2018
Bachelors of Science in Office Administration
Northwest Samar State University
More Info About Me
I’m a reliable and detail-oriented professional with experience in U.S. tax preparation and accounting support. I help clients prepare accurate tax returns, including Forms 1040, 1040NR, and W-7 applications, and assist with IRS and FTB notices, payment plans, and other tax concerns.
I’ve worked using Drake Tax Software, TaxSlayer, and OLT to prepare and file returns efficiently and on time. My background in accounting also helps me stay organized when handling financial records, reconciliations, and day-to-day business tasks. I value accuracy and efficiency in everything I do. I make sure to communicate clearly and provide consistent support to both clients and team members.
My Skills and Competencies
Appointment Setter
Tax Assistant
Data Entry
Medical VA
Certificates
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My Experience and Education
2022
-
2025
Nick Li Consultancy
(Junior Accountant)
● Prepared and reviewed U.S. individual tax returns (Forms 1040, 1040NR) and W-7 applications
using Drake Tax Software, TaxSlayer, and OLT.
● Assisted clients with IRS and FTB notices, payment plans, and tax-related inquiries.
● Organized and maintained client files while ensuring confidentiality and data integrity.
My Services
Appointment Setter
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Email Marketing
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Tax Assistant
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Data Entry
Search the Internet for information on a wide variety of topics.
Medical Va
Promote companies' products and services by developing copy for websites, social media, marketing materials.