Experience

Fruitman Kates LLP

• Canada
• Accounting
• 1 - 100 Employee

• Accountant Technician

  • Oct 2021 - Present



Cheung & Associates CPAs Professional Corporation

• 255 Duncan Mill Road

• Staff Accountant

  • Sep 2018 - Jul 2021

  Prepared notice to reader financial statement files, personal tax returns and audit projects. Processed payroll for hourly and salaried staff including deductions and monthly remittances to CRA. Provided full-cycle monthly bookkeeping services for clients including reconciliations, monthly financial statements, HST, EHT, WSIB filling. Handled pre- and post- assessment reviews inquired by the CRA. Planned and managed the corporation tax and completed tax declaration. Prepared notice to reader financial statement files, personal tax returns and audit projects. Processed payroll for hourly and salaried staff including deductions and monthly remittances to CRA. Provided full-cycle monthly bookkeeping services for clients including reconciliations, monthly financial statements, HST, EHT, WSIB filling. Handled pre- and post- assessment reviews inquired by the CRA. Planned and managed the corporation tax and completed tax declaration.



H&R Block

• Toronto, Canada Area

• Tax Associate

  • Feb 2018 - May 2018

  Independently filed income tax for clients, including their employment income, dependent, investment income, foreign income, social benefit, disability amount, and tuition credit. Involved in tax negotiation on behave of customer, formulated tax planning scheme and assisted in implementation. Investigated tax source, distributed, compiled, adjusted, and scheduled the tax planning. Conducted face-to-face tax consulting with clients, provided CRA audit support, prepared complete and accurate tax returns. Show less