US Tax Reviewer & Filer (CPA or EA) — Returns Already Drafted, Books Reconciled

Posted last week

Worldwide

Summary

I'm a US taxpayer (married filing jointly) looking for an experienced CPA or Enrolled Agent to **review already-drafted 2025 returns, sign off, and e-file** — for a small group of related businesses plus our personal return. Extensions are already filed, so there's time to do this properly. This is a **review-and-file engagement, not prep-from-scratch.** The bookkeeping is done — income and expenses categorized, all accounts reconciled, entity-level P&Ls prepared — and draft returns are already assembled from those books. I need a professional to review the drafts, apply their judgment on the technical calls, sign as preparer, and file. Everything is organized in a single shared folder. **Scope of work** - **4 business entity returns** — a mix of S-corporations and a partnership, across two states, including one new entity that needs a first-year classification decision. - **Personal return** — federal 1040 + one state return. - **Multiple investment K-1s** flowing to the personal return, arriving in batches through the year — the main reason the extension was filed. - **Investment gains and losses** to match across those K-1s, including a prior-year loss carryforward. - Standard year-end information reporting (issuing a 1099). **What's already prepared for you** - Fully categorized, reconciled books (spreadsheet workbook + organized PDFs) - Draft returns assembled from those books - All bank and credit-card statements, organized by entity - Prior-year returns for reference - A detailed briefing document walking through each entity **Ideal candidate** - Active US **CPA or EA** in good standing, able to sign and e-file - Strong experience with **multi-entity pass-through returns** (1120-S and 1065) and **complex individual returns** - Comfortable reviewing **investment K-1s, capital gain/loss matching, QBI, and S-corp basis (Form 7203)** - Detail-oriented, responsive, and comfortable working from prepared drafts - (There are a few additional complexity factors I'll walk through directly with the selected candidate.) **Engagement** - **Fixed-fee preferred** — please quote based on the review-and-file scope above. The returns are already drafted, so this is a review + sign + e-file engagement, not full preparation. I'm looking for good value. - Potential for a **multi-year relationship**. - Full document package shared with the selected candidate after a brief intro call and engagement letter. **To apply, please tell me:** 1. Your credential (CPA/EA), state, and PTIN. 2. A recent example of a comparable multi-entity + complex-individual engagement (no client details needed). 3. Your rough fee range and turnaround estimate for a review-and-file engagement. 4. Include the word **"reconciled"** at the top of your reply so I know you read the full post.

  • $2,500.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Tax Preparation
Tax Return
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:last week
  • Interviewing:
    1
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Nov 23, 2012
  • United States
    Pasadena11:12 AM
  • $110K total spent
    116 hires, 26 active
  • 3,207 hours
  • Small company (2-9 people)

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