I am an experienced Tax Preparer and Consultant with a strong focus on individual and business tax solutions. Currently, I am pursuing EA and CPA credentials to enhance my expertise and provide deeper value to clients. I am committed to accuracy, integrity, and continuous professional growth. My work involves individual and business tax preparation, financial statement preparation, and corporate tax forecasting. I have intermediate proficiency in English and French, which helps me communicate effectively with diverse clients and colleagues.
Throughout my career, I have gained in-depth knowledge of financial due diligence, transaction-based accounting, and financial compliance. I have experience reviewing financial and legal documents to ensure accuracy and regulatory compliance. Additionally, I have supported the negotiation of mergers and acquisitions contracts and post-trade compliance, as well as drafted and reviewed contracts related to corporate structure and strategic planning.
I have worked at TAXtical LLC in Baton Rouge, Louisiana, where I prepared federal and state tax returns for individuals and S Corporations. I assisted with Schedule K-1s and shareholder basis tracking for corporate clients, met with clients to review their tax situations, answered questions, and explained return details. I provided guidance on estimated tax payments, retirement contributions, and year-end planning. I also helped develop tax strategies to reduce future liabilities and improve client planning.
In addition to my technical skills, I have experience handling client communications, document collection, and follow-ups during tax season. I am proficient in using TaxSlayer Pro and Excel for tax preparation, reporting, and analysis. I also trained and supported new hires in tax preparation procedures, software usage, and client communication best practices.
My educational background includes a major in Finance and Banking Law from the University of Economics and Law, VNU - HCM, where I studied corporate finance, stock market, banking law, financial law, investment law, securities law, and mergers and acquisitions. I have also completed the CFA Level 1 course at SAPP Academy, focusing on quantitative methods, economics, and financial statement analysis. I hold certifications such as Microsoft Office Specialist and Diplôme d'Études en Langue Française (Le Delf B1).
I am a motivated professional who values teamwork and leadership, having led a musical instrument team and engaged in volunteer activities and youth initiatives. I strive to contribute positively to my organization and clients by combining my legal and financial expertise with strong communication and organizational skills.
