CPA Needed: Personal Tax Returns (1040 + Form 2555 FEIE) for 2023-2025

Posted 2 weeks ago

Worldwide

Summary

CPA Needed: Personal Tax Returns (1040 + Form 2555 FEIE) for 2023-2025 I'm seeking a licensed U.S. CPA or EA to help file my personal tax returns for 2023, 2024, and 2025. I qualify for the Foreign Earned Income Exclusion (Form 2555) under the 330-day physical presence test for all three years. Situation Summary: - Personal 1040 returns for 2023 and 2024 are currently unfiled - Form 4868 extension has been filed for 2025 (deadline extended to October 15, 2026) - I qualify for FEIE under the physical presence test for 2023, 2024, and 2025 - I am a U.S. citizen living abroad - I've made IRS prepayments via Direct Pay that are sitting as credits on my account - I have an IRS Online Account set up and accessible - Corporate returns are being handled separately — this engagement is personal returns only What I Need: - File Form 1040 + Form 2555 for 2023, 2024, and 2025 - Properly apply FEIE under the physical presence test for each year - Advise on any penalties and assist with First-Time Penalty Abatement if applicable - Reconcile IRS prepayments/credits already on my account - Guidance on estimated tax obligations going forward How We'll Start: - The first step will be a quick call to gather everything you might need for the project. Ideal Candidate: - Licensed CPA or EA with strong experience in expat tax filings and FEIE - Comfortable filing multiple years of back returns - Familiar with the physical presence test documentation requirements - Can work efficiently and keep me informed throughout the process - Experience working with clients living abroad preferred Please include: - Licensing credentials - How many FEIE / Form 2555 returns you've handled - Estimated fees and timeline for all three years - Whether you can also provide ongoing tax planning advice Bonus: If you have experience with corporate returns, we can also discuss that as well.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Tax Preparation
CPA
Tax Return
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:4 days ago
  • Interviewing:
    7
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Feb 25, 2014
  • United States
    Cheyenne9:10 AM
  • $159K total spent
    358 hires, 36 active
  • 4,440 hours

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