Siyan L.

Tax Accountant at University of Arizona
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
United States, US
Languages
  • English Native or bilingual proficiency
  • Chinese Native or bilingual proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Enrolled Agent (EA)
    Department of Treasury IRS
    Mar, 2021
    - Oct, 2024
  • Managing Big Data with MySQL
    Coursera Course Certificates
    Dec, 2017
    - Oct, 2024
  • Data Visualization and Communication with Tableau
    Coursera Course Certificates
    Nov, 2017
    - Oct, 2024
  • Mastering Data Analysis in Excel
    Coursera Course Certificates
    Oct, 2017
    - Oct, 2024
  • Business Metrics for Data-Driven Companies
    Coursera
    Sep, 2017
    - Oct, 2024

Experience

  • University of Arizona
    • United States
    • Higher Education
    • 700 & Above Employee
    • Tax Accountant
      • Nov 2022 - Present

  • LB Tax Services
    • Tucson, Arizona, United States
    • Enrolled Agent
      • Jan 2021 - Nov 2022

      Conduct phone and face-to-face interviews with clients prior and during tax preparation in a professional manner. Prepare accurate individual tax returns 1040, AZ 140 forms and other state returns using prior year returns and current year documents. Answer clients' questions regarding their tax return, explain tax calculation and how regulation and legislation changes may affect their tax return. Conduct tax research on federal and state government website. Meet continuing education requirement for enroll agent. Show less

  • Intuit
    • United States
    • Software Development
    • 700 & Above Employee
    • TurboTax Live Tax Expert
      • Jan 2022 - Apr 2022

      Help TurboTax customers who are working on their tax return with 1) Tax advice 2) Product/software inquiries, and 3) Tax calculations Research government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries Document customer interactions Help TurboTax customers who are working on their tax return with 1) Tax advice 2) Product/software inquiries, and 3) Tax calculations Research government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries Document customer interactions

  • Arizona Serve
    • United States
    • Civic and Social Organizations
    • 1 - 100 Employee
    • Enrollment Specialist, United Way of Tucson and Southern Arizona
      • Nov 2019 - Jul 2020

      Assisted high school seniors to apply for FAFSA Conducted intake interviews and prepared tax returns for VITA clients Supported VITA team by preparing taxes through Get Your Refund Pilot program after site closure during COVID-19. Assisted high school seniors to apply for FAFSA Conducted intake interviews and prepared tax returns for VITA clients Supported VITA team by preparing taxes through Get Your Refund Pilot program after site closure during COVID-19.

Education

  • University of Florida
    Bachelor of Science (B.S.), Statistics
    2015 - 2016
  • Santa Fe College
    Associate of Arts (A.A.), Statistics
    2011 - 2013
  • Pacific International Hotel Management School
    Advanced Diploma, Hotel Management
    1999 - 2002

Community

You need to have a working account to view this content. Click here to join now