Li Luo

CPA, Assistant Professor of Accounting & SPEC Partner & Site Coordinator of the IRS VITA/TCE Program

Li Luo is an Assistant Professor at Hartwick College. She has created an extraordinary professional development opportunity for her students that is also provides an important service to the community. Under the auspices of the Hartwick College Volunteer Income Tax Assistance (VITA) program and the Tax Consulting for Elderly (TCE) program, Professor Luo’s students provide free tax services to Otsego County community members. Since 2019, IRS-certified Hartwick College students have prepared over 2,860 federal and state tax returns for clients from 45 NYS counties and those from 19 states nationwide. Professor Luo’s student-tax-preparers’ tax returns earned a 100% acceptance rate with zero errors, saving $423,180.00 in tax filing fees and earning more than $2.59 million in tax refunds, tax credits, and stimulus checks. Student-tax-preparers’ successful completion of their final exam delivers an impressive professional credential: an IRS Advanced Certificate. Hartwick is the only academic IRS-VITA partner to be nominated as a 2022 IRS Champion of Training, and is one of just a few colleges and universities to offer the program nationwide from Jan 1st to Dec 31st.

Recent courses taught:

• Financial Accounting
• Managerial Accounting
• Introduction to Taxation
• VITA
• Taxation I
• Accounting Capstone

Selected publications:

• Wang, W., & Luo, L. (2020). An Integrated Framework for Managing Information Technology Security Uncertainty. European Journal of Business and Management, 12-18.
• Luo, L., & Wang, W. (2017). Disability Discrimination in Employment: Three Countries Comparison. Journal of Law, Policy and Globalization, 65, 14-18.
• Lee, Mina., & Luo, Li. (2012). The Style of Bad Business: Corruption vs. Loopholes. Asia Academy of Management Conference (AAMC) 2012, Seoul, Korea.

College service and professional affiliations:

• Member of American Institute of Certified Public Accountants (AICPA)
• Member of National Taxation Association (NTA)
• IRS SPEC Partner
• IRS SPEC 6744 Test Committee Member
• IRS SPEC Publication 4491 Committee Member
• IRS Quality Program Office (QPO) Committee Member
• Hartwick College IRS VITA & TCE Site Coordinator
• Member of Beta Gamma Sigma Honor Society for Business
• Member of Beta Alpha Psi Honor Society for Accounting, Finance, and Information System
• Faculty Representative for Hartwick College BOT Audit and Compliance
• Member of Hartwick Embedded Career Task Group under FlightPath Assurance Task Force
• Member of Hartwick 403(b) Investment Committee

Credentials & Certifications:

• Certified Public Accountant (CPA)
• IRS VITA/TCE Certifications – Advanced; Military; International; Foreign Students; and Federal Tax Law Circular 230