(Henry) Yu Yeung L. Email & Phone Number

New York, Ny, Us

Mineola, New York, United States

-Oversee the Preparation of Individual and Business Tax Returns-Coordinate the filing of Quarterly Business Tax Returns including Payroll and Sales TaxSecurities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth's overall opinions. For important disclosure information, please visit https://brileyfin.com/disclosures#wealth-management-disclosures

White Plains, New York, United States

• Prepared Individual and Business Tax Returns (1040, 1120-S) through Blockworks Software• Reviewed Tax Notices for clients and take appropriate action to resolve the issues identified in the notice.• Generated business growth, increase client retention, and offer additional products and services

Port Washington, New York, United States

- Prepare Income Tax Projections, coordination of Estimated Tax payments, and preparation of Income Tax returns. - Conduct research on new Tax laws and make recommendations to clients based on new developments.- Helped increase client base by 35% year over year since 2018.

Port Washington, Ny

-Provided Tax Planning Strategies and Tax Preparation services for our Clients-Reviewed Investment Performance and rebalanced investment allocation relative to each client's risk profile.-Developed Cash Flow strategies for clients within the scope of their tax planning and investment allocation strategies.

Uniondale, Ny

- Assisted in the Implementation of 401(k) and 403(b)plans into Recordkeeping System - Schwab RT Recordkeeping SQL - Coordinated and managed the transition of retirement plan clients to a new third party administrator and custodian.- Coordinated and managed the distribution of Quarterly Participant Statements for over two-hundred 401(k) and 403(B) retirement plans.- Coordinated the distribution of annual notices including Participant Fee Disclosures, Safe Harbor Notices, ACA and QDIA notices.- Managed the preparation of quarterly administrative service fees for all 401(k) and 401(b) plan clients.Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Investment Advisor. Chernoff Diamond & Co., LLC is independently owned and operated.https://www.chernoffdiamond.com/social-media-disclaimer/

• Prepared Federal Tax returns for small business and self-employed individuals. Forms prepared include but not limited to1040, 1065, 1120, 1120S, Schedule C, 8829, and 2106.• Advised small business and self-employed individuals on various tax issues including but not limited to home office deduction, business use of personal vehicle, and salaried vs. contract employees.• Communicated with the Internal Revenue Service on behalf of clients regarding tax notices received for notice of payment, late filing penalties, and late S-Corporation elections.• Performed bookkeeping and bank reconciliations for Partnerships, S-Corporations, and Sole Proprietor/Single Member LLCs.

Melville, Ny

- Provided analysis of National Sales data through use of Microsoft Excel, Oracle, and Salesforce.com- Compiled Sales Reports based on Product, Customer, Branch, and Region.- Produced Monthly reports or as needed by the Sales Planning Team.

Forest Hills, Ny

New York, Ny

As an analyst I help provide real-time information regarding MLS soccer Matches through MLS' website.

Valley Stream, Ny

***Temporary Assignment***Managed Order Processing from multiple e-commerce outlets to ensure prompt and accurate execution of order flow. Processed over 100 orders per day.Conducted research of supplier pricing for new product lines for expansion of inventory.Wrote weblog entries for the company blog, http://blog.jmacsupply.com/ and the company micro-blog http://www.myfingerprintreader.com/.

Traded certain stocks for profits while using rebate schedules of various vendors to my advantage.

Traded stocks based on relative strength and volume movement.

College Point, Ny

***Temporary Assignment***Obtained Demographic information on behalf of the U.S Census Bureau. Traveled door to door to households that did not submit their census form.

Participated in the following:Payroll ProcessingBenefits AdministrationNew Hire Orientation

Ms, Accountancy

Studying to acquire the education requirements to sit for the C.P.A exam in the state of New York.

Bachelors, Business Managment/Economics

Education record