Dylan Liu Email & Phone Number

New York City Metropolitan Area

New York, New York, United States

•Inspected client’s income tax section on their financial statements by following various audit verification testing. •Cross-referenced multiple financial ledgers to verify each ending balances were calculated according to the proper additions and subtractions using Microsoft Excel. • Tested various accounts in a client’s financial statement, such as insurance reserves and deferred tax assets/liabilities, and ensure that proper deferred costs are amortized accordingly to their respective periods. •Collaborated closely with senior associates and managers to assisted in the filing process for insurance companies by adhering to the basic principles laid in GAAP filing and Statutory filing.

27 E Broadway, 4Th Floor, New York, Ny, 10002

• Prepared various quarterly payroll tax forms, such as Form 941, and NYS- 45, as well as various sales tax forms around the country. • Gathered various supporting documents given by clients and produced Form 1040 through the use of ProConnect ProSeries Tax Software. • Processed payrolls for employees through the use of the CFS Tax Software. • Managed the client’s monthly Net Income through the use of Quickbooks and Form 1120 to accurately calculate the tax liability.• Proficient with the filing of Worker Compensation Audit as well as ShelterPoint PFL using various payroll data provided by employees.• Handled annual forms filing, such as Annual Reports, for companies based on their background as well as providing Form W-2’s to employees. • Provided interns with training on the end-to-end process of tax preparation along with training on the systems used to process taxes for our clients. • Answered various questions clients may have in regard to tax, such as tax refunds, important due dates, and any notices that clients may have received from the IRS or from their local government.

Bachelor'S Degree, Accounting

Education record