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Rating is 4.8 out of 5.
4.8/5
Based on 4,277 client reviews
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Abdul B.

Nowshera, Pakistan

$25/hr
4.9
114 jobs
Certified/IRS AFSP approved US Tax Preparer (Individual/1040, 1040NR, 1040X, Trust 1041 and Business/1065, 8804, 8805, 7004, 1120, 1120S, 1120 & 5472 /Private Foundation 990PF/EZ Returns & 1099) with PTIN & E-Filing, Corporate Formation; LLC / C Corp, Conversion to S Corp (S Corp legal compliance), EIN, ITIN, Accounting/Bookkeeping and payroll services. As a Remote Firm of US Tax Preparers, review, US Corporate formation and online bookkeepers, we ensure quality services of US Tax preparations, filling and Bookkeeping through qualified and well-trained Accounting and Tax professionals. Services offered: 1. Licensed Tax Return Preparer/Consultant; (1040, 1040S, 1040NR, 1040X, 1120, 1120S 1065) and state returns with cognizance and surety of data protection / security, 2. Foreign owned Single Member LLC "Disregarded Entity" informational return 1120 & 5472 with state return, 3. EIN, ITIN, 4. LLC/C Corp and S Corp formation, bank account, conversion into S Corp and its legal compliance, 5. Accounting/Bookkeeping (Online QuickBooks, Zoho, Xero), Payroll management and compliance. I am an experienced Chartered Accountant (FCA) with 24 years of experience in handling complex accounting, bookkeeping and Tax matters and leading a team of qualified and trained professionals. I assure 100% plus the satisfaction of my clients. So, do contact me without any hesitation for a perfect US Tax and (online) bookkeeping solution and maintenance services.
  • US Taxation
  • Certified Tax Preparer
  • Bookkeeping
  • CPA
  • Tax Return
  • IRS Income Tax Audits
  • Payroll Accounting
Robert G.

Lawrenceville, Georgia

$59/hr
4.6
334 jobs
Former IRS representative with 11 years' experience in accounting with an A+ Better Business Bureau Rating consistently over 7 years in business as General Manager of MTA LLC. We offer services in both English and Spanish. Certified tax preparers who can provide monthly recurring Fractional CFO, Accountant or Bookkeeper services in addition to preparing and filing tax returns. Certifying Acceptance Agent who can prepare and file requests for EIN number or ITIN applications.
  • Tax Preparation
  • Tax Law
  • US Taxation
  • IRS Income Tax Audits
  • International Taxation
  • Microsoft Excel
Suyash A.

Pune, India

$20/hr
4.8
12 jobs
Below is a summary of my professional background and the services I offer: Professional Credentials • Enrolled Agent • Chartered Accountant (India) • 6+ years of experience in accounting and taxation. • Big 4 experience- US Tax partnership experience in PWC • Currently serving as an outsourced partner for US CPAs and Tax preparers. Key Services Offered 1. Preparation and review of: • 1040 (Individual tax returns) • 1065 (Partnership income) • 1120S (S-Corporation income). 2. Monthly accounting and bookkeeping tasks. 3. Extension filings. 4. ERC filings in conjunction with amended 941X. 5. Estimated tax calculations. Software Proficiency • Accounting Software: QuickBooks, Xero, Patriot, Tally. • Tax Preparation Software: Drake, ProConnect. • Data Storage Platforms: Tax Dome, HubDoc. • Communication Tools: Microsoft Teams, Slack, Google Meet. Prominent Clients Served 1. Mckenzie Adams – USA Accounting and Tax Consulting Firm. 2. Diversified Financial Management Consultancy Group. 3. Clear Books CPA – US CPA Firm. 4. CIITA Services Inc. – US CPA Firm. 5. Zenit Accounting Pte Ltd. – Singapore Accounting Firm. Professional Commitment • High-quality deliverables. • Strict adherence to deadlines. • Transparent and effective communication. I am confident that my expertise can add significant value to your operations. I am open to discussing project specifics, collaboration terms, and payment structures. Thank you for your time and consideration. I look forward to the opportunity to contribute to your success. Best regards, CA Suyash Agrawal
  • Tax Preparation
  • Income Statement
  • Intuit QuickBooks
  • Accounts Receivable
  • Tax Accounting
  • Bookkeeping
  • Accounting
  • US Taxation
  • Account Management
  • CPA
  • Xero
  • Certified Tax Preparer
  • Goods & Services Tax
  • Taxation
  • IRS Income Tax Audits
Nolan O.

Lakeland, Florida

$80/hr
4.7
28 jobs
Are you tired of feeling overwhelmed by taxes and financial complexity? I help business owners simplify finances, minimize taxes, and make smarter decisions with proactive strategies that build long-term wealth. As a Tax Advisor and Fractional CFO, I bring years of experience helping entrepreneurs, small businesses, and startups create tax-efficient, financially sound growth strategies. My approach blends deep tax knowledge with CFO-level financial planning — giving you the best of both worlds. 📊 Strategic Tax Planning & Advisory Services Tax planning isn’t just about filing returns — it’s about engineering your finances to legally reduce tax exposure and improve profitability. I work year-round to ensure every decision you make aligns with your long-term financial goals. My tax advisory expertise includes: ✅ Tax Strategy & Forecasting: Year-round planning to anticipate liabilities and identify savings opportunities. ✅ Entity Structuring & Optimization: Setting up or restructuring your business (LLC, S-Corp, Partnership, etc.) for the best tax outcomes. ✅ Tax Credits & Deductions: Leveraging available credits (R&D, energy efficiency, depreciation, and more) to lower your tax bill. ✅ Multi-State & Federal Tax Planning: Developing compliant, optimized strategies for businesses operating in multiple states or jurisdictions. ✅ IRS & State Audit Support: Minimizing risk, preparing documentation, and representing you with confidence. Unlike many preparers, I don’t just handle compliance — I deliver strategic tax roadmaps that align with your business model, growth goals, and cash flow priorities. 🏛️ State Sales Tax Compliance & Strategy State and local sales tax laws are constantly changing — and getting it wrong can cost you dearly. I specialize in multi-state sales tax compliance for eCommerce brands, service-based businesses, and online sellers. Here’s how I help you stay compliant and confident: 🔍 Sales Tax Nexus Review: Determine where your business has nexus and which states require collection and remittance. 🧾 Sales Tax Registration & Filings: Manage setup, monthly/quarterly filings, and remittances across all applicable states. ⚙️ Sales Tax Automation: Implement tools like Avalara, TaxJar, or custom systems for seamless tracking and reporting. 🧮 Audit Protection & Historical Review: Assess potential exposure, correct past errors, and prepare for audits proactively. 🚀 Scalable Sales Tax Strategy: Develop a compliance framework that grows with your business expansion into new states or channels. Whether you sell on Shopify, Amazon, or across multiple platforms, I’ll ensure you meet every obligation while avoiding over-collection or unnecessary risk. 💡 Fractional CFO Services for Growth-Focused Businesses If you’ve outgrown bookkeeping but aren’t ready for a full-time CFO, my fractional CFO services deliver the financial leadership you need — at a fraction of the cost. Services include: Financial forecasting, budgeting, and scenario modeling Cash flow management and performance analysis Profitability optimization and cost control strategies KPI dashboards and financial reporting setup Investor-ready reports and growth strategy support You’ll gain clarity, control, and confidence in your numbers — and insights to make data-driven decisions that accelerate growth. 🌟 Why Clients Hire Me My clients range from emerging startups to established businesses across industries like eCommerce, consulting, real estate, and professional services. They appreciate that I’m not just a tax preparer — I’m a strategic financial partner who: Anticipates challenges before they become problems Speaks in clear, actionable terms — not accounting jargon Builds systems that save time, money, and stress Delivers measurable results in profitability and compliance When you work with me, you gain more than a service provider — you gain a trusted advisor who’s invested in your success. 🚀 Let’s Transform Your Financial Future If you’re ready to: ✅ Reduce your tax burden ✅ Simplify multi-state sales tax compliance ✅ Gain CFO-level insight into your finances ✅ Make confident, informed business decisions Let’s connect today. I’ll help you uncover hidden opportunities, protect your profits, and build a financial foundation for sustainable growth.
  • Tax Preparation
  • Tax Theory
  • CPA
  • Tax Accounting
  • Financial Consulting
  • Finance & Accounting
  • Financial Accounting
  • Corporate Tax
  • Management Accounting
  • Financial Projection
  • Accounting Software
  • Wave Accounting
  • Tax Return
Nancy k M.

McKinney, Texas

$45/hr
5.0
29 jobs
From Chaos to Clarity — I take the monkey off your back so you can build a business that never fails. I am deeply passionate about helping individuals and entrepreneurs find lasting financial clarity and confidence. I understand that navigating taxes, bookkeeping, and credit can feel overwhelming — like juggling chaos while trying to build your dream. That’s where I step in. When your books are messy, your credit is blocking opportunities, or your taxes feel like a guessing game — I help you turn the noise into numbers that make sense. My approach blends accurate bookkeeping, smart tax strategy, and powerful credit building, giving you a 360° system that supports growth, funding readiness, and peace of mind. I don’t just organize your finances; I empower you to make bold, informed decisions that move you forward. Whether you’re trying to repair your credit, build business credit, or finally understand where your money is going — I bring structure, insight, and strategy to every part of your financial picture. My commitment to staying updated on the latest tax laws, credit regulations, and financial best practices means your business stays compliant, profitable, and fundable. Together, we’ll transform your financial stress into a strong foundation for success — turning every challenge into an opportunity for growth. Let’s build your Dynasty — one smart decision at a time.
  • Tax Preparation
  • Financial Planning
  • Tax Strategy
  • Accounting
  • Bookkeeping
  • Accounting Basics
  • IRS Income Tax Audits
  • IRS Resolution
  • Payroll Accounting
  • Taxes
  • Tax Return
  • Taxation
  • Accounting Report
  • Account Reconciliation
Cory C.

Parker, Colorado

$65/hr
5.0
2 jobs
I have 17 years of tax preparation and accounting/bookkeeping experience. I began my career in the financial advisory industry where we also prepared individual and business tax returns for many of our clients. After starting and building my own business I noticed many tax preparers created tax returns using only the information the client provided. What I discovered was that many people were paying more taxes or leaving higher refunds on the table because they weren't claiming available deductions or credits due to not knowing about them. Simply put, the return preparer relied on the client to know what he or she could deduct rather than asking the proper questions and doing the due diligence. This is opposite of how it should be and completely different than how I operate. I ask the proper questions to make sure I am providing the best service for your and maximizing your returns for yourself and/or your business.
  • Tax Preparation
  • Intuit QuickBooks
  • Tax Law
  • Bookkeeping
  • Microsoft Excel

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Tax Preparer Hiring Guide

A tax preparer is a professional responsible for preparing and filing tax returns for individuals or businesses. They ensure that all relevant deductions and credits are applied to minimize tax liabilities and ensure compliance with federal, state, and local tax laws. A tax preparer helps clients navigate complex tax regulations and ensures that all required documents are submitted on time.

Tax preparers often have expertise in various areas of tax preparation, such as income tax, business tax, or payroll taxes. By hiring a tax preparer, individuals and businesses can avoid costly errors, ensure compliance, and make the most of potential tax savings.

Why hire a tax preparer?

Hiring a tax preparer provides peace of mind during tax season by ensuring that all tax obligations are met accurately and on time. A tax preparer helps minimize the risk of errors, which could result in fines or audits. They also have in-depth knowledge of tax laws and updates, allowing them to find deductions, credits, and strategies to reduce tax liabilities.

Benefits of hiring a tax preparer include:

  • Ensuring compliance with tax regulations.
  • Reducing the risk of errors in tax filings.
  • Maximizing deductions and credits.
  • Saving time by managing the entire tax preparation process.

How to hire tax preparers

Hiring a tax preparer on Upwork allows you to connect with skilled professionals who can handle your tax preparation needs. Here’s how to hire a tax preparer:

  1. Define your tax preparation needs. Determine whether you need help with personal, business, or payroll tax preparation.
  2. Search for tax preparers. Use Upwork’s search feature to find professionals with experience in the type of tax preparation you require.
  3. Review profiles and experience. Look for candidates with relevant certifications, such as Certified Public Accountant (CPA) or Enrolled Agent (EA), and experience in tax filing.
  4. Request proposals. Contact qualified candidates and ask them to submit proposals outlining their approach to your tax preparation needs.
  5. Interview candidates. Ask about their experience, knowledge of tax laws, and how they ensure accuracy in tax filings.
  6. Hire and onboard. Choose the best fit for your needs and provide them with the necessary financial documents and tax-related information.

How to write a tax preparer job post

To attract the right tax preparer for your needs, follow these steps when creating a job post on Upwork:

  1. Start with a clear title. Use titles like “Tax Preparer for Personal Income Taxes” or “Experienced Business Tax Preparer Needed.”
  2. Describe your tax preparation needs. Include details about the type of taxes you need help with (e.g., individual, small business, corporate).
  3. List required skills and certifications. Mention any certifications (e.g., CPA, EA) and experience in specific tax areas you need.
  4. Include deliverables. Specify what you expect from the tax preparer, such as completing tax returns, submitting documents to the IRS, and providing tax-saving strategies.
  5. Set timelines and deadlines. Provide clear deadlines for when tax filings must be completed, especially if you are working against tax season deadlines.

Common tax preparer responsibilities

Tax preparers handle a variety of tasks related to tax filing and compliance. Here are common responsibilities they take on:

  1. Tax return preparation. Completing tax returns for individuals, small businesses, or corporations based on provided financial information.
  2. Deduction and credit maximization. Identifying deductions and tax credits that reduce tax liabilities.
  3. Tax planning. Providing strategies to minimize future tax obligations through proper tax planning.
  4. Filing tax documents. Submitting tax returns to the appropriate federal, state, and local tax authorities.
  5. Audit support. Assisting clients with audits or inquiries from tax authorities by providing documentation and clarification.
  6. Compliance checks. Ensuring all tax filings meet the latest federal, state, and local tax regulations.

FAQ

What does a tax preparer do?

A tax preparer completes and files tax returns for individuals or businesses, ensuring compliance with tax laws while maximizing deductions and credits to minimize tax liabilities.

What qualifications should I look for in a tax preparer?

Look for certifications such as Certified Public Accountant (CPA) or Enrolled Agent (EA), along with experience in preparing the type of taxes relevant to your needs (e.g., personal, small business, corporate).

How can a tax preparer help my business?

A tax preparer ensures your business meets all tax obligations while identifying opportunities for deductions and tax-saving strategies, helping you minimize your tax burden.

How do tax preparers ensure accuracy?

Tax preparers use specialized tax software, double-check calculations, and stay updated on tax law changes to ensure accurate and compliant filings.

What documents should I provide to a tax preparer?

Common documents include income statements, expense reports, W-2s, 1099s, receipts for deductions, and any previous tax returns. The tax preparer will guide you on additional documents needed.

Hire a tax preparer on Upwork

Sign up for Upwork today to find experienced tax preparers who can handle your tax filing and compliance needs. Post a job and connect with professionals who can ensure your taxes are filed accurately and on time.

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