Vicky Lei Email & Phone Number

Analyze and implement tax reduction strategies to effectively minimize tax liabilities.Review financial reports such as Profit & Loss, Income Statements, Balance Sheet, and CashFlow Statements.Conduct research on various tax matters to ensure compliance with relevant laws andregulations.Prepare and review federal and state income tax returns for individuals, corporations,partnerships, trusts, and other entities.Communicate with federal and state tax agencies to… Show more Analyze and implement tax reduction strategies to effectively minimize tax liabilities.Review financial reports such as Profit & Loss, Income Statements, Balance Sheet, and CashFlow Statements.Conduct research on various tax matters to ensure compliance with relevant laws andregulations.Prepare and review federal and state income tax returns for individuals, corporations,partnerships, trusts, and other entities.Communicate with federal and state tax agencies to obtain best resolution for clients.Provide guidance and mentor junior associatesPrepare financial reports by collecting, analyzing, and summarizing account information andtrends.Review quarterly payroll tax returns.Review 1099s and year-end tax documents. Show less

Analyzed and minimized tax liabilities by implementing tax reduction strategies.Reviewed financial reports, which includes Profit & Loss, Income Statements, Balance Sheet,Cash Flow Statements.Prepared and filed tax returns and work papers for companies, partnerships, and individuals.Spoke with IRS and FTB to solve tax-relating problems.Assisted in preparing 1099s and year-end tax documents.Maintained accurate and up-to-date financial records.Maintained historical… Show more Analyzed and minimized tax liabilities by implementing tax reduction strategies.Reviewed financial reports, which includes Profit & Loss, Income Statements, Balance Sheet,Cash Flow Statements.Prepared and filed tax returns and work papers for companies, partnerships, and individuals.Spoke with IRS and FTB to solve tax-relating problems.Assisted in preparing 1099s and year-end tax documents.Maintained accurate and up-to-date financial records.Maintained historical records by filing documents.Prepared financial reports by collecting, analyzing, and summarizing account information andtrends.Prepared for payroll tax deposits and payroll tax returns. Show less

Comprehensive knowledge of accounting and auditing principles, A/P, A/R, payroll, generalledger postings, invoicing, taxation issues, and regulatory compliance guidelines.Set up new corporations such as C-corp, S-corp, and LLC by preparing articles of incorporationand registering sellers' permits.Communicated with clients in person/via telephone/e-mail to explain complex financial issuesin simple terms.Performed general bookkeeping for mid-sized developing… Show more Comprehensive knowledge of accounting and auditing principles, A/P, A/R, payroll, generalledger postings, invoicing, taxation issues, and regulatory compliance guidelines.Set up new corporations such as C-corp, S-corp, and LLC by preparing articles of incorporationand registering sellers' permits.Communicated with clients in person/via telephone/e-mail to explain complex financial issuesin simple terms.Performed general bookkeeping for mid-sized developing firms.Expertise in developing and delivering monthly, quarterly, and annual Profit and Loss statementsand Balance Sheets for management within strict deadlines.Calculated weekly payroll and payroll tax and used and sales tax for corporations. Show less

Bachelor'S Degree, Business Economics/ Accounting

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