Urgent: EA/CPA for S-Corp QBO Cleanup & 1120-S Filing (Sept 15 Deadline)
Only freelancers located in the U.S. may apply.U.S. located freelancers only
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/weekHourly
- 3-6 monthsDuration
- ExpertExperience Level
$90.00
-
$150.00
Hourly- Remote Job
- Complex projectProject Type
Skills and Expertise
Activity on this job
- Proposals:15 to 20
- Interviewing:0
- Invites sent:0
- Unanswered invites:0
About the client
- USAPrairieville5:56 PM
- $3.2K total spent3 hires, 1 active
- 39 hours
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