Robert V. CopeUS Tax Preparer
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Robert V. Cope

US Tax Preparation Portfolio

Four materially different individual tax training cases, presented as professional workflows—not client engagements. Each case highlights preparation, review, form coordination, and the tax details that carry forward.

Form 1040Form 1040-SRFederal + StateProConnect TaxSchedule CSchedule ESchedule DCarryoversTax CreditsEstimated TaxRetirement Income

Selected case studies

Different returns. Different review questions.

The portfolio moves from multi-credit federal/state work to business and rental schedules, multi-year carryovers, and a senior return with California adjustments.

Case01
2025Training Case StudyFederal + New Jersey

Multi-Credit Federal & New Jersey Individual 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 3New JerseyProConnect Tax
Key areas
  • Wage, interest, and dividend income
  • Educator-expense adjustment
  • Itemized deductions and charitable contributions
  • Dependent care, education, energy, and adoption credits
View case study
Case02
2025Training Case StudyFederal

Business, Rental & Estimated Tax Individual 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-EmploymentQBIEstimated Tax
Key areas
  • Schedule C business activity
  • Schedule E rental real estate
  • Passive activity loss limitations
  • Self-employment tax and deductible portion
View case study
Case03
2024–2025Training Case StudyFederal

Two-Year Capital Loss Carryover Case

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 LossCarryoversMulti-Year ReviewProConnect Tax
Key areas
  • Wage and interest income
  • Schedule D and Form 8949
  • Capital-loss limitation
  • Prior-year carryover review
View case study
Case04
2025Training Case StudyFederal + California

1040-SR & California Resident Individual 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 982CaliforniaFederal + State
Key areas
  • IRA, pension, and Social Security income
  • Taxable and tax-exempt interest and dividends
  • Schedule D and Form 8949 capital transactions
  • Dependent-related credit workflow
View case study

Portfolio disclosure

Training work, presented with clear boundaries.

This case study was completed as part of structured US tax preparation training/internship work and is presented solely to demonstrate tax preparation skills and workflow familiarity. It does not represent a real taxpayer or paid client engagement. Personal, banking, and identifying information has been removed from all publicly displayed portfolio materials.

For tax firms and recruiters

Looking for a detail-oriented US Tax Preparer?

I’m building my career through hands-on individual tax preparation, source-document review, carryover tracking, and reviewer-ready work—supported by a strong bookkeeping and reconciliation foundation.

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