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Daniel Brooks
@daniel_b297
Tax Preparation and Financial Documentation Specialist
États-Unis
Anglais, Espagnol
À propos de moi
Hello,
I’m Daniel Brooks, a Tax Professional and Financial Documentation Specialist with 6+ years of experience helping individuals, LLCs, startups, and small businesses with tax and financial support. I specialize in US tax preparation, payroll tax forms, CPA letters, mortgage profit & loss statements, LLC tax filing, and business tax compliance. I focus on accuracy, confidentiality, fast delivery, and professional client service tailored to your business needs.
Compétences
Daniel Brooks
hors ligne •
Voir mes services
Déclaration de revenus
I will prepare and amend form 941, 940, w2 and 1099 payroll tax filings
Expérience professionnelle
Tax Consultant & Financial Documentation Specialist
Deloitte • Freelance
Jan 2020 - Dec 2024 • 4 yrs 11 mos
Served as a Tax Consultant & Financial Documentation Specialist, supporting individuals, LLCs, startups, nonprofits, and business clients with tax compliance, financial reporting, and documentation requirements. Assisted in preparing and reviewing tax-related records to ensure accuracy, organization, and compliance with applicable reporting standards. Key responsibilities included supporting payroll tax documentation and reporting, including Forms 941, 940, W-2, 1120, 1065, 1099 assisting with business tax compliance, and preparing financial documents for internal reporting and client use. Worked on profit & loss statements, business financial records, mortgage-related documentation, income verification support, and business ownership documentation. Collaborated with clients to maintain accurate financial records, improve reporting efficiency, and ensure timely completion of required documentation. Maintained a strong focus on accuracy, confidentiality, compliance, and professional client service while supporting tax and financial documentation processes.
