Licensed, Insured & Expert-Led Tax Preparation – Strategic E-Filing Nationwide
Stop viewing tax season as a source of stress and start seeing it as an opportunity for financial optimization. QuickTaxnBooks is a fully licensed and insured professional firm delivering elite-level tax preparation and electronic filing services. We combine the technical rigor of a law-firm background with the specialized credentials of an IRS Certifying Acceptance Agent (CAA) and Authorized IRS e-file Provider (ERO).
Serving individuals and small businesses across all 50 states and international taxpayers, we transform complex financial data into compliant, deduction-maximized returns.
The QuickTaxnBooks Advantage
IRS Authorized e-file Provider (ERO): As a registered ERO, we utilize secure, high-speed electronic filing to ensure your returns are processed accurately and your refunds are delivered via direct deposit in the fastest time possible.
IRS Certifying Acceptance Agent (CAA): We are authorized by the IRS to assist non-U.S. citizens and foreign investors in obtaining ITINs without the need to mail original passports to the IRS.
Fully Licensed & Insured: We maintain professional liability insurance and state-required licensing, providing you with absolute peace of mind and professional accountability.
Strategic Deduction Optimization: We don’t just enter numbers; we analyze your financial profile to ensure every legal deduction and credit—from QBI to specialized real estate breaks—is fully utilized.
Defense-Grade Compliance: Led by a team of legal and tax experts (CPAs/EAs), our work is built to withstand the scrutiny of both IRS and State audits.
Core Competencies & Specialized Expertise
Small Business & Entity Taxation: Expert filings for Schedule C, LLCs, and S-Corps, ensuring proper owner compensation and entity-level compliance.
Real Estate Investment Mastery: Expert handling of 1031 Exchanges, Installment Sales, Seller Financing, and multi-state rental portfolios.
Self-Employed & 1099 Economy: Tailored strategies for freelancers and independent contractors to minimize Self-Employment tax liabilities.
International Tax Support: Expert guidance for foreign-owned U.S. LLCs, including Form 5472 and 1120 Pro Forma requirements.
Professional Credentials & Legal Foundation
Our firm bridges the gap between accounting and legal analysis, providing a level of insight that traditional bookkeepers cannot match.
Qualifications
LLM (USA): Master of Laws, providing advanced interpretation of federal tax statutes.
LLB (India): J.D. Equivalent, establishing a rigorous foundation in legal research and analysis.
IRS Credentials
IRS Certifying Acceptance Agent (CAA)
IRS Authorized e-file Provider (ERO)
IRS Annual Filing Season Program (AFSP) Participant: 2022, 2023, 2024, 2025, 2026.
The QuickTaxnBooks Track Record (2015 – Present)
Since 2015, we have acted as a comprehensive financial engine for our clients, managing everything from individual returns to multi-million dollar real estate transactions.
Complex Scenario Resolution: Managed high-stakes transactions involving 1031 exchanges and structured installment sales to defer capital gains.
Proactive Tax Planning: Shifting the focus from "filing history" to "planning the future," resulting in significant year-over-year tax savings for recurring clients.
Advisory & Analysis: Providing deep-dive financial analysis, budgeting, and forecasting to help businesses scale sustainably.
Tax Preparation
Certified Tax Preparer
Litigation
Contract Law
Legal Assistance
LexisNexis
Civil Law
Contract Drafting
IRS Income Tax Audits
LexisNexis Practice Advisor
Legal Entity Structuring
Family Law
Legal Research
Michael K.
New York, New York
$75/hr
5.0
60 jobs
Former Amazon Employee | Helped scale brands like Athlean-X to high 7-figure revenue on Amazon.
I don’t just manage ads. I operate and scale Amazon businesses.
Most brands don’t have an ads problem. They have a system problem. Traffic, conversion, pricing, inventory, and demand generation are disconnected. That’s where margin gets lost.
I typically work with growing or established brands doing $250K–$5M+ annually on or off Amazon, with a focus on scalable, profit-driven growth.
I’ve helped brands like Athlean-X scale to a high 7-figure Amazon channel by aligning advertising, conversion strategy, and demand generation. I’ve also stepped into accounts like Sunmed where growth stalled due to over-reliance on branded traffic, and rebuilt their acquisition strategy to reduce reliance on branded traffic and unlock new customer growth.
If you’re already doing meaningful revenue on Amazon but feel like:
• Growth has plateaued
• ACOS is creeping up
• You’re too dependent on branded traffic
• Your agency is only optimizing ads without moving the business
Most Amazon agencies focus on ads.
I focus on the system driving profitability.
That’s typically where I come in.
------------------------------------------------
🔍 What I focus on
Amazon is no longer just an ads platform. It’s a system.
1️⃣ Amazon PPC
Full-funnel campaign structure across Sponsored Products, Sponsored Brands, and Sponsored Display
2️⃣ Listing & Conversion Optimization
Positioning, creative, and A+ strategy to improve CVR and revenue per session
3️⃣ Organic Rank & Keyword Strategy
Driving non-branded visibility and long-term ranking
4️⃣ Demand Generation
Using TikTok Shop and off-Amazon strategies to increase branded search and conversion on Amazon
5️⃣ Account Strategy & Profitability
Aligning pricing, inventory, and ad spend to scale profitably, not just grow top-line revenue
------------------------------------------------
⚙️ How I’m different
Most freelancers optimize campaigns.
Most agencies report on performance.
I operate the channel like it’s my own business.
• I care about contribution margin, not just ROAS
• I push beyond branded traffic into scalable acquisition
• I look at the full system, not isolated tactics
The goal is simple.
Build an Amazon channel that scales profitably and predictably.
------------------------------------------------
🎯 Who I work best with
• Established brands doing at least mid 5 to 6+ figures annually on Amazon
• Brands that are serious about growth and open to strategy, not just task execution
• Teams that want a partner who can think like an owner, not just a media buyer
------------------------------------------------
🧩 Engagement options
1️⃣ Full Amazon channel ownership
End-to-end strategy and execution across ads, listings, and demand
2️⃣ Account audit + growth roadmap
Deep dive into your account with a clear, actionable plan to scale
3️⃣ Strategic advisory
For brands with internal teams that need senior-level guidance
------------------------------------------------
If you’re looking for someone to just manage campaigns, there are plenty of options on Upwork.
If you're serious about scaling Amazon profitably, feel free to reach out.
I work with a limited number of brands to maintain focus and performance.
Best,
Michael
------------------------------------------------
Core focus areas:
Amazon PPC | Amazon Ads | Amazon SEO | Amazon Conversion Rate Optimization | Amazon Listing Optimization | Amazon Product Launch Strategy | Amazon Growth Strategy | Amazon FBA | Amazon Keyword Ranking | Amazon Brand Store Optimization | Amazon Account Management | Amazon Seller Central | Amazon Vendor Central | Full-Funnel Amazon Strategy | TikTok Shop | TikTok Shop Growth | TikTok Affiliate Marketing | Ecommerce Marketing | Digital Marketing Strategy
SEO Keyword Research
Digital Marketing
Copywriting
Amazon Vendor Central
Amazon Webstore
Amazon Seller Central
Amazon
Amazon FBA
Campaign Optimization
Amazon Listing Optimization
Marketing Strategy
Competitive Analysis
Amazon Advertising Console
Amazon PPC
Collin G.
Canandaigua, New York
$65/hr
5.0
35 jobs
𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 · 𝟭𝟬𝟬% 𝗝𝗦𝗦 · 𝗔𝗪𝗦 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱
Most AI projects fail after the demo. I deliver working prototypes in 𝟱–𝟳 𝗱𝗮𝘆𝘀 that actually ship to production.
🎫 𝗛𝗲𝗿𝗲'𝘀 𝗮 𝗿𝗲𝗮𝗹 𝗼𝗻𝗲
A 2-week IT ticket validation agent saved a client $30K, cut handling time by 87%, and lifted quality by 73%. Built on Azure AI Foundry + n8n + GPT-4o. Their team kept it. That's the bar.
🔍 𝗛𝗼𝘄 𝗜 𝗪𝗼𝗿𝗸 (𝗗𝗲𝗺𝗼-𝗙𝗶𝗿𝘀𝘁)
➜ Working session to map the workflow + edge cases (90 min)
➜ Wire integrations on a sandbox of your real systems
➜ Working prototype on day 5–7
➜ Your team stress-tests it on real cases
➜ Joint go/no-go on production deploy
~60% of demo clients greenlight production within 30 days.
🛠 𝗦𝘁𝗮𝗰𝗸
n8n · Claude · OpenAI · LangChain · RAG · Vector DBs · MCP · Azure AI Foundry · AWS · PostgreSQL · Docker · Terraform
📞 𝗖𝘂𝗿𝗿𝗲𝗻𝘁𝗹𝘆 𝗟𝗲𝗮𝗱 𝗗𝗲𝘃 𝗮𝘁 𝗠𝘆𝗠𝗲𝘁𝗵𝗼𝗱.𝗮𝗶
Building production AI agents for home-services and contractor businesses.
𝗕𝗿𝗼𝗼𝗸𝗹𝘆𝗻 𝗽𝗶𝗹𝗼𝘁:
➜ 600+ monthly calls handled
➜ +18% jobs booked
➜ +34% membership sales over 6 months
⚡ 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝘀𝘁𝗮𝗿𝘁?
Send a message. First reply within 4 hours.
n8n
Make.com
Automation
AI Agent Development
Python
JavaScript
API
API Integration
Artificial Intelligence
Zapier
OpenAI API
Airtable
AI Chatbot
English
AI Bot
Christopher R.
New York City, New York
$225/hr
5.0
10 jobs
I am a U.S. and Latam licensed attorney with experience across a broad spectrum of practice areas, including civil litigation, commercial disputes, personal injury, contract drafting, bankruptcy, family law, immigration, international law, international arbitration, real estate, and intellectual property. My career combines hands-on legal work with advanced research, case analysis, and drafting, enabling me to efficiently step into matters and provide immediate value. I have also worked extensively with modern case management systems and legal technology, streamlining workflows and reducing backlogs for high-volume practices.
In addition to traditional legal services, I have developed expertise in industrial property, trademark registration and enforcement, licensing agreements, and technology law. I also provide legal support tailored for content creators, streamers, and digital entrepreneurs, including copyright protection, brand development, influencer agreements, platform compliance, and monetization strategies. Whether you require support in litigation, intellectual property protection, immigration filings, or complex cross-border matters, I can deliver practical solutions with a strategic perspective.
Areas of Expertise:
• Legal research and writing
• Trademark Registration
• Cross-border transactions and international arbitration
• Drafting pleadings, motions, and discovery
• Immigration petitions and filings
• Workers’ compensation claims and hearings
• Contract drafting, review, and negotiation
• Bankruptcy support and creditor/debtor representation
• Appeals and post-judgment matters
• Industrial property, trademark, and patent law
• Technology law and digital content compliance
• Legal consulting and litigation support for streamers, content creators, and online businesses
Contract
Contract Drafting
Immigration
Immigration Law
Tax Law
Contract Law
Legal Writing
Employment Law
International Business
Westlaw
Real Estate
Property Law
Insurance & Risk Management
Trademark Law
Patent Law
Romel P.
New York, New York
$75/hr
4.8
16 jobs
I help organizations fix unreliable measurement, modernize their analytics stack, and turn data into decisions their teams can act on.
I bring 15+ years of experience as an Accenture consultant, independent analytics and MarTech consultant, and founder of LaserBI. My background spans enterprise measurement strategy, hands-on implementation, data integration, reporting, CRM, and marketing automation across financial services, insurance, healthcare, media, consumer brands, and growing businesses.
I can help with:
• GA4 and Google Tag Manager audits, migrations, implementations, and troubleshooting
• Conversion tracking and measurement planning across websites and paid media
• Adobe Analytics, Adobe Launch, and Tealium
• BigQuery, Looker Studio, dashboards, and marketing-data pipelines
• HubSpot forms, CRM integrations, lifecycle automation, and data quality
• Server-side tracking, CDP strategy, and MarTech architecture
• Analytics roadmaps, vendor evaluation, and fractional technical leadership
Clients can expect:
• Senior-level thinking combined with hands-on execution
• Clear communication with technical and business stakeholders
• Practical recommendations prioritized by business impact
• Reliable delivery with clearly defined scope and next steps
I am U.S.-based, work Eastern Time, and bring extensive New York/NYC consulting experience. If your tracking is unreliable, your data is fragmented, or your team needs an experienced partner to simplify a complex analytics or MarTech problem, let’s talk.
Data Visualization
Looker Studio
Tableau
SQL
JavaScript
Google Ads
Web Analytics
Marketing Analytics
Google Tag Manager
Google Analytics
Google Analytics 4
Analytics & Tracking Setup
Adobe Analytics
Data Integration
Marketing Automation
HubSpot
Ad Tagging
Tag Manager Setup
Conversion Rate Optimization
BigQuery
Carlos G. A.
New York, New York
$175/hr
4.9
49 jobs
I build investor-ready and transaction-ready materials for founders, funds, family offices, private companies, and operators preparing for important capital moments: pitch decks, CIMs, business plans, financial models, lender packages, investor memos, board materials, and strategic partner decks.
I’m an Expert-Vetted freelancer on Upwork, ranked in the Top 1%, with work that has helped clients raise over $150 million in capital and support more than $2.7 billion in enterprise value. That work has contributed to two $1B+ fintech platforms and several companies now valued at over $200 million.
Most of my work comes down to one thing: helping smart teams turn complex businesses into clear, credible materials that investors, lenders, buyers, boards, and strategic partners can actually use to make decisions.
Over the past several years, I’ve built across three ventures: a direct-to-consumer athletic apparel subscription brand, a mobile fintech startup, and my consulting practice. I also served as Chief Executive Officer of AgentLoop, an investor-backed global PropTech company reimagining the home-buying experience.
Before building on my own, I completed Robert W. Baird’s leadership rotational development program inside one of the country’s leading middle-market investment banks. The program placed me across more than 20 functions of the firm, giving me a practical understanding of how capital markets organizations operate across divisions, from investment banking and fixed income to fund management, private equity, private wealth, operations, research, and business development. That experience gave me a direct view into how capital moves, how sophisticated financial institutions make decisions, and how institutional-quality materials need to be structured.
I bring that investment-bank rigor into every investor and transaction document I build: clear narrative, disciplined financial logic, rigorous process, and materials built for serious decision-makers.
I work with companies and investors across AI, fintech, PropTech, SaaS, marketplaces, e-commerce, luxury mobility (hybrid/electric hypercars, eVTOLs, eJets), regulated industries, sustainability, education, and consumer brands. My projects have included AI-enabled fintech business plans, pitch decks for luxury mobility platforms, capital-raising materials for e-commerce and cannabis companies, market research for major digital music streaming platforms, and strategic documentation for funds, founders, and portfolio companies.
I operate across three global hubs: Spain in the European Union, Colombia in Latin America, and New York City in the U.S. That gives me a practical vantage point across major capital, innovation, and cross-border business corridors, especially for companies building with international investors, customers, partners, or expansion plans in mind.
In practice, I help clients with:
✅ Confidential Information Memorandums / CIMs
✅ Investor pitch decks and fundraising decks
✅ Business plans and executive memos
✅ Financial models and valuation support
✅ Private placement and capital-raising materials
✅ Lender packages and SBA financing materials
✅ Board decks, investor updates, and IC-style memos
✅ Strategic partner decks and transaction narratives
✅ Market research and competitive analysis
My process was shaped through founder/operator experience, close collaboration with Pre-Seed, Seed, and Series A investors across New York City and Silicon Valley, and the analytical discipline of a mid-market investment banking environment. I focus on building materials with strong positioning, clean financial logic, credible assumptions, disciplined design, and the precise information investors, lenders, acquirers, and committees need to make decisions.
Clients have used my work to secure funding from:
✅ Private investors and global investment syndicates
✅ Venture capital firms and private equity funds
✅ SBA-approved lenders, traditional banks, and alternative financing institutions
✅ Friends, family, angels, and strategic capital partners
Beyond the deliverables, I care about being the kind of partner founders and investors want in the room when the stakes are real. Please work with me if:
✅ You value a premium, investor-ready product
✅ You want thoughtful strategy, not just task completion
✅ You appreciate prompt, high-quality execution
✅ You communicate clearly and stay engaged throughout the process
✅ You understand that strong fundraising and transaction materials require real thinking, not shortcuts
I hold an MBA from the University of Wisconsin-Madison, a degree in International Business and Marketing from Marquette University, and completed financial planning education through Northwestern University.
Outside of work, I train in Mixed Martial Arts, read across philosophy, history, investing, and business, and travel often.
I speak and write fluently in English and Spanish.
Click 'Invite' or 'Hire' to discuss your upcoming capital moment.
Business Consulting
Business Presentation
Business Development
Venture Capital Consulting
Investor Overview
Pitchbook
Business Plan
Business Strategy
Management Consulting
Business Planning & Strategy
Presentation Design
Graphic Design
Microsoft PowerPoint
Business Analysis
Data Visualization
Presentations
Pitch Deck
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Summa Linguae
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