Daniel Nguyen

Experience

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  SOCIAL ASSISTANCE PROGRAM FOR VIETNAM

  Aug 2019 - Jan 2020

  Volunteer

  ・Packaged hot meals in a soup kitchen to provide for the homeless. ・Collaborated with the cooks to ensure all meals are prepared efficiently and distributed on time.

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  Momentous Sports Center

  Jul 2021 - May 2022

  ・Sold parking permits to customers outside parking lots.・Patrolled the parking lots to ensure only customers and guests have parked in those spaces. ・Interacted and served numerous guests their ordered meals.・Restocked beverages in the kitchen and vending machines.・Sanitized the workplace and dining area at the end of every shift.

  • Parking Attendant

    Jul 2021 - May 2022

  • Line Server

    Jul 2021 - May 2022
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  Live Life Optical

  May 2022 - Jun 2022

  Student Volunteer

  ・Prepared and filed over 100 purchase orders efficiently, upholding timely procurement of inventory items.・Initiated text messages to customers, notifying them promptly about the availability of their products for pickup or reminding them of upcoming appointments・Measured the distance between customers’ pupils to prepare for their eyeglasses and prescription.

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  United Tax Service

  Jan 2024 - now

  • Organize and file clients' annual tax returns, financial records, transcripts, and personal documents. • Conduct in-depth online research on small businesses to gather key details for accurate tax preparation.• Analyze and review account reports, bank statements, income summaries, donations, dividends, and profit and loss statements on Microsoft Excel for tax purposes. • Perform accurate data entry using Drake Software, managing client records, financial information, and business expenses efficiently.• File tax extensions, including Form 4868 and Form 7004, through Drake Software, ensuring timely compliance for individual clients and small businesses.• Initiate phone-calls or emails with clients by setting up appointments; requesting additional information to complete tax returns; and resolving inquiries while establishing exceptional client satisfaction.• Maintain confidentiality, ethical standards, and compliance with tax laws and regulations while handling sensitive client information. Show less

  • Tax Preparation Assistant

    Jun 2024 - now

  • Tax Intern

    Jan 2024 - May 2024
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  Bradley Lake Hogan, CPA

  Jan 2025 - now

  Accounting Intern

  • Assisted in gathering and researching client information and documentation necessary for tax preparation. • Interacted with clients via phone to address inquiries related to tax preparation, filing deadlines, and documentation requirements. • Prepared and analyzed clients' financial data for Form 433-A and Form 656, supporting Offer-in Compromise submissions to the Internal Revenue Service.