US-Based EA or Tax CPA for 2022–2025 Tax Return Review & Preparation
Only freelancers located in the U.S. may apply.U.S. located freelancers only
work is already organized in Google Sheets and Google Drive, applicants should be comfortable reviewing records in this format. I am looking for a highly experienced, U.S.-based Enrolled Agent (EA) to review, finalize, and prepare my federal tax returns for tax years 2022, 2023, 2024, and 2025. This position is for an Enrolled Agent only. Please do not apply if you are not currently credentialed and in good standing with the IRS. The bookkeeping and reconstruction work has already been completed. This is not a cleanup or data-entry project. I'm looking for someone with strong tax knowledge who can independently review the work, identify any issues, and ensure the returns are prepared correctly. Current Status A significant amount of work has already been completed, including: Bank and credit card reconciliations Income reconstruction Expense categorization Supporting documentation organized Year-by-year bookkeeping completed Financial records prepared for professional review Your role is to approach the work with fresh eyes and verify that everything is properly supported and reported. Responsibilities You will: Review bookkeeping and supporting documentation for 2022–2025 Challenge assumptions where appropriate rather than simply accepting classifications Identify missing information or inconsistencies Recommend any necessary adjustments Ensure compliance with current federal tax law Prepare and finalize all required federal tax returns Answer technical tax questions throughout the engagement Clearly explain any recommendations or required changes Help ensure the returns are complete, accurate, and well-supported Who I'm Looking For You should have: Active U.S. Enrolled Agent (EA) credential Significant experience preparing complex individual and/or business returns Strong understanding of documentation requirements Excellent analytical and reconciliation skills Ability to communicate clearly and professionally High attention to detail Experience reviewing another person's bookkeeping before filing If you've worked with reconstructed books, multi-year filings, or large volumes of transactions, that's a plus. What I'm Looking For I want someone who is willing to: Think critically Ask questions Point out anything they disagree with Recommend better approaches when appropriate Help produce the most accurate tax filings possible I'm not looking for someone who simply imports numbers into tax software. I'm looking for someone who performs a thorough professional review before anything is filed. To Apply Please include: Your Enrolled Agent number (or verification that your credential is active) Years of experience as an EA Types of returns you prepare most often Experience reviewing reconstructed bookkeeping The tax software you typically use Your availability over the next several weeks Your hourly rate (or fixed-fee proposal) Please begin your proposal with the words: "Professional Review" This helps me identify applicants who have read the entire posting. I am looking for someone I can build a long-term working relationship with for future tax planning, annual filings, and ongoing tax guidance.
- More than 30 hrs/weekHourly
- 1-3 monthsDuration
- Entry levelExperience Level
$50.00
-
$200.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:15 to 20
- Last viewed by client:3 weeks ago
- Hires:1
- Interviewing:8
- Invites sent:16
- Unanswered invites:6
About the client
- USAPhoenix12:00 PM
- $291 total spent6 hires, 1 active
- 15 hours
- Media & EntertainmentSmall company (2-9 people)
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