Loan Ly Email & Phone Number

Greater Seattle Area

• Provide tax preparation and bookkeeping services to a diverse range of clients, including individuals, high net-worth clients, small business owners, and start-up firms across a wide range of industries, such as technology, real estate, retail, and professional services• Develop a deep understanding of the unique financial needs and challenges faced by clients in various industries, allowing me to provide tailored solutions and high-quality service• Leverage expertise in tax planning and financial statement preparation to assist clients in making informed business decisions and improving their financial performance

Remote

• Managed the project for a private school to improve its website and social media presence • Analyzed the client’s website appearance, performance, SEO, and content marketing strategy• Performed a competitive analysis by evaluating client’s social media engagement across all platforms• Created an in-depth 30-page report and presented to the client with recommendations to help the company optimize its marketing activities

Seattle, Washington, United States

• Recognized as Cash-Call Winner in the HR Department meeting for being an outstanding employee• Documented and implemented payroll tax training procedures; increased the efficiency for processing and reporting by 80%• Filed federal, 30+ state, and local payroll tax returns complying with all tax filing requirements• Recorded monthly journal entries, provided GL analysis and reconciled GL accounts (including Canada accounts) on both monthly and quarterly basis• Built monthly reciprocity report that retrieved data in Oracle and converted to Excel pivot table to identify and adjust the state tax record that applicable to the employee's situation• Examined a back feed audit report to identify and correct the inconsistencies data during Workday and Oracle system integration• Analyzed payroll data for voluntary tax planning and was able to save the company $25K for overpayment• Provided solution on case management to resolve tickets from employees regarding F1 visa exemption, W-2c process, tax adjustment, and withholding questions under 3 SLA days• Maintained current knowledge of the changes in wage and tax laws correspondence with federal, state, and local tax

Seattle, Washington, United States

• Processed the bi-weekly, semi-monthly, monthly payroll which included accuracy review of pay hours, benefit deductions, and checks printing• Prepared financial statements and filed B&O tax, sales tax, quarterly payroll tax (941, 940, SUI, L&I), year-end W-2s, and 1099s• Complied and prepared the federal, and multi-state income tax returns for individuals, corporations, and partnerships using Intuit ProSeries • Assisted clients with special projects, including forming new companies, applying for new business licenses, dealing with IRS, Department of Revenue, L&I, ESD audits • Achieved beyond-expectation of customer’s satisfaction with effective communication • Initiated changes and improved internal process to 95% accuracy by introducing a new tracking method• Led on training new interns and building teamwork with a cooperative and engaging style

Greater Seattle Area

• Updated the financial statement and receipt templates to streamline procedures• Reconciled all financial accounts monthly• Prepared the annual budget and filed the year-end non-profit federal tax return • Participated and helped on other volunteering and annual fundraising events

Master Of Business Administration - Mba, 3.97

Activities and Societies: Beta Gamma Sigma ; Tri-Alpha First Generation Honor SocietyAlbers Graduate Scholarship Recipient 2020 Dean's.

Bachelor Of Science, Accounting & Business Administration, 3.68

Activities and Societies: Phi Theta Kappa, Dean's List