Our Team
My years of training and experience in different fields have prepared me to serve you and your family better!
Kevin Duane Lui, EA, CPA
I received my undergraduate degree from Brigham Young University (BYU)-Hawaii in Accounting in 1985 and my Masters 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
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Provides accounting and tax services to individuals and small businesses
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Prepares taxes for individuals, partnerships, subchapter S and regular corporations
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Represents clients at Federal and State on tax audits, appeals, and examinations
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Quickbooks Pro-Advisor to small businesses that use online Quickbooks
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Manages monthly, quarterly and year-end closings for several businesses (in construction and elderly care areas)
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Generates financial statements and in charge of monthly, quarterly and year end financial reporting
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Responsible for account reconciliations and payroll reporting on both state and federal levels
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Assists in applying for ITINs (Individual Tax Payer Identification Number), Certified Acceptance Agent with IRS
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Write Life Insurance for Primerica in California and Utah
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2018 Turbotax Remote Tax Expert
August 1996 to December 2004 – General Accounting Manager, Mariko Construction, Pittsburg, CA
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Responsible for all accounting functions including receivables, payables, account reconciliations, closings and financial reporting
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Prepares Federal and State tax returns for this subchapter S corporation
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Held these contractors licenses in California:
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B1 -- General Building, C8 -- Concrete, C27 -- Landscape and C61 -- Tree Services (licenses all expired).
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Handles all job estimates, bidding and contract preparations
June 1993 to August 1996 – General Accounting Supervisor, The Nature Company, Berkeley, CA
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In charge of all general ledger duties from journal entries to closings
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Oversees and correlates monthly closings
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Generates financial statements and oversees financial reporting
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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
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US Army Finance Specialist
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US Army 2nd Lieutenant -- Field Artillery
May 1992 to June 1993 – Staff Accountant, Ace Hardware, Antioch, CA and Bay Area Community Services, Oakland, CA
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Reconciles bank and projects accounts
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Assists in monthly and year-end closings
January 1990 to May 1992 – Assistant Director of Finance, LDS Educational System, Tonga, South Pacific
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Manages assets and materials ranging from school supplies to school furniture and equipment including a vehicle fleet
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Supervises 20 employees in a Vehicle Plant, Gas Station, Warehouse and a Bookstore
Software: QuickBooks Online Advanced & Payroll Certified, Proficient in Peachtree, Microsoft Excel and Word, Drake Tax software
Professional Licenses: Certified Public Accountant Lic# CPA.0025237--currently licensed in Colorado, Enrolled Agent Lic# 00088020-EA, Insurance Agent (Life, Health, & Accident--CA Lic# 0H15096 and Utah Lic# 636542), Real Estate CA Lic#01834340
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!