Tax Strategy Consultant Needed

Posted 3 quarters ago

Worldwide

Summary

I’m looking for an experienced Certified Public Accountant (CPA) who can help me optimize my tax situation across multiple income streams and investments. My situation includes a high W-2 salary, one active LLC, two SaaS side businesses (one generating small revenue), crypto trading, stock trading, gambling losses, and retirement account contributions (including backdoor Roth via Webull). I need a CPA who not only files taxes, but also strategizes — helping me reduce taxable income legally, structure my entities correctly, and leverage losses, deductions, and investments efficiently. This will be an ongoing relationship if the fit is right.

Less than 30 hrs/week
Hourly
1-3 months
Duration
Intermediate
Experience Level
$21.00
-
$83.00
Hourly
Remote Job
Ongoing project
Project Type

Skills and Expertise

Mandatory skills

Tax Law

CPA

Accounting

Tax Preparation

Activity on this job

Proposals:10 to 15
Last viewed by client:3 quarters ago
Interviewing:
0
Invites sent:
0
Unanswered invites:
0

About the client

Member since Sep 15, 2024

United States
Fairburn12:29 AM
Sports & Recreation
Individual client

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