Summary
Overview
Work History
Education
Skills
Profiles
Affiliations
Timeline
Generic

Lucas Sanchez

Cortez,CO

Summary

Detail-oriented accounting student and Staff Accountant with hands-on experience in tax preparation, bookkeeping, payroll compliance, and financial statement preparation within a CPA firm environment. Pursuing CPA licensure and committed to developing technical expertise in GAAP, regulatory compliance, and client-focused financial services.

Overview

5
5
years of professional experience

Work History

Staff Accountant

Rogers & Company PC
Cortez, CO
12.2025 - Current
  • Prepare and assist with individual (Form 1040) and business tax returns (S-Corps, Partnerships, LLCs) for a client base of 500+ small businesses and individuals
  • Perform bookkeeping and monthly financial statement preparation for multiple clients across various industries
  • Collaborate with CPA and senior staff to ensure accuracy, regulatory compliance, and efficient client service
  • Assist in preparing adjusting journal entries and maintaining general ledgers
  • Process payroll, payroll tax filings, and quarterly/annual compliance reporting

Assurance Intern

Plante Moran
Denver, CO
06.2025 - 07.2025
  • Supported audit teams with financial statement analysis and documentation
  • Gained hands-on experience with GAAP compliance and internal controls
  • Collaborated across industries to ensure accuracy and efficiency in audit processes

Municipal Accounting Intern

Town of Dolores
Dolores, Colorado
01.2022 - 12.2022
  • Assisted with accounts receivable processes, helped track and organize financial records, and observed how municipal budgets are prepared and managed.
  • Gained early exposure to public sector accounting, financial organization, and the importance of accuracy and accountability in government finance.

Education

Bachelor of Arts - Accounting

Fort Lewis College
Durango, CO
04-2027

Skills

  • QuickBooks
  • GAAP financials
  • General Ledger & Journal Entries
  • Account Reconciliations
  • Tax return prep
  • Payroll compliance
  • Financial Analysis
  • Regulatory compliance
  • ERP systems
  • Proficient in SAP Systems
  • Excel analytics
  • Professional Skepticism

Profiles

linkedin.com/in/lucas-sanchez1213/

Affiliations

Middle School Football Coach

Timeline

Staff Accountant

Rogers & Company PC
12.2025 - Current

Assurance Intern

Plante Moran
06.2025 - 07.2025

Municipal Accounting Intern

Town of Dolores
01.2022 - 12.2022

Bachelor of Arts - Accounting

Fort Lewis College
Lucas Sanchez