He Du Email & Phone Number

San Diego, California, United States

• Create individual work-in-process lists daily in Excel
• Prepare tax work papers for PDF files and schedules the order and easy to review
• Prepare the Initial individual tax return into the ProSystem software for clients based on work papers
• Research tax issues for specific situations and communicate tax project status with team members
• Check all diagnostics from tax return process before completing tax return from the ProSystem
• Create a T-letter to cover the details of refund information for clients

San Diego, California, United States

Customer Service

San Diego, California, United States

• Data entry for A/R and A/P using accounting software such as Excel, QuickBooks, Quicken
• Prepared IRS and EDD tax payments
• Prepared federal and state tax returns for clients
• Performed general office tasks such as documents scanning and copying, maintaining case files
• Processed payment to EFTPS
• Prepared personal contract paperwork and fax contract information

United States

• Prepared bills for customers
• Processed payments from customers by cash or credit cards
• Ensured bills and payments were accurate
• Calculated the total payments received during my shifts
• Reconciled money received with total sales on computer systems

Bachelor Of Business Administration - Bba, Accounting, 3.66

Associate Of Science - As, Accounting, 3.95