Tax Returns General Ledger

DONNA CHAN, CPA

**** *. ******** *** #**, Ontario, CA 91762 626-***-**** ~ ******@*****.***

Professional Experience

Donna C CPA, Ontario, CA May 2023 – Present

Freelancing

● Prepared tax returns for partnerships, corporations, and tax-exempt organizations for businesses in various industries.

● Prepared tax returns for personal income tax filers.

● Provided client consultation with research on tax laws for various government tax issues and notices.

● Reviewed client prepared accounting information to prepare reports in accordance to tax accounting reporting performing reconciliation of general ledger accounts, adjustments required for reporting, maintenance of chart of accounts and preparation of management reports for month-end, quarter end and year-end reporting. Vitae Tax, Chino, CA November 2018 – April 2023

Tax Manager

● Prepared tax returns for partnerships, corporations, and tax-exempt organizations for businesses in various industries.

● Prepared tax returns for high-net-worth individuals, Form 1040s’, Trusts, Estates, Gift Taxes, closely held businesses, family office tax, and Private Client Services, including multistate and various other tax forms following current tax laws in preparation.

● Provided client consultation with research on tax laws for various government tax issues and notices.

● Supervise and detail review staff report and returns preparation.

● Trained staff in financial report preparations.

● Coordinated and managed workload for due dates with staff under team.

● Reviewed and prepared quarterly payroll tax filings for professionals and clients in various industries.

● Prepared & reviewed monthly financials, including Balance Sheet, Profit & Loss Statements, and General Ledgers.

● Reviewed client prepared accounting information to prepare reports in accordance to tax accounting reporting performing reconciliation of general ledger accounts, adjustments required for reporting, maintenance of chart of accounts and preparation of management reports for month-end, quarter end and year-end reporting.

● Reviewed and prepared monthly, quarterly, and annual sales tax reporting to California Department of Tax and Fee Administration.

Thong, Yu, Wong & Lee, LLP, CPA’s, Rosemead, CA October 2015 – November 2018 Senior Staff Accountant

● Supervise and detail review staff report and returns preparation.

● Trained newly hired staff in financial report preparations using GAAP.

● Coordinated and managed workload for due dates with staff under team.

● Reviewed and prepared quarterly payroll tax filings for professionals and clients in various industries.

● Prepared monthly financials, including Balance Sheet, Profit & Loss Statements, and General Ledgers.

● Reviewed client prepared accounting information to prepare reports in accordance to GAAP performing reconciliation of general ledger accounts, adjustments required for reporting, maintenance of chart of accounts and preparation of management reports for month-end, quarter end and year-end reporting.

● Reviewed and prepared monthly, quarterly, and annual sales tax reporting to the Board of Equalization and California Department of Tax and Fee Administration.

● Prepared tax returns for partnerships, corporations, and tax-exempt organizations for businesses in various industries.

● Prepared tax returns for high-net-worth individuals including multistate, gift taxes, and various other tax forms following current tax laws in preparation.

● Provided client consultation with research on tax laws for various government tax issues and notices. Education

CSU, Los Angeles June 2011

Bachelor in the Science of Business Administration Major: Accounting

Minor: Economics & Psychology

CPA License #136909

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