Snapshot and Years of Experience

Vicky Lam is a California CPA with over 13 years of Federal and state tax compliance and provision experience.  She has practiced at large multinational corporations and public accounting firms.

Tax Provision

• Quarterly provision preparation and analysis
• Tax account roll-forwards
• Rate reconciliations and footnote disclosures
• Provision to return analysis
• Tax accounting for share based compensation
• Purchase accounting analysis

Federal, State Compliance

• Preparation and review of Federal and state tax returns
• Research and preparation of state apportionment analysis
• Area of focus: depreciation methodologies, and section 263A

International Tax Compliance

• Preparation and review of Forms 5471 and 8858
• Preparation of international provision calculations

Project Management Services

• Development of an effective tax rate (ETR) model which significantly streamlines the provision process
• OneSource Tax Provision implementation

Tax Technology Experience

• OneSource
• Strong Excel skills