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 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.
• Determined qualified R&D expenses and credits for eligible businesses.

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)