Trix Cheung Email & Phone Number

United States

Brooklyn

* Work with team to provide quality tax prep remotely to clients.* Explain IRS Economic Impact Payments to taxpayers as needed* Prepare returns in virtual platform* Conduct remote quality review with filers using google meet* Exhibit excellent customer service in connecting with taxpayers in high traffic tax preparation site* Ensure proper reporting and recordkeeping of all tax documents* Manage day to day operation of VITA/TCE free tax including client intake, tax preparation, quality review and electronic filing to the IRS and NYS* Maximize refunds for low-income working families and individuals by assisting taxpayers in applying for eligible credits

* Prepared individual, partnerships and corporations* Tax planning and research* Analyzing, reconciling financial information, including balance sheets, income statements, and etc.* Identifying accounting and tax issues and developing solutions or recommendations* Communicating with clients as necessary regarding tax and financial matters* Engagement correspondences.

* Assist external accountant in preparation of quarterly and annual financial reports* Reconciled bank statements with ledger accounts* Managed accounts receivable processes reviewed, followed-up and collection* Processed vendor payment via check, ACH or wire, including preparation and mailing of payments * Prepared monthly and quarterly accounts receivable and payable monthly report* Performed general office duties: data entry, filing, scanning and mailing

Bachelor Business Administration In Accountancy, Accounting

Bachelor Of Business Administration - Bba, Computer/Information Technology Administration And Management