Alan P.

Alan P.

AnaheimCA
Job Success
Top Rated

CPA, Certified Bookkeeper and Tax Professional

CPA with over ten years of tax and accounting experience. I service all aspects of accounting, tax, and bookkeeping for businesses and individuals. I specialize in organizing and leading the finance function for small to medium sized businesses. I provide professional tax preparation and consulting for sole-proprietors, LLC's, S-corps, C-corps, partnerships, and more!
Jan 9, 2023 - Feb 13, 2023

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Jan 23, 2023 - Jan 25, 2023

"Alan worked swiftly and did an amazing job. Will be working with him for future needs."

Private earnings
Aug 25, 2022 - Jan 16, 2023

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Sep 1, 2022 - Jan 4, 2023

"Alan and his team are fantastic. Detail oriented. Very responsive and available. Good at explaining accounting concepts in a manner that is easy to understand. Provided insightful recommendations to help small business owners save money."

Private earnings
Rating is 5 out of 5.
5.00 Dec 19, 2022 - Jan 3, 2023
Private earnings
Rating is 5 out of 5.
5.00 Dec 14, 2022 - Dec 15, 2022

"Alan has a great combination of expertise, ability to communicate, and listening skills. He is very responsive and worked through the project quickly. He is a joy to work with and I would not hesitate to work with him again or to refer him to other."

Private earnings
Rating is 5 out of 5.
5.00 Sep 30, 2022 - Dec 7, 2022

"Alan is amazing! He is patient in multiple ways but especially in explaining tax laws to people without that knowledge, like me. He is very thorough in his work and I always felt like he had my best interest at heart. Very trustworthy! And I always felt like he understood our business not only from a tax/accounting perspective but the inner workings of the business itself. Highly recommend."

Private earnings
Oct 24, 2022 - Nov 29, 2022

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Oct 6, 2022 - Oct 17, 2022

"Friendly, responsive, and highly proficient. Highly recommended. Thank you!"

Private earnings
Rating is 5 out of 5.
5.00 Jun 22, 2022 - Oct 12, 2022

"By far the best experience we’ve had with bookkeeping on Upwork. The work was completely timely and accurately with little instructions and back and forth."

Private earnings

Alan P. has more jobs. Create an account to review them

Portfolio

Sample projects will be provided as requested due to privacy concerns with my clients. Only projects that do not contain confidential information will be provided.
As Requested
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Alan P.

Alan P.

AnaheimCA
Job Success
Top Rated
82
Total Jobs
483
Total Hours

CPA, Certified Bookkeeper and Tax Professional

Specializes in
CPA with over ten years of tax and accounting experience. I service all aspects of accounting, tax, and bookkeeping for businesses and individuals. I specialize in organizing and leading the finance function for small to medium sized businesses. I provide professional tax preparation and consulting for sole-proprietors, LLC's, S-corps, C-corps, partnerships, and more!
Jan 9, 2023 - Feb 13, 2023

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Jan 23, 2023 - Jan 25, 2023

"Alan worked swiftly and did an amazing job. Will be working with him for future needs."

Private earnings
Aug 25, 2022 - Jan 16, 2023

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Sep 1, 2022 - Jan 4, 2023

"Alan and his team are fantastic. Detail oriented. Very responsive and available. Good at explaining accounting concepts in a manner that is easy to understand. Provided insightful recommendations to help small business owners save money."

Private earnings
Rating is 5 out of 5.
5.00 Dec 19, 2022 - Jan 3, 2023
Private earnings
Rating is 5 out of 5.
5.00 Dec 14, 2022 - Dec 15, 2022

"Alan has a great combination of expertise, ability to communicate, and listening skills. He is very responsive and worked through the project quickly. He is a joy to work with and I would not hesitate to work with him again or to refer him to other."

Private earnings
Rating is 5 out of 5.
5.00 Sep 30, 2022 - Dec 7, 2022

"Alan is amazing! He is patient in multiple ways but especially in explaining tax laws to people without that knowledge, like me. He is very thorough in his work and I always felt like he had my best interest at heart. Very trustworthy! And I always felt like he understood our business not only from a tax/accounting perspective but the inner workings of the business itself. Highly recommend."

Private earnings
Oct 24, 2022 - Nov 29, 2022

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Oct 6, 2022 - Oct 17, 2022

"Friendly, responsive, and highly proficient. Highly recommended. Thank you!"

Private earnings
Rating is 5 out of 5.
5.00 Jun 22, 2022 - Oct 12, 2022

"By far the best experience we’ve had with bookkeeping on Upwork. The work was completely timely and accurately with little instructions and back and forth."

Private earnings

Alan P. has more jobs. Create an account to review them

Portfolio

Sample projects will be provided as requested due to privacy concerns with my clients. Only projects that do not contain confidential information will be provided.
As Requested
Want to see more? Create Account
As Needed - Open to Offers

< 24 hrs response time