Kevin Duane Lui, EA, CPA

 

I received my undergraduate degree from Brigham Young University (BYU)-Hawaii in Accounting in 1985 and my Master of Accountancy with an emphasis in Auditing from BYU-Provo in 1989.

 

Work Experience:

 

December 2004 to Present – Owner, Lui Business Service dba Sea-siders Financials, Pittsburg, CA

• Provides accounting and tax services to individuals and small businesses

• Prepares taxes for individuals, partnerships, subchapter S and regular corporations

• Represents clients at Federal and State on tax audits, appeals, and examinations

• QuickBooks Online Pro-Advisor to small businesses

• Manages monthly, quarterly and year-end closings for several businesses (in construction and elderly care areas)

• Generates financial statements and in charge of monthly, quarterly and yearend financial reporting

• Responsible for account reconciliations and payroll reporting on both state and federal levels

• Assists in applying for ITINs (Individual Taxpayer Identification Number), Certified Acceptance Agent with IRS

• Write Life Insurance for Primerica in California and Utah

• 2018 TurboTax Remote Tax Expert

August 1996 to December 2004 – General Accounting Manager, Mariko Construction, Pittsburg, CA

• Responsible for all accounting functions including receivables, payables, account reconciliations, closings and financial reporting

• Prepares Federal and State tax returns for this subchapter S corporation

• Held these contractors' licenses in California:

  • B1 -- General Building, C8 -- Concrete, C27 -- Landscape and C61 -- Tree Services (licenses all expired).

• Handles all job estimates, bidding and contract preparations

June 1993 to August 1996 – General Accounting Supervisor, The Nature Company, Berkeley, CA

• In charge of all general ledger duties from journal entries to closings

• Oversees and correlates monthly closings

• Generates financial statements and oversees financial reporting

• Reviews and discusses monthly financial statements with Manager, Controller and Chief Financial Officer

Dec 1992 to Dec 2000 -- US Army CA National Guard / Army Reserve

• US Army Finance Specialist

• US Army 2nd Lieutenant -- Field Artillery

May 1992 to June 1993 – Staff Accountant, Ace Hardware, Antioch, CA and Bay Area Community Services, Oakland, CA

• Reconciles bank and projects accounts

• Assists in monthly and year-end closings

January 1990 to May 1992 – Assistant Director of Finance, LDS Educational System, Tonga, South Pacific

• Manages assets and materials ranging from school supplies to school furniture and equipment including a vehicle fleet

• Supervises 20 employees in a Vehicle Plant, Gas Station, Warehouse and a Bookstore

 

Software:  QuickBooks Online, Proficient in Peachtree, Microsoft Excel and Word, Drake Tax software

 

Professional Licenses and Certifications: Certified Public Accountant Lic# CPA.0025237--incensed in Colorado, Enrolled Agent Lic# 00088020-EA, Insurance Agent (Life, Health, & Accident--CA Lic# 0H15096 and Utah Lic# 636542), Real Estate CA Lic#01834340, NTPI Fellow, QBO Advanced and Payroll Certified

 

I seek to become the "One-Stop Shop" for all your business and financial needs!  I value integrity and honesty in my business, and I expect the same from you!  I believe in always doing what is right at all times.  I look forward to doing business with you soon!

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