Toan Truong
**********.**@*****.***
https://www.linkedin.com/in/toan-truong-a88a31179/
PROFESSIONAL PROFILE
Experienced and cultivated Tax Preparer, with two years of basic tax preparation specifies in wage income and self-employment income. Passionate individual looking to enhance skills in the Tax avoidance industry.
WORK EXPERIENCE
Volunteer Income Tax Assistance (V.I.T.A), San Jose CA
Tax Preparer 01.2019 – 06.2020
Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Prepared tax returns for clients in college and families with annual income less than $75,000 according to government regulations and requirements.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Morris & D’Angelo, San Jose CA
Tax Administrator 02.2020 – 04.2020
Properly organizing incoming tax data and proceed to scan and upload tax data to a cloud base software.
Assisting clients with problems regard to technical issues with the cloud base software or tax questions.
Utilizing Microsoft Excel to carry out projects as assigned.
Communicated effectively with the office team both in person and email to sort out problems during the tax filing process.
Evergreen Valley College, San Jose CA
Accounting Tutor 01.2019 – 02.2020
Assisting students in term of understanding of Financial and Managerial Accounting method.
Collaborated with students to complete homework assignments, identify lagging skills and correct weaknesses.
Motivated students towards learning and studying to build self-confidence and reduce anxiety of failure.
EDUCATION
San Jose State University
Bachelor of Science, Business Administration, Concentration in Accounting – May, 2022
Master of Science in Taxation – May, 2023
SKILLS
Technical: QuickBooks, Microsoft Excel, Google Drive, Adobe Software, Python
Office: Communication, creative, task management.
Certificates: Google Analytic