Major experience
- Senior US Tax Consultant, HW Wealth Succession Family Office
- IRS accredited tax preparer
- Prepared Federal and States individual income tax returns
- Worked in an non-profit company to assist low to moderate income households prepare their federal and state income tax returns
- Experienced in foreign real estate investment and immigration
- Worked as a fund trader in an U.S. private bank
- Years of experience in serving U.S. financial institutions
- Researched tax law changes, and supporting any tax planning initiatives
Edu. background
- Bachelor of Accounting, University of Massachusetts Boston (US)
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