credit risk management and reporting

Strategic financial planning and analysis

Reporting and analysis of investment results

Rental properties management.

7. Dongsuh Securities Co., Ltd (1991. 6 - 1995. 8.) Deputy Accounting Manager (Acquired first & second investment consulatant qualifications in Korea Stock Exchange)

Credit risk management and reporting, Accounting, Tax reporting, Admin.,

Long term financial planning and analysis

Human resources and recruiting

Collection of AR, Standing proxy for foreign investors

Bank reconciliation of credit and debit etc...

Trading futures & options in Cargill Investors, Chicago, IL, USA

Rental properties management.

8. Samsung Electronics Co., Ltd (1988. 3 - 1991. 5) Accounting Clerk

Budget, expense control, payroll & general affairs

Tax report for VAT, Withholding, sales tax

Monthly and year- end closing, Building properties management.

(Graduated from Dongguk Univ. from Mar, 1984 - Feb, 1988)

Majored in Accounting

(Graduated from Yonsei Univ. / MBA School from Mar, 1992 - Aug 1994)

Majored in Business Administration, minored in accounting

(Military) Discharged from service as a first lieutenant from Mar, 1 1988 to

Jun 30, 1990 as a ROTC 26th

Enrolled Agent(EA) in IRS, USA as a Certified Tax Accountant since 2011

I want to develop my capability with you and thank you for giving me the working opportunity in advance.

Hope to see you soon.

Best regards,

Arnold Loy

2455 Kiser, Tustin,

California, 92782 USA

CP)949-***-****

Enrolled Agent in IRS, USA as a Certified Tax Accountant since 2011

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