Iris Lu Email & Phone Number

Kirkland, Wa, Us

Multistate Tax Services

Greater Seattle Area

Proficient experience with the preparation of 1040, 1041, 1065, 1120S, 1120, 1120F as well as gift and estate tax returnsManaging client relationship and interacting with clients on different tax topicsPrimary review of tax returns and supervising and training associatesConduct tax research on various federal, state and local tax issuesProficient experience with international tax, FBAR, Form 8804/8805, Form 5471/5472 and Form 3520-AIndustry focus on manufacturing & distributions, healthcare, construction & real estateConduct tax planning and estimate tax calculationResponse to IRS and state tax authorities regarding tax notices and audits

3000 Northup Way #200, Bellevue, Wa 98004

Preparation of state and federal tax returns for individuals and businesses (i.e. 1040, 1065, 1120, 1120s)Preparation of organized workpaperParticipate in tax planning services for clientsKeep up to date on current tax developmentsOther responsibilities and duties, as required

1215 120Th Ave Ne, Ste.110

1. Provide full-bookkeeping services to small business, including setup accounts, entity election preparations, day-to-day bookkeeping, monthly tax filing2. Prepare financial statements: P&L, Balance Sheet and Cash Flows, etc. Also prepare compilation reports for clients3. Run payroll and file payroll reports, including monthly 941 and quarterly state payroll taxes (SUI tax and worker's comp tax) and yearly forms (941, 940, W2 and 1099-Misc). Also file backwards payroll taxes for clients4. Prepare tax returns for individuals and small businesses ( 1040, 1041, 1065, 1120S, 1120C and amend returns)5. Tax analysis and tax projections based on client requests.

300 Westlake Ave N, Seattle, Wa 98109

1. Prepares asset, liability, and capital account entries by compiling and analyzing account information, documents financial transactions by using QuickBooks and excel.2. Summarizes current cash flow by collecting and adjusting accounting data; preparing balance sheet, profit and loss statement, and other reports.3. Maintains accounting controls by establishing and recommending policies and procedures.4. Using excel to analyses trends of different kinds of purchases and expenses.5. Calculate tip outs and employee work time for payroll information.6. Prepares payments to vendors and suppliers by verifying documentation, and requesting disbursements.7. Prepares special financial reports according to owner’s requirements by collecting, analyzing, and summarizing account information and trends. Eg. Wine sales trends8. Play a role as office assistant, replying emails to VIPs and coordinating private dining.

2100 24Th Avenue South • Suite 380 • Seattle, Wa 98144

1. Rewrite and amend current company fiscal and accounting policies and procedures.2. Prepare financial documents for annual auditing.3. Record deposits and receivables, expenses and accounts payables weekly using Sage.4. Prepare check payments to vendors, and check requisites upon applications. 5. Reconcile monthly bank statements.6. Other general administrative tasks, such as copying and file arrangements.

Shanghai City, China

1. Intern physician in the Kidney Department and also rotated in other departments.2. Conducted clinical research on diabetic nephropathy under my advisor, Chief Physician of Kidney Department.

Shanghai City, China

1. Responsible for interviewing new patients and recording their medical history.2. Performed physical examinations as well as professional procedures on patients under supervision. 3. Team leader of a seven-student intern team, coordinating between supervisors and team members.

Master, Professional Accounting

Activities and Societies: Beta Alpha Psi Candidate, International Student AssociateI am a graduate student who actively takes part in all.

Bachelor, Medicine