Derick Losande

About the Candidate

Highly motivated and detail-oriented Accounting professional with over 5 years of experience specializing in US Taxation, US Accounting, Bookkeeping, and External Auditing. Experienced in preparing and reviewing individual, partnership, corporate, fiduciary, and nonprofit tax returns while providing bookkeeping, financial reporting, and advisory support to a diverse range of clients.

Proficient in QuickBooks Online/Desktop, CCH Axcess, TaxAct Pro, UltraTax, and Lacerte, with a strong understanding of US accounting principles, financial statement analysis, reconciliations, payroll, and tax compliance. Recognized for excellent analytical skills, strong client communication, and the ability to manage multiple engagements while consistently meeting deadlines.

Committed to delivering accurate, high-quality work and helping businesses maintain compliance while improving their financial operations.

Core Expertise:

US TAXATION:
– Preparation and review of Federal & State tax returns
– Forms 1040, 1041, 1065, 1120, 1120-S, 990, 1099, and 1042
– Quarterly Estimated Tax Calculations
– Tax Research
– Tax Planning Support
– Book-to-Tax Adjustments
– Financial Statement Reconciliation
– IRS Compliance

US ACCOUNTING:
– Financial Statement Preparation & Analysis
– General Ledger Review
– Bank & Credit Card Reconciliations
– Journal Entries
– Month-End & Year-End Close
– Financial Reporting
– Budget & Variance Analysis

US BOOKEEPING:
– Full-Charge Bookkeeping
– Accounts Payable & Accounts Receivable
– Payroll Processing
– Invoicing & Billing
– Expense Management
– Account Reconciliations
– QuickBooks Cleanup & Maintenance

External AUDIT:
– Financial Statement Audits
– Analytical Procedures
– Audit Documentation
– Risk Assessment
– Client Communication
– Working Paper Preparation

SOFTWARE & TECHINICAL SKILLS:
– CCH Axcess Tax
– QuickBooks Online & Desktop
– TaxAct Pro
– Lacerte
– UltraTax CS
– Microsoft Excel (Advanced)
– Microsoft Word
– Microsoft PowerPoint
– Voyager
– Adobe Acrobat
– Certified Bookkeeper (TESDA)

STRENGHTS:
– US Tax Compliance
– Financial Analysis
– Problem Solving
– Attention to Detail
– Client Relationship Management
– Time Management
– Team Collaboration
– Leadership Experience
– Process Improvement
– Deadline-Oriented
– Excellent Written & Verbal Communication