Urgent: EA/CPA for S-Corp QBO Cleanup & 1120-S Filing (Sept 15 Deadline)

Posted 21 hours ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

I am the owner of a chemical manufacturing LLC (S-Corp election). I launched the company in May 2025, and like many startups, the first year was operationally chaotic and financially messy. We generated minimal revenue while spending heavily on R&D, Katana Mfg inventory, and infrastructure. We are now preparing for a massive revenue scale and bringing on 1099 sales reps. Before we scale, I need my financial house in perfect order. I am looking for a non-judgmental, highly skilled Enrolled Agent or CPA to partner with me, execute a forensic cleanup of my QBO Plus ledger, and meet the strict September 15th (1120-S) and October 15th (1040) extended deadlines. The Situation: The business was heavily funded by liquidating my personal 401(k), Roth IRAs, and other savings. Funds were significantly commingled between personal and business accounts/credit cards. I have complex deductions to capture (home office, heavy startup costs, Katana inventory). I also had W-2 income in 2025. The Requirement: I need a tax strategist, not a data-entry clerk. Your job is to untangle the commingled funds, correctly classify my retirement liquidations as capital contributions/shareholder loans, and aggressively (but legally) apply my startup losses against my W-2 and liquidation penalties to minimize my tax burden. We will start with a paid, hourly diagnostic (3-5 hours) for you to review the raw bank/credit card PDFs and QBO file, after which you will provide a strategy and estimate to complete the 1120-S and 1040. If you are a high-level professional who doesn't judge a messy startup phase but knows how to clean it up and prepare a company for scale, please reply detailing your approach to handling commingled accounts and early retirement liquidations.

  • Less than 30 hrs/week
    Hourly
  • 3-6 months
    Duration
  • Expert
    Experience Level
  • $90.00

    -

    $150.00

    Hourly
  • Remote Job
  • Complex project
    Project Type

Contract-to-hire opportunity

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Skills and Expertise
Mandatory skills
Tax Return
Tax Planning & Advisory
Activity on this job
  • Proposals:15 to 20
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Mar 7, 2026
  • USA
    Prairieville5:56 PM
  • $3.2K total spent
    3 hires, 1 active
  • 39 hours

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