Summary
Overview
Work History
Education
Skills
Timeline
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LEANDRO AGUIAR

Saugus,USA

Summary

Tax Preparer and Financial Advisor with extensive experience in tax planning and financial reporting. Proven ability to prepare and file individual and business tax returns efficiently. Expertise in obtaining ITINs and assisting clients with business establishment, including state registrations and federal EINs. Proficient in Drake Tax and QuickBooks for precise tax filings and detailed financial analysis.

Overview

17
17
years of professional experience

Work History

Tax Preparer & Accounting Analysis

Income Tax Plus
Somerville, USA
12.2022 - 05.2025
  • Prepared and filed individual and business tax returns, including Forms 1040, 1120, and 1065.
  • Managed IRS and Massachusetts Department of Revenue accounts to ensure compliance and timely payments.
  • Calculated quarterly estimated tax payments for self-employed clients and small businesses.
  • Identified potential deductions to minimize tax liabilities for clients.
  • Supported clients with tax planning, documentation, and reconciliation processes.
  • Communicated with federal and state agencies to resolve client issues efficiently.
  • Utilized Drake Tax and QuickBooks for accurate financial statement analysis and tax filing.
  • Filed Sales and Meals taxes accurately and on time.

System Analyst

Kroll & Mazzei Ltda
São Paulo, Brazil
02.2014 - 07.2019
  • Implemented training for staff on tax and accounting software aligned with Brazilian SPED laws.
  • Produced detailed financial reports covering cash flow, budgeting, and bank reconciliations.
  • Oversaw HR systems management, including payroll processing and regulatory compliance.
  • Facilitated logistics training that improved inventory control and procurement practices.
  • Executed bank reconciliations to ensure precise financial operations.
  • Conducted in-depth financial analysis for strategic company initiatives.
  • Maintained compliance with accounting standards through effective performance tracking.
  • Organized order management and invoicing to enhance operational workflows.

Agricultural Control Analyst

Biosev Bioenergia SA
São Paulo, Brazil
03.2008 - 02.2014
  • Executed payment controls for third-party transportation services within sugar cane industry.
  • Managed mechanized bulletins to ensure operational accuracy in daily logistics tracking.

Education

Organizational Administration -

Computer Systems Institute (CSI)
Charlestown, MA
05.2025

Marketing -

Computer Systems Institute (CSI)
Charlestown, MA
09.2024

Business Finance -

Computer Systems Institute (CSI)
Charlestown, MA
09.2023

English Language -

Boston International Academy
Brighton, MA
09.2022

Bachelor of Science - Accounting

FAFIBE University Center
Bebedouro, SP, Brazil
12.2018

Skills

  • Income tax preparation (Forms 1040, 1040X, 1120, 1120-S, 1065)
  • Drake Tax Software
  • QuickBooks
  • Tax consulting
  • Bookkeeping
  • Financial reporting (P&L, balance sheet)
  • Sales and meals tax filing on MassTaxConnect
  • Erp systems implementation and training
  • Advanced Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams)

Timeline

Tax Preparer & Accounting Analysis

Income Tax Plus
12.2022 - 05.2025

System Analyst

Kroll & Mazzei Ltda
02.2014 - 07.2019

Agricultural Control Analyst

Biosev Bioenergia SA
03.2008 - 02.2014

Organizational Administration -

Computer Systems Institute (CSI)

Marketing -

Computer Systems Institute (CSI)

Business Finance -

Computer Systems Institute (CSI)

English Language -

Boston International Academy

Bachelor of Science - Accounting

FAFIBE University Center