Adam Cai's Location
San Francisco Bay Area, United States, United States
Adam Cai's Contact Details
Adam Cai work email
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Adam Cai personal email
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About Adam Cai
AI in Tax
Adam Cai Work Experience Details
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Ceo And Co-FounderNumixCalifornia, United States -
Ceo & Co-FounderTutti Jul 2023 - PresentSanta Clara, UsBuilding AI product in the world of tax -
Angel Squad MemberHustle Fund Feb 2023 - PresentSan Francisco, California, UsAwesome community of friends that love to see you succeed! -
Investor & AdvisorOpticore Inc Aug 2024 - Present -
InvestorSweater Jun 2022 - PresentBoulder, Colorado, Us -
FounderStealth Startup Jan 2023 - Jun 2023Mountain View, Wy, Us -
Tax AdvisorCarta Jan 2022 - Jan 2023San Francisco, California, Us -
Tax AdvisorAlpha B Group, Inc. Jun 2021 - Jan 2022Santa Clara, Ca, Us• Help clients with tax preparation to meet their tax obligation and perform tax planning to minizine the impact of your future tax.• Actively analyzing and summarizing tax difficulties in simple terms to better the clients' understanding. • Cooperate with Sr./Jr. Associates and other team members to tackle complex issues from strategy to execution. • Navigate the frequently changing tax rules and address the challenges for our clients' tax portfolio structures. • Constely research business and industry trends to develop a point of view leverage in assisting with proposals, considering opportunities across multiple lines of services. • Advise clients on both domestic and international tax matters to better manage tax implications.• Provide tax implications regarding stocks (RSUs, ESPPs, ISOs, and NSOs), and propose stocks/options exercising or selling strategies. -
Senior Tax AssociateAlpha B Group, Inc. Sep 2020 - Jun 2021Santa Clara, Ca, UsCAF: 03**-***69RPTIN: P*****786CTEC: A***495• Communicate with both business and individuals clients for tax preparation and consultation.• Cooperate with teams for achieving better tax beneficial goals for larger clients.• Constantly conducting research and reaching out to IRS and FTB for double-checking certain tax guidelines.
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Founding Members Vh - Bni Empowered Business PartnersBni Global May 2019 - Sep 2020Charlotte, North Carolina, UsGivers Gain - We are professionals from different industries that aim to optimize the qualify of services for our customers. We support and respect each others' business by recommending our customers' designated services with professionalism. We are better together on empowering our economical business ecosystem. -
Tax AccountantBennet Shay Cpas Jan 2019 - Sep 2020PTIN: P*****786CTEC: A***495Tax Preparation• Interview Clients and provide planning with individual 1040, small business 1120, 1120S, and 1065 tax returns. FBAR tax filings.• Finalize Accountant Assistant tax return data entries to ensure documentation accuracy. • Deal with complex IRS Audited clients and tackle complicated tax problems • Contact with IRS/FTB for any case status, updates, and miscellaneous information Bookkeeping and Financial Statements• Review bookkeepers data and financial statements from small businesses, and prepare for tax returns.• Prepare year end and clean up journals for clientsMarketing• Participate in BNI and other marketing groups and presentations• Participate in ad-hoc marketing activities
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Tax AssociateStratys Consulting, Inc. Jan 2018 - Jan 2019• Prepare tax returns and develop tax strategies for both individual and business.• Review and bookkeeping the information used to prepare company's financial statements.• Reconcile clients' documents and information with collaborative teamwork to ensure the preparation accuracy. -
Tax AssociateEy Sep 2017 - Jan 2018London, Gb• Create tax filings and formulate tax plans for individuals and businesses.• Examine and manage the data employed in generating a company's financial reports.• Collaborate within a team to verify the accuracy of clients' records and information during the reconciliation process. -
Financial RepresentativesAig Sep 2016 - Sep 2017New York, Ny, Us• Negotiate and develop business opportunities with big retailers such as Westfield, Simon Corporation etc.• Assist individuals for both personal and business financial planning. -
Data AnalystWilkinson Neurophysiology Lab Jun 2014 - Dec 2016• Data Analyzers (Vibrations singles, Neural data, Ramps -through analytic software Lab ChartPro)• Animal (Mice) Specialist (Handling, Injection, Cardiac Puncture, Dissection)
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Immigration Services AssistantOffice Law Firm Jan 2015 - Dec 2015• Communicate with clients on collecting and sortingnecessary materials.• Assist attorney with reviewing EB5 cases.
Adam Cai Skills
Income Tax
Accounting
Generally Accepted Accounting Principles
Corporate Finance
Microsoft Powerpoint
Tax
Finance
Bank Reconciliation
Account Reconciliation
Lacerte
Financial Accounting
Microsoft Office
Microsoft Word
Microsoft Excel
Bookkeeping
Tax Accounting
Tax Preparation
Quickbooks
Teamwork
Financial Reporting
General Ledger
International Financial Reporting Standards
Adam Cai Education Details
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University Of California, Berkeley, Haas School Of BusinessProduct Management -
Founder Friendly Labs
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University Of California, DavisBiochemistry
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San José State UniversityBiochemistry
Frequently Asked Questions about Adam Cai
What company does Adam Cai work for?
Adam Cai works for Numix
What is Adam Cai's role at the current company?
Adam Cai's current role is CEO and Co-founder.
What is Adam Cai's email address?
Adam Cai's email address is ad****@****tti.com
What schools did Adam Cai attend?
Adam Cai attended University Of California, Berkeley, Haas School Of Business, Founder Friendly Labs, University Of California, Davis, San José State University.
What skills is Adam Cai known for?
Adam Cai has skills like Income Tax, Accounting, Generally Accepted Accounting Principles, Corporate Finance, Microsoft Powerpoint, Tax, Finance, Bank Reconciliation, Account Reconciliation, Lacerte, Financial Accounting, Microsoft Office.
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