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DANIEL R LUCAS
@dan_lucas_01
US Tax Support Bookkeeping and Financial Reporting
United States
English, Spanish, German
About me
I help small businesses, self-employed professionals, and individuals organize financial records, prepare tax documentation, and maintain accurate bookkeeping. My services include tax compliance support, back tax organization, bookkeeping cleanup, financial reports, and profit & loss statements. I focus on clear, organized financial information that helps clients prepare for tax needs and make better business decisions.
Skills
DANIEL R LUCAS
Offline •
Average response time: 21 hours
See my services
Financial Reporting
I will prepare financial statements and profit loss reports for your business
Bookkeeping
I will clean up your bookkeeping and reconcile your quickbooks accounts
Portfolio
Work experience
US Tax Compliance & Bookkeeping Specialist
Sterling Edge Financial Services Ltd • Freelance
Mar 2026 - Present • 6 mos
Provided tax compliance and bookkeeping support for small businesses, self-employed professionals, and individuals. • Organized income and expense records for tax preparation support • Prepared profit and loss statements, financial summaries, and bookkeeping reports • Assisted with bookkeeping cleanup, transaction categorization, and record organization • Reviewed financial documents to identify missing information and improve accuracy • Prepared structured financial documentation for tax and reporting purposes • Helped clients maintain clear and organized records for better financial management
