CPA/Tax Advisor for K-1 and Roth Planning

Posted 6 days ago

Worldwide

Summary

Seeking a CPA or EA to support tax planning and return preparation for a Florida-based individual with a first-time K-1 from an LLC partnership interest and an 83(b) election. Scope includes reviewing the 2025 return, assessing 2026 tax implications, advising on Roth and general tax planning, managing quarterly estimated payments, and preparing and filing 2026 federal and Florida returns. Experience with pass-through income, equity compensation, and ongoing tax planning is important. This is an ongoing engagement with a preference for Florida-based professionals.

Less than 30 hrs/week
Hourly
3-6 months
Duration
Expert
Experience Level
$50.00
-
$75.00
Hourly
Remote Job
One-time project
Project Type

Skills and Expertise

Mandatory skills

Tax Preparation

Accounting

Nice-to-have skills

CPA

Corporate Tax

Activity on this job

Proposals:10 to 15
Last viewed by client:5 days ago
Interviewing:
0
Invites sent:
0
Unanswered invites:
0

About the client

Member since May 3, 2021

United States
Miami Beach11:22 PM
$12K total spent
12 hires, 1 active
465 hours

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