Siu Lan Lundy

1) SIU LAN LUNDY LLC DBA SLL COMPANY; Manager; The Limited Liability Company holds my real estate brokerage license; operating real estate buy/sell and management. My company also prepare individual and business tax returns, bookkeeping and business consulting. I intend to use this entity to market my Avantax business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 50; Started 10/07/2005; 4526 Kilauea Ave, Honolulu HI 96816, US: Day to day operation as the sole member of the business, meet with clients, work on books, tax return. Hiring contractor, managing tenants. Invoicing, bills paying. 2) RENTAL PROPERTIES POSITION: Owner NATURE: My family and I own two condo units and rented out to long term tenants. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/1992 ADDRESS: 4526 Kilauea Ave, Honolulu HI 96816, United States DESCRIPTION: I collect and deposit monthly rent income. Pay maintenance and tax on the income. Occasional schedule repair for the units. When tenants move out, I'd post vacancy online and screen for new tenants. 3) SLL COMPANY POSITION: Manager NATURE: Siu Lan lundy LLC is registered with the state of Hawaii holds Real Estate brokerage. Operate under the name of SLL Company, SLL buy/sell real estate as agent for clients, also manage rental properties. SLL also prepare taxes and account/bookkeeping services INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2006; 4526 Kilauea Ave, Honolulu HI 96816, I, as the sole member of Siu Lan Lundy LLC, work as agent for clients in the real estate business, manage all transaction. As an enrolled agent, I prepare taxes (personal, business fiduciary, periodic payroll and excise taxes), bookkeeping for about 5 businesses. I interview clients, occasionally visit clients; pick up and drop off. During tax season, I also work for other CPA firms as consultant. 4) KDL CPAS LLC POSITION: tax accountant NATURE: tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 1123 11th Avenue, Honolulu HI 96816, United States DESCRIPTION: Firm collected client's tax data and compiled ready for preparation. On a seasonal basis, I work on collected data and prepare personal and business returns. Occasional contact clients for their tax account.