
DANIEL R LUCAS
US Tax Support Bookkeeping and Financial Reporting
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US Tax Compliance & Bookkeeping Specialist
Sterling Edge Financial Services Ltd • Freelance
Mar 2026 - Present • 6 mos
Provided tax compliance and bookkeeping support for small businesses, self-employed professionals, and individuals. • Organized income and expense records for tax preparation support • Prepared profit and loss statements, financial summaries, and bookkeeping reports • Assisted with bookkeeping cleanup, transaction categorization, and record organization • Reviewed financial documents to identify missing information and improve accuracy • Prepared structured financial documentation for tax and reporting purposes • Helped clients maintain clear and organized records for better financial management