Vivianna Zhao, CPA

Experience

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  Hager Accounting

  Feb 2012 - Sept 2014

  Accountant

  • Prepared Federal and Multi-State tax returns for C-corporations, S-corporations, Partnerships, Limited Liability Companies, and Individuals in various industries, including real estate, IT, legal consulting, marketing, wholesale/retail, rehabilitation therapy, etc.• Provided bookkeeping and payroll services to mid-size companies, including but not limited to, bank account reconciliation, recording of journal entries, processing of account receivables and account payables, financial statements generation, filings of sales/use tax and payroll tax returns, and payroll calculations• In charge of communications (via phone, email, fax, letter, or in person) with clients, responded to their requests in a timely manner, and prepared letters to government agencies • Developed strong business relationship with all levels of clients and vendors, and helped them resolve the Issues regarding financial transactions, account receivable, account payable, bank reconciliation, tax filing and compliance, financial planning, etc.• Participated monthly meetings with clients respectively and delivered effective presentations regarding the explanation of tax reporting, analysis of the comparative financial statements, tax planning, and tax savings advice • Prepared all the requested documents for the IRS Audit/Examination and make multiple requests done under pressure to meet deadlines, which requires multi-task processing, optimal time organization and management, detail oriented, responsibility, and patience• Researched tax reporting requirements for specific tax issues or situations, including international and expatriate tax-related issues • Helped with business setup and yearly License/Permits renewal• Office management • Interviewed and trained junior accountants; assigned and supervised their work Show less

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  Kaufman Legal Group

  Oct 2014 - Feb 2016

  Accountant - Political Account

  • Provided campaign finance compliance service to Federal, State, and Local level candidates, political committees, and non-profit organizations, including but not limited to, daily bookkeeping, payroll processing, monthly financial reports generation, tax return preparations, matching funds preparation, contribution aggregation reports, jurisdiction analysis, and contribution reporting, etc.• Prepared response letters to the Internal Revenue Service, Franchise Tax Board, Employment Development Department, and other government agencies regarding identified tax-related issues, audits, reports filing status, and tax-exempt status• Acted as a support role for attorneys to gather all ad-hoc files, prepare letters, documents and filing memorandums as needed, and complete multiple requests under pressure to meet deadlines Show less

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  Chapman Bird & Tessler, Inc

  Mar 2016 - Feb 2020

  Tax Accountant

  Provide Business Management Service throughout the Entertainment Industry, specifically for Actors/Actresses, Television/Film Producers, Directors, Writers and Esports Teams.• Prepare Federal and Multi-States tax returns with the gross income ranging from $300,000 to over $450 million;• Prepare non-profit, gift, and payroll tax returns;• Analyze and review personal and commercial insurances;• Prepare budgets and annual earnings requirement;• Analyze and review investment performance;• Prepare political contribution reports to comply with the FPPC filing requirement for California major donors;• Be Involved in clients' daily financial transactions, business setup, and real estate property purchases, etc. Show less

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  X and Y Advisors, Inc.

  Jan 2017 - now

  Founding Partner

  • Oversee the tax and accounting department• Work closely with clients to evaluate their business financial health and help them make the right decision on business deals• Specialize in foreign assets/income management and reporting