Hire the best Intuit Lacerte Tax specialists

Check out Intuit Lacerte Tax specialists with the skills you need for your next job.
  • $175 hourly
    I am a Certified Public Accountant (CPA) specialized in providing tax preparation and consulting for small businesses, individuals, and foreigners (both individual and businesses). Particularly in the following areas: LLC, Partnership, S-Corporation, and C-Corporation tax returns and planning Gift and Estate Tax (Form 706 and 709) Individual Tax Return Foreign Partner Withholding US Person With Respect to Certain Foreign Corporation (Form 5471) Foreign-Owned U.S. Corporation or Foreign Corporation Information Return (Form 5742) Business Property Tax Filing (Form 571-L) Gift from Foreign Person, Trust or Estates (From 3520) Moreover, I have experience using Quickbooks, Microsoft Excel, and tax preparation softwares such as Thomson Reuters - UltraTax CS. Therefore, I can also provide the following services: Bookkeeping QuickBooks Consulting
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    International Taxation
    Xero
    Financial Accounting
    Corporate Tax
    GAAP
    US Taxation
    Intuit QuickBooks
    Bookkeeping
    Tax Preparation
    Microsoft Excel
  • $120 hourly
    Type of services: . Tax return preparations and review - Individual, Corporation, Partnership, LLC, Trust and Non-Profit Organization, International Taxation(Expats, CFC, US Corp with Fn Shareholders) . Accounting & Bookkeeping & Bookkeeping Review Services . Tax Notice Resolution and Tax Projections . Consultation on QuickBook Desk and QuickBook Online. - 20+ years of experience in private industry and public accounting firm combined.
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    Intuit QuickBooks
  • $55 hourly
    I am a California CPA offering a wide range of accounting services including company formation, bookkeeping, payroll, business and individual tax returns, AP, AR processing. I am proficient in Quickbooks Online and desktop, Excel, Word, Lacerte, Proseries. I started my career as a volunteer helping low-income individuals filing their tax returns in VITA problem back in 2011. It was challenging but rewarding to me because every client I helped with would truly appreciate my work as many of those were relying on the refund to continuously support their family, which helped me to realize that accounting is not only useful but meaningful. And that was what made me decide to pursue my career in accounting to not just do what I have to do but what I love to do everyday! Throughout my work experience working in both private and public accounting companies, I have been helping clients ranging from mom-and-pop shops to multi-million businesses with their financial reporting as well as tax returns. As many business owners are so concentrated on the growth of their business, and some of you might actually hate doing bookkeeping or accounting, I am here to help you focus on what you need to be focusing on while staying on top of the financial reporting!
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    ADP Workforce Now
    Bookkeeping
    Payroll Accounting
    Intuit QuickBooks
    Tax Preparation
    Zoho Books
  • $20 hourly
    Hey, It's great to see you here! I am a CPA and a Chartered Accountant, an expert in accounting/book keeping, taxation and financial modeling assignments. I can provide the best quality of work within the least time. Further, I can prepare charts of accounts, invoices, entries, reconciliations, policies, excel sheets, month-end closing, and payroll. I can work in all accounting Softwares such as Quickbooks, SAP, Tally ERP, Zoho, XERO, Sage, Wave, MYOB, Netsuite. Further, I can help you with tax calculations, tax planning, and tax return filings. I have enough experience in providing Virtual Assistance to various clients, so I know how to get things done virtually. So you will feel great and comfortable working with me.
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    CPA
    Financial Analysis
    Financial Planning
    Company Valuation
    Startup Consulting
    Financial Modeling
    International Taxation
    Financial Accounting
  • $500 hourly
    100% CLIENT SATISFACTION GUARANTEED! 5-STAR REVIEWS ON UPWORK! Sit down with your friendly CPA to review your accounting & tax matters, discover errors in your paperwork, and utilize tax-saving strategies in the short and long term! California Accountancy Corporation License ID: 8815 Call or text today! Business: (951) 216-3121 Email: info@cpa-ag.com I began my career as tax accountant at BDO USA LLP, a national & international accounting firm. My focus was large, multinational business clients. Since relocating to Southern California in 2018, my focus has been small businesses and high-net-worth individuals. Today, the firm is serving clients in various industries, including: Medical practices, dental clinics, psychiatrist offices, and more, Attorneys and law offices, Real Estate investors, including flippers and renters, Computer programmers and engineers, Musicians, composers, and entertainers, etc, Film producers, writers, and authors, Advertising agencies, Photoshop professionals, video editors, etc, Stockbrokers, accountants, bookkeepers, financial consultants, and business managers, Bitcoin and Cryptocurrency traders, miners, and consultants, Retail and e-commerce stores, Amazon & Shopify Sellers, distributors & wholesalers, etc. I'm proud to save my clients millions of dollars in federal & state income taxes each year using various strategies developed through my education and work experience. In my free time I enjoy lifting, running, and playing piano and chess. My company offers the following services: - Tax consulting, - Tax strategizing, planning, and projecting, - IRS and state audit defense, notice response, debt resolution, - Tax return preparation and filing, - Accounting & bookkeeping, QuickBooks Setup - Business management, LLC & Corporate registrations, EIN registrations, payroll setup, and more.
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    Tax Law Compliance
    CPA
    Tax Planning & Advisory
    Tax Law
    S-Corporation
    IRS Income Tax Audits
    IRS Resolution
    Tax Strategy
    US Taxation
    Intuit QuickBooks
    Bookkeeping
    Tax Return
    Tax Preparation
  • $35 hourly
    ✅ TOP-RATED PLUS Freelancer I have a Preparer Tax ID Number (PTIN), which means I am qualified to prepare tax returns and sign them as a paid preparer. All returns are prepared and signed by me which means you'll be getting the comfort of a CPA preparing AND signing your return. You won't find that anywhere else with my prices. I am also a registered e-file provider. As a Certified Public Accountant. I have extensive knowledge in US Individual, Business, and International taxation. My 8+ years of experience in tax can add value to your project. Specializing in tax preparation, assistance, advice, consulting, research, and bookkeeping. Experience with individuals, corporations and partnerships ranging from start-ups to multi-million dollar companies. Also have experience with all types of tax software such as QuickBooks, ProSeries, Drake, Lacerte etc. All of this software is at my disposal, as well as the necessary research tools to answer any questions you may have regarding Federal, State/Local, and International tax I'm Expert on: 1 - Preparation and review of complex income tax returns including but not limited to Corporation, S Corporation, Partnership and Individual returns. 2 - Assist in quality control review for all financial statements. 3 - Assist in planning and compliance regarding international tax matters including waivers and tax returns. 4 - Assist in the review and oversight over the preparation of quarterly tax projections and communication of required estimated tax payments. 5 - Assist in the oversight of year-end shareholder bonus process. Maintenance and adherence to financial and tax reporting policies and procedures. 6 - Assist in review and oversight over quarterly and annual payroll tax returns. 8 - Assist in review and oversight over the calculation and distribution of W-2’s and 1099’s. 9 - Preparation and review of tax correspondence and facilitation and oversight over tax audits. 10 - Facilitation of entity creation and dissolution procedures including attaining of Articles of Incorporation, organizational documents, FEIN applications and 2553s. 11 - Training and development of Accounting Managers and Staff Accountants on “tax” best business practice. 12- Assist in filing all annual reports, franchise tax returns and other state returns. Prepare invoices for tax services performed. 13 - Manage QuickBooks online and QuickBooks desktop teams to ensure quarterly and annual Financial reporting. 14 - Incorporate / Form LLC / Partnership / C Corp in 50 States 15 - Preparation of EIN for US Company Owners and NON U.S Company Owners 16 - ITIN Preparation. I am available from approximately 7 am to 8 pm M-S via text, phone, email, Upwork and any number of other messaging platforms. I look forward to working with you. Please note: Zoom meetings represent billable work. I do charge for all meetings.
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    Sales Tax
    Goods & Services Tax
    Wave Accounting
    Bill.com
    Bill.com Accounts Payable
    IRS Income Tax Audits
    US Taxation
    Xero
    Inventory Management
    Financial Model
    International Financial Reporting Standards
    Tax Return
    Microsoft Excel
    Balance Sheet
    Intuit QuickBooks
  • $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.
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    Sales Tax
    Bookkeeping
    Corporate Tax
    IRS Income Tax Audits
    Financial Reporting
    Business Consulting
    Intuit QuickBooks
    Tax Preparation
  • $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.
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    CPA
    CCH Axcess
    Certified Tax Preparer
    Financial Accounting
    Bookkeeping
    Intuit QuickBooks
    Microsoft Excel
    Tax Return
    Tax Preparation
  • $35 hourly
    Welcome! I'm an accomplished accounting and tax professional on Upwork, honored with the prestigious UPWORK TOP RATED PLUS status. With 6+ years of experience, I've served 250+ satisfied clients and accumulated over 7000 working hours. My Expertise: Accounting/Bookkeeping: Proficient in QuickBooks Online/Desktop, Xero, Wave, Zoho, etc. US Tax Planning & Preparation: Specializing in 1040, Expat 1040, 1120, 1120S, 1065, 990, company formation, EIN formation, and paralegal guidance. Preparation of tax return forms for Individual (1040), partnership (1065), S corp (1120S), and corporations (1120). Whole year accounting in QuickBooks, Xero, Wave, etc., for tax purposes. Accounting Standards Evaluation – IFRS & GAAP for tax purposes. Tax Advisory and submission of Tax Returns – US Tax Laws. Payroll preparation using ADP, QB/Payroll Tax submission to relevant States. 1099-Misc Reporting. Sales Tax/VAT return submission of all States of USA to the authorities. Who I Am: I hold the esteemed Chartered Accountant (ACCA) qualification and a Bachelor's in Professional Accountancy from Oxford Brookes University, with over 6 years of corporate accounting and tax advisory experience. Top Skills: Accounting Software Proficiency: Expert in QuickBooks, Xero, Wave, and more. Accounting Standards Evaluation: Skilled in GAAP & IFRS. Bank Reconciliation Statements: Ensuring accuracy and clarity. Reconciliation and Management Summary: Providing insightful summaries. Payroll Tax/Form 941/944, W2 Preparation: Detail-oriented and compliant. Financial Modeling/Forecasting Budgeting: Crafting strategic financial plans. Accounts Receivable/Accounts Payable Management: Efficient and organized. 1099-MISC Reporting: Ensuring compliance and precision. I am committed to delivering exceptional service to my clients using these applications consistently. My work history below is only a small sample of the nearly 250+ accounting and tax jobs I've completed here on Upwork! Please refer to my tax preparation profile for tax-related projects and my accounting profile for other projects.
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    Tax Strategy
    Taxation
    Taxes
    Tax Accounting
    Financial Statement
    CPA
    US Taxation
    Income Statement
    Tax Preparation Software
    Tax Planning & Advisory
    Tax Law
    Tax Preparation
    Tax Return
    Balance Sheet
    Bookkeeping
  • $50 hourly
    Hello, My name is Alan and look forward to working with you! Most of my projects are normally a flat fee and the hourly rate is just a placeholder. Also feel free to look at my Google reviews by Googling "Potrus CPA." 🔍 Experienced Fractional CFO & Financial Expert Offering Comprehensive Solutions I am a seasoned CPA, Quickbooks Pro Advisor, and certified tax preparer with over 10 years of proven expertise in bookkeeping, accounting, tax prep/filing, tax planning, budgeting, and financial management. 📊 Services Offered: 1. Bookkeeping (Clean-up) & Accounting: Specializing in QuickBooks (clean-up and catch-up), XERO, Gusto, and more, while efficiently handling all your financial records. 2. Tax Planning: Precision-crafted tax strategies have consistently saved our clients tens of thousands of dollars in taxes, offering a financial shield while maximizing every available tax saving and tax credit possible. 3. Tax Preparation & Filing: Expertly navigate tax regulations to ensure compliance while optimizing your tax filing and strategy. 4. Financial Reporting: I create strategic financial plans for my clients and harness analytics to optimize your financial path. 5. Financial Analysis & Modeling: I possess a deep analytical acumen, providing insights through budgeting, forecasting, and financial modeling. 6. Data Management & Analysis: My expertise extends to data entry, web research, and generating insightful statistical reports. 🌐 Software Proficiency: QuickBooks Online/Desktop, XERO, Bill.com, Hubdoc, Docusign, SmartVault, Salesforce, Expensify, Tsheets, Google Sheets/Excel, and more. 💼 Industries Served: From startups to established companies, across diverse sectors and revenue ranges, I've successfully provided tailored financial solutions to clients worldwide. 🏆 Why Choose Me? Holistic Financial Expertise: I offer a one-stop financial solution by covering everything from bookkeeping to valuation to tax strategy/planning. Responsive & Communicative: My team and I are highly responsive and proactive in our collaboration to ensure clear and quick communication. Client-Centric: I ensure an approach personalized to your business and your goals. Proven Success: My contribution has led established companies to thrive and startups to raise significant capital while maximizing tax deductions through strategic tax filing and planning. Financial Reporting: I transform complex financial data into meaningful insights that pave the way for sustained growth. 📬 Contact Me: Contact me today so we can unlock your financial potential together. I look forward to assisting you with your financial needs.
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    Gusto
    Corporate Finance
    CPA
    Corporate Tax
    Financial Presentation
    Wave Accounting
    Tax Preparation
    Intuit QuickBooks
    Payroll Accounting
    Tax Preparation Software
    Tax Return
    Bookkeeping
    Sales Tax
  • $100 hourly
    Trusted tax advisor with a proven track record of saving money. Communicative, confidential, creative, and proactive. Higher-level understanding of tax law and the needs of small business owners and high net-worth individuals. Provides value-based tax planning strategies to minimize tax liability. Passionate about protecting and cultivating my client’s financial health.
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    Corporate Tax
    Franchise Tax
    Cost Accounting
    S-Corporation
    Certified Tax Preparer
    Tax Law
    Tax Return
    Account Reconciliation
    Tax Preparation
    Bookkeeping
    Intuit QuickBooks
  • $165 hourly
    I am a senior tax professional with over 35 years of experience with the United States tax system. I have dealt extensively with US expatriate taxation and reporting over the past ten years. I am currently licensed in South Carolina and Virginia.
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    CPA
    Corporate Tax
    Tax Strategy
    Tax Law Compliance
    IRS Income Tax Audits
    Tax Preparation
    Tax Return
    Tax Planning & Advisory
  • $50 hourly
    I have many years of broad experience in helping businesses and individuals all the way from business formation to tax return preparation. I have always worked in one team with CPAs and currently own my own accounting company. I am licensed IRS Enrolled Agent. My expertise includes: * Business formation and new business consulting (any US state) * Full charge bookkeeping * Accounting * Sales tax/excise tax (any US state) * Payroll management * Tax preparation (Forms 1120, 1120S, 1065, 1040, 1040NR) * Real Estate transactions * Nonresident tax complications, implementing of tax treaties * Experienced Quickbooks and Wave accountant My strategy is to provide comprehensive one-stop source of care for client's business. I focus on establishing long-term trustworthy relationships so that businessmen can promote their own business.
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    US Taxation
    Business Consulting
    International Taxation
    Wave Accounting
    Payroll Accounting
    Microsoft Excel
    Certified Tax Preparer
    Bookkeeping
    Tax Preparation
    Intuit QuickBooks
  • $65 hourly
    CPA Office located in NYC. We specialize in real estate taxes, 1031 exchanges, cost segregation, Personal Income Tax, S-corp Elections, C-corp, and international US Taxation. We offer strategic advisory that creates real value for clients. I do this by working with each client to plan for their business and personal goals and how we can achieve them. I also work with clients on tax credit planning to ensure that we are meeting each and every tax credit and deduction that they are eligible for without leaving a dollar on the table. We work with a variety of clients ranging from start ups to billion dollar businesses. We work with our clients to optimize every single tax strategy and loophole that they are able to utilize and discuss with them how they can optimize others by making changes. Website: Simpsonkirkmantax.com Calendar: calendly.com/simpsonkirkmantax States we most commonly work with: New York, New Jersey, Connecticut, Delaware, Hawaii, California, Arizona, Washington, Oregon, Florida, Georgia, Alabama. Wyoming, and ETC Services Tax : Tax Preparation, Tax Planning & Consulting, Tax Resolution, Tax Debt Relief Services, Tax Analysis, Sales Tax, Nexus Analysis, Multi-State analysis, Offer in Compromise Services. Real Estate Advisory: Cost Segregation, 1031 Exchange, Qualified Opportunity Zone, Rental Properties, Active vs Non active consultation. Bookkeeping: Bookkeeping services through Quickbooks, Freshbooks, Wave, Zoho and Xero, Payroll, Books Setup & Cleanup. Consulting : Business Entity Selection, Retirement Planning (IRAs, Solo 401Ks, SEP IRAs), Crypto, ALT coins and NFT transactions, Taxation questions, Capital gain sales, RSU Sales, Personal Budgeting, Personal Savings Advise, Debt Payoff Plans Audits: Independent Reviews of books, CPA signed Letters, Book Inspection and Audit
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    Crowdfunding
    Tax Strategy
    C-Corporation
    Taxes
    QuickBooks Online
    International Taxation
    Tax Refund Submission
    Corporate Tax
    Business Consulting
    CPA
    Bank Reconciliation
    Bookkeeping
    Tax Preparation Software
    Tax Planning & Advisory
    Tax Law
    Tax Preparation
    Intuit QuickBooks
  • $70 hourly
    Hello! I'm a member of the American Board of Forensic Accounting, ABFA, and hold the CRFAC and RFI designations. I'm also an IRS Enrolled Agent, a Canadian CPA, a Chartered Accountant, and a certified member of the Association of Chartered Certified Accountants (ACCA)! ACCA is the global professional accountant's body with international recognition in about 175 countries. In addition, I also hold a certification in US international Tax and Master in Professional Accountancy! Just for a little more clarification for those may need it, the Enrolled Agent (or EA) credential is held by a tax practitioner who is federally-authorized and empowered by the U.S. Department of the Treasury to practice! Enrolled Agents represent taxpayers before the Internal Revenue Service (IRS) for tax issues that include audits, collections and appeals. Enrolled Agent status is the highest credential awarded by the IRS and it's recognized across all 50 states in the USA. I have been an accountant, bookkeeper, and tax practitioner for many years. I have a vibrant background in Investigative and Forensic Accounting, Tax planning, Tax Preparation, IFRS adoption procedures, Corporate Governance, Business Process Re-engineering, Taxation (US, UK, Canada and Ghana), Software Selection & Deployment, and practices that impact the bottom line. I am a QuickBooks Advanced ProAdvisor certified in both the United States and Canada and have experience in many other proprietary accounting and ERP software programs, including but not limited to Excel, Airtables, QuickBooks, Tally Accounting, CINC Systems, turbo tax and ProConnect Tax Online, and Larcet! I have worked with companies of various sizes and structures. I have held leadership positions for many years over my 20 plus career life. I worked for Intuit QuickBooks for years and then with Legal Zoom Tax and Turbo Tax as a Tax Manager! I currently run my own accounting/tax business in North Carolina. You may visit our website at aryeeat.com to learn more about me. Please note the rate above is strictly for monthly/ongoing bookkeeping services only. Prices for any other service requests will be negotiated prior to service commencement. Thanks for the opportunity to serve. I look forward to speaking with you! Warm regards, Christopher T. Aryee, MScPAcc, EA, CA, CRFAC, RFI, CGA, ACCA
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    Tax Planning & Advisory
    IRS Resolution
    Cryptocurrency
    Certified Tax Preparer
    Digital Forensics
    Tax Law Compliance
    International Financial Reporting Standards
    Tax Strategy
    Business Valuation
    International Taxation
    IRS Income Tax Audits
    Bookkeeping
    Intuit QuickBooks
    Tax Return
    Payroll Accounting
  • $225 hourly
    I specialize in messy, uncommon and controversial domestic and international tax problems. Int'l & US Tax Problems, IRS Debt & Audit Relief, Corp. Structures IRS Representation. Negotiation and , Debt Relief and Audit Defense International entity structuring and offshore companies Tax Minimization and Deferral Strategies International Tax Regulations and Cross-Border Issues Special Tax Situations - Corporate Structures, R&D Credits, Tax Minimization Specialized Investments, Sole 401(k)s, Defined Benefit Plans, ROBS Non-Resident Tax Regulation and Expatriate Tax Filings Investment, Insurance, and Banking Accepted to practice as an attorney before the United States Internal Revenue Service. IRS Tax Problems, Resolution and Representation IRS Tax debt relief, audit defense, installment agreements, innocent spouse, foreign accounts, cryptocurrency, back tax preparation, offers in compromise, Tax Court prep, tax evasion, penalty abatement Domestic and International Tax Law Non-resident tax fillings, 1040-NR, W8-BEN-E, expat tax returns. FATCA, R&D tax credits 6765, Establishment of international intermediary companies, international banking arrangements, offshore companies and banking arrangements. Offshore insurance products, offshore asset protection plans, QROPs, International brokerage accounts and management. International forms 5471, 5472, 8938, Ecommerce Tax Situations: Amazon FBA, eBay, Etsy, Shopify. US tax compliance for foreign sellers, taxation of cross-border services I have consulted international clients from the US and international tax compliance from over 30 countries including Australia, Germany, Finland, France, China, Barbados, Ecuador, Brazil, Belize, Mexico, Costa Rica, Columbia, Nepal, Nicaragua, Malaysia, Poland, Portugal, Russia, Slovenia, Romania, Singapore, Slovenia, St. Lucia, India, Israel, Cyprus, Canada, Dubai, Puerto Rico, Ukraine, UAE. Special Tax Situations and Tax Reduction plans Corporate tax filing, Consolidated 1120s, Corporate formation and structuring strategy, International Amazon, eBay, Etsy, ecommerce sellers, cryptocurrency, C-corp, S-corp. 1120, 1120-F, tax opinion letters, trader tax status, Non-Profits status, R&D credi, Employee Retention Credit (ERC), Gift tax, Specialized Investments: Self-directed Solo 401ks, ROBS, Offshore accounts, EB-5 Immigration Visas, Defined-Benefit plans, Tax-Free Municipal Bond Portfolios, Fixed Income and Preferred Stocks. Employee Stock Options, ESOPs, Rollover for Business Start-ups(ROBS), Form 5500. Covid relief loans Tax Minimization Strategy: Strategies to legally lower, exclude, and defer taxes. United States Treasury Enrolled Agent - accepted to practice before the IRS Michigan Licensed Insurance Agent
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    Estate Planning
    Legal Research
    Investment Strategy
    Financial Writing
    Legal Entity Structuring
    Tax Strategy
    US Taxation
    International Taxation
    Tax Law Compliance
    IRS Income Tax Audits
    Corporate Tax
    Tax Preparation
    Tax Law
  • $100 hourly
    I have over ten years of combined income tax and financial advisor experience for individuals and business entities. I left my position as a Senior Tax Advisor at TurboTax-Intuit in 2018. Since then, I have managed the tax department for a public CPA firm in Boston, MA, helping to minimize clients' tax obligations. Whether you need help navigating the ever-increasing complexities of our tax law, help with compliance of foreign-owned LLCs for non-US citizens, or you are a US citizen working overseas or need an ITIN, let's connect. I look forward to working with you!
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    US Taxation
    Business Services
    Tax Law Compliance
    Tax Strategy
    C-Corporation
    Certified Tax Preparer
    Sole Proprietorship
    International Taxation
    Limited Liability Company
    IRS Resolution
    S-Corporation
    Tax Law
    Tax Return
    Tax Preparation
    Corporate Tax
  • $15 hourly
    Accounting & Bookkeeping- - Setting up of books in software such as QBO, Xero, Brightpearl & other accounting software - Conversion of books from one package to set up in another package - Setting up a Chart of Accounts and creating a set of accounts that best suits your business - Categorization of transactions and creating bank rules, raising bills, creating invoices, recording journal entries, and similar other tasks - Performing class wise accounting - Performing bank & credit card reconciliations - Vendor and customer reconciliations - Amazon, Shopify, Stripe, and multiple other platform sales reconciliations along with the bifurcation of their fees - Sending invoices and bills to customers, vendors directly from accounting packages - Proper accounting of country-wise taxes(VAT, Sales tax, GST, etc) - Accounts Receivable & Accounts Payable Management - Preparation of notices and documents as per the checklist to Government - Generation of customised reports for better understanding of the financials - Finalizing and reviewing books and making it tax prep ready Taxation - 1. US 1.1. Preparation of tax returns - 1040, 1065, 1120S, 1120 1.2 Calculation, preparation, and filing of 1099 forms 1.3 Preparation of payroll-related forms 1.4 Application of PPP loan and other SBA forms 1.5 Calculation of Employee Retention Credit as per rules & regulations 2. UK 2.1 Preparation and filing of VAT returns quarterly 2.2. Preparation and filing of CT600 forms 2.3 Preparation and filing of annual accounts to Companies House 2.4 Filing of annual accounts to Companies House 2.5 Filing of the confirmation statement 3. Australia, Canada & other countries 3.1 Preparation and filing of BAS forms 3.2. Preparation & filing of GST return
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    Accounting Advisory
    Accounting Principles & Practices
    Wave Accounting
    Forensic Accounting
    Xero
    QuickBooks Online
    US Taxation
    Tax Return
    Bookkeeping
    International Accounting Standards
    Chart of Accounts
    Payroll Accounting
    Account Reconciliation
    Accounts Payable
  • $15 hourly
    Business Owners and professionals! 👨‍💼👩‍💼 🎖️WHAT I DO: I help business owners, CPAs, accounting firms, Entrepreneurs and others increase cash flow, improve profitability, and scale their organizations successfully. My goal is to help businesses analyze their business so they can make proper decisions to help their business grow. I take the "paper" out of paperwork to allow you to focus on your business. I am a top-rated bookkeeping & accounting expert and having more than 6 years of experience in providing bookkeeping & accounting services to clients from USA, Canada, Australia, UK, New Zealand, Singapore, Hong Kong, and some European countries. I have helped to set up and maintain accounting & bookkeeping systems for different types of businesses including Property Management, E-Commerce, Amazon FBA, Service & Consulting, Production & Manufacturing, Transport and Hospitality, and much more. I am specialized in Cloud accounting, bookkeeping & inventory management systems, E-Commerce/Amazon FBA Bookkeeping, AirBnB Reconciliation, Vacation Rental, and Property Management bookkeeping. 🎖️HOW I DO IT: I leverage my experience of working with one of the Big 4 accounting firms and other firms while serving clients of all shapes, along with a deep understanding of finance, accounting, bookkeeping, taxes, cash flow, and other critical business indicators. 🎖️BUILD & SCALE YOUR BUSINESS: I see my role as more than just number crunching and paper pushing. I am here to go beyond your accounting, tax & compliance and help you make your firm/business work. The overall cost of my services is much lower than hiring in-house staff. So you can focus more on expanding your market share while maintaining profitability. 🎖️SERVICES I PROVIDE: I provide the following services, including but not limited to: 📈Accounting for Small Businesses 📈Bookkeeping 📈Tax Return Preparation 📈Cash flow / Cash Management 📈Financials / Financial Statements 📈Outsourcing / Vendor Management 📈Profitability 📈Profit Maximization 📈Individual / Business Tax Returns 📈Small Business Financial Management 📈Virtual CFO / Controller 📈Financial Modelling / Valuation Models For financial analysis, I specialize in doing financial models, budgeting, business planning, business valuation, and stock investment analysis. I am proficient in all the cloud accounting software and books clean-up experience. I use Excel reporting and analysis. Best results are obtained by applying best practices, current Generally Accepted Accounting Principles (GAAP), and U.S. tax law. Converting your business accounting to cloud-based accounting software or ERP, like QuickBooks Online or NetSuite is a smart decision because of the quick access to financial data worldwide, robust reporting, and easy account maintenance. Moreover, I am proficient in all other popular accounting software as well as all the collaboration and team working tools like MS Office including Excel, Word, PowerPoint, Outlook, Gmail, and Google Drive, Slack, and others. As well as all popular payroll services including ADP, Paychex, Trinet, Payroll Vault, and Gusto. I also have experience working for E-commerce businesses that use different platforms like Magento, Netsuite, Shopify, Stripe, Square, Paypal, and Amazon to name a few and Expensify and Hubdoc. Technological advances have eliminated the importance of location making virtual business partnerships efficient and effective. Financial decisions can be made successfully by determining after-tax profitability, Net present value, ROI, capital budgeting, and other capital investing models and analysis support executive decision making. A periodic examination of financial ratios for businesses such as Asset Turnover, Return on Assets, and Return on Equity can show relative success, cost savings, and a company's operating effectiveness. The goal is a larger return on equity for sustainability. To quote one of my bookkeeping and accounting clients here on Upwork: “Jainendra is very skilled and committed individual with strong accounting skills. He was quickly able to understand my needs and completed the project to my satisfaction. For additional effort he earned a good bonus for the project. I strongly recommend Jain for my friends and others. I will definitely hire him again for my additional accounting needs.” If the above sounds like someone you would be interested in hiring, I’d love to hear from you!
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    US Taxation
    Legal Consulting
    Accounts Payable Management
    Accounting Software
    Financial Modeling
    Bookkeeping
    Xero
    CPA
    Accounts Receivable Management
    Intuit QuickBooks
    Tax Return
    Balance Sheet
    Tax Preparation
  • $45 hourly
    Are you looking for high-level technical expertise in all US Sales/use tax reporting matters? Then look no further, you are at the right profile. Who I am & What I do: I am Rumman Saeed. I have been working with large Multinational companies having Sales Tax Nexus in all US States for the last 8 years. Who can I help: Multinational business with MultiState sales or a growing business with sales in many US States meeting the Nexus threshold. How will I help: After analysing your situation & performing your Economic nexus, we will identify in which States your business needs to register, then register in whose States, set your business on tax software(Avalara, Taxjar, Anrok etc) and automate your whole process. What you will achieve working with me: Peace of mind in terms of Sales/use tax related matters so that you focus on increasing your Sales and dont have to worry about sales tax anymore. Interested in knowing more: If you think your needs are similar to my offering, just send me a message and we can setup a FREE 15 minutes consultaion call. Thanks Rumman Saeed
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    CPA
    Accounts Payable Management
    Wave Accounting
    Bookkeeping
    Financial Projection
    Month-End Close Assistance
    International Taxation
    Intuit QuickBooks
    US Taxation
    Microsoft Excel
    Tax Preparation
    Sales Tax
  • $40 hourly
    Dedicated service at reasonable prices! We are a full service Accounting, Bookkeeping, Income Tax and Payroll provider. As well as a QuickBooks Pro Advisor.
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    Cost Accounting
    Certified Tax Preparer
    Accounts Receivable Management
    QuickBooks Online
    Accounts Payable Management
    US Taxation
    Financial Accounting
    Bookkeeping
    Tax Preparation
    Intuit QuickBooks
    Payroll Accounting
  • $250 hourly
    40+ years experience as CPA, CEO/CFO, financial modeling, business valuation, Virtual CFO. Expert Witness and consultant in the areas of ground transportation (taxi/ride-share), retail and whole distribution industries. CPA - Valuation, Projections _Certified QuickBooks Online ProAdvisor _Business Valuation _Decades of Professional and Business Experience _Litigation Support - Damage Calculations - Expert Witness _Creation of demonstrative graphics for business plans & for projections of damages in litigation matters._Virtual Chief Financial Officer "Joe was very professional and knows how to clearly communicate his recommendations. He was able to complete a project I had been struggling to find someone to be able to complete for months in a matter of a hours. If you are stuck on any accounting or financial issue, I highly recommend that you work with Joe and let him offer advice and effective solutions today." "Joe was absolutely fantastic to work with. Was fast on deadlines, always available to chat, and delivered high quality work. Will definitely rehire!" "Superior job. Joe was fabulous. I would strongly recommend him and plan on working with him again." "We have had the pleasure of working with Joe for the last several months and Joe has been a VITAL contributor to our team! His experience as a CPA and business strategist is unparalleled. I cannot recommend him enough. We are engaging him on a fixed basis and he is a BARGAIN for what he brings to the table in terms of revenue generation/cost reduction strategies."
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    CPA
    Financial Modeling
    Business Valuation
    Litigation
    Business Analysis
    Business Plan
    Intuit QuickBooks
    Budget Management
    Microsoft Excel
  • $35 hourly
    With a Bachelor's degree in Accounting and Finance, I received CPA Excellence Award in Australia and I am an Advanced Certified QuickBooks ProAdvisor and currently working in California. Experience-wise, I have 20 years of accounting and finance experience gained from Big 4 and Fortune 500 corporations. Now I am running back office support company in Los Angeles providing bookkeeping, accounting, financial analysis, and outsourced controller services to small to mid-sized businesses locally and internationally. My service packages include: 1) Basic monthly bookkeeping This service is available for clients worldwide as long as you are using QuickBooks Online and provide monthly bank statements. Output includes a set of financial statements including Profit and Loss, Balance Sheet, and Cashflow Statement for your year-end tax filing. Additional graphs about your financial performance are also included. 2) Financial Planning & Analysis What do the numbers tell about your business? I analyze them, run a set of financial ratios and KPIs and give valuable insights about your business. These ratios help pinpoint areas in your business that require attention which ultimately results in increased profitability and productivity. 3) Outsourced Controller/CFO I provide on-site outsourced Controller/CFO services to station at your business (Los Angeles) or virtual controller/CFO service to help manage your accounting department, including reviewing and re-engineering the financial policies and procedures and providing advice on how to increase your profitability and productivity through best practices. 4) Business Consulting Service Other team members are professionals with over 25 years of experience in general management, accounting & finance, especially in the Mergers & Acquisitions field. We help provide hands-on management to your business or business advice as a virtual business consultant. Serving small businesses professionally both in Los Angeles and worldwide is my mission. Please drop me a line and let me know what I can do for you.
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    Financial Analysis
    Finance & Accounting
    Management Accounting
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
    General Ledger
    Financial Report
    Financial Variance Analysis
  • $195 hourly
    I am an experienced accountant with years of experience in tax and accounting. I work with a wide variety of individuals and companies, but a concentration of my clients are freelancers, app developers, SAAS companies, and e-commerce retailers who are US non-residents but own US LLCs. I do also work with corporations. I can also help with the FBAR (Form 114) and the new Corporate Transparency Act (CPA)/Beneficial Ownership Information (BOI) reporting. The following are some forms I file on a regular basis: Form 1120 and Form 5472 for foreign-owned single-member LLCs Form 1065 and K-1/K-2/K-3 for foreign-owned multi-member LLCs Form 1120 and Form 5472 or US corporations with non-US owners Filing Form 1120F for foreign corporations doing business in the U.S. Form W8-BEN and related forms Form W-9 BE-13 FBAR (Form 114) Beneficial Ownership Information (BOI) Report Wyoming Annual Reports Delaware Franchise Tax Florida Annual Reports State Sales Tax These are just some of my more common jobs, whether your tax needs are simple or complicated I can probably help. I am always happy to do a short introductory call to see if I am a good match for your job. I have a Masters of Accountancy from Belmont University, a Doctorate of Jurisprudence from Vanderbilt University, and a Bachelors in History and Political Science from Florida State University.
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    Corporate Tax
    FreshBooks
    International Taxation
    Wave Accounting
    Xero
    Bookkeeping
    CPA
    Intuit QuickBooks
    Tax Preparation
  • $65 hourly
    I am a Payroll Processing and Payroll Tax Filing expert. With over 6 years of experience working for some of the biggest Payroll Providers in the Country. I have experience with processing payroll for up to 2000 and processing off cycle payrolls and manual checks. Child support and other court ordered garnishments, deductions for employee benefits including healthcare, 401ks as well as year end items such as SCORP Medical, 3rd Party Sick Pay and PUCC. I also have experience with Implementing new accounts. Gathering the necessary tax documents and ytd records. Ensuring previous records are entered accurately to ensure future filings are correct. Setting up Holiday, Vacation, PTO and Sick accrual policies. Setting up custom calculations for a variety of different earnings including shift differentials, piece work and commissions. Creating custom reports to gather information easier. Setting up employee Onboarding I also have 6 years of Payroll Tax and Filing experience. Filing necessary Quarterly and Annual filings with required agencies. Including MultiState Payrolls. I have experience filings amendments with all 50 States and DC. Experience reviewing tax notices sent by different agencies and determine the cause. As well as working with that agency to make any necessary corrections and abating penalties. Whether it is ADP, Zenefits, Gusto, Paylocity, Paycor, Trinet, Justworks, Paychex, Surpayroll, Fingercheck, QuickBooks Desktop or Online, Wave Accounting. I have experience working with all of these platforms. The skills I have aquired allow me to make transitioning to a new Payroll Provider seamless and simple. Ensuring everything is setup to the clients standards. As well as helping clients take more advantage of their current providers features they are not currently using. I also am familiar with the Employee Retention Credit and have submitted over 400 Amendments since June 2020 resulting in over $40,000,000.00 in credits returned to clients. I am experiencd with both 2020 and 2021 requirements and calculations. Including those with PPP loans involved and other Covid credits such as Sick and Family leave.
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    Tax Law
    IRS Resolution
    Compliance
    Implementation
    Financial Report
    Payroll Accounting
    Intuit QuickBooks
  • $50 hourly
    Industries I specialize in - Law Firms, Hospitality, Health Practices, E-Commerce, Marketing, Manufacturing & Retail Professional Bookkeeper with an Accounting Degree specializing in Bookkeeping for over 20 years. Software Systems Experience QuickBooks Enterprise, QuickBooks Online, Wave, Quicken, Expensify, Slack, HubDoc, Google Drive, Dropbox, ADP Workforce, ADP TotalSource, ADP Run, Paychex Flex, Gusto Payroll, Trinet, Paylocity, QuickBooks Payroll, Saga, TrialWorks, LawPay, Clio, Lockbox Application Full-service bookkeeping & Payroll Services for all clients will include the following - 1.Reviewing your books line by line to categorize any past transactions and reconcile your accounts 2.Ensure the accuracy of your books by maintaining your accounts throughout each month 3.Provide a seamless bookkeeping experience through communication between me and the client 4.Monitor the health of your business by running and reviewing monthly reports 5.Prepare you for tax time with a customized year-end review to hand off to your tax accountant 6.Provide ongoing support via on-demand chat and scheduled video conference. 7. Process payroll and Prepare 1099s if needed 8. I am certified in ADP, Paychex, Gusto payroll, Heartland Payroll, QuickBooks Payroll 9. I have certification in - QuickBooks, Wave
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    Xero
    Data Analysis
    Gusto
    Intuit Quicken
    Bill.com Accounts Payable
    Bill.com Accounts Receivable
    Accounts Payable Management
    Financial Reporting
    Accounts Receivable Management
    Intuit QuickBooks
    Bookkeeping
    Bank Reconciliation
    Microsoft Excel
  • $85 hourly
    Our goal is to provide the business owner with the best knowledge possible from their financial statements. We believe that every business owner should know the importance of timely and accurate bookkeeping. We have 28 years of bookkeeping, accounting, income tax, Timely, professional service you can rely on. We are now living in a virtual world. So we are definitely ahead of the technology wave to help your personal and business lives to be more profitable and efficient. We can be anywhere in the world and be there as your outsourced accounting department. Technology has allowed us to be more efficient through the Internet, smart phones, and remote access.
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    Bookkeeping
    Corporate Tax
    Intuit QuickBooks
    Payroll Accounting
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