Christopher Yim Email & Phone Number

Torrance, CA

Preparation of HNW 1040, 1041 and Pass through entities. Tax projections. Estimate tax projections. Taxing Agency inquiry interface.

Preparation and review of 1040, 1040NR, 1120, 1120-S, 1120-PC, 1065, 990, 990-PF and corresponding multi-state returns

Managing tax preparation for HNW individuals and pass through entities

Directly responsible for client intake, business development, managing client returns, income tax return preparation, preparing written correspondence for submission to taxing agencies, and client relations. Selected Accomplishments, Projects, and Initiatives:- Manages more than 400 returns per annum, including 1040, 1041, 1065, and 1120S.- Handles all.

Responsible for client consulting, providing financial and estate planning services, managing client accounts, and all aspects of client relations. Served a large and diverse clientele.

Responsible for consulting with clients regarding their financial needs and goals, promoting financial products and services, client account management, and client relations. Handled retirement planning, estate planning, and trusts.

Cfp Requirement Courses

Bachelor, Business Administration