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Yujiu Fan, Ea is listed as Registered Representative, Transamerica Financial Advisors, Inc. at Transamerica Financial Advisors, Inc., a company with 1967 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at tfaconnect.com and a matched LinkedIn profile for Yujiu Fan, Ea.
Yujiu Fan, Ea previously worked as Independent Tax and Financial Planner at Yujiu Fan, Tax And Financial Planning and Tax Preparer at Secure Taxes Incorporated. Yujiu Fan, Ea holds M..S. Information Systems, Data Modeling/Warehousing And Database Administration, Gpa: 3.43/4.00 from University Of Maryland Baltimore County.
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AeroLeads found 1 current-domain work email signal for Yujiu Fan, Ea. Compare company email patterns before reaching out.
* Tax Planning and Retirement Strategies (IRA, Roth IRA, SEP IRA, 401K, Annuity, Plan Rollover and Transfer, Long Term Care, etc.)* Tax Advantage Solutions for Asset Protection and Growth* Education Fund Planning for College and University* Estate Preservation for Family Legacy
Listed skills include Account Reconciliation, General Ledger, Payroll, Accounting, and 11 others.
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A career timeline built from the work history available for this profile.
San Francisco Bay Area
* Tax Planning and Retirement Strategies (IRA, Roth IRA, SEP IRA, 401K, Annuity, Plan Rollover and Transfer, Long Term Care, etc.)* Tax Advantage Solutions for Asset Protection and Growth* Education Fund Planning for College and University* Estate Preservation for Family Legacy
San Franscico Bay Area
Hayward, CA
* Prepares tax returns for individual through Lacerte tax system* Identifies potential tax credits and liabilities for individual returns* Ensures accurate and complete returns are filed in a timely manner* Completes tax forms in compliance with tax laws and regulations
Sunnyvale, CA
* Volunteering the roles of skits in “Networking your way to the next career * Participating general meeting and networking team projects* Bolstering career skills and coordinating training workshops
* Interviewed individual clients for preparing 1040 form return.* Reviewed prepared individual tax return before E-File.* Provided a full range of income tax consulting and planning including traditional IRA, education and energy efficiency credits, capital investment, living trust as well as gifts and charitable donations.* Researched relevant federal tax.
* Reviewed multi-partnership tax returns for small businesses.* Filed final 1065 form tax return for closing partnership.* Maintained profit & loss statement and balance sheet.* Set up property budget and investor loan interest schedules.* Successfully reconstructed monthly financial statements (revenue/expense, profit/loss) from a current year of bank.
* Maintained real estate acquired & sold properties, and closed out cash flow statements.* Performed consolidations for gain/loss on sales/disposals of fixed assets.* Reviewed inventory schedule, and analyzed inventory usage.* Achieved balancing fixed asset reconciliation for acquisitions and closures.
* Reviewed accounts payable for correctness. * Posted general ledger and cash revenues.* Researched payment history of tenants for accuracy.* Successfully resolved billing disputes between tenants and company.
* Processed full cycle accounts payable.* Reviewed expense reports & credit card transactions.* Issued sale invoices for accounts receivable.* Achieved on time filing of annual, quarterly, and monthly sales/use tax returns.* Took the initiative to run the Accounting Department after Accounting Manager left suddenly. Fulfilled all Accounting Manager.
Other employees you can reach at tfaconnect.com. View company contacts for 1967 employees →
Tim Mumm
Colleague at Transamerica Financial Advisors, Inc.Huron, Iowa, United States, United States
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Fahad Mubiru
Colleague at Transamerica Financial Advisors, Inc.Greater Seattle Area, United States
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Marco Herrera
Colleague at Transamerica Financial Advisors, Inc.El Paso, Texas, United States, United States
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Yuanman (Bell) Zhong
Colleague at Transamerica Financial Advisors, Inc.Cupertino, California, United States, United States
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Karn Gill
Colleague at Transamerica Financial Advisors, Inc.Mission, British Columbia, Canada, Canada
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Kelly Monroy
Colleague at Transamerica Financial Advisors, Inc.Calgary, Alberta, Canada, Canada
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Marsha Delaune
Colleague at Transamerica Financial Advisors, Inc.Carlsbad, California, United States, United States
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Jamier Griffin
Colleague at Transamerica Financial Advisors, Inc.Park Forest, Illinois, United States, United States
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Aeysha Murshedi
Colleague at Transamerica Financial Advisors, Inc.Alpharetta, Georgia, United States, United States
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Thuan Stevens
Colleague at Transamerica Financial Advisors, Inc.Greater Seattle Area, United States
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Activities and Societies: Swimming and Traveling.
Activities and Societies: Swimming and TravelingIntermediate Accounting I & II, Principles Accounting I & II, Auditing CPA, Advanced.
Activities and Societies: Book Club and Dancing
Quick answers generated from the profile data available on this page.
Yujiu Fan, Ea works for Transamerica Financial Advisors, Inc..
Yujiu Fan, Ea is listed as Registered Representative, Transamerica Financial Advisors, Inc. at Transamerica Financial Advisors, Inc..
AeroLeads has found 1 work email signal at @tfaconnect.com for Yujiu Fan, Ea at Transamerica Financial Advisors, Inc..
Yujiu Fan, Ea is based in San Francisco Bay Area, United States, United States while working with Transamerica Financial Advisors, Inc..
Yujiu Fan, Ea has worked for Transamerica Financial Advisors, Inc., Yujiu Fan, Tax And Financial Planning, Secure Taxes Incorporated, Promath, and Reser’S Tax Service, Peoria, Az.
Yujiu Fan, Ea's colleagues at Transamerica Financial Advisors, Inc. include Tim Mumm, Fahad Mubiru, Marco Herrera, Yuanman (Bell) Zhong, and Karn Gill.
You can use AeroLeads to view verified contact signals for Yujiu Fan, Ea at Transamerica Financial Advisors, Inc., including work email, phone, and LinkedIn data when available.
Yujiu Fan, Ea holds M..S. Information Systems, Data Modeling/Warehousing And Database Administration, Gpa: 3.43/4.00 from University Of Maryland Baltimore County.
Yujiu Fan, Ea is listed with skills including Account Reconciliation, General Ledger, Payroll, Accounting, Accounts Payable, Invoicing, Accounts Receivable, and Fixed Assets.
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