Congratulations to Natalie Nguyen on Passing Her CPA Exams!

Wheeler is excited to congratulate Natalie Nguyen on passing her final CPA exam, bringing her one step closer to becoming a licensed CPA. She shared that as soon as that final exam result came in, she felt an overwhelming sense of relief and accomplishment. “All the hard work, dedication, and sacrifices had finally paid off.”

The toughest part of this process was balancing her full-time job and overtime with the rigorous demands of the CPA study schedule. In order to make this happen, Natalie had to regularly communicate with project managers to ensure deadlines were manageable, allowing her to focus on her studies. She says, “a part of my success was from the firm support, which I am truly grateful for.” Their flexibility in adjusting assignments was instrumental in reducing work pressure during exam preparation, which goes to show how critical proactive communication can be.

We asked Natalie to share her best advice for people still working on passing the exams. She encourages people to, “stay persistent and not get discouraged by setbacks. Tailor your study method to what works best for you. If working full-time (like me), seek support from management regarding work schedules and assignments. Although you may experience a temporary dip in work performance, obtaining your license will more than compensate for this in the long run. Remember, ‘One step back for two steps forward.’”

Now that the exams are DONE, she’s looking forward to applying the knowledge she’s gained in a practical setting and taking on new challenging projects without the added pressure of studying.

Now, with all the necessary hours for licensure under her belt and 4 passing exam scores, Natalie is working to complete her Masters in Taxation Program to meet the 150 unit requirement. She looks forward to finalizing her CPA license after the Fall 2024 semester and the passing of the remaining ethics exam. Congratulations again, Natalie, we’re proud to have you on the team!

Congratulations to Linh Nguyen on Passing Her CPA Exams!

Linh Nguyen

Wheeler is thrilled to congratulate Linh Nguyen on passing her final CPA exam, closing out a daunting chapter in her path to CPA licensure.

Linh has spent the last 9 months committed to this CPA journey while dealing with 3 tax seasons (9/15, 10/15, and 4/15), which took an incredible amount of time and energy. Passing the last of her exams means no more 10-hours of studying on weekends! She’s looking forward to being available to spend more time with family and friends now that it’s behind her.

Linh Nguyen
Linh Nguyen passes all CPA exams!

When asked about the toughest part, Linh shared that Audit was the most difficult exam because memorizing the materials by heart does not guarantee a pass. “We need to know how to apply the materials and make real judgments.” A tip for those looking to take this exam: “One effective way to prepare for the test better, [was] to do several sets of multiple-choice questions, write down the concepts I was not sure about and use them as review materials minutes before taking the exam.”

Linh’s best advice is to find a study method that works for you. A little background on her CPA journey: “I applied to sit for the exam in 2019 and was studying for the first exam on and off for 3 years but never took it because I never felt ready. Until I developed my own system of studying, [then] it took me 5-6 weeks to prepare for each exam and pass them on first try. So, if you ever have doubts in yourself, it is not that you are not good enough, it is just you haven’t found what works for you.”

Now that Linh is done with her CPA exams, she can’t wait to start her NEXT journey, the Master of Science in Taxation program at San Jose State University. This will give her the rest of her credits toward licensure and be a major accomplishment in and of itself. We’re proud to have Linh on the team and are cheering her on in her next season!