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