Adam Cai Email & Phone Number

California, United States

Santa Clara, Us

Building AI product in the world of tax

San Francisco, California, Us

Awesome community of friends that love to see you succeed!

Boulder, Colorado, Us

Mountain View, Wy, Us

San Francisco, California, Us

Santa 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.

Santa Clara, Ca, Us

CAF: 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.

Charlotte, North Carolina, Us

Givers 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.

PTIN: 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

• 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.

London, 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.

New 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 Analyzers (Vibrations singles, Neural data, Ramps -through analytic software Lab ChartPro)• Animal (Mice) Specialist (Handling, Injection, Cardiac Puncture, Dissection)

• Communicate with clients on collecting and sortingnecessary materials.• Assist attorney with reviewing EB5 cases.

Product Management

Education record

Bachelor Of Science - Bs, Biochemistry

Bachelor Of Science - Bs, Biochemistry