Wesley Chan Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Aurora, Ontario, Canada

• Prepared Canadian compliance, including corporate tax returns, tax forms, and tax provisions.• Prepared US compliance, including Pro Forma, DREs, and CFC returns using OneSource Income Tax. • Assisted with gathering and assessing legal and other relevant records for preparation of responses to information requests for audit authorities.• Assisted with the co-op hiring process including screening and filtering of resumes and participating in the interview and decision process from multiple institutions.• Created streamlined templates to assist with processes for existing projects using Microsoft Office products.

Toronto, Ontario, Canada

• Maintained the duties bestowed to me in the previous internship with C.C.L. CPA PC.• Assisted in auditing of a multi-company corporation collaborating with seniors and colleagues to rectify HST, intercompany transactions, and a special audit. • Performed bookkeeping and NTR for multiple franchise chains.

Toronto, Ontario, Canada

• Assisted seniors with the audit and review of a franchise restaurant chain and touristagency by performing transaction testing, analytical review, and expense vouching.• Prepared Notice-to-Readers and corporate tax returns for professionals and investment holding companies.• Summarized stock transactions to calculate capital gains and different types of investment income for seniors to perform their engagements.• Prepared personal tax returns, Foreign Assets Reporting form (T1135), T3s, trust returns, and returns under Section 216 of the Income Tax Act.• Performed bookkeeping using QuickBooks, CaseWare, and TaxPrep software to record transactions of clients and analyze for any significant irregularities

Toronto, Ontario, Canada

• Performed bookkeeping based on bank records.• Prepared Excel tables and summary graphs for the year-end meetings led by the Partner.

Bachelor Of Arts - Ba, Economics

High School Diploma, Economics