Review the file
Read the tax organizer, W-2s, 1099s, and supporting documents before entering data.
Robert V. Cope
US Tax Preparer
Form 1040 · ProConnect Tax · Drake Tax
Hands-on internship experience preparing individual federal and state mock returns, supported by a strong QuickBooks Online and Xero bookkeeping foundation.
Open toRemote seasonal & year-round tax roles
US tax preparation experience
Practiced the return workflow from source documents to reviewer-ready work.
At Borderless Accountants, I completed a hands-on US Tax Preparation internship/immersion focused on individual federal and state return preparation.
The work was structured training—not paid client engagement—and emphasized accuracy, complete documentation, and knowing when to raise an open item.
Resolve open items
Flag missing information, conflicting details, and questions that need reviewer or taxpayer follow-up.
Prepare the return
Build the Form 1040 federal return and applicable state return in ProConnect Tax and Drake Tax.
Check the output
Review forms and schedules, compare return outputs, and organize notes for a senior reviewer.
Internship focus
US Tax Preparation Intern
Borderless Accountants
- Reviewed W-2s, 1099s, tax organizers, and supporting documents
- Prepared Form 1040 and applicable forms and schedules
- Worked through federal and applicable state return preparation
- Identified missing information and discrepancies
- Documented open items and prepared work for review
- Compared tax return outputs in ProConnect Tax and Drake Tax
US tax preparation portfolio
Four returns. Four distinct preparation challenges.
Structured training cases covering multi-credit federal/state work, business and rental schedules, multi-year carryovers, estimated taxes, retirement income, and Form 1040-SR.
Case 012025
Multi-Credit Federal & New Jersey Return
Prepared a federal and New Jersey training return combining wage, interest, dividend, deduction, and multi-credit workflows in ProConnect Tax.
Federal + StateTax CreditsSchedule ASchedule 3
View case study Case 022025
Business, Rental & Estimated Tax Return
Coordinated employee income, Schedule C activity, rental real estate, passive-loss limitations, self-employment tax, QBI, capital losses, and estimated payments.
Schedule CSchedule EPassive ActivitySelf-Employment
View case study Case 032024–2025
Two-Year Capital Loss Carryover
Tracked a long-term capital loss from a 2024 training return into 2025, applied the annual limitation, and verified the remaining amount carried to 2026.
Schedule DForm 8949Capital LossCarryovers
View case study Case 042025
1040-SR & California Resident Return
Prepared a Form 1040-SR training return with retirement and investment income, capital transactions, dependents, Form 982 treatment, and California resident reporting.
1040-SRRetirement IncomeSchedule DForm 982
View case study 4 case studiesTraining/internship work · No taxpayer data published
Explore the Full Tax PortfolioSoftware & core skills
Built for accurate preparation and clean handoffs.
Tax Preparation
- ProConnect Tax
- Drake Tax
- Form 1040
- Federal returns
- State returns
- Tax document review
- Return output review
- Open-item documentation
Bookkeeping
- QuickBooks Online
- Xero
- Microsoft Excel
- Bank reconciliation
- Transaction review
- Cleanup & catch-up
- Profit and Loss
- Balance Sheet
Professional Strengths
- Attention to detail
- Systematic problem solving
- Clear documentation
- Confidentiality
- Coachability
- Remote collaboration
- Process discipline
- Technology adaptability
A supporting advantage
Bookkeeping experience strengthens tax preparation.
Working carefully with financial records, transaction classifications, reconciliations, discrepancies, and supporting documents gives me a practical accounting base for tax work.
View the full bookkeeping case study12months reconciled
$0.00reconciliation difference
Top 2US Bookkeeping Training
AwardHelping Hands recognition
Structured QuickBooks Online training case, not paid client work.Relevant experience
Tax preparation first, accounting experience close behind.
My earlier digital operations work is intentionally condensed here. Its value is the remote-work discipline, documentation, systems thinking, and technology fluency it adds to tax and accounting work.
TaxHands-on internship
US Tax Preparation Intern
Borderless Accountants
Prepared individual federal and state mock returns in ProConnect Tax and Drake Tax; reviewed source documents; identified open items; and organized work for review.
AccountingMay 2026 – Present
Bookkeeper
Task-Wise VA Consultancy Inc.
Supports Australian bookkeeping workflows across transaction coding, reconciliation, AP/AR, invoicing, financial record maintenance, and discrepancy review.
AccountingMarch – April 2026
Australian Bookkeeper Intern
BookWise Growth Clinic
Completed hands-on Xero work covering transaction coding, AP/AR, invoicing, bank reconciliation, payroll scenarios, GST coding, and reporting.
Earlier careerRemote operations
Digital Operations & Automation
Built experience in remote collaboration, workflow design, troubleshooting, process documentation, and client communication across online systems.
Certifications & recognition
Verified accounting credentials and evidence.
These titles and dates follow the supplied certificate files. Tax preparation skill is presented separately as internship experience, not as a license or professional designation.
Intuit QuickBooks · 21 July 2026
QuickBooks Online Accountant Certification
View certificate
Xero · valid through 12 May 2027
Xero Certified Professional — Level 2
View certificate
Borderless Accountants · 17 July 2026
Top 2 Performer — US Bookkeeping Training
View certificate
Borderless Accountants · 17 July 2026
Helping Hands Award
View certificate
Professional journey
A deliberate move toward US taxation.
Each stage added a useful layer: analytical discipline, remote systems experience, accounting fundamentals, and now hands-on individual tax preparation.
- 01Engineering foundation
Analytical thinking, structured problem solving, and accuracy.
- 02Remote digital operations
Process documentation, technology adaptability, and cross-time-zone work.
- 03Bookkeeping specialization
QuickBooks Online, Xero, reconciliation, reporting, and financial records.
- 04US Tax Preparation internship
Form 1040, ProConnect Tax, Drake Tax, federal and state return workflow.
- 05Long-term development
Deeper US taxation expertise and the long-term goal of becoming an IRS Enrolled Agent.
Professional recommendations
Recognized for accuracy, coachability, and follow-through.
“I highly recommend Robert for his exceptional attention to detail, strong organizational skills, and deep knowledge of bookkeeping practices.”
“His ability to grasp the information and instructions so quickly is seriously impressive.”
“He approached every task with professionalism, accountability, and attention to detail.”
“Robert is trained, coachable, and committed to delivering quality work.”
Selected excerpts retain the original wording from the existing verified recommendations.
About Robert
Careful with the details. Comfortable asking the right questions.
I’m Robert “Roco” Cope, a US Tax Preparer with hands-on internship experience preparing individual federal and state mock returns using ProConnect Tax and Drake Tax, supported by a strong QuickBooks Online and Xero bookkeeping foundation.
I bring an engineer’s systematic approach to tax files: review the source documents, trace inconsistencies, document open items, and prepare clean work for review. I value direct feedback and want to keep learning from senior tax professionals who care about accuracy.
My remote operations background also means I am comfortable with online systems, documented workflows, time-zone differences, and clear written communication.
Frequently asked questions
Clear answers for tax firms and recruiters.
What tax preparation software do you use?
I have hands-on internship experience using ProConnect Tax and Drake Tax for individual federal and state mock returns.
What types of returns have you worked on?
My portfolio work centers on Form 1040 individual return scenarios, including applicable forms, schedules, and state returns completed through structured internship training.
Are the portfolio returns client returns?
No. The featured tax work is a training or mock-return assignment completed in an internship environment. It is not presented as paid client work, and no taxpayer information is published.
Do you provide tax or legal advice?
No. I am pursuing tax preparation work within a US tax or accounting firm. I do not present myself as a CPA, Enrolled Agent, attorney, independent tax advisor, or taxpayer representative.
Do you also have bookkeeping experience?
Yes. I work with QuickBooks Online and Xero and have experience with reconciliation, transaction review, cleanup, financial records, Profit and Loss, and Balance Sheet reporting.
Are you available for remote US tax preparation roles?
Yes. I am interested in remote seasonal or year-round roles where I can contribute to document review, return preparation, reviewer-ready work, and continued development under experienced tax professionals.
What is your long-term professional goal?
I am building deeper US taxation expertise with a long-term goal of becoming an IRS Enrolled Agent. I am not currently an Enrolled Agent.
For employers
Looking for a detail-oriented US Tax Preparer?
I’m interested in opportunities where I can contribute to source-document review, individual return preparation, reviewer-ready work, and continued professional development within a US tax or accounting team.