Daniel Li

Education
California State University, Fullerton Expected Graduation Date: May 2014
Bachelor of Arts, Business Administration, Accounting

Work Experience

David Lu& Co, CPA Accounting Intern, December 2013-Present

• Provide bookkeeping to a wide variety of clients by using accounting software Peachtree.
• Prepare tax returns to a wide variety of clients including: individuals, partnerships, LLCs, S-Corps, and C-corps by using tax software Lacerte.

Hands For Africa, NPO. Tustin, CA
Accounting Intern March 2013 – June 2013

• Recorded donations and expenses by using QuickBooks and Excel on a daily basis.
• Reported income statement to executive director on a monthly basis.
• Assisted executive assistant with researches and clerical duties.

Internal Revenue Service (IRS)
Volunteer Income Tax Assistance (VITA) February 2013-Present
Site Coordinator August 2013-Present

• Provides free basic income tax return preparation with electronic filling to qualified individuals in local communities
• Prepared and reviewed more than 50 individual tax returns in 2013 tax season.
• Experienced with W2, 1098-T, 1099-G, 1099-MISC, 1099-R, SSA-1099, 1098-E and Form 1098.
• Greeted and answered clients’ questions and worked with other volunteers to ensure proper fillings.

Activities / Honors
Beta Alpha Psi (BAP), Student Member September 2013-Present
Honorary organization for Financial Information Students and Professionals
• Maintaining a good academic standing with cumulative GPA of 3.25 and 3.5 Accounting GPA.
• Serving community service and networking with professionals.

Student Leadership Institute (SLI), Emerging Leaders Certificate Spring 2013
Provides leadership education opportunities to the student body and exposes them to different leadership issues
Agenda Team Leader
• Attend workshops to learn communication style, time management, and effective leadership.
• Assist with designing and planning the annual Spring Banquet.

Association of Latino Professionals in Finance and Accounting (ALPFA), Student Member August 2012 - Present
Compliance Manager Au