CPA/EA Preferred for 2022 Amended Federal & Multi-State Tax Returns
Worldwide
I am looking for an experienced U.S. tax professional to complete corrections to my 2022 individual income tax return. The principal known issue is that three W-2s were omitted from the filed return. I have the complete filed 2022 return, the omitted W-2s, and my complete 2022 IRS Wage & Income Transcript available. The scope of work is to: Reconcile the complete IRS Wage & Income Transcript and source documents against the filed return, not simply add the three omitted W-2s. Confirm all necessary federal corrections and prepare Form 1040-X. Determine whether amended California and Utah individual returns are required and prepare them if necessary. Provide complete federal and any required state amendment packages for my review, signature, and mailing. Identify and explain any additional material discrepancies discovered during the reconciliation. Qualifications CPA or Enrolled Agent is strongly preferred. However, I will also consider an experienced noncredentialed tax preparer with an active 2026 PTIN and substantial experience with U.S. individual returns, Form 1040-X, W-2 reconciliation, and multistate individual tax returns. Accuracy and careful reconciliation are more important than simply completing the forms quickly. There is some urgency because the IRS is currently processing my 2022 refund and recently issued a CP53E notice. Please include in your proposal: Whether you are a CPA, Enrolled Agent, or noncredentialed preparer with an active 2026 PTIN. Your experience preparing amended individual returns involving omitted W-2s. Your experience with California and Utah amended individual returns. If you have not worked with one of those states, please describe your relevant multistate experience. Your estimated number of hours to review and complete the project. Your current availability and expected turnaround time. If the work goes well, there may also be an opportunity for ongoing individual and small-business tax work.
- Less than 30 hrs/weekHourly
- < 1 monthDuration
- ExpertExperience Level
$10.00
-
$35.00
Hourly- Remote Job
- One-time projectProject Type
Skills and Expertise
Activity on this job
- Proposals:20 to 50
- Last viewed by client:yesterday
- Interviewing:8
- Invites sent:30
- Unanswered invites:16
About the client
- USADraper6:20 AM
- 1 hire, 1 active
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