Hire the Best Intuit TurboTax Specialists

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Muhammad K.

Karachi, Pakistan

$15/hr
5.0
20 jobs

Enrolled Agent I Tax Preparer I QuickBooks Pro | Tax Accountant I'm an Enrolled Agent & Chartered Certified Accountant Senior Tax Accountant I am a highly skilled Tax Accountant based in New York with over 10 years of experience in bookkeeping, tax accounting, and business advisory services. As an Enrolled Agent & ACCA (UK), I specialize in helping businesses and individuals navigate complex tax matters with precision and expertise. My Work Experience (Resume) as a Senior Accountant include the following responsibilities: ✅ Comprehensive Tax Services: Preparation of Forms 1040, 1120, 1120S, 1065, and LLCs for a diverse range of small businesses. ✅ Bookkeeping & Financial Reporting: Full-cycle bookkeeping with accurate financial statements, reconciliations, and payroll setup. ✅ IRS & State Tax Resolution: Expert in communicating with the IRS and state tax authorities to resolve tax issues. ✅ Sales Tax & Payroll Services: Filing sales tax, payroll tax, and excise tax while ensuring compliance with state regulations. ✅ Business Advisory & Entity Setup: Helping clients incorporate businesses, maintain compliance, and optimize tax strategies. ✅ Audit Support: Assisting with Workers’ Comp Audits, Sales Tax Audits, and Tax Compliance Reviews. Industry Expertise: I have extensive experience working with clients across various industries, including: 🏗️ Construction & Contractors | 🏥 Healthcare (Doctors, Clinics, Dentists) | 🍽️ Food & Restaurants | 🏢 Real Estate | 🛒 E-commerce | 🍺 Breweries and more. Why Work with Me? ✔️ Detail-Oriented & Analytical: I ensure 100% accuracy in financials and tax filings. ✔️ Client-Focused Approach: I simplify complex tax matters and help businesses maximize deductions & reduce liabilities. ✔️ Proactive & Tech-Savvy: Proficient in QuickBooks, Xero, Wave, and other accounting software. ✔️ Compliance & Growth Strategy: I go beyond numbers to help clients scale their businesses efficiently. 📩 Let’s Work Together! Reach out for expert bookkeeping, tax compliance, and business advisory services.

  • Accounting
  • Accounting Basics
  • Light Bookkeeping
  • Bookkeeping
  • QuickBooks Online
  • Account Reconciliation
  • Tax Accounting
  • Tax Preparation
  • Bank Reconciliation
  • Payroll Reconciliation
  • Payroll Accounting
  • Finance & Accounting
  • Chart of Accounts
Wasim A.

Gilgit, Pakistan

$7/hr
5.0
1 jobs

With 4+ years of hands-on experience across businesses of all sizes and industries, I bring a deep understanding of bookkeeping, reconciliations, financial reporting, accounts receivable/payable, and payroll management. I’ve worked with startups, growing companies, and established enterprises—always delivering accurate, reliable, and timely financial support. I'm not just detail-oriented—I'm tech-savvy and adaptable, quick to master new systems and tools. My toolkit includes QuickBooks (Online & Desktop), Xero, Zoho, Excel, ERP platforms, SAP, and a wide range of third-party financial applications. If it involves your business finances—from data entry to decision-ready reports—I can handle it efficiently and seamlessly. Whatever money touches, I help make it work smarter.

  • Intuit TurboTax
  • Intuit QuickBooks
  • Data Entry
  • Bookkeeping
  • Financial Reporting
  • General Ledger
  • Cost Accounting
  • Financial Accounting
  • Tax Preparation
  • Intuit Proconnect Tax
  • Zoho Books
  • Odoo
  • Wave Accounting
  • Xero
  • Accounting
Charlene T.

Colchester, Vermont

$40/hr
5.0
9 jobs

I help businesses fix messy books, resolve discrepancies, and regain control of their financial and operational systems. With 10+ years of experience across bookkeeping, payroll, HR support, and business operations, I ensure financial records are accurate, reconciled, and audit-ready—whether it’s QuickBooks cleanup, AR issues, payroll discrepancies, or 401(k) contribution mismatches. Core Services Bookkeeping & Financial Operations QuickBooks Online cleanup and catch-up Bank and credit card reconciliations Shopify and payment processor reconciliation Inventory and COGS alignment (SOS Inventory) Financial reporting and transaction accuracy Accounts Receivable & Billing Aging reports and collections follow-up Payment application and discrepancy resolution Client statements and account reconciliation Contractor and client billing support Payroll, HR & Compliance Payroll processing and review 401(k) contribution reconciliation and corrections Preparation and filing support for Form 5500 Filing through EFAST2 Family leave administration (FMLA/state leave tracking, compliance, and documentation) HR administrative support (onboarding, employee records, benefits coordination) Coordination with TPAs, payroll providers, and accountants Operations & Process Improvement Workflow cleanup and process standardization Reporting and data tracking (Excel-based) Cross-team coordination across accounting, payroll, and operations What Sets Me Apart I don’t just record transactions—I identify issues, correct them, and implement processes to prevent them from happening again. My work is especially valuable for businesses dealing with: Migration issues (QuickBooks Desktop to Online) Reconciliation discrepancies Payroll or benefits inconsistencies Disorganized AR and cash flow tracking Tools & Systems QuickBooks Online (QBO), QuickBooks Desktop (QBD), SOS Inventory, Shopify, Microsoft Excel, Google Workspace, payroll systems, EFAST2, Docusign, Dropbox, Zoom, Microsoft Teams Availability Available for ongoing support or project-based work. I prioritize accuracy, clear communication, and efficient turnaround.

  • Payroll Accounting
  • Accounts Payable
  • Accounts Receivable
  • Bookkeeping
  • Data Analysis
  • Microsoft Excel
  • Bank Reconciliation
  • Financial Reporting
  • QuickBooks Online
  • Payroll Reconciliation
  • Compliance
Lani B.

Lapu-Lapu City, Philippines

$15/hr
4.7
509 jobs

Hello! I’m Lani Bacaling, an experienced Bookkeeper and Accountant with over 10 years of freelancing experience serving clients across the United States, Australia, Canada, Europe, and Asia. I am proficient in various accounting software platforms, including QuickBooks Online, QuickBooks Desktop, Xero, and Wave. Throughout my career, I have helped businesses maintain accurate financial records, streamline accounting processes, and produce reliable financial reports that support informed decision-making. Educational Background * Bachelor of Science in Business Administration, Major in Accounting * Master in Public Administration * Lawyer Professional Strengths * Full-Charge Bookkeeping and Accounting * Financial Statement Preparation and Reporting * Bank and Credit Card Reconciliations * Budgeting and Forecasting * Bookkeeping Cleanup and Catch-Up * Audit Review and Support * Data Migration * Third-Party Application Integration * Troubleshooting Accounting Issues * Financial Analysis and Reporting I am highly organized, detail-oriented, trustworthy, and committed to maintaining the highest level of confidentiality and integrity. My strong analytical and problem-solving skills enable me to identify and resolve discrepancies efficiently while improving financial controls and processes. Services I Offer ✔ Maintain accurate financial records and transactions ✔ Financial Statement Preparation and Reporting ✔ QuickBooks Setup and Optimization ✔ Bookkeeping Cleanup and Catch-Up ✔ Audit Review and Support ✔ Budgeting and Forecasting ✔ Data Migration ✔ Third-Party App Integration ✔ Account Reconciliations ✔ Troubleshooting and Financial Process Improvement I am a fast learner, hardworking professional, and dedicated to delivering high-quality work. I am available to work 40 hours per week or more, and I can accommodate both EST and PST time zones. If you think we’re a good fit, feel free to send me a message or schedule a call. I look forward to helping your business achieve its financial goals. Let’s talk! Lani Bacaling

  • Intuit QuickBooks
  • Financial Audit
  • Account Reconciliation
  • Bank Reconciliation
  • Xero
  • Customer Service
  • Wave Accounting
  • Financial Reporting
  • Personal Administration
  • Bookkeeping
  • Data Entry
  • Accounts Receivable Management
  • Editing & Proofreading
Mehwish F.

Islamabad, Pakistan

$15/hr
5.0
8 jobs

I have 10 years of bookkeeping and corporate accounting experience in an accountancy firm providing accounting solution to manufacturing and services industry clients in the UK, US, UAE and China. So remote work with multi-language environment is the thing I'm used to. I specialize in bookkeeping on QuickBooks Online, Oracle NetSuite SAP business one, SAP by design, Sap S/4HANA, Xero, Zoho (Books, Payroll, People) and Oracle. I am a certified chartered accountant (ACCA). As a Debt Collection Specialist, I successfully recover aged and long‑overdue debts for clients. I focus on timely recovery by applying structured strategies and proactive follow‑ups, ensuring that even challenging accounts are settled as early as possible. I am proficient in following financial & accounting matters: 1. Bookkeeping 2. Receivables reconciliation 3. Payables reconciliation 4. AR chasing 5. Banks reconciliation 6. Intercompany reconciliation 7. Financial reporting 8. Payroll journals 9. Expense reports 10. Invoice financing reconciliation 11. Company accounts 12. Guidance on International Financial Reporting standards 13. Implementation of International Financial Reporting Standards. 14. Bank Guarantees and bond dealing. 15. Cost Revenue Analysis. 16. Profitability Analysis. 17. Implementation and configuration of different ERPs.

  • SAP
  • Accounts Receivable
  • Account Reconciliation
  • Microsoft Excel
  • Bank Reconciliation
  • Accounting Software
  • Bookkeeping
  • Oracle NetSuite
  • Intuit QuickBooks
  • Accounts Payable Management
  • QuickBooks Online
  • Debt Collection
  • Xero
  • Excel Formula
  • Zoho Books
  • Zoho Projects
  • Data Integration
  • Software Integration
  • System Configuration
Farhan J.

Lahore Cantt, Pakistan

$15/hr
5.0
4 jobs

US Tax Accountant | UK Tax Accountant | QuickBooks & Xero Bookkeeping | 1040, 1120, 1065 Tax Preparation | Catch-up Bookkeeping | Financial Reporting I help businesses maintain clean books, accurate financials, and stress-free US & UK tax compliance. I specialize in QuickBooks bookkeeping, Xero bookkeeping, catch-up bookkeeping, monthly bookkeeping, and tax preparation for startups, SMEs, e-commerce businesses, and international clients. With 10+ years of experience in bookkeeping, taxation, and compliance, I provide reliable remote accounting support with one focus: clean books, accurate reports, and timely tax filings. US Tax Services • US Individual Tax Returns (1040) • US Business Tax Returns (1120, 1120S, 1065) • Schedule C & Schedule E • S-Corp Election (Form 2553) • Payroll Tax Returns (941, 940) • 1099 Reporting • Sales Tax Compliance • Foreign-Owned US LLC (5472, 1120) • FBAR, 8938, EIN & ITIN Support • IRS Notice Response & Tax Planning UK Tax Services • UK Self Assessment Tax Returns • UK Corporation Tax Returns • UK Payroll & CIS Support • VAT Registration & VAT Returns • HMRC Notice Support • Director & Dividend Tax Planning Bookkeeping Services • QuickBooks Online & QuickBooks Desktop • Xero Bookkeeping • Catch-up & Cleanup Bookkeeping • Bank / Credit Card Reconciliation • Shopify, Amazon, Stripe, PayPal Reconciliations • Accounts Payable & Accounts Receivable • Monthly Management Accounts • Profit & Loss, Balance Sheet, Cash Flow • Budgeting & Forecasting Qualifications • ACA – Chartered Accountant Pakistan • ACCA – Association of Chartered Certified Accountants • QuickBooks Online ProAdvisor • Xero Certified Advisor Why Clients Hire Me • Accurate bookkeeping & tax-ready financials • Expert US & UK tax filing support • Fast communication & dependable service • Long-term accounting partnership • Practical advice for growth & compliance If you need QuickBooks bookkeeping, Xero bookkeeping, US tax filing, UK tax returns, catch-up bookkeeping, or monthly accounting support, feel free to send an invitation. Kind Regards, Farhan Jilani

  • Accounting
  • Bookkeeping
  • Financial Planning
  • Xero
  • QuickBooks Online
  • Financial Audit
  • Internal Auditing
  • Microsoft Excel
  • Data Cleaning
  • Accounts Payable
  • Accounting Software
  • Accounts Receivable
  • Bank Reconciliation
  • Tax Preparation
  • Financial Statements Preparation

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Don't just take our word for it

What does an Intuit TurboTax specialist do?

An Intuit TurboTax specialist guides customers through remote tax preparation using TurboTax Live products and expert-led support workflows. This seasonal role focuses on answering tax questions, troubleshooting e-filing issues, and connecting users with credentialed experts for review or full-service preparation. Specialists complete required Intuit Academy training to handle virtual customer interactions across U.S. states while ensuring accurate return submission.

  • Complete Intuit Academy Tax Level 1 and Tax Preparation training to build foundational knowledge of federal and state tax laws. This certification enables you to interpret customer tax situations accurately and apply correct forms within the TurboTax interface during live support sessions.
  • Conduct welcome calls to gather basic tax situation details and match customers with appropriate credentialed tax experts based on complexity and availability. You facilitate the handoff process by documenting key financial data points so the assigned expert can perform a thorough review or prepare the return directly.
  • Troubleshoot e-filing rejections and technical errors by following TurboTax Support help articles and diagnostic paths. You identify specific error codes related to identity verification or form mismatches and guide customers through corrective steps to ensure successful return submission to the IRS.
  • Support customers through the final stages of the Expert Full Service workflow, including review, payment, and digital signing. You verify that all necessary disclosures are acknowledged and that the customer understands the expert’s adjustments before they authorize the final filing.
  • Communicate effectively in English during virtual interactions to explain tax concepts and product features clearly to non-expert users. You maintain professional standards while navigating complex tax scenarios and helping customers feel confident in their filed returns.

How to hire an Intuit TurboTax specialist on Upwork

Step 1: Post a job

Define your seasonal tax support needs by listing required certifications and customer service experience. The Job Post Generator powered by Uma™, Upwork's Mindful AI drafts a complete post from a few sentences about your requirements. You can write a new post, update a saved draft, or reuse an existing post to start hiring immediately.

  • Specify that candidates must complete Intuit Academy Tax Level 1 and Tax Preparation training before handling client returns.
  • Request proven ability to troubleshoot e-filing rejections using TurboTax Support articles and TTL C help paths.
  • Clarify if the role involves guiding customers through expert review workflows or connecting them with credentialed tax experts.

Step 2: Evaluate candidates

Look for portfolios that demonstrate clear communication skills and familiarity with U.S. state tax regulations. Uma runs instant video interviews and builds shortlists with side-by-side comparisons to highlight top performers.

  • Verify experience conducting welcome calls to gather basic tax situation details for expert matching.
  • Check for a history of resolving complex product usage issues without escalating every ticket to senior staff.
  • Assess their ability to explain tax concepts in plain English during virtual customer interactions.

Step 3: Interview your top choices

Discuss specific scenarios involving rejected returns and expert full service workflows. Schedule and conduct these interviews within Upwork Messages, which generates an immediate transcript and summary after each session.

  • Ask how they handle situations where a customer needs live tax preparation versus simple product guidance.
  • Query their process for verifying customer identity before discussing sensitive financial data.
  • Evaluate their comfort level with navigating TurboTax Live processes to connect users with appropriate experts.

Step 4: Agree on scope and begin work

Set clear milestones for customer volume targets and quality assurance metrics. Use Upwork Messages and the contract workroom for all communication and project management, while identity verification, payment protection, hourly tracking, and project funds secure the engagement.

  • Define deliverables such as the number of customer questions answered or returns reviewed per week.
  • Establish protocols for escalating technical e-filing errors to internal support teams when necessary.
  • Confirm access to necessary TurboTax product guidance tools and expert assist resources before starting.

Upwork is not affiliated with and does not sponsor or endorse any of the tools or services discussed in this article. These tools and services are provided only as potential options, and each reader and company should take the time needed to adequately analyze and determine the tools or services that would best fit their specific needs and situation.

The rates and information provided in this article are based on current data and industry sources available at the time of publication. Freelance rates can vary depending on factors such as experience, location, project scope, and market conditions. Readers are encouraged to conduct their own research to confirm current rates and trends, as this information may change over time.

How much does hiring an Intuit TurboTax specialist cost?

Hiring an Intuit TurboTax specialist typically costs $500-$2,500 per project, depending on scope and experience. Final pricing depends on the complexity of tax situations, volume of customer interactions, required training completion, and the freelancer's proficiency with TurboTax Live workflows.

Customer support guidance

$500-$1,000/project

Entry-level
  • Resolved e-filing issues using TurboTax Support paths
  • Answered general product usage questions for customers
  • Logged interaction notes and resolution steps

Expert review coordination

$1,000-$1,800/project

Entry-level to mid-level
  • Conducted welcome calls to gather tax situation details
  • Connected customers with credentialed tax experts
  • Facilitated customer review and signing steps

Tax preparation assistance

$1,800-$3,000/project

Mid-level
  • Completed Tax Level 1 training and return prep
  • Assisted experts with live tax preparation tasks
  • Verified return accuracy before final submission

Complex return resolution

$3,000-$4,500/project

Mid-level to senior-level
  • Diagnosed rejected returns and complex filing errors
  • Applied fixes using advanced troubleshooting guidance
  • Confirmed successful e-filing acceptance status

Workflow optimization

$4,500-$6,000/project

Senior-level
  • Evaluated existing support and intake processes
  • Designed improved expert matching protocols
  • Deployed updated workflow standards for team use

Frequently asked questions

Is hiring an Intuit TurboTax specialist worth it?

For most businesses, yes: hiring an Intuit TurboTax specialist is worthwhile. This role handles routine customer support and basic tax guidance, which frees up credentialed experts to focus on complex returns. It also scales your capacity during peak filing seasons without the overhead of full-time staff.

How do I evaluate Intuit TurboTax specialist candidates?

Look for candidates who have completed Intuit Academy Tax Level 1 training or demonstrate familiarity with TurboTax Live workflows. A strong candidate will describe specific steps they take to troubleshoot e-filing rejections using official support articles rather than guessing at solutions.

What tasks does an Intuit TurboTax specialist handle?

An Intuit TurboTax specialist answers customer questions about product usage and guides users through the expert-review workflow. They also assist with fixing e-filing issues by following TurboTax troubleshooting paths and help customers complete review and signing steps.

Do Intuit TurboTax specialists prepare full tax returns?

No, this entry-level role focuses on support and guidance rather than full tax preparation. Credentialed tax experts perform the actual live tax preparation or expert review, while the specialist facilitates the connection and manages initial intake details.