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Freelance CCH Axcess professionals

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  • $20 hourly
    Hello, I am an USA Accounting and Tax Return professional with over seven years of experience possesses multiple skills covering many financial areas I hold a Graduation Degree from Veer Narmad South Gujarat University (India) and have Five years of experience with International (US GAAP) Accounting Standard. My First Job was with "Strategic Tax Consultants India Limited Liability Company" and "Avonis LLC" situated in Skokie, Illinois. In this firm I was the youngest among all the employees in the firm but having Excellent Accounting Fundamental knowledge. My Role in the Company Initially was to process Payroll in Quick Books and Manage Payroll Software working on more than 100 payroll clients weekly basis and then filing Quarterly 941, IL-941, State Unemployment Forms and Yearly 940, W-2 Payroll Reports. Currently I am well experienced in Accounting and have functional Accountability for reconciliation of Bank and credit card balances, Preparation of monthly and Quarterly Profit and Loss statement, process Weekly/Semi-weekly/Monthly payroll, process sales tax returns for Illinois and Wisconsin States. Prepare 1040 individual returns, 1065 Partnership returns, 1120 Single Member LLC, 1120-S Corporate returns and 990 Non-profit organization tax returns. I am thoroughly familiar with Accounting software such as Quick Books (Online and Desktop), Quicken and Xero. Pro-connect Tax Online, ATX, Drake Software, CCH Axcess, Ultra tax, Lacerte and Pro-Series for Tax Preparation. Appreciate your precious time to read my profile looking forward to hearing back from you. Thanks! Stay Safe
    Featured Skill CCH Axcess
    US Taxation
    Corporate Tax
    Trello
    QuickBooks Online
    Xero
    Intuit Proconnect Tax
    Bookkeeping
    Intuit Lacerte Tax
    Payroll Accounting
    Tax Return
    Tax Law
    Intuit QuickBooks
    Tax Preparation
  • $12 hourly
    ๐ŸŒŸ Top-Rated Bookkeeping & Tax Expert | QuickBooks & Xero Certified | USA, Canada & Australia Specialist ๐ŸŒ Hello! I'm Kishan โ€” a dedicated and detail-oriented Bookkeeping and Tax Professional with over 10 years of experience helping businesses streamline their finances and stay compliant. I'm QuickBooks & Xero Certified and hold a UK AAT Level 3 Bookkeeping Qualification. I specialize in working with small to mid-sized businesses across the USA, Canada, and Australia, particularly in eCommerce, digital marketing, IT services, retail, and finance. As one of Upworkโ€™s Top-Rated Professionals, I provide: โœ… Accurate, timely, and automated bookkeeping โœ… Compliant and insightful financial reporting โœ… Expert-level USA Federal and State Tax Preparation โœ… Tailored services for your specific industry and software โœ… Strategic tax planning to help you legally minimize tax liabilities ๐Ÿงพ BOOKKEEPING & ACCOUNTING SERVICES Whether you're launching a startup or managing an established company, I ensure your books are always accurate and up to date. Here's how I can help: ๐Ÿ”น Cloud Accounting Setup (QuickBooks, Xero, NetSuite, Sage Intacct, and more) ๐Ÿ”น Monthly Bookkeeping & Reconciliations ๐Ÿ”น Financial Statement Preparation (P&L, Balance Sheet, Cash Flow) ๐Ÿ”น Inventory Management & Integration ๐Ÿ”น Payroll Management (including STP & Reconciliation) ๐Ÿ”น Accounts Payable & Receivable Management ๐Ÿ”น Year-End Closing & Cleanup Services ๐Ÿ”น Budgeting, Forecasting & Financial Analysis Iโ€™ve worked extensively with tools such as QuickBooks Online/Desktop, Xero, Bill.com, Shopify, Sage 500, Hubdoc, Hubspot.com, and many more. ๐Ÿงพ USA TAX SERVICES: With 10 years of hands-on experience in USA taxation, Iโ€™ve successfully prepared and reviewed thousands of tax returns in collaboration with CPAs. My services include: ๐Ÿ”น Individual Tax Returns โ€“ 1040 ๐Ÿ”น Corporate Tax Returns โ€“ 1120 (C Corp), 1120S (S Corp) ๐Ÿ”น Partnership Returns โ€“ 1065 ๐Ÿ”น Trust Returns โ€“ 1041 ๐Ÿ”น Non-Resident & Amended Returns ๐Ÿ”น IRS Form 5472 & more ๐Ÿ“Œ Experience with tax software: Lacerte, Drake, Pro Series, Intuit Pro Connect online, UltraTax, CCH Access, TaxSlayer, and any other as per your preference. During peak season, Iโ€™ve handled: โœ” 2,000+ Individual Returns โœ” 700+ S Corp & Partnership Returns โœ” 500+ C Corp Returns โœ” 150+ Trust & Non-Profit Returns ๐Ÿ’ก TAX PLANNING & STRATEGY: Tax planning isnโ€™t just for the wealthy โ€” itโ€™s for every smart business. I work with clients to: ๐Ÿ”น Implement year-round tax-saving strategies ๐Ÿ”น Structure income and expenses efficiently ๐Ÿ”น Maximize available deductions and credits ๐Ÿ”น Review business entity type for optimal tax treatment ๐Ÿ”น Reduce surprise tax bills with proactive forecasting Whether you're an individual freelancer, a growing agency, or a multi-member LLC, I help you take control of your tax situation before itโ€™s too late. I ensure accuracy, flag inconsistencies, and work closely with CPAs to meet critical deadlines. ๐Ÿ’ผ WHY WORK WITH ME? โœ” Quick turnaround & deadline-driven โœ” Deep industry experience โœ” Transparent pricing (available per return or hourly) โœ” Communication-focused, client-first approach โœ” Clean, organized books that help your business thrive ๐Ÿ“ฉ Letโ€™s talk! Whether you need ongoing support or one-time cleanup, Iโ€™m here to help you manage your books and taxes with confidence. Available for projects from USA, Canada, Australia, and beyond.
    Featured Skill CCH Axcess
    Month-End Close Assistance
    Chart of Accounts
    Financial Accounting
    International Taxation
    Bill.com Accounts Payable
    Intuit Lacerte Tax
    US Taxation
    Bookkeeping
    Payroll Accounting
    Accounts Receivable
    Zoho Books
    Tax Return
    Bank Reconciliation
    Accounts Payable
  • $65 hourly
    I am a CPA, Tax Professional with over 14 years of experience with corporations, partnerships, and individual taxation. I am currently a Senior Tax Manager for a Fortune 500 Company specializing in corporate tax, tax provisions, federal and state corporate tax, estimates and extensions, and tax planning. Before my experience at my current job, I was working as a tax manager for PwC and KPMG. I have worked in several different industries (please see my work experience below) and understand the full cycle functionality and how it impacts all areas of a business and an individual. Highlights: 1) CPA 2) Tax preparation and Tax Planning for corporate, partnership, and individual taxes. 3) Highly proficient with Microsoft Office I have a passion working with individuals and small businesses and enjoy helping them succeed! I am always happy to help!
    Featured Skill CCH Axcess
    International Taxation
    Bookkeeping
    Corporate Tax
    US Taxation
    CPA
    Tax Preparation
  • $75 hourly
    U.S. based Certified Public Accountant Extensive accounting and tax background with startups - - - No obligation initial consultation on entity formation and tax compliance Foreign owned U.S. businesses formation, taxation and compliance - - - Consultation, and preparation of various federal, state and local compliance and tax forms for foreign owned U.S. businesses. Including 1120, 1120-F, 5472, 5471, 1065, 8002-4, 1042, 1040NR. . . Non profit taxation and compliance - - - Consultation, and preparation of various federal, state and local compliance and tax forms for 501(c)(3) and 501(c)(6) entities . Including 990, 990-EZ, 990-N Expat taxation and compliance - - - Consultation, and preparation of various federal, state and local compliance and tax forms. for U.S. taxpayers working and living abroad. Including 1040, FBAR and FinCen, 8938, 2555, 1116, 8865, 8621, 5471 . . . Closing a U.S. LLC or Corporation - - - Consultation, and preparation of various final federal, state and local compliance and tax forms for the proper closure of a U.S. LLC or Corporation. Including final 1120, final 1040NR, final 1065 and 966 Delinquent tax filing and IRS representation issues resolved. Intuit/Quickbooks Online Certification if needed.
    Featured Skill CCH Axcess
    Tax Law Compliance
    International Taxation
    US Taxation
    IRS Income Tax Audits
    Tax Law
    IRS Resolution
    Corporate Tax
    CPA
    Intuit Proconnect Tax
    QuickBooks Online
    Intuit QuickBooks
    Tax Return
    Tax Preparation
  • $50 hourly
    TOP RATED and Experienced US CPA, a tax preparer and skilled bookkeeper with 12 years of overall experience, having a team of Enrolled agents and saving thousand of dollars in taxes using updated and latest tax knowledge. We provide reliable and precise tax preparation and bookkeeping services tailored to meet your needs. My expertise helps individuals and small businesses achieve accurate tax filings and maintain organized financial records. I am also the founder of Taxpeare LLC. Services I Offer: Tax Preparation: Professional preparation of individual and small business tax returns, including maximizing deductions and credits. Bookkeeping: Comprehensive bookkeeping services including daily transaction recording, bank reconciliation, and financial reporting. Hands on exposure of working on Quickbooks, Zohobooks and Wavebooks. Tax Planning: Strategic tax planning to optimize your tax situation and ensure compliance with current regulations. IRS Support: Expert assistance with IRS audits and tax-related issues, providing guidance and representation. Why Choose Me: Certified Expertise: Team of fully certified EAs with extensive knowledge of federal and state tax laws. Accurate & Timely: Commitment to precise, timely tax preparation and bookkeeping, ensuring compliance and accuracy. Personalized Solutions: Customized services designed to address your unique financial needs and goals. Confidentiality: Your financial information is handled with the highest level of confidentiality and security. Responsive Communication: Dedicated to clear, prompt communication and reliable service. US Tax Preparation Bookkeeping Services Tax Filing Financial Management IRS Audit Assistance Certified Tax Preparer Accurate Bookkeeping Tax Planning Small Business Taxes Financial Reporting Business & Personal Tax Preparation Corporate Taxes Payroll & Sales Taxes US tax preparer ITIN S Corp C Corp USA tax return Tax planning Foreign owned US D.E. ERO Qualifications: US tax preparer and handling a team of EAs for tax preparation and filings. Overall, we have over 5 years of experience in US tax preparation Hands on experience on softwares like Drake, Lacerte, Pro series, Pro connect, Uttratax etc. Letโ€™s connect to streamline your tax preparation and bookkeeping needs. Contact me today for reliable and expert financial management!
    Featured Skill CCH Axcess
    Tax Accounting
    CPA
    Corporate Tax
    Company Registration
    Bookkeeping
    Zoho Books
    Intuit QuickBooks
    QuickBooks Online
    Certified Tax Preparer
    US Taxation
    Sales Tax
    Accounting
    Tax Return
    Tax Preparation Software
    Tax Preparation
  • $100 hourly
    I am a small business accountant with over 20 years of experience in - Pro-Advisor Quickbooks - Specializing in Clean-up Accounting - Financial Performance Analysis - Treasury Tax Compliance - Business Consulting and Coaching - Tax Preparation - National Personal and Business - Tax Preparation - International 1040 NR Foreign Corps, Fin Cen and FBAR - IRS Negotiations - Tax Audits - Licensed Real Estate Broker-CO
    Featured Skill CCH Axcess
    Contract Negotiation
    Human Resources Compliance
    QuickBooks Online
    Microsoft Office
    Corporate Tax
    Certified Tax Preparer
    Tax Return
    Franchise Tax
    Tax Law
    Chart of Accounts
    Tax Preparation
    Intuit QuickBooks
  • $12 hourly
    I am Top rated freelancer at Upwork working for the last 14 years. I worked more than 12,000 hrs with a 100% Job Success ratio. I provide A to Z bookkeeping solutions. Assists with the administration of the day-to-day operations of the accounting functions. Job responsibilities also include recording the day-to-day financial transactions of an organization specifically including reconciliation, expenditures, receipts, accounts payable and receivable, and profit and loss. Additionally, this position shall produce financial statements, prepare reports and summaries, verify and balance receipts, handle payroll, make purchases, prepare invoices, and keep track of overdue accounts. Development of processes and metrics that support the achievement of your organization's business goals.
    Featured Skill CCH Axcess
    IRS Resolution
    S-Corporation
    C-Corporation
    IRS Income Tax Audits
    US Taxation
    NetSuite Administration
    Accounts Payable Management
    Inventory Management
    Xero
    Accounts Receivable Management
    Tax Return
    Bookkeeping
    Financial Accounting
    Intuit QuickBooks
  • $20 hourly
    This is MohammedZahid Gadiwala from India. I worked as an account executive in US based CPA outsourcing firm from Dec 2011 Sep 2017 and now i am full time freelancer. My work area are as under : 1) General Accounting: I am expertise in the following Accounting software: Quickbooks desktop versions โ€ข Quickbooks Pro โ€ข Quickbooks Premier โ€ข Quickbooks Enterprise Solution QuickBooks Online versions โ€ข Quickbooks Simple โ€ข Quickbooks Essential โ€ข Quickbooks Pro Plus Other Online accounting software โ€ข Xero accounting โ€ข Wave accounting โ€ข Quicken I have great expertise in handling issues in working around the software including installation and registration, company file setup, establishing your database such as your list of accounts, customer, vendors, employees and lists, accounts receivable and payable management, generation of your financial reports, reconciliation and more. 2) Payroll Processing: Well versed and having very deep knowledge of QB payroll,Intuit Payroll,ADP Payroll. 3) Sales Tax Filing various US state like IL,WI,IN etc 4) Tax Return Preparation individual as well as corporate. โ€ข Pro Series โ€ข Pro Connect Tax Online. โ€ข Ultra Tax โ€ข H&R block โ€ข ATX Tax Preparation Software โ€ข Turbo Tax Benefits of working with me : Available for working 6 to 8 hours per day as per requirements. available on Skype,Whats app for query anytime. I am also a reliable, prompt, quick learner, meticulous and the Freelancer who values integrity as the highest element of being professional. I can fully assure you that actualizing your goals is my number one objective. I am 100% committed to maintaining my good standing. To me, anything less than full and complete customer satisfaction is unacceptable. Regards, MohammedZahid Gadiwala
    Featured Skill CCH Axcess
    Tax Law Compliance
    Intuit TurboTax
    US Taxation
    Intuit Lacerte Tax
    Sage 50cloud
    Xero
    Intuit Proconnect Tax
    Wave Accounting
    Intuit QuickBooks
    Income Statement
    Payroll Accounting
    Balance Sheet
    Tax Preparation Software
    Tax Preparation
  • $75 hourly
    I am an IRS Enrolled Agent with over 7 years experience in bookkeeping and taxes. I have a bachelor degree in Accounting and a MBA in Finance. I strive to meet all expectations of clients. I'm looking for clients that I may have an ongoing working relationship with whether it be once a year or every day. Services encompass nearly every aspect of financial life and experienced in all matters of bookkeeping and taxation, IRS problem resolution and business formation.
    Featured Skill CCH Axcess
    Sales Tax
    Bookkeeping
    Corporate Tax
    IRS Income Tax Audits
    Financial Reporting
    Business Consulting
    Intuit QuickBooks
    Tax Preparation
  • $333 hourly
    I am a CPA with over 20 years of public accounting experiance in accounting as well as tax preparation and planning.
    Featured Skill CCH Axcess
    Estate Planning
    Wealth Management
    Microsoft Office
    Partnership Agreement
    Accounting Basics
    CPA
    Tax Planning & Advisory
    General Partnership
    Tax Accounting
    Tax Preparation
    Intuit QuickBooks
  • $22 hourly
    Enrolled Agent | Tax Specialist Strengths and Skills: ============================== 1.Expert Enrolled Agent with a deep understanding of tax laws and regulations. 2.Proficient in tax planning, preparation, and compliance for individuals and businesses. 3.Skilled in resolving complex tax issues and representing clients during IRS audits. 4.Comprehensive knowledge of tax deductions, credits, and strategies for maximizing savings. 5.Strong attention to detail, ensuring accurate and error-free tax filings. 5.Exceptional communication skills, providing clear tax guidance to clients. Projects and Accomplishments: ============================ 1.Successfully prepared and filed tax returns for a diverse clientele, resulting in optimized deductions and increased refunds. 2.Implemented tax planning strategies for businesses, resulting in significant tax savings and improved financial performance. 3.Assisted clients with tax resolution, resolving outstanding tax issues and negotiating manageable payment plans. 4.Received consistent positive feedback from clients for delivering exceptional tax advisory services. With my extensive experience and dedication to excellence, I am committed to providing top-notch tax solutions and exceeding client expectations. Let's collaborate on your tax needs to ensure financial success and compliance. Contact me today to get started.
    Featured Skill CCH Axcess
    Tax Planning & Advisory
    US Taxation
    Sales Tax
    Financial Statement
    International Taxation
    Tax Preparation Software
    Accounting
    Tax Return
    Tax Preparation
    Balance Sheet
  • $30 hourly
    ๐•๐š๐ญ & ๐—š๐—ฆ๐—งเฅค ๐๐š๐ฒ๐ซ๐จ๐ฅ๐ฅ เฅค๐“๐š๐ฑ ๐‘๐ž๐ญ๐ฎ๐ซ๐ง เฅค๐—”๐—ฐ๐—ฐ๐—ผ๐˜‚๐—ป๐˜๐˜€ ๐—ฃ๐—ฟ๐—ฒ๐—ฝ๐—ฎ๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป เฅค๐—•๐—ผ๐—ผ๐—ธ๐—ธ๐—ฒ๐—ฒ๐—ฝ๐—ถ๐—ป๐—ด ๐—”๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ๐˜† ๐๐ซ๐จ๐ฉ๐ž๐ซ๐ญ๐ฒเฅค ๐‹๐ž๐ ๐š๐ฅเฅค ๐„-๐‚๐จ๐ฆ๐ฆ๐ž๐ซ๐œ๐žเฅค ๐’๐š๐š๐ฌ โžฒ๐‘บ๐’๐’‡๐’•๐’˜๐’‚๐’“๐’† & ๐‘จ๐’‘๐’‘๐’” โ’๐‘ธ๐‘ฉ๐‘ถ โ’๐‘ฟ๐’†๐’“๐’ โ’๐‘บ๐’‚๐’ˆ๐’† โ’๐‘ท๐’‚๐’๐’…๐’๐’† โ’๐‘พ๐’‚๐’—๐’† โ’๐‘ฝ๐‘ป ๐‘ป๐’“๐’‚๐’๐’”๐’‚๐’„๐’•๐’Š๐’๐’ โ’ ๐‘ฐ๐‘น๐‘ฐ๐‘บ โ’๐‘ณ๐’Š๐’๐’Œ๐’Ž๐’š๐’ƒ๐’๐’๐’Œ๐’” โ’๐’‚2๐’™ โ’๐‘ซ๐’†๐’™๐’• I am a dedicated accountant with a passion for utilizing cloud accounting and cutting-edge technology to provide real-time, insightful business information to clients. Over my 14 years in the field, I have actively assisted local accountancy practices and business owners in adopting cloud accounting and technology solutions. My extensive experience spans various industries across the UK and USA. As a Fellow Member of AAT (UK), I have a proven track record of guiding small accountancy practices through their digital transformation journeys, specializing in platforms such as Xero, QuickBooks, and Sage One. As the owner and principal bookkeeper of FinTech Bookkeeping Service, I specialize in cloud accounting and app advisory. My services include comprehensive bookkeeping, payroll management, VAT oversight, and providing fully outsourced finance solutions. Additionally, I support other accountancy practices by assisting them in outsourcing their bookkeeping functions.
    Featured Skill CCH Axcess
    Bookkeeping
    Xero
    Accounts Receivable Management
    Financial Reporting
    Accounts Payable Management
    QuickBooks Online
    Tax Preparation
    Bank Reconciliation
    Accounts Receivable
    Accounts Payable
    Intuit QuickBooks
    Payroll Accounting
  • $125 hourly
    I am a Certified Public Accountant (CPA) licensed by the California State Board. I am experienced with all aspects of financial reporting, tax and audit, US GAAP reporting, federal contracts cost accounting and reporting. I have over 18 years of experience at public and private companies, including high growth FinTech, Software, HealthTech, BioTech/Pharma, where I had various hands-on and manager level roles. I am authorized to practice before the IRS and state tax agencies. I can prepare and e-file your returns or resolve any notices and problems. I specialize in the new CARES Act relief, the ERC Employee Retention Tax Credit / ERTC / claims to the IRS for businesses which suffered due to the pandemic downturn. I am experienced tax professionals, who is dedicated to providing my clients with the most up-to-date and accurate tax advice. I understand the complexities of the tax code and the importance of minimizing tax liabilities while ensuring compliance with all applicable laws and regulations. My goal is to provide my clients with the peace of mind that comes from knowing that their taxes are in good hands. The services I am offering include the following: -Tax planning: I will work with you to develop a tax plan that takes into account the company's unique circumstances and goals. This plan will help minimize the company's tax liabilities while ensuring compliance with all applicable laws and regulations. -Tax preparation: I will prepare all necessary federal, state, and local tax returns for my client. I will ensure that all returns are filed accurately and on time to avoid any penalties or interest charges. -Tax representation: If you are audited or receive a tax notice, I will represent the company in all dealings with the tax authorities. I will handle all negotiations and communications with the tax authorities on the company's behalf, ensuring that the best outcome is achieved for the company.
    Featured Skill CCH Axcess
    Financial Modeling
    Xero
    Sage Intacct
    International Financial Reporting Standards
    Bookkeeping
    CPA
    Certified Tax Preparer
    Financial Reporting
    GAAP
    SAP
    Financial Audit
    Payroll Accounting
    Intuit QuickBooks
  • $12 hourly
    Individual Tax Return โ€“ Form 1040 - Analyze forms and statements received from the client. - Organize pages in the order of o Tax Checklist o Notes from client o Tax Questionnaire o Form W-2 o Sch B โ€“ Interest and Dividends o Sch C โ€“ Profit or Loss from Business o Sch D โ€“ Capital Gains and Losses o Sch E โ€“ Income from Rental properties o Sch E โ€“ K-1โ€™s from Partnership, S Corporations and Trusts o Sch A โ€“ Itemized Deductions - Create bookmarks in PDF for the pages organized - Draft missing information if any by comparing it with the prior year. - Update inputs in CCH Axcess - Apply stamps as required in the PDF (TR, DUP, Connectors) and use calculator tool when required - Check for diagnostics and clear all E Filing and Warning diagnostics. - A quick check on if any Caution or Information diagnostics need to be fixed - Analyze two year comparison for any significant variation. Business Tax Returns (Form 1065, Form 1120S, Form 1120) - Check for Engagement Letters - Check operating agreement - Check Balance Sheet, Profit and Loss, General Ledger and Trial Balance provided by the client. - Import or Manual input the financials based on the format of PBCโ€™s into the Engagement Trial Balance. - Check for any accounts in current year and update tax groupings as required to match the unadjusted balance with PBC. - Check for current year contributions and distributions - Check if the Retained earnings tie out and post necessary adjusting journal entries if required. - Check if there are any Fixed Asset additions or disposals in current year and make sure we have enough support to calculate current year depreciation. - Check for prior year adjusting journal entries and post if any of those are required in current year. - Check for Miscellaneous income or expenses in huge to know if a reclassification entry is needed. - Post if any existing or new tax journal entries are needed. - Input the information from Engagement Trial Balance into CCH Axcess. - Match book income and tax income between ProFx Engagement and CCH Axcess - Check if any state inputs are needed. - Analyze and clear all E Filing and Warning diagnostics. - A quick check on the caution and information diagnostics. - Complete if there are any Fixed Asset or Capital roll forward templates. - Complete book to tax reconciliation spreadsheet. - Fill Tax return checklist
    Featured Skill CCH Axcess
    Taxation
    Tax Preparation
  • $10 hourly
    Services Offered: *Bookkeeping & Accounting *US Payroll *Virtual CFO Services *Filing of UK VAT, UK Corporation Tax and UK Annual Accounts (ZOHO BOOKS ONLY) *Preparation of Financial Statements *Reconciliations *Management Reporting My Certifications are as follows: *Quickbooks Online Certified Advisors *Xero Certified Advisors *Zoho Books Certified Advisors *Certified in International Financial Reporting (CertIFR - ACCA,UK) Accounting Software's that I work with are: *Zoho Books *XERO *Quickbooks *Bright Books *DEXT *Fortknox and Visma Compact. I have 7+ years of proficiency in field of Accounting, Bookkeeping and Financial reporting wherein my key skill set is coming up with ideas to streamline reporting and accounting processes to improve accuracy and efficiency. I am sure I can work to not only meet your expected requirements but also suggest and implement better ways to get a job done, which will help you and your team save time and money! I have worked for financial reporting for Ireland based clients ,through which I have gathered extensive knowledge of various GAAPS like IFRS, FRS , US and LUX GAAP. I have also worked in various accounting firms domestically where I dealt with small and medium business for end to end accounting and reporting. I am also the Managing Partner & Co-Founder at LedgerAce Consulting LLP. LedgerAce is my consultancy firm where we aim to provide comprehensive solutions for all your account outsourcing and bookkeeping service needs. We currently offer end to end Accounting and Bookkeeping services in United States, United Kingdom, Canada, Sweden and Ireland. Our aim is to "Helping you Manage your Business, while you are busy Building it!"
    Featured Skill CCH Axcess
    QuickBooks Online
    Automation
    Accounts Receivable Management
    Accounts Payable Management
    Account Management
    Financial Report
    Zoho Books
    Accounting Software
    Microsoft Excel
    Bookkeeping
  • $35 hourly
    CPA (USA) licensed from the State of Montana and Chartered Accountant (India) with 5+ years of experience in Tax, Accounting & Auditing. -I am proficient with Quickbooks, Prosystem FX (Tax Filing), TurboTax, ProConnect, Caseware, IDEA (convert any data to excel) and Microsoft Office Application (Excel & Word). - Previous experience in outsourcing and accounting firms, I have gained knowledge for bookkeeping, accounting, taxation (individuals, partnership and S-corp & C-corp), Form 5472 and Form 5471, FBAR and Form 114 filings. Workpaper building, Internal control, US-GAAP, IFRS and IndAS specializing in real estate, hotel and restaurant and FMCG industry for private and not-for-profit entities. - Why hire me? Licensed CPA & dedication to provide the best service with an add on of great knowledge in my field of work.
    Featured Skill CCH Axcess
    CPA
    Certified Tax Preparer
    Financial Accounting
    Bookkeeping
    Intuit QuickBooks
    Microsoft Excel
    Tax Return
    Tax Preparation
  • $40 hourly
    I am a Certified Public Accountant (CPA) and certified QuickBooks ProAdvisor. I have 4 years of experience in the tax and accounting field. I have prepared taxes for over 1500 clients, and currently do monthly accounting/tax planning for 55 clients. I currently service clients either monthly, quarterly, or just as-needed. My services include but are not limited to: -Bookkeeping / Bank Reconciliations -Multi-Year Book Cleanups/Catchups -Financial Statement Preparations -Tax Planning & Preparing -Payroll Services -Sales Tax -LLC / Business Registrations and Annual Filings If you don't see something listed, I may still be able to assist you. My goal is to save you money and save you time while not sacrificing the quality of service you deserve! -Damien Siegel, CPA
    Featured Skill CCH Axcess
    Accounting
    Bank Reconciliation
    Payroll Accounting
    Gusto
    QuickBooks Online
    CPA
    Certified Tax Preparer
    Xero
    Tax Accounting
    Bookkeeping
    Intuit QuickBooks
  • $69 hourly
    I am Certified Chartered Accountant (ACCA) and IRS Enrolled Agent with a combined 12+ years experience in Accounting, Tax and Audit Services. As an senior level Accounting and Tax Expert, I am here to assist businesses and individuals in accounting and tax needs in compliance with accounting standards and tax laws. I have hand-on expertise in multiple accounting, tax and payroll programs which includes QuickBooks (Desktop & Online), Xero, Wave, R365, Intuit Lacerte, Intuit Proconnect, CCH Axcess, Turbo Tax, Ultra Tax, ADP, Gusto, Intuit Online Payroll, Canopy Tax and other ERP Solutions. I provide following services to my clients: - Maintaining Accounting books in various accounting programs (Accrual and Cash) - Formation, reinstatement and termination of Business entity - Preparation of U.S. and State Tax Returns (Individuals and Businesses) - IRS and State tax audits - Payroll Processing and Payroll Tax Filings - Form 1099 filings - Filing Sales and Use and other state, city and local taxes - Preparation of business and personal financial statements - Preparation of business and other agreements - Preparation of responses to notices - Managing Account Receivable/Payable, Inventories and Fixed Assets. - Preparation of management reports. - Other related Jobs. I am a reliable & trustworthy professional and help my client to my fullest extent and capability. I look forward to working with you.
    Featured Skill CCH Axcess
    Tax Strategy
    Accounting
    Bookkeeping
    Tax Planning & Advisory
    Taxation
    Xero
    IRS Resolution
    QuickBooks Online
    Certified Tax Preparer
    IRS Income Tax Audits
    CPA
    Tax Accounting
    Tax Return
    Accounting Report
    Tax Preparation
  • $125 hourly
    Packages and monthly engagements available; hourly rate shown for transparency and scope-based work. Each project is proposed and priced based on services provided. Welcome to Fox Financial Solutions that Simplify โ€” Insights that Transform Are you looking to streamline your businessโ€™s financial operations while ensuring compliance, clarity, and long-term success? At Fox Financial, we provide high-quality, technology-driven accounting services designed to meet the needs of growing businesses. About Us At Fox Financial, we believe confident decision-making starts with accurate financials and forward-looking strategy. We combine attentive service with deep financial expertise to give you peace of mind and more time to focus on what mattersโ€”your business, your clients, and your goals. Our Services Outsourced Bookkeeping Free up your time while we manage your financial records, reconciliations, and transaction categorizations with precision. Financial Reporting Receive clear, timely reports that help you understand your financial health and support smart decision-making. Payroll Services Streamlined payroll processing, including filings and compliance, so you stay worry-free and your team gets paid on time. Tax Preparation & Planning From accurate filings to year-round planning, we help you stay compliant and optimize your tax position at both the state and federal level. Financial Planning & Advisory Using the Jirav FP&A platform, we offer budgeting, forecasting, and strategic financial insights to support your next phase of growth. Our Method: The Fox Framework A four-stage process designed to clean up, optimize, and guide your financial operations: Trailhead Initial 1-6-week onboarding: historical cleanup, system setup, and discovery interviews. Waypoint KPI diagnostics and gap analysis: uncover opportunities and assess financial health. Trailblaze Action-plan rollout: streamline operations, optimize revenue, and enhance workflows. Horizon Ongoing strategic support: monthly goals, rolling forecasts, and financial check-ins. Why Choose Fox Financial? ๐ŸฆŠ Care We prioritize client relationships and provide supportive, responsive service. ๐Ÿ“Š Acumen Our insights are grounded in experience and driven by data. ๐ŸŒ… Foresight We proactively help you anticipate whatโ€™s next, not just react to whatโ€™s now. โš™๏ธ Technology-Driven From dashboards to forecasts, we leverage tools that make your numbers work harder for you. Letโ€™s Connect Whether you're a startup, established business, or scaling operation, Fox Financial is your partner for clarity, simplicity, and growth. Start building your solid financial foundation today. Visit us at foxfinancialcpa.com
    Featured Skill CCH Axcess
    Financial Accounting
    Financial Consulting
    Financial Management
    Financial Statement
    Financial Analysis
    Financial Report
    CPA
    QuickBooks Online
    Intuit Lacerte Tax
    Account Reconciliation
    Intuit QuickBooks
    Bank Reconciliation
    Bookkeeping
    Accounting Software
  • $16 hourly
    As a highly skilled and detail-oriented Bookkeeper and Taxation Specialist with over 8 years of experience, I provide comprehensive financial services to small businesses, entrepreneurs, and individuals. My expertise spans bookkeeping, tax preparation, and financial consulting, with a strong focus on accuracy, compliance, and helping clients save time and money. I am proficient in managing all aspects of financial reporting, from daily bookkeeping and accounts reconciliation to the preparation of monthly, quarterly, and year-end financial statements. Additionally, I have extensive experience in taxation services, including preparing tax returns, providing tax planning advice, and ensuring compliance with both local and international tax laws. I am skilled in working with various accounting software, including QuickBooks, Xero, and Sage, and can easily adapt to new platforms as needed. I understand the importance of maintaining organized and accurate financial records, and I strive to deliver clear, actionable insights that help businesses make informed decisions. Key Services: -Bookkeeping: Accounts payable/receivable, bank reconciliations, payroll management, financial reporting, and general ledger maintenance. -Tax Preparation: Personal and business tax returns, tax planning, VAT/GST compliance, and deductions optimization. -Financial Analysis: Budgeting, forecasting, and profit-loss statements. -Financial Consulting: Business setup, cash flow management, tax strategies, and financial planning. Software Expertise: QuickBooks, Xero, Sage, Excel, and other accounting tools. I am committed to providing high-quality, reliable, and timely services, allowing you to focus on growing your business while I take care of the numbers. Let's connect and discuss how I can assist in optimizing your financial operations and ensuring your tax affairs are in order. Specialized Job/Service: US Tax Preparation Services ย  Individual Tax Filing (1040) ย  Corporate Tax Filing (1120, 1120S) ย  Partnership Tax Filing (1065) ย  Trust & Estate Tax Filing (1041) ย  Tax Planning and Advisory ย  Bookkeeping Services ย  Financial Accounting Services ย  LLC Dissolution Services ย  Employee Retention Credit (ERC) Filing ย  C-Corporation Accounting ย  Tax Return Review ย  Tax Compliance Services ย  Accounting for E-commerce Businesses ย  Accounting for Healthcare Practices ย  Accounting for Content Creators ย  Accounting for Drop Shipping Businesses ย  Accounting for Venture Capital Firms ย  High-Net-Worth Individual Tax Services ย  Software Implementation/Conversion (Xero to QuickBooks) ย  Financial Reporting ย  Bank Reconciliation Services Core Expertise & Services: US Tax Preparation ย  Tax Planning ย  Tax Advice ย  Bookkeeping ย  Financial Accounting ย  US Taxation ย  CPA Equivalent ย  Chartered Accountant ย  Enrolled Agent (or EA) ย  Tax Specialist ย  Tax Professional ย  Tax Preparer ย  Tax Reviewer ย  Tax Forms & Specific Areas: 1040 ย  1120S ย  1120 ย  1065 ย  1041 ย  ERC Filing / Employee Retention Credit ย  LLC Dissolution ย  C-Corporation Accounting ย  High-Net-Worth Individuals ย  Tax Compliance ย  DTAA (Double Taxation Avoidance Agreement) ย  Treaty Applications ย  US GAAP Software Proficiency: QuickBooks Online ย  QuickBooks Desktop ย  Xero ย  Drake Software ย  Lacerte ย  ProConnect ย  ProSeries ย  TaxAct ย  CCH Axcess FreshBooks Puzzle Software ย  Industry Experience: E-commerce Accounting ย  Healthcare Accounting ย  Content Creator Accounting ย  Drop Shipping Accounting ย  Venture Capital Accounting ย  Tech Clients ย  Accounting Skills: Financial Reporting Bank Reconciliation Journal Entries
    Featured Skill CCH Axcess
    AppFolio
    Certified Tax Preparer
    Tax Strategy
    US Taxation
    Corporate Tax
    Tax Planning & Advisory
    Financial Accounting
    Tax Preparation
    Microsoft Teams
    Intuit Lacerte Tax
    Xero
    Accounting
    Taxation
    Intuit QuickBooks
    Bookkeeping
  • $15 hourly
    Hi Everyone, I am IZHAR AHMED A. ANSARI, a USA Accounts & Tax Expert working as a full-time freelancer. I have more than 7 years of experience in USA GAAP Accounting & Tax Returns Preparation. I hold a Graduation Degree from Annamalai University, Tamil Nadu(India). I have worked as an Account Executive in "Strategic Tax Consultant India LLP" a subdivision of "Strategic Tax Consultant" also known as "Tax Wizard Inc" and "Avonis LLC" situated in Skokie, Illinois. In this company, I have learned so many things and gained excellent accounting and taxation fundamentals knowledge. Right now I am working as a freelancer and I am providing accounting, bookkeeping, and taxation services to USA-based clients. I have an excellent knowledge of US tax laws and I have prepared too many tax returns in my entire carrier. I also provide accounting and bookkeeping services. I aim only for client satisfaction in work, and the rest of things complete automatically. Also, I have a team for work as per client requirements. I am thoroughly familiar with Accounting software such as QBO, QBD, and Xero. Also thoroughly familiar with Tax Software such as Lacerte, ProSeries, ProConnect Tax Online, ATX, and H&R Block. Appreciate your precious time reading my profile looking forward to hearing back from you. Thanks.
    Featured Skill CCH Axcess
    Xero
    QuickBooks Online
    Intuit Lacerte Tax
    Accounting Principles & Practices
    S-Corporation
    Bookkeeping
    Intuit Proconnect Tax
    Intuit TurboTax
    US Taxation
    Corporate Tax
    Tax Preparation
    Sales Tax
    Tax Return
    Tax Law
    GAAP
    Intuit QuickBooks
  • $21 hourly
    โœ… LONG-TERM ONGOING PROJECTS ONLY. โœ… DEFERRED REVENUE ACCOUNTING. โœ… E-COMMERCE BOOKKEEPING. โœ… REAL ESATE BOOKKEEPING โœ… US BUSINESS TAX RETURNS. โœ… US INDIVIDUAL TAX RETURNS. โœ… US SALES TAX. [Valid PTIN Holder] A professional Tax Preparer & Bookkeeper is available for long-term ongoing projects with a huge experience on bookkeeping & preparation of US Tax Returns like 1040, 1040X, 1041, 1120, 1120S, 1065, 990, 990EZ, etc. I have a good experience on Drake, Lacerte, CCH, ProConnect, UltraTax, Tax Wise/ Tax Shield, etc for tax preparation & Quickbooks, Xero, NetSuite, Bill.com, Buildium, AppFolio, etc for bookkeeping. Over the years, I have worked in a variety of industries for bookkeeping & preparation of tax returns, including real estate, rental management, Property Management, E-commerce, Advertising & Marketing, Transporters, Cleaning Services, Day Care, Fitness Center, Gym, Landscaping, Restaurant chains, Event Management Company, Shipping Business, Digital Marketing Agency, IT/Software, Website Development Firm, Pet Grooming Services, Tourism, consulting firms like CPA, Law, EA, Bookkeeping firm, etc. If you are looking for a person who can do both bookkeeping & tax returns, your search ends here. Please send a message to schedule a call with me. I appreciate your time. Thank you!
    Featured Skill CCH Axcess
    Intuit Lacerte Tax
    Intuit Proconnect Tax
    Tax Preparation
    Xero
    Tax Accounting
    Sales Tax
    US Taxation
    Accounts Receivable Management
    Bookkeeping
    Bank Reconciliation
    Payroll Accounting
    Accounts Payable
    Intuit QuickBooks
  • $20 hourly
    PERSONAL ATTRIBUTE Possessing more than 12 years of experience of working in diverse accountancy positions with multiple companies. I have gained an extensive insight within this field. My key accounting and financial competencies include, but not limited to, Recording and Maintaining financial records, Preparing and Reviewing the Financial Statements of different portfolio of client, and preparing the corporate tax return and self-assessment returns. I am also expert in using the cloud based software for example, Xero, Quick Books, CCH, IRIS, Taxcalc, BTC, Wave financial etc. As a qualified chartered certified accountant, I am accomplished communicator, with excellent organizational, decision making and time management skills and have a proven track record of Proactive, Innovative and highly influential, Effective team work & good communication skills, Proven ability to work under pressure to achieve monthly targets.
    Featured Skill CCH Axcess
    Accounting Software
    Sage 50cloud
    Bookkeeping
    Xero
    Business Analysis
    Management Accounting
    QuickBooks Online
    Corporate Tax
    Finance & Accounting
    Tax Preparation
    Tax Return
    Budget Management
    Accounting
  • $15 hourly
    Welcome to my professional profile! I am a results-driven Certified Public Accountant (CPA) based in the USA with over 4.5 years of expertise in US Taxation. Holding a license from the esteemed state board of Montana, I specialize in preparing tax returns for both corporate entities and individuals. My proficiency lies in handling a spectrum of complex returns, including 1120s, 1065, and 1120, showcasing my ability to navigate intricate tax structures with precision. I am well-versed in individual tax returns (Form 1040) and possess a keen understanding of international forms such as 5472 and Form 5471. Beyond tax preparation, I bring a wealth of experience in preparing financial statements and bookkeeping in accordance with US Generally Accepted Accounting Principles (GAAP). My commitment to excellence extends to reviewing returns, ensuring accuracy and compliance with the latest tax regulations. What sets me apart is my hands-on approach to leadership. I am adept at managing and guiding a team, providing support in preparing returns, and offering solutions to challenges. My commitment to professional development is evident in my proactive approach to keeping my team updated on the latest tax regulations. In terms of software, I am proficient in QuickBooks, CCH Axcess, and GEMS Accounting, streamlining processes for efficiency and accuracy. My specialized focus on tax returns, coupled with a conceptual understanding of taxation entities, positions me as a reliable and knowledgeable professional in the field. With a track record of success in accounting, tax matters, financial reporting, and finalization of accounts, I bring a holistic approach to financial management. If you are seeking a dedicated CPA with a proven track record and a commitment to excellence, I am ready to contribute to your financial success.
    Featured Skill CCH Axcess
    Operations Management Software
    Certified Tax Preparer
    Leadership Training
    Leadership Skills
    Tax Planning & Advisory
    Typing
    US Taxation
    Bookkeeping
    Tax Return
    Accounting
    Intuit QuickBooks
    Tax Preparation
  • $15 hourly
    โœจ 10+ Years of Experience || ๐Ÿ“š Bookkeeper || ๐Ÿ’ผ Accountant || ๐Ÿงน Catch-up and Clean-up Specialist || ๐Ÿ… QBO Pro Advisor || ๐Ÿงฉ Xero Expert Experience Summary: With over 10 years of experience in accounting and taxation, I have developed a broad expertise in various areas of finance, tax, and accounting. This has made me a versatile professional capable of handling a wide range of financial services. Below are the key areas I specialize in: ๐ŸงพFinancial Management: - Clearing bank feeds, categorizing income and expenses, and reconciling bank and credit card statements. - Preparing monthly financial statements, including Profit & Loss, Balance Sheet, and Cash Flow Statements. - Handling accounts payable and following up on outstanding payments. - Running payroll (for U.S. clients only) every two weeks, checking reports for accuracy, and reconciling payments. - Recording all income sources and ensuring they are correctly categorized. - Reconciling accounts payable and accounts receivable. ๐Ÿ“ŠFinancial Closings and Controls: - Managing monthly, quarterly, and annual financial closings. - Reviewing inter-company transactions and issuing invoices when needed. - Ensuring journal entries are accurate before final approval. - Regularly maintaining ledger accounts. - Documenting and tracking internal controls for audits. ๐Ÿ“Tax Preparation and Review (for CPA Firms only): - Preparing individual tax returns (Form 1040) and fiduciary returns (Form 1041). - Preparing partnership returns (Form 1065) and S-corp returns (Form 1120S), ensuring compliance with tax laws. - Assessing tax returns to ensure accuracy and adherence to tax codes. ๐Ÿ’ผFederal Tax Reporting (for CPA Firms only): - Preparing quarterly federal tax returns (Form 941) and EFTPS payments for employers. - Preparing annual federal unemployment tax reports (Form 940), along with W-2 and W-3 forms. - Filing forms such as 1099-NEC and 1099-MISC. ๐Ÿ“‘Other Tax Responsibilities (for CPA Firms only): - Preparing Personal Property tax returns on time. - Managing sales tax reports and ensuring accuracy in reporting. ๐Ÿ’ปTechnical Skills: - Proficient with accounting software like NetSuite, QuickBooks, Bill.com, Xero, Wave, and Accounting Edge. - Advanced skills in MS Excel, including VLOOKUP and Pivot Tables. - Known for a keen eye for detail and strong analytical skills, ensuring all financial operations are accurate. โš™๏ธSoftware Expertise: - Accounting Software: QBO, QBD, Xero, Wave, Zoho, Gems, Re Hub, Odoo - Tax Software: UltraTax, Drake, ProSeries - Task Management Tools: TaxDome, Practice CS - Other Tools: CCH Engagement, Workpaper CS, Fixed Asset CS, MS Excel - Payment Apps for Accounting: Stripe, PayPal - Payroll Software: QBO, QBD, Gusto, Paychex, ADP
    Featured Skill CCH Axcess
    QuickBooks Enterprise
    Accounting Basics
    Balance Sheet
    Financial Statement
    Accounts Payable
    Accounts Receivable
    Bank Reconciliation
    QuickBooks Online
    Bookkeeping
    Wave Accounting
    Xero
    Intuit QuickBooks
  • $65 hourly
    Hello there! My name is Bree Bovay. I am the owner of Bovay Tax Services. For the past 8 years, I have been providing tax & accounting services to clients ranging from individuals to single-member LLCs to corporations. I am passionate about accounting. I love what I do, which means I do it well. I carry a positive attitude and an unstoppable drive. Feel free to reach out with any questions regarding my skills and experience.
    Featured Skill CCH Axcess
    QuickBooks Online
    Intuit Proconnect Tax
    Tax Theory
    Tax Preparation Software
    Tax Strategy
    Finance & Accounting
    Tax Law
    Tax Refund Submission
    Bookkeeping
    Tax Planning & Advisory
    Payroll Accounting
    Accounting
    Tax Preparation
    Tax Accounting
  • $10 hourly
    I am Qualified Accountant (ACCA) and Certified Bookkeeper(XERO+ QuickBooks) adviser with 8 years of experience in UK Accountancy firm with a proven work history of doing bookkeeping, accounting, and UK taxes. If you're looking for peace of your mind for Bookkeeping, Accounts, VAT, or other Accounting matters, I AM THE PERSON TO SHARE YOUR BURDEN OF FINANCES/BOOKKEEPING AND LET YOU FOCUS TO BRING MORE BUSINESS IN. Most businesses struggle with their accounting and finance management, I am here to offer my services as below; โœ…Bookkeeping and finances management in all major software(Xero, QBO, Wave etc) โœ…Complex Bank reconciliation with finding discrepancies in bank balance โœ…VAT returns including in Xero and Quickbooks โœ… Year-end accounts for Micro and Small companies and submissions to companies house โœ… Self-assessment/Personal tax returns โœ… Submission of Corporation tax return CT600 and submissions to HMRC โœ… All services mentioned above are being offered to UK Accountants/Accounting firms as โœ… Subcontract Accountants to meet their workload. Also provide โœ…Management accounts and reporting โœ…Forecasts, Budgeting, and cash flow statements I have hands on experience in operating different accounting software like Free Agent, Quick books, XERO. I have done work on accounts production software like Taxfiler CCH, Tax Filer, IRIS Microsoft Office, Outlook, and other database management With huge experience as explained, I still charge very competitive rates. Always open to discussing pricing to agree on hourly or fixed fees. I do have an excellent command of English, so it helps me to discuss any assignment very quickly with clients over the call. Have a variety of Skills from bookkeeping to tax preparation, data management, and others. I look forward to adding value to your business. Best Regards Ali Mustafa
    Featured Skill CCH Axcess
    Accounts Receivable Management
    Financial Statement
    Accounts Payable Management
    Xero
    QuickBooks Online
    Corporate Tax
    Bookkeeping
    Tax Return
    Bank Reconciliation
    Microsoft Excel
    Value-Added Tax
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