About Me | A Plus Tax & Accounting Services Inc.

 

My Story

Welcome to my website! I am a tax and accounting professional with a diverse experience in tax preparation and other financial accounting services. The following factors illustrate my capability to handle financial accounts and taxes for different businesses and individuals.

●      Degree in Accounting

With a deep passion for numbers, I came from Hong Kong to the USA in August 2009 and pursued a Bachelor’s in Accounting with Finance as a Minor.

●      Enrolled Agent License

After completing my degree in 2014 from the University of Illinois, I also got my enrolled agent license – an elite license awarded by the Internal Revenue Service that focuses on tax law.

Enrolled Agents (EAs) are federally-licensed tax practitioners who may represent taxpayers before the IRS when it comes to collections, audits and appeals. IRS awards EA licenses to only those who work as their employee or pass their three-part comprehensive test based on individual and business tax returns.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This license requires me to adhere to ethical standards and complete 72 hours of continuing education courses every three years.

●      A Diverse Range of Skills

Accounting and taxation are not just about crunching some numbers. To excel in this field, I keep myself engaged in a quest to add diverse skills to my profile.

Being bilingual is one of the major highlights of my career – I can guide and help Cantonese or Mandarin-speaking people in recording and reporting foreign assets and income.

My core strengths are the ability to keep up with the ever-changing fiscal laws and policies and a knack for technical documents. Skills like project management, operational excellence, and relationship building further accentuate my work.

●      Experience in the Industry

I have worked in this field with a diverse clientele for a decade now.

From performing bookkeeping activities and ensuring compliance to conducting strategic tax planning and reconciling books to tax differences, I have done it all. Working with reputed and growing firms has opened me to highly valuable insights into the financial market and its fluctuations. I can benefit you or your business in many ways with these insights.

●      Proficiency in Accounting Tools and Software

I have learned to leverage accounting software and cloud-based tech tools in combination with best accounting practices and key skills like account analysis, income, and payroll taxation. Automating accounting and taxation makes the process less time-consuming and reduces the chances of errors.

 

What Do I Offer?

A Stress-Free Tax Season

Do you find tax season stressful? You are not alone! A huge majority of individuals and businesses – small, mid, or large – find it difficult to crunch out accurate numbers within the tax return deadlines.

If compiling and organizing tax paperwork, in addition to an already packed schedule, leaves you feeling confused and exhausted, I have got your back!

Let me lift the burden of tax documentation and filing process from your shoulders while you continue with other essential tasks from your schedule. Here are some of the tax-related tasks I can do for you.

  • Prepare tax payments
  • Estimate and track tax returns
  • Complete quarterly and annual tax reports
  • Recommend tax strategies that align with business goals
  • File your tax with a personal touch in an effective, convenient and secure way.
  • Upload your tax documents in a secure portal

 

Outsourced Accounting Services

Hiring an outsourced accountant like me can save time by handling the following accounting tasks for your business.

  • Perform Bookkeeping
  • Run your payroll
  • Filing sales tax
  • Guide you with financial advice
  • Ensure tax compliance
  • Mitigate your tax return

In-Depth Consultations

Feel free to book an in-depth consultation about your financial accounts or tax obligations. I can answer all your queries in light of my expertise and experience in this industry. These consultations can help you understand and plan different aspects of your finances, including how to limit your costs, increase your revenue, manage your cash flows, and allocate your resources.

Help in Keeping Up with Changes in Tax Laws

Tax law is subject to frequent changes, and understanding new regulatory and reporting requirements consumes significant time and energy. Plus, not complying with these laws can expose you to fines and other negative consequences. As a tax accountant, I can help you keep up with tax regulatory changes and adopt different measures to navigate the ever-changing financial climate in your state.

Foreign Tax Filing

Being bilingual means I can help people who speak Chinese with reporting foreign tax filing. If you earn foreign income or own any foreign assets, I can help you report them as required by the Foreign Account Tax Compliance Act (FATCA) and Foreign Bank Account Report (FBAR) filing instructions.

Contact Me for Help with Tax and Accounting

 

  • How to reduce your tax bill?
  • What kind of tax deductions do you qualify for?
  • What about deducting medical expenses?

 

Do you have such questions in mind regarding tax laws and obligations? The answers to all your questions are just a few clicks away! I provide top-notch accounting and tax services to all kinds of businesses and individuals. All you have to do is give me a call or leave me an email or text – I promise you a prompt reply from my side.