U.S. CPA or Enrolled Agent Needed for Multi-State (MA+MT) Personal and Business Tax Filings

Posted 4 weeks ago

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

Summary

I am seeking an experienced U.S.-licensed CPA or Enrolled Agent to assist with both personal and business tax matters involving multiple states. The business is registered in Delaware. Both the business and owner previously used a Montana address, and the owner is now based in Massachusetts. I need assistance determining the applicable federal and state filing requirements, preparing required returns, and establishing an accurate ongoing compliance process. The engagement may include: Reviewing historical personal and business tax records Identifying federal and state filing obligations Preparing personal and business tax returns Addressing possible multi-state residency, nexus, or registration issues Reviewing prior filings and correcting any omissions or inconsistencies Communicating with tax authorities when necessary Advising on penalties, interest, payment arrangements, or potential penalty-abatement options Creating a clear tax compliance plan for future years Some historical filing and cleanup work may be required. Additional details will be shared privately with qualified candidates after an initial conversation. The ideal professional will have: An active U.S. CPA or Enrolled Agent credential Strong experience with both individual and business taxation Experience handling multi-state tax matters Familiarity with Delaware business entities and Massachusetts and Montana tax requirements Experience resolving prior-period filing or compliance matters Strong confidentiality and secure document-handling practices The ability to explain obligations, risks, and recommended next steps clearly Please include the following in your proposal: Your current professional license or credential Your experience with multi-state personal and business tax engagements Your experience with historical filing reviews or tax compliance cleanup Whether you personally perform the work or delegate it to other team members Your preferred billing structure and availability I am looking for a professional who can first conduct an organized assessment and then provide a clear scope, timeline, and cost estimate before completing the filings.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Expert
    Experience Level
  • $55.00

    -

    $150.00

    Hourly
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Tax Preparation
CPA
Tax Return
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:4 weeks ago
  • Interviewing:
    4
  • Invites sent:
    7
  • Unanswered invites:
    0
About the client
Member since Dec 15, 2010
  • United States
    Aventura11:15 AM
  • $1M total spent
    353 hires, 43 active
  • 26,076 hours
  • Individual client

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