CPA/EA — S-Corp Late Election Relief & Home Office Deduction Review

Posted 2 weeks ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

CPA/EA — S-Corp Late Election Relief & Home Office Deduction Review What I need reviewed: 1. S-Corp late election relief for The Education Company LLC (EDCO) — EDCO is an active Georgia LLC (filed 02/20/2026), wholly owned by my holding company, Nia Financial Group LLC. The 75-day window for a timely S-corp election expired May 6, 2026. I need to know: is relief under Rev. Proc. 2013-30 still viable for 2026, what does that filing require, and what's the realistic savings case given EDCO's 2026 income? I can provide EDCO's confirmed 2026 revenue pipeline. 2. Home office deduction method (simplified vs. actual) for EDCO, given business activity operating from one home location. I can provide square footage, mortgage/rent, utilities, and insurance figures. Out of scope for this engagement: entity structure review for Goldenrod Investment Properties LLC and Goldenrod Solutions Agency LLC. Both are mid-process (GA Secretary of State refile pending on one, ownership structure under separate attorney review on the other) and not ready for tax review yet. What I don't need: bookkeeping, monthly retainer, tax prep/filing — I have those covered separately. Deliverable: A written memo with clear recommendations I can act on and hand to my attorney/bookkeeper for implementation. Live call optional. Requirements: Active. You will be asked to answer the following questions when submitting a proposal: 1. Are you a licensed CPA or Enrolled Agent? License number and issuing state? 2. Have you filed Section 1362(b)(5) late S-corp election relief before? Give one example. 3. What's your fixed price for this scoped review plus written memo? 4. Are you licensed/authorized to advise on Georgia entity matters?

  • $300.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
Tax Preparation
Accounting
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:2 weeks ago
  • Interviewing:
    1
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jul 31, 2012
  • United States
    Mcdonough2:31 AM
  • $28K total spent
    241 hires, 14 active
  • 3,951 hours

Explore similar jobs on Upwork

US Tax PreparerHourly‐ Posted 2 months ago
Tax Preparation
Tax Return
Tax Preparation Software
Accounting Principles & Practices
CPA for US Tax ConsultationHourly‐ Posted 4 weeks ago
Tax Preparation
Tax Law
CPA
Corporate Tax

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo