Erikah Loker

TAX Research, Planning, Compliance (prepare/review): 1120,1120S,1065,1040,1041,709

EXPERIENCE: 

Canadian tax planning and compliance 1999-2007 | 

Cross-border U.S./Canada tax planning, compliance, research 2002-2007 | 

U.S. 1120,1120S,1065,1040, 1041, 709 preparation/ review/ research 2003-2023 | 

Tax Department Manager 2002-2007

Erika Loker, CPA ~ Independent Tax Consultant Plano TX  2015 - PRESENT 

Provide tax consulting services for complex personal and trust situations. 

Ebby Halliday, Keller Williams, ~ Realtor, SRES Plano TX  2021-2022 

Full service Realtor, serving the North Dallas area. Managed multiple clients (sometimes 10 at once) to ensure client needs and application/filing deadlines were met.  

Bank of America ~ VP, Tax Accountant III Dallas, TX  2015                                                                         (Left company due to a death in the immediate family) 

Created 1040, 1041, 709 returns for high net worth individuals.  Tax planning services performed to minimize clients' taxes for following year.

Thomson Reuters ~ Senior Business Systems Analyst (Tax and Accounting) Carrollton, TX             2007-2015 

Analyzed and updated tax preparation software annually for form and tax law changes in 1065, 1120 and 1120S. Using proprietary software, programmed required changes into tax compliance software (including e-file in html). Prepared and/or reviewed 50+ tax returns annually to test software changes and functionality. Provided software support to CPA firms to assist them in using software to complete their clients’ filings. 

Erika Loker, CGA|CFP|CPA ~ Independent Tax Consultant Waterloo, ON, CAN  2007 

Analyze and provide detailed analysis on complex US/Canada cross border corporate/PTP business structure. Conclude engagements with detailed written and verbal reports. 

Graham Mathew & Partners LLP ~ Supervisor Tax Department Kitchener, ON, CAN 2006-2007 Retirement Residences REIT (PTP) ~ Manager, Taxation Cambridge, ON, CAN 2003-2005 BDO Dunwoody, LLP ~ Manager, Taxation Kitchener, ON, CAN 2002-2003                                                       Ernst & Young, LLP ~ Senior Tax Consultant Waterloo, ON, CAN 2001-2002                                     Deloitte, LLP ~ Toronto, Waterloo, ON, CAN                                                                                                          Tax Consultant | External Auditor 1999-2002 1996-1999** (** paid internships January-April during  University)                                                                                                                                                     University of Waterloo Waterloo, ON, CAN 1997-2000                                                                                Accounting Website and Course Developer Accounting Course On-Site Teaching Assistant (T.A.)  Accounting Course Instructor (online) (UW Accredited Course)

BA – Honors Chartered Accountancy Studies - Co-op 1994-1999 University of Waterloo, CAN

CPA (TX) – 2008-current 

CPA (CO) – 2005-2008 

CGA (Canada) – 2002-2008 

CFP (Canada) – 2002-2008 

Realtor – 2021-2022