susan luong

Ban Tay Nhan Ai Non-profit Organization reaches out to all the poor in crisis throughout Vietnam. Our programs give a new chance in life: the chance to have a home, a good education, and happy, stable living conditions. http://bantaynhanai.org/

* Interviewed and filed taxes for clients. * Analyzing cases and explain to clients about their income and financial situation. * Informed and explained to clients about their tax return and their benefits from keeping necessary documents. * Peer reviewed for co-workers. * Traveled and volunteer tax prepared in different cites which are : * Downtown Anaheim Community Center on January 26, 2013. * Boat People SOS in Westminster on February 2 and February 23, 2013. * Cypress Community Park on February 5, 2013. * Cypress High School on February 8, 2013. * CSU Fullerton on February 9, February 12, February 16 and February 25, 2013. * Consumer Credit Consulting of Orange County in February 10,2014 * Hope Community Services in Santa Ana every Friday and Saturday from February to April 16, 2014.

* Uses Databases like Arcgis, IBISWorld, ESRI, ProfitCents , and more to help clients in getting the market data they need. * Work with SBDC Consultants to provide research and other services. * Develop market research information for clients. * Research and assist in marketing plans for new markets, sales opportunities, and local and foreign regulations for exports and imports. * Assist in inputting client data and counseling sessions into SBDC CRM system. * Keep abreast of business trends, techniques, and processes. * Work collaboratively with peers and the business community to expand expertise

* Increase CalCPA visibility on campus and/or in the community by participating in one * event per Period in which CalCPA staff and/or a CalCPA member is involved. * Contact the local program associate and inquire about assisting with the * aforementioned YEP event or an alternate chapter event.

* Completing tax planning and research * Preparing federal and state & local tax returns * Understanding tax regulations and accounting pronouncements * Developing strong working relationships with clients built on understanding their businesses and challenges. * Providing a wide range of services to help entrepreneurial businesses manage their federal and state tax obligations

* Analyzing financial reports and staff report to accommodate policies to get most benefit for TSU, Recreation Center and Children Center. * Attending weekly meeting to vote on action that benefit for students. * Giving out ideas and thoughts about projects in Titan Student Union and Student Recreation Center. * Report to board about events or issues from other committee such as Food Advisory and Finance Committee. * Identifying and surveying on students thoughts about their needs around campus. * Sharing and informing students about Titan Students Center services.

* The McGladrey Pathways Program is designed to give university accounting students an insight into what McGladrey is all about. * Introduction to McGladrey and the accounting and consulting professions * Open Q&A session with our staff and partners * A day in the life of an intern or staff person at McGladrey * Creative team building, social and networking activities * May lead to an internship or full-time position

* Communicated with members through emails and facebook page. * Recorded and summarized meeting contents. * Collected recycle bottles from friends, family to increase funds for projects and events. * Volunteered in fundraisers which are hot dog sell, bakes sells. * Cooperated and planned out events and projects which are Toiletries, Sleeping Bag Drive, Tricks for cans. * Distribute cupcakes and hot tea to homeless people at night around Santa Ana Community Center, Costa Mesa Civic Center, Los Angeles Civic Center. * Collected, purchased and packed up toiletries for homeless people. * Distributed flyers to organizations and houses around Orange County to ask for sleeping bags. * Volunteered on Trick or Cans event to collect cans for Orange County Food Bank.

* Prepare federal, state and local tax returns for businesses, organizations and individuals. * Prepare/Review other various tax filings: Annual reports, Intangible Tax, Sales and Use Tax. * Prepare estimated federal and state income tax payments. * Advise clients on how to minimize tax liability, inform them of any tax changes that affect their business and ensure compliance with taxing agency requirements. * Research and prepare work papers for various book to tax differences.

* Attended speaker meeting regularly which are Grant Thornton, McGladery. * Being active member in Social meeting. * Attended Meet the Firms for Spring 2013 on February 28,2013. * Making flyers for special event such as Accounting Week, Meet the Firms..etc * Combined and created slide shows for banquet event. * Taking pictures in all events such as Speaker Meeting, Office Tours, Golf Tournament, Social events..etc

Being a good leader is more than being the boss. It's about teamwork, vision and a strong sense of quality and integrity in everything you do. The Envision Leadership Conference aims to help today's best and brightest students turn into tomorrow's business leaders.

* Prepare tax returns using IRS-provided software. * Interview taxpayers to determine if all income,deduction and allowable credits are claimed. * Provide high-quality assistance to all taxpayers. * Prepare taxpayers' returns based on information provided by the taxpayers or answer tax related questions. * Perform tasks with the public with a helpful and positive manner. * Analyzing cases and explain to clients about their income and financial situation. * Informed and explained to clients about their tax return and their benefits from keeping necessary documents.

* Promote school spirit to Vietnamese community by offering volunteer opportunities to members. * Help Vietnamese friends practice English and involve with American school style. * Offering workshop to help them transfer from senior high school to freshmen year in college such as application process, financial aid application and Scholarship opportunities.

Developed Vietnamese speaking and writing skills for students. - Created and presented interesting presentation for children.

* Prepare federal, state and local tax returns for individuals, C-corp., S-corp, and non-profit tax return. * Prepare/Review other various tax filings: Annual reports, Intangible Tax, Sales and Use Tax. * Prepare estimated federal and state income tax payments. * Advise clients on how to minimize tax liability, inform them of any tax changes that affect their business and ensure compliance with taxing agency requirements. * Research and prepare work papers for various book to tax differences. * Developing strong working relationships with clients built on understanding their businesses and challenges. * Providing a wide range of services to help entrepreneurial businesses manage their federal and state tax obligations. * Memberships: * Generations EE Network (GEN) * Managing Intranet site * STAR (Stewardship, Teamwork, Advancement and Retention of Women) Network Group

* Provide full-service accounting works through automated data entry with the use of cloud, robotic automation processing. * Record month end adjustments, reconciles all accounts, and provides the reports. * Complete income tax returns with 100% accuracy, disclosing estimate deposit date and e-filing procedures to increase retention rate. * Consulted and filed different tax forms including: 1065, 1120, 1040, 1041, 990 Forms * Offer $3,000+ EIC credits to qualified clients. * Advice clients on how to minimize tax liability, inform them of any tax changes that affect their business and ensure compliance with taxing agency requirements.