• Prepared high net-worth individual income tax returns (Form 1040), corporate (Form 1120,1120S) and partnership (Form 1065) by using Prosystem.

• Provided tax projections for business and individuals and calculated estimated tax payments.

• Prepared and reviewed tax returns for more than 100 individuals and corporate clients; developed amended returns as needed

• Collaborated with clients, agents and tax authorities to obtain necessary tax information

• Maintained knowledge of federal, state, and county tax laws; researched and resolved federal/state tax issues

• Calculated quarterly estimated federal and state income tax payments.

• Processed payroll and related reporting, including forms 940 and 941

• Completed all bookkeeping functions for clients using QuickBooks and other bookkeeping applications

• Monthly reviews of G/L and Financial Statements issued

• Entered monthly expense accruals and revenue adjustments

• Maintained the loan records using the Ohio and Texas CSO Finance Models; operated VSI CheckPro Management System; Made validity checking for the system, reported to IT department for assistance, suggested solutions to improve the system.

• Prepared discrepancy reports; reconciled accounts to keep an updated summary of loans transactions; examined, analyzed and interpreted accounting records once a week, communicated and confirmed with customers, made corrections to settle up with clients monthly.

• Ran reports in VSI CheckPro system including new loans, payment schedules, reversal entries, late fee charges, interest adjustments and ACH payment processing; provided reports to supervisor for management decisions.

• Built up the loan tracking system for newly acquired Ohio CSO companies, came up with spreadsheets to record new loans and payments on a daily basis.

• Made breakeven analysis for all CSOs every month to project the profit margin, reported and provided advice directly to the manager.

• Worked in team in filing and reporting, performed independent check to ensure data accuracy and minimize the risks.

• Analyzed the data collected and presented in graphs and charts to show the conclusion generated from the data.

• Used Microsoft Office Excel to analyze data and processed them to useful information.

• Provided support to the survey campaign nation-wide in China on mobile devices.

• Dealt with daily matters for the manager.

• Managed the official social media account for the firm.