Min Luo, Cpa Email & Phone Number

San Jose, California, United States

• Prepared income tax returns for corporations, partnerships, and individuals, including federal and state tax returns for multi-states and consolidated returns for affiliated groups.• Filed foreign information reports for businesses and individuals with foreign activities and assets on Form 5471, 5472, FBAR etc.• Prepared and filed CA sales taxes, OH Commercial Activity Tax, WA Business and Occupation Tax, DE Franchise Tax. • Prepared and filed payroll taxes, and information… Show more • Prepared income tax returns for corporations, partnerships, and individuals, including federal and state tax returns for multi-states and consolidated returns for affiliated groups.• Filed foreign information reports for businesses and individuals with foreign activities and assets on Form 5471, 5472, FBAR etc.• Prepared and filed CA sales taxes, OH Commercial Activity Tax, WA Business and Occupation Tax, DE Franchise Tax. • Prepared and filed payroll taxes, and information filing: form 1099, form 3921/3922, form 1042.Created financial statements for businesses from analyzing transactions, reconciling bank accounts and making adjustments to journal entries.• Determined qualified R&D expenses and credits for eligible businesses.• Conducted tax research to ensure compliance with tax laws. Show less

Milpitas

• Prepared individual tax returns for clients and corporate tax returns for LLC, S-Corporation, C-Corporation, and Non-profit organizations.• Handled foreign tax credits and forms for expats, including 2555, 1116, FBAR and 5471.• Provided bookkeeping and prepared quarterly/annual financial statements for business.• Prepared and filed California sales and use tax.• Assisted clients with IRS and state notices.

San Jose

• Managed daily accounting transactions and maintained the general ledger.• Prepared trial balances and reconciled entries to ensure accuracy.• Produced monthly financial summaries and reports.

Master'S Degree, Accounting And Financial Management

Bachelor'S Degree, Business Administration And Information Science (Accounting)