CAMC Council for America My Country

Drexel University, Philadelphia, Pennsylvania
M.S. in Taxation, August 1999

West Chester University, West Chester, Pennsylvania
B.A., Accounting, August 1994
Cum Laude

• Certified Public Accountant (CPA) - Pennsylvania, 1995
• Chosen for BETA GAMMA SIGMA, the Honor Society for Collegiate Schools of Business at Drexel University, 1998
• Chosen for PI GAMMA MU, the International Social Science Honor Society at West Chester University, 1994
• The National Dean's List, 1985

• Member of AICPA (American Institute of Certified Public Accountants)
• Member of PICPA (Pennsylvania Institute of Certified Public Accountants)
• Discussion Committee for Taxation in PICPA
• Counselor for Small Business Owners in PICPA

ELKO & ASSOCIATES, Ltd.

Supervisor in Tax Department, February 2001 to Present

Tax advisory:

• Compiled extensive tax research for client outstanding tax liabilities and drafted settlement agreements with IRS, State, and local tax agents to significantly reduce penalties and interest.
• Correspond with IRS, state, and local jurisdictions regarding various tax notices, penalties.
• Review federal, multi-states, and local income taxes - Individual, Corporation, Partnership, S-Corporation, Gift, Trust, Fiduciary, and Inheritance tax return.
• Maintain Special projects
• Extensive year-end planning to minimize tax liabilities.
• Supervised and trained staffs

Concentrated area:

Real estate developers and homebuilders, Distributors, Mechanical contractor, Hotel, Restaurant, Manufacturing, Non-profit organization, etc.

CBIZ BUSINESS SOLUTIONS, INC.,

Supervisor in Tax & Litigation Division, July 2000 to February 2001
Senior Accountant in Accounting & Auditing and Tax Division, September 1998 to July 2000

Tax advisory:

• Compiled extensive tax research for client outstanding tax liabilities and drafted settlement agreements with IRS, State, and local tax agents to significantly reduce penalties and interest.
• Correspond with IRS, state, and local jurisdictions regarding various tax notices, penalties.
• Prepare federal, multi-states, and local income taxes - Individual, Corporation, Partnership, S-Corporation, Gift, Trust, Fiduciary, and Inheritance tax return.
• Extensive year-end planning to minimize tax liabilities.
• Supervised and trained junior staffs

Audit advisory (Regular and HUD audit):

• Prepare audited, reviewed, and compiled financial statements.
• Conducted thorough examinations of clients' financial source documents to assure that proper accounting treatment was applied and records were completed.
• Interpreted financial statements for clients, explaining variances in budget analysis and discrepancies in annual comparative statements.
• Maintained excellent client relationships, securing trust and confidence through providing complex, accurate and timely financial services.

Concentrated area:

Real estate developers and homebuilders, Distributors, Mechanical contractor, Hotel, Restaurant, Manufacturing, Non-profit organization, Governmentally assisted housing, and etc.

Stefanou Co. & L.L.P.

Manager, Aston, Pennsylvania
July 1997 to April 1998

• Direct and coordinate the accounting and financial reporting functions for clients
• Financial reporting responsibilities included the preparation, review and analysis of GAAP and Statutory financial statements for the clients
• Tax advisory responsibilities include the preparation of tax return of Partnership, C-Corp., S-Corp., Individual, Fiduciary, Estate, Sales & Uses Taxes, Public Transportation Tax.
• Preparation of Payroll and filing Payroll Taxes including quarterly tax return, and yearly W-2, W-3, Rev. 1667
• Research and resolve financial accounting and tax issues for the clients
• Industry experience consisted primarily of manufacturing, auto service, real estate, construction business, restaurants, nursery school (learning center), and cleaner
• Supervised and trained junior staffs

Intelligence Electronic, Inc. (Merged to Xerox Company), Exton, Pennsylvania

Senior Accountant, General Ledger Department
December 1995 to January 1997

• Review and analyze Financial Statements of Assigned Branches
  • To justify account variances from prior month and budget
  • To ensure all activities are fairly presented
  • To adjust journal entries as needed
  • To record Professional Services accruals for all branches monthly
  • To generate the Report of Monthly Margin Analysis by branch
  • To generate the Month End Review Report by branch
• Maintain the Payroll Package:
  • Payroll/Payroll Taxes Funding
  • To ensure all activities in ADP Co. are fairly presented
  • To ensure salary accruals that ADP Co. is properly calculated.
  • To adjust Suspense items from the Non-Distribution Items in ADP report
  • To journalize the Payroll Funding through the inter-company
  • To generate and distribute the report of 'Payroll Allocation'
  • To ensure and adjust Garnishment
  • To ensure and prepare the journal entries for the employer's portion of 401 K
• Commission & Bonus
  • To estimate and journalize the commission and related taxes for the current month
  • To adjust the actual commission for previous month when actual payments for commission are made
• Cash Applications
  • Manage the cash applications regarding Miscellaneous Deposits valued at $2 million monthly
  • Maintain the Employee Purchase Program for Laptop computers
• Lease Contract
  • Maintain the Lease Contract regarding buildings and equipments
  • Prepare monthly schedule of rent expenses for leased buildings for all branches
• Liability accounts
  • Reconcile the Health Insurance, Workers' Compensation, Unemployment Taxes, Escheats Payable, Child Support, and Other Payroll Deductions.
  • Screen the invoices issued over $15,000.00 through downloading the monthly sales activities and defer the revenues
• Other
  • Amortize the prepaid insurance and expenses monthly
  • Generate the Individual Income Statement by branch, Consolidated Income Statement, and Balance Sheet
  • Reconcile 13 Accounts at the end of month
  • Post the Journal Entries to General Ledger
  • Generate various reports and other projects as assigned

Scott Paper Worldwide, Philadelphia, Pennsylvania

Staff Accountant, Fiber Procurement and Logistics.
December 1994 to December 1995

• Generate invoices with a total monthly value of $30 million for international affiliates and subsidiaries
• Control Inventory system perpetually
• Ensure proper timing of wire transfer payments for wood pulp purchases
• Prepare bank draft requests for payment of freight and storage costs
• Ensure proper billing of external sales valued at $2 million monthly
• Maintain relations with external suppliers and warehouse companies
• Reconcile end-of-the-period company ledger accounts with department sales, purchases, and expenses
• Generate the monthly delivery forecast
• Generate the monthly order confirmation

Individuals:

• Tax Preparation
• Estate Planning
• Personal Financial Planning
• Retirement Planning

Profit & Non-Profit Organization:

Mike Chae & Sons, Inc., Colorado Springs, Colorado
October 1996 to October 1997
Accounting & Taxing Services:

• Election of the S-Corp.
• Bookkeeping services
• Tax Services for Federal and State
• Payroll Services
• Business Management Advises

International Conference on Information & Knowledge Management (CIKM)
September 1995 to August 1996
Accounting Service:

• Bookkeeping Services
• Processing the Credit Card Reimbursement
• Business Management Advises