PERSONAL GROWTH AND PROCEDURES

I. You will need to network with staff and other tax preparers at your job site. Rate yourself based upon the personal
attributes listed below.

Qualities Good Fair Poor

Positive attitude X

Enthusiasm X

Self-confidence X

Organization X

Perseverance X

Sense of perspective X

Problem solving ability X

Poise X

Ability to communicate X

II. Understanding the various roles and their responsibilities allows for a cohesive team

A. List your key responsibilities in preparing federal and state taxes

● Work closely with our clients and calculate their taxes including returns, liabilities, deductions,
and expenses
● Prepare quarterly and annual reports
● Review data on reports and detect possible errors
● Collect data from income statements and expense documents
● Ensure compliance with government tax rules
● Complete clients’ tax documentation

III. Action Plan for Learning – Job Related Activities

A. What would you need to improve upon to be an effective tax preparer? Explain.

In order to be an effective tax preparer I must practice my ability to communicate effectively, familiarize
myself with all tax laws and regulations, and be able to pay attention to detail. Improving my
communication skills will be necessary in any situation that includes providing any customer service for
any organization. Being able to familiarize myself with the tax laws and regulations is important when
reviewing the accuracy of my clients documentation in order to do their taxes. And at last paying
attention to detail is key to detect any errors on tax reports that may not comply with government tax
rules.
 B. What steps could you take in order to obtain the necessary skills and experience? Explain.

In order to obtain the necessary skills and experience I will need to continue studying possible tax
preparation scenarios in my 6744 book and familiarize myself with the tabs in the 4012 book that
withholds all the resources needed when preparing for clients taxes. The tax preparation scenarios are
helpful to develop critical thinking when figuring out key details in my clients documentation. Key details
may include figuring out their filing status and possible deductions for qualifying dependents. Locating
my resources in the 4012 book will make the process of preparing taxes easier and faster especially if I
need clarification on something I forgot about whether it's any documentation or anything related to.

C. Other than preparing tax returns, what else do you want to learn from this opportunity?

Other things I want to get from this opportunity is having the ability to work with the tax software and
just be more knowledgeable on tax laws overall. Having the opportunity to learn how to operate the tax
software will come in handy with the foundation of having more experience of any type of technology
from multiple organizations. And that's important because you may apply that knowledge for future jobs
applications. Knowing the tax laws will be helpful when I reach the age of having to do my own tax
documentations. So this opportunity as a whole will prepare me for something that’s needed in my future
and is a key responsibility as an adult.

V. Action Plan for Learning – Personal Attributes (Chart above)

A. What personal attributes do you want to improve on as a result of the opportunity?

● Perseverance
● Enthusiasm
● Poise

B. What steps will you take to be successful?

In order to achieve perseverance I have to change my habits of giving up because if I continue I won't
have the mindset of having no fear of getting back up and trying again. To improve my enthusiasm I just
need to maintain a positive aspect on things, especially if I need to handle customers I need to be able to
make them feel comfortable with me as much as possible to keep their trust. For poise I need to take my
work/priorities seriously, when doing taxes whatever I do is important in either to provide accurate
information to my customers.

C. How will you hold yourself accountable and mindful every day?

In order to hold myself accountable and mindful everyday I need to keep a pace or routine for myself to
follow. To do that I set deadlines and goals for myself in order to be determined to accomplish things
with the consideration of other possible events that might appear in the future. All of that can be done by
writing down your agenda in your planner/journal, its a good way to organize your mind on things that
need to be done in a certain time period.

NETWORKING
Networking is essential this week in order to be able to learn more about the operation and management of your
employing organization. You must find at least one (1) person with a background in accounting, taxes, or finance. You
will write a two-part essay as the second portion of this learning experience. You will delete this page and replace it
with your essay.

Research Project Part #1 (20 points): Visitation, Organizational Background, and Interview
Schedule an appointment to meet with a business or individual from the business with a background in accounting,
finance, or taxation.

Include the following information about the Company Background in your paper:
● Background information of the company (industry, services offered, area served, history, etc)
● Interviewee information
○ Name of person and job title
○ Description of responsibilities
● Company values and expectations
● Skills and education required (certifications – eg. Certified Public Accountant)
● Opportunities within the company (advancement, training programs, benefits)
● Address the following questions:
○ What the company is looking for in its employees (eg. qualities)
○ How to best prepare in High School (eg. courses, experiences)
○ How to best prepare in College (eg. courses, experiences)

○ Knowing what you know now, what would be your best advice for students wanting to enter into this
career path.
○ Current changes to practices relating to the career field

Research Project Part #2 (20 points): Big Picture, Small Focus

Understanding your big picture is just as important as the goals you set to start you in the right direction. Your big picture
does not have to be a specific job, relate to an industry, or be career related. For instance, your big picture could be to
retire by age 55 and not have to maintain a full-time job. You would then set the intermediate goals (ten-year, five-year,
one-year, monthly, weekly, daily goal, right now) along the way to help you succeed in being able to retire at 55 and
sustain your lifestyle. For this assignment, what would your big picture be in relation to your visitation and interview?

Knowing what you know now, what is your Big Picture of success and Small Focus (first steps and gradual steps) you
will need to take to achieve your Big Picture?
● What is the Big Picture?
● Current strengths that will help you to achieve your Big Picture.
● Areas you will need to improve most?
● What will be your first steps in preparing yourself?

Submit:

● Minimum 2-page report addressing your findings from your visitation (Part #1).
● Maximum 2-page report on the Big Picture, Small Focus (Part #2).
● Report should be double spaced following the APA format.

VOLUNTEER INCOME TAX ASSISTANCE PROGRAM

**Note: Minimum of one tax return is needed to complete the Volunteer Income Tax Assistance internship. Students
must verify with the mentor(s).

Student Name: Cherese Pantohan-Agustin

School Year:2022-2023

Mentor(s) Name: Tod Nakayama

Date(s) – Insert Dates Total Hours (Studying

includes hours in school and
at home the whole week)

Week One Dec 8-11 Study: ( 4h 21 min )

Week Two Dec 12-18 Study: ( 6h 49 min )

Week Three Jan 4-8 Study: ( 3h 51 min )

Week Four Jan 9-15 Study: ( 3h 53 min )

Tax Prep Training: ( 4h )

Week Five Jan 16-22 Study: ( 3h 2 min )

Week Six Jan 23-29 Study: ( 3h 23min )

Week Seven Jan 30 - Study: ( 1h 25 min )

Feb 5

Week Eight Feb 6 - 12 Study: ( 3h 27 min )

Week Nine Feb 13 - 19 Study: ( 2h 36 min )

Tax Prep: ( 4h )

Week Ten Feb 20 - 26 Study: ( 4h 34 min )

Week Eleven Feb 27 - Study: ( 4h 11 min )

Mar 5

Week Twelve Mar 6 - 12 Study: ( 51 min )

Tax Prep: ( 4h )

Week Thirteen Mar 13 - Tax Prep: ( 4h )

19 Study: ( 1h 30 min )

Week Fourteen Mar 20 - Study: ( 1h 33 min )

26
Week Fifteen Mar 27 - Apr Study: ( 1h 28 min)
3

Student Signature Mentor Signature

Overall Total Hours 58h 54 min

 LEARNING LOG
What challenges have I faced? What did I avoid or find difficult? Is there anything I have yet to achieve? What are your
next steps?

Week One: December 8-11

● Introduction to Taxes
● Introduction to Tax Forms

For week one I started adapting to how to determine a taxpayer's filing status based on the tree. I struggled memorizing
whether or not someone was married or single in some scenarios. I kept forgetting that if they got divorced 1 year ago
they remained single instead of married. But in general I just need to get familiarized with the filing status procedure
and by doing that I will continue to study the scenarios and take note of the possible filing status of each taxpayer in
each situation given in my 6744 booklet.

Week Two: December 12-18

● Tax Forms
● Filing Status
● Tax Brackets
● Volunteer Standards of Conduct
● Intake/Interview

For week two we reviewed the Standard of Conduct more and there’s no questions but I feel like I have to prepare
myself to be more professional for this position. I found it that all tax preparers shall not accept any personal pay nor
gifts from customers including food etc. I don’t find that hard. It's just that I am friendly and have a hard time turning
down things from people, especially people I just meet. But it’s a rule to keep in mind since we can easily get removed
from the VITA program just from something simple like that, so to avoid that I must remember to review the conduct
and apply it to anything I do that participates in the professional fields of business.

Week Three: Dec 19 - 25

● Tax form
● Volunteer Standards of Conduct Test
● Begin Basic Course Scenarios and Test Questions

For week three we started practicing Volunteer Standards of Conduct Test question 1 through 10. Most of it was pretty
understable to answer but while reading some of the questions I tend to forget what some of the tax forms are. Some
forms that I couldn’t comprehend were like Form 13614-C. But to improve I will continue to review the different types
of tax forms provided and hopefully adapt to memorizing them.

Week Four: Dec 26 - Jan 1

● Continue Studying Filing Status Interview
● Study Basic Course Scenarios
○ Basic Scenario 1: Tom Brown
○ Basic Scenario 1: Lewis and Oneida Monroe
● Standard Deduction 4012 Book

For week four before/during break I studied the Basic Scenario 1 and 2 along with going through my 4012 Booklet. I
started annotating key things in each scenario that will help me determine whether someone is filing status, possible
deductions, etc. Some things I had a problem with was remembering the total number of standard deductions for each
filing status. To improve myself, I will continue to review each scenario and familiarize myself with the resources I
need in the 4012 Booklet.

Week Five: Jan 2 - 8

● Work on Intake/Interview and Quality Review Retest Questions

Coming back from break we had to work on the Intake/Interview and Quality Review Retest Questions 1-10. I was able
to use the knowledge from the Volunteer Conduct to apply to most of the test questions. But I did forget some
procedures regarding Quality Review of each taxpayer. But my next step is to continue studying the Volunteer conduct
along with any other tax laws needed when preparing taxes at the VITA site.

Week Six: Jan 9 - 15

● Basic Course Scenarios and Test Questions Book 6744
○ Scenario 2 : Lewis and Onieda Monroe
○ Scenario 3: Sebastian and Ashley Miller
○ Scenario 4: Clay and Marian Washington
○ Scenario 5: Isabela Rincon
○ Scenario 6: Leon Martin
● EIC Eligibility Requirements Book 4012
● Standard Deduction Book 4012
● Itemized Deduction Book 4012
● Credit for Other Dependent Book 4012
● Table 2: Qualifying Relative Dependents Book 4012
● Table 3: Children of divorced or separated parents or parents who live apart Book 4012
● Education Tax Benefits for Tax Year 2022 Book 4012
● Practice Lab: TaxSlayer Pro
○ Basic Scenario 7: Jeff and Claire Pickens
○ Form 13614-C
○ Form W2
○ Forms 1099-R & SSA 1099
○ Form 1099-DIV & 1098-T

For week six we continued on with the other basic scenarios in the 4012 Booklet along with filling out forms in the
practice lab on the VITA website. I adapted to filling out the forms like the W2 for Jeff and Claire Pickens, based on the
information given from the 4012 booklet.

Week Seven: Jan 16 - 22

● TaxSlayer Pro Website
○ Form 8863-Education Credit
○ 1099-DIV
○ 1098-T
○ 1099-R
○ SSA 1099
○ Health Insurance
■ Itemized deduction
○ Tax Return Summary
For week seven we continued where we left off in the VITA Tax Website: Lab Practices. We re-edited and checked for
any mistakes on any forms we've completed for Mr/Mrs.Pickens daughter. Forms such as Form 8863-Education Credit,
1098-T. From this portion I was able to learn more about how to complete those types of forms for students/children
who are dependents in college/education and those are beneficial if I were deal with people within that age group or
even me in the future.

Week Eight: Jan 23 - 29

 ● TaxSlayerPro Website
○ Basic Scenario #7: Jeff and Claire Pickens
○ Basic Scenario #8: Morgan Calhoun
○ Basic Scenario #9: Monica Montgomery
● Forms
○ Form 2120
○ Form 1040
○ 1098-T
○ 1098-E
○ Form W-2G, Certain Gambling Winnings
● Summary/Print Results
○ Form 8879
○ 1040-SR
● Distribution Code
○ Code 1 or J: Early Distribution, 10% Early Withdrawal Penalty
○ Code S: Early Withdrawal, 25% Early Withdrawal Penalty
● Basic retest questions
● Taxes
○ Progressive / Proportional
● Tax Return Audit
● Adjusted Gross Income (AGI)
● Credits vs.Deductions

For this week we are starting to wrap up the basic scenarios documents in the Vita Taxslayer Pro Website. I need to
improve on remembering what each distribution code is meant for. To improve I tend to write them in my notes and
remember them if it were to be mentioned again.

Week Nine: Jan 30 - Feb 5

● Basic Scenario 7: Jeff Pickens and Claire Pickens
○ Test Questions
○ Summary
■ Form 1040-SB
■ Form 8863
■ Form 8879
■ Form 1040-SR
■ Form W-2
● Basic Scenario 8: Morgan Calhoun
○ Test Questions
○ Form 1099-R
○ Credit For Other Dependents
○ Intake/Interview & Quality Review Sheet ( Form 13614-C)
○ EIC
○ Earned Income
● Filing Status Tree
● Basic Scenario 9: Monica Montgomery

For week nine we continued editing our basic scenarios in the Vita Taxslayer Pro Website. After much time, I have
improved learning how to operate the program like filling out their intake/interview, W-2, etc. I want to continue
finishing up my basics and move on to my exams for basic certification.

Week Ten: Feb 6 - Feb 12

● TaxSlayer Pro Web
○ Basic Scenario #8:Morgan Calhoun
○ Basic Scenario #9: Monica Montgomery
 ■ Child Care Credit
○ Advance Scenario #1: Chris Spalding
■ EIC Eligibility Rules
○ Advance Scenario #2: Adam and Lisa Garcia
■ Child and Dependent Care Credit EXPENSES
○ Advanced Scenario #3: Jenny Smith
■ Itemized Deduction: Medical
○ Advanced Scenario #4: Alice Adams
■

● IRS Website
○ 2022 Volunteer Standards of Conduct Exam
○ 2022 Intake/Interview and Quality Review Exam
○ 2022 Basic Exam

As of right now we have finished Basic Scenario #1-9 Questions and filling their information/Documents in the Vita
Taxslayer Pro Website. We are now wrap[ping up all of the requirements needed for basic certification. My next goal is
to use my best knowledge from the basic scenarios to complete advanced scenarios.

Week Eleven: Feb 13 - Feb 26

● TaxSlayer Pro Web
○ Advanced Scenario
● Our first VITA TAX Day
○ A lady with her:
■ W-2
■ Donations
■ Dependents
■ 1095-C
■ 1098- Mortgage Interest Statement

On February 18 it was my first day doing taxes and it actually went better than I thought. So as I was preparing my
clients taxes I was very nervous thinking I was doing everything wrong. Although some things I want to consider next
time is possibly having a conversation with my client so they are not as uncomfortable and bored as I do their taxes.
Because I noticed after preparing I got more comfortable with my client and actually got to learn a little more about
them which is probably one of the best parts besides doing my first tax prep.

Week Twelve: Feb 20 - Feb 24

● TaxSlayer Pro Web
○ Advanced Scenario #6
○ Advanced Scenario #7

This week is just a continuation of completing all of the Advanced scenarios. So far I feel I;’ve gotten comfortable
using the Practice Lab software in order to fill in my clients documents. And after coming this far seeing things like W-
2’s, 1099 forms, are very common and easy for me to put in the system. But I’m very open when it comes to
discovering new forms whether it’s in each scenario. As an example doing the Child Care Credits have become new to
me as it appeared in each scenario.

Week Thirteen: Feb 27-Mar 5

● Tax Slayer Pro Web
○ Advanced Scenario #8
○ Advanced Scenario #9
● Complete Advanced Exam
This week was nothing major. I just completed my Advanced portion in my 6744 Test Booklet. After completing the
Advanced portion I see how heavy and intense the documents are a little in some cases. My goal is to continue to study
the Advanced problems so if I ever get assigned to one during VITA I’ll kinda be familiarized with those types of
documents. As an example, in class we went over how Uber driver credits for mileage are very complicated sometimes
because they can’t claim certain mileage during their work shift.

Week Fourteen: Mar 6- Mar 12

● In Take Interview Errors to Fix
○ Review Contact Info: to assure thats the # they currently use
○ Check Questionnaire
○ Review Banking Information
○ Additional Comments: Box 5 (amount made), Withheld, Premiums, 1099-int (Interest Income),
1099 Div, 1098-T, 1098-E, Child Care
○ Any withholding we must make a copy
■ Some that we can't get a copy of: Pension, SS, Child Care
● Child Tax Credit Review
○ Child Care Age Range 1-13
○ CTC Under 17
● EIC
○ No Qualifying Child: Must be under 65 yrs old
● Form N-11
● Things that impact your deductions: Status & Occupation
● 2nd day: LCC Vita tax preparations
○ 2 taxpayers

This week we got a reflection of how all of the classes tax participation is going at the VITA site. So far I was able to
reflect from my last client that when there isn’t an extra copy for a document that has the taxpayers withholdings, me
and my partner had to write it down in the additional comments section which was over this week in class. Another
thing is I noticed some of the things me and my partner needed to work on based on the comments given in class. We
really need to be secure when reviewing the payer identification whether it's their contact information, bank
information, or any questions that may help us in the process of her taxes.

Week Fifteen: Mar 13- Mar 19

● 3rd day: LCC Vita tax preparations
○ 2 taxpayers
● College Research
● Mid term Evaluation

During this week was spring break, so I mostly worked on the rest of the project like the evaluation finishing up the
college research and that’s it. But for my last day of preparing taxes at LCC VITA SITE, I had 2 taxpayers come in. I
was able to have a new experience with one of my clients who was deaf. Me and my partner had to approach her by
texting and using a hand gesture to ask her for her documents or when explaining some of her tax.

Week Sixteen: Mar 20- Mar 26

● College research

This week was a continuation of completing our project.

Week Seventeen: Mar 27- Apr 3

● College research
● Introduction to budgeting
○ 50/20/30 rule
○ 50% = Needs/essentials
○ 20%= Savings
 ○ 30%= Wants

MIDTERM EVALUATION
Evaluate your current performance after your first three sessions (approximately 15 hours). Rate yourself and provide an
explanation of rating (JEE/ACE) prior to your Advisor assessment. See page 9 for information about each category.

Evaluation of Performance

Intern self-assessment Advisor Assessment

Ability to navigate tax software 5

Quality of tax prep/Tax prep knowledge 4

Please rate according to scale:
Persistence/Perseverance 5
5 = exceptional
Problem Solving Ability 4 4 = good
3 = satisfactory/sound
Attendance and punctuality 3 2 = unsatisfactory
1 = poor
Work etiquette (behavior and ability to 5
work with others)

Interaction with clients 3

Explanation of how you improved or struggled with the list above (JEE/ACE).

Ability to navigate tax software

● I have improved my capabilities to work the tax software because of the extra practice we got from the practice software
labs in class. In class we would do basic and advanced case scenarios that had documents we needed to prepare into the
software. The continuous practice allowed me to memorize how to operate the LCC tax software, especially memorizing
where to find each document (state,federal,credits,etc). Other factors like inserting information and what to insert from
the paper documents were a practice that allowed me to input taxpayer’s information correctly.

Quality of tax prep/Tax prep knowledge

● My tax prep knowledge and quality are improving because of how many questions we ask during tax prep at LCC and
from studying/reflecting in school generally. As an example, during my second time at the VITA site LCC I had this lady
who had a form called 1095-B (Health Coverage). Me and my partner were confused where that form was placed in the
software since we rarely had it, but luckily we asked the tax conductors Helen and she said it doesn’t have to be inputted
since it’s just a statement showing their records of having health insurance. Learning simple things like what forms that
may not be needed to input were very helpful for the rest of the taxpayers I received. And just memorizing what to do
with different forms in general like the additional comments section, we learned to add in documents we don't have
copies of and the amounts made. Examples of some forms would be withholdings, premiums, 1099-int (Interest Income),
1099 Div, 1098-T, 1098-E, and child care.
 Persistence/Perseverance
● My perseverance had improved because compared to my first tax return I wasn’t as confident that my work was correct.
On my first day, after the first return I always had anxiety and emotions that my return was wrong when the reviewer
came by. But it was funny because after all my work was correct and I was just overthinking. My first day experience
allowed me to grow as I kept attending each tax return every other week. My confidence in my work allowed me to go
from doing 1 client to 2.

Problem Solving Ability

● My problem solving has improved as I developed new knowledge as I attended each tax day. On my first day, I had a
lady that had a 1095-B form. Me and my partner struggled not knowing that this form didn’t need to be filed into the
system until we asked the tax reviewers for help. Along with that we also learned to write down documents we don't have
copies of in the additional comments ( eg. Withheld, Premiums, 1099-int (Interest Income), 1099 Div, 1098-T, 1098-E,
Child Care). Developing this simple knowledge allowed me to get through future tax returns much faster and
smoothly than my first day at LCC.

Attendance and punctuality

● My attendance can still be improved because I noticed although I attend the days I promised to, I lack being on time.
From the first day, I was already nervous that I would arrive exactly at 9 am which is when taxes start but even though I
was still determined to show up as promised because then there would be one less person out to help do taxes. Being on
time is important, not only does it leave a good impression that you are reliable but it allows you to have time to help set
up and help out with any tasks before taxpayers come. Being early is a key habit, it allows a person to adapt their time
management skills in the future for other important events like jobs.

Work etiquette
● My work etiquette has improved from the first day because now I am more comfortable when it comes to interacting and
knowing my tasks when I’m at LCC Vita Tax Site. During my time at the tax site I feel like I can easily talk to any of the
tax reviewers like a lady named Helen, unlike my first day I was always hesitant talking with other adults at the tax site.
But ever since I got used to attending the site, my interactions with fellow classmates and other tax preparers have
become easier and more genuine. My social interaction at the tax site had become a great practice when it came to talking
with others outside of the site. My nature to be able to make connections with others have developed as I attended the Tax
Site.

Interaction with clients

● My interactions with my clients have definitely improved from when I did my first return because I can easily ask them
my questions without feeling uncomfortable. When my clients approach my computer I always greet them with a “hello”
or “Good Morning” and ask how their day is going and that sort of gesture. I learned that just greeting them makes you as
a tax preparer make things more comfortable for your client to rely on you. Because knowing I am a student is seen as
risky to some adults especially when they're giving me personal information. But I learned making an impact with little
interaction with clients not only builds a trust between the two but it leaves a good impression on what type of people
workLCC Vita Tax Site, which allows more people to come back or even refer friends/family to come to our site also.

FINAL INTERNSHIP EVALUATION

To be completed at the end of tax season.

Evaluation of Performance

Intern self-assessment
Advisor Assessment
Midterm Final
 Evaluation Evaluation

Ability to navigate tax software 5 5

Please rate according to scale:
Quality of tax prep/Tax prep 4 5 5 = exceptional
knowledge 4 = good
3 = satisfactory/sound
Persistence/Perseverance 5 5
2 = unsatisfactory
1 = poor
Problem Solving Ability 4 5

Attendance and punctuality 3 4

Capacity to Learn 3 4

Work etiquette 5 5
(behavior and ability to work with
others)

Interaction with clients 3 5

Complete the Evaluating Your Internship Performance and Reflecting on Your Internship as a part of your Final Evaluation
 Evaluating Your Internship Performance

Cherese S.K Pantohan-Agustin

Waipahu High School

Accounting

Mr.Nakayama

01 May 2023

Evaluating Your Internship Performance

As tax season came to an end, I was able to pick up valuable skills and knowledge as I continued to

volunteer for the Leeward CC Vita Tax Site. My performance has been improving as the days went on. Things

like interactions, use of the tax software, problem solving, etc. all came a long way for me to improve

throughout my experience at the LCC Vita Tax Site.

 To start, when we first started to practice using the tax software in the practice lab it was a struggle. I

couldn’t navigate where to find the documents needed for a client's scenario on the tax software. It would take

me about an hour or so to complete one scenario. And of course here and there were minimal errors in my

calculations especially when it came to doing the deductions for certain filing status and other documents

needed. But luckily as the semester for tax season went by I saw my use with the software take a shift of

proficiency. On my first day of tax prep I noticed I was able to adapt to the software as I worked with my first

taxpayer. I began to remember all the practices of navigating how to insert certain documents in the system

along with remembering some of the common documents my clients may bring in like as an example W-2

forms and form 1040 were most common from my taxpayers. And as I received more and more clients I got

better at properly using the intake interview sheet as a guide to insert information about my taxpayer. whether it

was their personal information or the calculation of how much they owe from the overall. But throughout

everything, every lesson I faced from this experience was worthwhile in advance to what challenges I may face

in my future.

Secondly, as I continued to learn and practice many objectives in taxes, it has impacted my confidence

in my tax work since then. I’ve always had the guilt of being wrong just because I was new to taxes and overall

I’m dealing with a serious matter that can affect a person dramatically. I’ve noticed as I repeatedly ask for help

from the advisors on site, each time I am consumed with learning something new that helps me with future

clients. By the end of the tax season I have gone from dealing with 1 client to 2-3 and along with that I have

been able to cut my time spent on a client since I have familiarized myself with how to handle certain taxpayers

documents based on past clients' situations. Although I had difficulty explaining their tax outcome, luckily with

the help from advisors and my partner I was never alone and had resources for me to learn from.

Lastly, progressing my interaction with my team members and clients became an important goal for me

as I continued through the VITA program . I would say when it came to working with my classmates I got to

see our different work ethics and a new perspective of them out of class. All of us were able to relate to some

difficulties we had during tax preparations which made it easier for us to count on each other when we needed

help. My interactions with clients were an important aspect for me to kind of know more about my client
especially when I had to ask them more questions that were left unsaid on their intake interview sheet. But

overall, the interactions I’ve made through this experience allowed me to make new bonds

In conclusion, testing my capabilities of doing taxes in class to real life situations has been a fun

experience. I believe I was able to consume most of the knowledge I knew about taxes to provide my taxpayers

the best service. But in general this experience has given me the opportunity to see how well I’m able to adapt

and progress into new challenges.

Reflecting On Your Internship

Cherese S.K Pantohan-Agustin

Waipahu High School

Accounting

Mr.Nakayama

08 May 2023
 Reflecting On Your Internship

My takeaways from this internship were the opportunity to serve my community, interact with my peers,

and adapt a skill that benefits my future adulthood duties. Being able to serve my community was an impactful

experience because it allowed me to take part in a good cause. The good cause of helping people within the

community to save money by volunteering to give free services for taxes. And along with the enjoyment of

meeting new people in my community, being able to socialize with my classmates outside of school allowed me

to form bonds with them. And lastly, learning about taxes in general and having hands-on experience is an

honor because not many people had the opportunity to learn this. And knowing that as a young individual, I'll

be able to carry this knowledge with me in my future, unlike others who never had that ability.

One of my enjoyable moments during this experience was being able to make new connections every

day I do a return. I just love having the opportunity to meet new people and discover things that people go

through. The most interesting client I encountered was a lady who was deaf, even though it was challenging to

explain her taxes to her. I’m glad I was able to get the chance to help people like her in favor of helping others

in my community. One of my least enjoyable moments was waking up early. I would say my attendance was

average due to my lack of time management especially for sleeping. I never liked when I would show up not on

time because it made me feel unprofessional as a student representative for Waipahu High School. But overall

this experience has given me the ability and skill to be able to do anything with confidence.

When I was training for this internship, I was nervous because none of us knew what to expect. But

luckily when I got there, having loads of support from the tax advisors really helped me to expand my

knowledge in the long run. I was very thankful for their support because before the internship I was afraid of

messing up and not being able to have those resources to have help on the spot while helping a client. But since

I’ve done the internship it actually turned out not as bad as I interpreted it to be, thanks to the amount of help I

had from my peer and VITA staff.

After completing this internship, there are many factors that I had to prepare for in either to serve my

clients with the best service possible. One of the factors is to be able to pay attention to detail because one

minor mistake can cause a big impact on a taxpayer's taxes owed. When I was doing people’s taxes sometimes I
tended to have a fast pace to ensure my client received fast and reliable service. But you always need to pre-

review your work because everything added to the software is on account of their personal identity. It’s also key

to have interpersonal skills because, throughout the whole process, you will need to be comfortable asking and

answering your taxpayer's questions. And overall having side conversations with them make the process much

easier and comfortable for clients to trust you and easier on my end to kind of get to know the more. Getting to

know more about my clients has helped me fill some blanks in the information provided which helped me

complete many returns in a day.

To conclude, doing this internship and learning taxes has prepared me for the day when I start doing

taxes too. This experience also allowed me to discover an aspect that our parents need to go through as adults.

And having the opportunity to carry this knowledge may give me the opportunity to help out my family with

their tax needs. And one day hopefully, I plan to give back to my community. Knowing this experience had

made an impact on our community, encourages me to continue helping others with things like taxes because for

some it's a hardship to them and their families. Although I don’t see this becoming a main career of mine, doing

taxes may actually become an option after this amazing experience.

POST-HIGH SCHOOL PLANNING

I. Complete at least three (3) colleges / trade schools that have your related field of study.
II. How will you determine which post-secondary educational institute you will attend?

General Information

School Name / Location University of Nevada Las Vegas | 4505 S Maryland Pkwy, Las Vegas, NV
89154

Website UNLV Web

Size / Enrollment / Avg. Class Size Undergrad:25,373 Grad: 4,271 Prof: 1,045 | Avg: 30 |

Private / Public Public

Cost – Tuition, Housing, Books Resident:

● Undergrad
○ Semester: $ 4,629
○ Yearly: $ 9,102
● Grad
○ Semester: $ 3,452
○ Yearly: $ 6,869
Non-Resident:
● Undergrad
○ Semester: $ 12,900
○ Yearly: $ 25,644
● Grad
○ Semester: $ 11,723
○ Yearly: $ 23,411

Name of Counselor or contact Dep of Accounting:

information ● Mailing address:
○ University of Nevada, Las Vegas
Box 456003
4505 S. Maryland Pkwy.
Las Vegas, NV 89154-6003
● Email:
○ General Inquiries: unlvaccounting@unlv.edu
○ Graduate Program Inquiries: msa@unlv.edu
● Phone:
○ 702-895-1559
● Location:
○ Frank and Estella Beam Hall (BEH), Room 415

Who do you contact for more UNLV Office of Admissions:

information or to set up a college ● Phone:
tour? ○ (702) 774-8658
● Email:
○ campusvisits@unlv.edu

Academic

Program of Study (Major) Bachelor of Science in Business Administration, Accounting

Program Requirements Degree Requirements - Total: 120 Credits:

● General Education Requirements - Subtotal: 35-46 Credits
Internships – when do you complete ● FIRST-YEAR SEMINAR - CREDITS: 2-3
and how many hours, Courses, ○ ENGLISH COMPOSITION - CREDITS: 6
Credits, other areas for experience ○ ENG 101 - Composition I
○ ENG 102 - Composition II
● SECOND-YEAR SEMINAR - CREDITS: 3
● CONSTITUTIONS - CREDITS: 3-6
○ MATHEMATICS - CREDITS: 3
○ MATH 124 - College Algebra (or higher)
● DISTRIBUTION REQUIREMENT - CREDITS: 18-19
○ Please see Distribution Requirements for more information.

● Humanities and Fine Arts - Credits: 9

○ Humanities, 6 credits required from two different areas. It is
recommended that students take COM 101 - Oral
Communication, as one of the humanities courses
● Fine Arts, 3 credits required
○ Social Science
● Automatically satisfied by business requirements
● Life and Physical Sciences and Analytical Thinking - Credits: 6-7
○ Science with a lab or non-lab science
● Analytical Thinking 3 credit course
○ MULTICULTURAL AND INTERNATIONAL
REQUIREMENT (CREDITS: 0-6)
○ Multicultural, one three-credit course required
○ International, one three-credit course required

These courses may overlap with general education and major requirements. A
single course may not meet the multicultural and international requirements
simultaneously. For the list of approved multicultural and international courses,
go to: https://www.unlv.edu/provost/multicultural-requirements.

● Business Administration Core Requirements - Subtotal Credits:

42-45
○ ACC 201 - Financial Accounting
○ ACC 202 - Managerial Accounting
○ ECON 102 - Principles of Microeconomics
○ ECON 103 - Principles of Macroeconomics
○ ECON 261 - Principles of Statistics I
○ IS 101 - Introduction to Information Systems or Microsoft
Office proficiency or equivalent.
○ ACC 473 - Law for Accountants I
○ FIN 301 - Principles of Managerial Finance
○ IS 330 - Strategic Management of Technology and Innovation
○ IS 335 - Business Analytics
○ MGT 301 - Principles of Management and Organizational
Behavior
○ MGT 371 - Leadership & Managerial Skills
○ MKT 301 - Marketing Management
○ SCM 352 - Operations Management
● Select one capstone course from:
○ BUS 496 - Strategic Management and Policy
○ BUS 498 - Global Business Strategy
● Other Lee Business School Requirements - Subtotal Credits: 6-7
○ MGT 321 - Business Communication
○ and
Select one from:

Professional Associations
Beta Alpha Psi, Beta Gamma Sigma,
Accounting Club, Delta Sigma Pi,
Hawai’i Students Entrepreneurs.…
What do they do?
How will it help you get connected?
Other organizations worth
consideration?
Minimum High School GPA
High School Courses Required
○ MATH 127 - Precalculus II
○ MATH 128 - Precalculus and Trigonometry
○ MATH 132 - Finite Mathematics
○ MATH 176 - Introductory Calculus for Business and Social
Sciences
○ MATH 181 - Calculus I
○ or
○ MATH 182 - Calculus II
● Major Requirements - BSBA in Accounting - Subtotal: 24 credits
○ ACC 400 - The Accounting Environment
○ ACC 401 - Financial Reporting I
○ ACC 402 - Financial Reporting II
○ ACC 405 - Cost Management and Control
○ ACC 409 - Accounting Information Systems
○ ACC 410 - Federal Taxation
○ ACC 470 - Auditing and Assurance Services
one three-credit upper-division (300- or 400-level) accounting elective.
General Electives - Credits: 0-13
The number of general electives necessary for each student varies based on
how many credits a student uses to satisfy the requirements identified above.
The minimum credits required to earn a degree from Lee Business School is
120.
● Beta Alpha Psi:
○ the honorary fraternity for accounting and finance information
professionals, to gain knowledge about the accounting
profession.
● Institute of Management Accountants
○ prepare emerging leaders and future accountants by providing
students with unique opportunities to network with
professionals, strengthen their community engagement, and
enrich their knowledge in business. This organization is open
to all majors who are interested in business with a focus on
accounting, finance, information systems, and management.
Admission Requirements
3.0 GPA
● ENGLISH:
○ Emphasis on composition; rhetoric; and American, English,
and world literature (4 units)
● MATHEMATICS:
○ Algebra or higher-level mathematics, including algebra I and
II, geometry, analytic geometry, trigonometry, precalculus,
probability and statistics and other advanced mathematics (3
units)
● NATURAL SCIENCE:
○ (lab or simulation); Including biology, chemistry or physics
with at least two years in a laboratory science (3 units)
● SOCIAL SCIENCE STUDIES:

Test (SAT, ACT)
Early Application Date
Application Deadline
Letters of Recommendation
Financial Aid
Scholarships Offered for your
Major(s) – minimum 3
Provider, Website, Deadlines,
Requirements (To apply for and to
keep during college), Renewable or
Stipend (One-time only)
○ Including world history, geography, U.S. history, economics,
government, or law (3 units)
TOTAL:13 units
● SAT: Critical Reading & Math
○ 1040
Or
● ACT: Composite Score
○ 22
October 1
June 1
Two letters of recommendation from an employer, educator, or responsible
official.
Financial Information
Apply to UNLV and submit either the FAFSA or Alternate Need Form before
the extended priority deadline to receive a quick admission decision and
priority consideration for financial aid!
First-Year: January 15
● Lee Business School Scholarship Application 2023-2024
○ Complete Lee Business School Scholarship Application 2023-
2024
■ Dec. 1 - Lee Business School Scholarship Application
Opens
■ Feb. 14 - Deadline to Complete Lee Business School
Scholarship Application
○ Complete a FAFSA form for the upcoming school year to be
eligible and considered for needs-based scholarships. FAFSA
data is provided to the Lee Business School by the Office of
Financial Aid and Scholarships.
● Lee Scholars
○ receive a one-time, $1,000 award and will be acknowledged as
a Lee Scholar at a recognition reception. In addition,
undergraduates will receive $6,000 annually and master’s
students will receive $15,000 annually. Undergraduate and
graduate students meeting the criteria may have their award
renewed for a maximum of two years.
■ Students must be pursuing a degree in the Lee
Business School and have a class standing of junior,
senior or graduate. Preference will be given to seniors;
■ Students must be full time (undergraduate: 12 units per
semester; graduate: 6 units per semester);
■ Students must have completed the Lee Business
School Scholarship Application;
■ Students must have an entering and continuing 3.2
GPA or higher, and;
■ Students must submit an essay (500 words or less)
 detailing their demonstrated leadership abilities.
Essays will be evaluated by the Lee Business School
Scholarship Committee. The deadline is February 14.
Please submit essays in PDF format to
janet.runge@unlv.edu.
● UNLV Signature
○ academic scholarship for undergraduate students, in
recognition of their academic achievements. To be considered,
students must be both admitted to UNLV and submit the Free
Application for Federal Student Aid (FAFSA) or Alternate
Need Form by the priority deadline. There is no additional
application process.
■ Audience: In- and out-of-state & international
undergraduate students
■ Renewable: Up to 135 credits with a cumulative GPA
of 2.00
■ Stackable: Yes
■ FAFSA or Alternate Need and Admissions Priority
Deadline: November 15
■ Academic Course Load: Full-Time (12 or more credits
each semester)
■ Type: Academic scholarship
■ Amount: Varies

Additional Training/Schooling/Examinations (Requirements and Process)

Training ● Course: ACC 481 (undergraduate)/781 (graduate)

○ Minimum GPA to participate: 2.5 overall and 2.5 in accounting
courses
○ Class standing: Junior, Senior, MA (for ACC 781)
○ Undergraduate transfer students must have completed at least
24 credit hours (including a minimum of 6 credit hours in
accounting) at UNLV
○ Undergraduates must have completed 6 credits of upper-
division accounting classes to participate (ACC 473 does not
count towards this requirement)
○ Class and/or Credit Requirements: Undergraduate students
may earn 3 credit hours by completing a minimum of 150 work
hours during the internship. Students will earn a satisfactory
grade upon completing the course requirements (discussed with
accounting internship coordinator) and receiving a satisfactory
evaluation from the employer.

Licensing ● Certifications available through the Institute of Internal Auditors or the

Institute of Management
https://www.collegerank.net/best-bachelors-hospitality-management/
General Information

School Name / Location University Of Hawaii at Manoa

Website UHM Web

Size / Enrollment / Avg. Class Size ● 20,000+ students are enrolled in UH-Mānoa courses
● The School of Accountancy
○ 100 students per year
○ 20 students within one program

Private / Public ● UH Mānoa is ranked in the top 60 public universities

Cost – Tuition, Housing, Books Hawaii Resident:

● Books
○ Living w/parent: $1,350
○ Living on/off campus: $1,350
● Housing
○ Living w/parent: $6,770
○ Living on/off campus: $14,053
● Tuition (12 credits)
○ Living with parent: $11,304
○ Living on/off campus: $11,304

Non Hawaii Resident:

● Books
○ Living w/parents: $1,350
○ Living on/off campus: $1,350
● Housing
○ Living w/parents: $6,770
○ Living on/off campus: $14,053
● Tuition (12 credits)
○ Living w/ parent: $33,336
○ Living on/off campus: $33,336

Name of Counselor or contact School of Accountancy

information ● Address
○ 2404 Maile Way
Honolulu, HI 96822
● Phone #
○ (808) 956-8215
● Email
○ business@hawaii.edu

Who do you contact for more Campus visits

information or to set up a college ● Phone #
tour? ○ 808-956-7137
● Email
○ visituhm@hawaii.edu

Academic

Program of Study (Major) BBA degree in Accounting

Program Requirements Undergraduate Accounting Major Requirements


Internships – when do you complete
and how many hours, Courses,
Credits, other areas for experience
The following four capstone courses are each one credit hour courses:
Two of the following courses are recommended (but not required) for those
who desire to become a CPA in the state of Hawaii.
Professional Associations
Beta Alpha Psi, Beta Gamma Sigma,
Accounting Club, Delta Sigma Pi,
Hawai’i Students Entrepreneurs.…
What do they do?
How will it help you get connected?
Other organizations worth
consideration?
● Accounting Course Requirements
(19-credit hours, all with "C-" or better)
○ ACC 321 - Intermediate Financial Accounting I
○ ACC 323 - Intermediate Financial Accounting II
○ ACC 401 - Federal Individual Income Taxation
○ ACC 409 - Accounting Information Systems
○ ACC 418 (W)* - Auditing
○ ACC 460B - Managerial Accounting
○ ACC 460C - Financial Accounting
○ ACC 460D - Auditing and Accounting Information Systems
○ ACC 460E (W)- Tax and Ethics
○ ACC 407 - Taxation and Business Entities
○ ACC 413 - Law for the Accountant
○ ACC 415 - Advanced Financial Accounting
○ ACC 416 - Special Topics in Accounting
● Accounting Club
○ In cooperation with the School of Accountancy (SOA), the
Accounting Club provides additional perspectives and
supplemental information concerning public, private, and
governmental accounting through carefully planned social and
business-oriented events.
● American Marketing Association (AMA)
○ Open to all students who have an interest in Marketing. AMA
aims to provide members with the opportunity to develop a
better understanding and appreciation of marketing and
creativity.
● Beta Alpha Psi (BAP)
○ Beta Alpha Psi (BAP) is an international honors organization
for financial information students and professionals. The
primary objective of BAP is to encourage and give recognition
to scholastic and professional excellence in the business
informational field. The chapter provides many opportunities to
meet and interact with accounting students, faculty, and
professionals.
● Beta Gamma Sigma (BGS)
○ A national business honor society; membership by invitation
only. Membership in Beta Gamma Sigma is the highest
recognition a student can receive in an undergraduate or
master's program in business or management accredited by the
Association to Advance Collegiate Schools of Business
(AACSB-International).
● Business Executive Society of Tomorrow (BEST)
○ An academic business society open to all business majors with
a cumulative GPA of 3.1 or higher, and who are interested in
interacting with a diverse field of business professionals. BEST
strives to provide our members with a platform to meet and
network with professionals in Hawaii's Business Community.
● Delta Sigma Pi
○ Delta Sigma Pi is a professional fraternity organized to foster
the study of business in universities; to encourage scholarship,
 social activity and the association of students for their mutual
advancement by research and practice; to promote closer
affiliation between the commercial world and students of
commerce, and to further a higher standard of commercial
ethics and culture and the civic and commercial welfare of the
community.
● Financial Management Association (FMA)
○ Membership is open to all majors interested in expanding their
knowledge of financial theory. The Financial Management
Association is a professional organization, which allows
financial executives, analysts, professors, to interact in many
different ways.
● Graduate Business Student Association (GBSA)
○ The association of graduate business students is dedicated to
the enhancement of the University of Hawaii-Manoa’s Master
of Business Administration and Master of Accountancy
Programs through the facilitation of interaction and reciprocity
at educational and professional levels of students, faculty,
alumni, and business entities.
● Hawaii Students Entrepreneurs
○ All of our members will learn how to start a business, meet
established entrepreneurs, and learn about various
entrepreneurial topics. We are active in the local business,
entrepreneurial and startup community here in Hawaii and
attend many networking events. We are open to students of all
majors and all levels of entrepreneurship. We are the future
entrepreneurs of Hawai'i.
● Information Technology Management Association (ITMA)
○ ITMA is dedicated to the enrichment of its members through
professional interaction with members of the business
community. As an official student chapter of the Association
for Information Technology Professionals and an associate of
the Hawaii Technology trade Association.
● Inter-Business Council (IBC)
○ The Inter-Business Council serves as a liaison between the
undergraduate students and their organizations, the Shidler
College of Business, faculty and the Hawai'i business
community.
● International Business Organization (IBO)
○ The International Business Organization was created to
promote international business and culture within the Shidler
College of Business. We strive to enable our members to
succeed in the international business world through
professional development, networking, and cultural awareness.
Membership is open to all majors, and we encourage all
students interested in International Business to join.
● Society for Human Resource Management (SHRM)
○ Open to all students who have an interest in the Human
Resource Management field. Sponsored by the S.H.R.M.
Hawaii Chapter with chapters around the world. The Society
for Human Resource Management is a national, professional
organization that addresses current themes and emerging
trends. The Society for Human Resource Management is open
to all students that have an interest in the Human Resource
Management field.

Minimum High School GPA
High School Courses Required
Test (SAT, ACT)
Early Application Date
Application Deadline
Letters of Recommendation
Financial Aid
Admission Requirements
2.5 GPA
● ENGLISH
○ 4 years
● MATH
○ 3 years ( eg. Algebra 1, Algebra 2, Geometry )
● SCIENCE
○ 3 years ( eg. Biology, Chemistry, Physics )
● SOCIAL SCIENCE
○ 3 years
● COLLEGE PREP
○ 4 years
● ELECTIVES
○ 5 years
● Freshman applicants will have the option of submitting test scores as
part of their admissions application. Please note that scholarships or
department direct entry programs may require test scores for
consideration. For applicants who choose to submit scores they can
either be submitted in the Self-Reported Application or sent to the
Office of Admissions. UH Manoa's college codes are SAT 4867 and
ACT 0902.
Fall Semester
○ January 5th: Priority Deadline
Spring Semester
○ September 1st: Priority Deadline
Fall Semester
○ March 1st: Final Deadline
○ May 1st: Late Application Deadline
Spring Semester
○ October 1st: Final Deadline
○ November 1st: Late Application Deadline
Students are recommended (not required) to include supplemental documents to
strengthen their application. If you are interested in attaching supplemental
documents to your admissions application, we have online forms available for
you to fill out. If you already added a personal statement or list of achievements
to your online application, you do not need to fill out these forms.
Letter of Recommendation
Interested in having someone complete a letter of recommendation for you? A
teacher, coach, counselor, or supervisor? Fill out the Letter of Recommendation
Request Form and an online recommendation form will be sent to your
recommender for them to complete on your behalf.
Financial Information
Students must complete a Free Application for Federal Student Aid (FAFSA) in
order to be considered for the following grants.
Federal Pell Grant
● Award amount: Based on your Expected Family Contribution (EFC)
 from FAFSA, enrollment status, and Lifetime Eligibility
● Requirements:
○ Undergraduate student – you must be a first time Bachelor’s
degree seeker
○ Demonstrate significant financial need
○ You must complete necessary requirements (if any) . Check
your status for any requirements (if any).
Federal Supplemental Educational Opportunity Grant (SEOG)
● Award amount: Up to $2,000 based on your enrollment status
○ Funding is limited
● Requirements:
○ Undergraduate student – you must be a first time Bachelor’s
degree seeker
○ Demonstrate exceptional financial need
■ Federal Pell Grant recipients with the lowest Expected
Family Contributions (EFCs) will be considered first
○ You must complete necessary requirements (if any). Check
your status for any requirements (if any).
○ You must be enrolled in at least 6 UH Mānoa credits applicable
toward your degree.
■ This grant may be prorated or revised if you are not
enrolled full-time
Mānoa Opportunity Grant
● Award amount: Up to $4,000 and is dependent upon tuition charged
and enrollment status
○ Funding is limited, preference is given to students who meet
the FAFSA priority deadline of February 1st and are a State of
Hawai’i resident. The grant will be prorated based upon your
enrollment in UH Mānoa courses applicable toward your
degree when not full-time. (Please see Registration page for
definition of full -time) Courses taken at other UH campuses do
not count towards enrollment for this grant.
● Requirements:
○ Undergraduate student – you must be a first time Bachelor’s
degree seeker, enrolled in at least 6 UH Mānoa credits
applicable toward your degree.
○ Graduate student – you must be enrolled in at least 4 UH
Mānoa credits.
○ Demonstrated financial need based on information provided on
FAFSA
○ You must complete necessary requirements (if any). Check
your status for any requirements (if any).
Pacific Islander Opportunity Grant
● Award amount: Up to $4,000 based on your enrollment status
○ Funding is limited, preference will be given to those who meet
the FAFSA priority deadline of February 1st. The grant will be
prorated based upon your enrollment in UH Mānoa credits
applicable toward your degree when not full-time. Courses
taken at other UH campuses do not count towards enrollment
for this grant.
● Requirements:
○ Undergraduate students from eligible Pacific Island districts,
commonwealths, territories, jurisdictions, states or nations
which do not provide public institutions that grant
baccalaureate degrees and pay the 150% resident tuition rate at

Scholarships Offered for your
Major(s) – minimum 3
Provider, Website, Deadlines,
Requirements (To apply for and to
keep during college), Renewable or
Stipend (One-time only)
Additional Training/Schooling/Examinations (Requirements and Process)
Training
Licensing
UH Manoa.
○ Demonstrated financial need based on information provided on
your FAFSA.
○ You must complete necessary requirements (if any). Check
your status for any requirements (if any).
FUKUNAGA SCHOLARSHIP FOUNDATION
● awarded to encourage students from Hawaii to work towards a career in
Business. Each scholarship recipient from the 2020 cohort will receive
$20,000 over four years (or a pro-rated amount over fewer years)
Asian Development Bank-Japan Scholarship Program
● full tuition fees
● a monthly subsistence and housing allowance
● an allowance for books and instructional materials
● medical insurance
● travel expenses
New Warrior Scholarship
● Award Amount: Full tuition (for 4 years) + $4,000/year stipend +
$2,000 one-time travel grant
● Residency Status: Hawai’i resident
● Applicant: Freshman (2023 high school graduate)
● GPA: 3.8
● Scholarship Application Deadline: January 30, 202
● The Ph.D. Program in Business (with an accounting emphasis) is a
rigorous program that prepares students for a career as an accounting
academic in teaching and research.
● Master of Accounting program (MAcc) provides advanced education in
taxation, financial accounting, and auditing necessary for students to
pursue leading positions in public practice, business, government, and
related fields. The 3/2 program enables a UH accounting major to earn
both the BBA and the MAcc within 5 years while saving on graduate
tuition costs. In addition, the Masters of Accounting Endowed
Scholarships helps support MAcc students. SOA MAcc Alumni provide
insights into the tremendous success of the program.
The minor in professional accounting was created to provide the necessary
coursework to better prepare undergraduate accounting majors for the Certified
Public Accounting (CPA) exam and a career in public accounting
 General Information

School Name / Location Seattle University | 901 12th Ave, Seattle, WA 98122

Website SeattleU Web

Size / Enrollment / Avg. Class Size 7,121 students: 4,113 undergraduate students, 2,280 graduate students, and 728
law students | Avg: 18 students

Private / Public Private

Cost – Tuition, Housing, Books Full Time (12-20 credits) tuition

● Per quarter: $17,745
● Academic Year: $53,235
Part Time (1-11 credits) tuition
● Per Credit : $1,183

Name of Counselor or contact Accounting Chair: Niranjan Chipalkatti, PhD

information Administrative Assistant: Ching Tsao
Phone: (206) 296-5690
Email address: ctsao@seattleu.edu

Who do you contact for more Phone: Phone: 206-220-8040

information or to set up a college Email: admissions@seattleu.edu.
tour?

Academic

Program of Study (Major) Accounting

Program Requirements Undergraduate Students can take three courses worth 9 credits, which will earn
you undergraduate credits and MPAC credits:
Internships – when do you complete
and how many hours, Courses, ● Participate in the VITA program by enrolling in ACCT 3365 (Service
Credits, other areas for experience Practicum) which is offered in the winter quarter
○ ACCT 4310 (Advanced Financial Accounting) is offered in
spring quarter
○ ACCT 4360 (Federal Income Tax 2) is also offered in spring
quarter

Undergraduates can take up to 20 credits paying a fixed undergraduate fee.

These courses will be waived in the MPAC program so that you will need only
36 credits to graduate with an MPAC. This reduces the cost of the MPAC
program as the fee is per credit-hour.
Professional Associations N/A

Beta Alpha Psi, Beta Gamma Sigma,

Accounting Club, Delta Sigma Pi,
Hawai’i Students Entrepreneurs.…

What do they do?

How will it help you get connected?
Other organizations worth
consideration?

Admission Requirements

Minimum High School GPA 3.5-3.9 GPA

High School Courses Required English:

● 4 units
Mathematics (college preparatory):
● 3 units
Social studies:
● 3 units
Laboratory science:
● 2 units
Foreign language:
● 2 units
Additional academic units from above disciplines:
● 2 units

Test (SAT, ACT) SAT or ACT exam, both of which are optional for all first-time in college
applicants.

SAT: 540
ACT:23

Early Application Date Early Action :

● November 15

Application Deadline Regular Decision :

● January 15

Letters of Recommendation N/A

Financial Information

Financial Aid Applications open October 1st each year and can be completed at
studentaid.gov or readysetgrad.wa.gov/wasfa. Seattle University's priority aid
deadline is February 1st each year.

Scholarships Offered for your McGoldrick Scholarship

Major(s) – minimum 3
Provider, Website, Deadlines,
Requirements (To apply for and to
keep during college), Renewable or
● The McGoldrick Scholarship of $1000 will be awarded to qualified
students based on the criteria above.
Merit Awards for First-Year
● Merit-based scholarships for first-year students generally range from
$13,000 - $30,000 per year, and we guarantee that any amount you
Stipend (One-time only) receive as an institutional gift will remain constant for all four years
you’re eligible at SU.
Sullivan Leadership Award
● Each year, Seattle University selects nine incoming freshmen to receive
the Sullivan Leadership Award. This award covers the entirety of their
undergraduate tuition, housing, and meals for four years of study.

Additional Training/Schooling/Examinations (Requirements and Process)

Training VITA
● Albers School of Business has participated in the Volunteer Income
Tax Assistance (VITA) program for over 25 years. Students who
participate in VITA fill out tax returns for those who make less than
$54,000, have disabilities, or have limited English skills. Participating
in VITA requires completion of ACCT 3360 (Federal Income Tax I)
and is a great way to develop professional tax skills and meet other
students interested in taxation.
Accounting Mentor Program
● Seattle University's Accounting Mentor Program was launched to
increase students’ interactions with professionals currently practicing in
the accounting field and also serve as a networking tool for students
and mentors alike.

Licensing This certificate will allow students to gain either general or specialized
knowledge in accounting, to further their professional formation, and to work
toward professional certification (CPA, CIA, CMA, etc.) or use their
accounting knowledge to enhance their success in other related management
roles