Work Preference
Summary
Overview
Work History
Education
Skills
Tax Software
Certification
Timeline
Generic
Derek Mesa
Open To Work
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Derek Mesa

Tax Professional and Accounting
UPLAND,CA

Work Preference

Job Search Status

Open to work

Desired Job Title

Tax Expert

Work Type

Gig WorkPart TimeSeasonal Work

Location Preference

Remote

Minimum Desired Compensation

$70/hr

Important To Me

Work-life balanceWork from home option

Summary

Ambitious individual with hands-on training in fast-paced tax services office. Highly proficient in preparing federal, state and local tax returns and conducting tax planning and research. Well-versed in tax regulations and accounting pronouncements. Excited to launch career as remote tax prepare.

Overview

1
1
Certification
31
31
years of professional experience

Work History

Remote Tax Preparer

Mesa Tax Services
Upland, CA
09.1993 - Current
  • Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
  • Compiled data from clients to accurately complete tax forms.
  • Identified potential deductions to minimize clients' tax liabilities.
  • Researched federal, state, and local laws to ensure compliance with regulations.
  • Maintained accurate records of all client transactions and filings.
  • Advised clients on the best strategies for filing their taxes efficiently and legally.
  • Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
  • Reviewed prior year's returns for accuracy and completeness before submitting them.
  • Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.

Business Owner

Mesa Tax Services
UPLAND, CA
01.1993 - Current
  • Established marketing strategies, such as social media campaigns, to promote the business.
  • Monitored cash flow to ensure proper budgeting of resources.

Education

Master of Arts - Education

CSUSB
San Bernardino, CA
05.2002

Skills

  • Individual Returns Preparation
  • Documentation Filing
  • Financial Statement Review
  • Tax Return Preparation
  • Records Management
  • Tax Law Compliance
  • Document Preparation
  • Relationship Building
  • Accounts receivable management
  • Accounts payable management
  • Bank reconciliation
  • Expense tracking

Tax Software

  • Knowledge of Drake and Lacerte Tax Software

Certification

  • CTEC
  • PTIN

Timeline

Remote Tax Preparer

Mesa Tax Services
09.1993 - Current

Business Owner

Mesa Tax Services
01.1993 - Current

Master of Arts - Education

CSUSB
Derek MesaTax Professional and Accounting