Hire the best Tax Preparers in New York
Check out Tax Preparers in New York with the skills you need for your next job.
- $75 hourly
- 5.0/5
- (119 jobs)
Small Business Tax ✅ Bookkeeping✅ Crypto Taxes ✅ MTM Tax Trader Status ✅ Capital Gains ✅ Trust and Estate ✅ Payroll ✅ Gift Tax As a Licensed CPA, I specialize in preparation and filing Individual (Form 1040) and Business Income tax returns: 1120 Corporations, 1120S S-Corporations, LLCs, 1065 Partnerships, Schedules C, D, E for Self employed Individuals. In addition to filing Individual and Business returns I offer Trust, Estate, and Gift tax returns preparation: Forms 1041, 706, 709. Why you should work with me? ➡ As an Accounting & Finance Professional, I offer applied experience in managing financial and income tax reporting, account & payroll reconciliation, routing tax & reports for preparation, and developing strong working relationships with clients to overcome business challenges. ➡ I have a track record of navigating frequently changing and complex tax environments related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. ➡ Moreover, I am highly knowledgeable of every aspect required by law and essential for proper and timely filings of Federal, State, and Local Taxation. ➡ I have demonstrated proficiency in preparing quarterly and annual financial reports, handling notices/installment agreements/offers in compromise from the IRS and other taxing authorities and overseeing reconciliation and monitoring of bookkeeping activities. ➡ I have exemplified expertise in analyzing proposed transactions for tax benefits and risks, advising clients on restructuring transactions, and interpreting complex tax rules regarding Corporate, Partnership & Trust transactions. ➡ I am experienced in the following topics: MTM Trader in Securities Status, Trader Tax Status (TTS), Section 475(f) Mark-to-Market election, Section 481(a) adjustment, Form 3115 Application for Change in Accounting method, Depreciation and Amortization. Areas of Practice ■ Tax Compliance and Planning ■ Tax Return Preparation ■ Crypto Taxes ■ IRS/NYS Representation ■ Small Business Bookkeeping ■ Payroll Services ■ Sales and Use Tax Returns Contact me to save yourself and your business from difficult tax situations and have peace of mind!Tax Preparation
Financial AccountingCrypto AssetCorporate TaxCryptocurrencyIRS ResolutionCPABookkeepingPayroll AccountingTax Planning & AdvisorySales TaxIntuit QuickBooks - $200 hourly
- 5.0/5
- (122 jobs)
New York State licensed certified public accountant with a Master's degree in accounting and a Bachelor’s degree in E-commerce. Wei has over fifteen years tax accounting experience in corporation, pass-through entities and high net worth individual tax returns. Wei Xu, CPA works with individuals and families on their income taxes while looking for opportunities to reduce their income tax liabilities and providing tax planning strategies. Individual Tax Preparation and Planning (Form 1040 and state filings) Business Tax Preparation and Planning (Form 1120, Form 1120S, Form 1065 and state filings) Tax Problem Resolution Foreign Bank and Financial Accounts (FBAR)/FATCA Compliance (Form 114) New Business FormationTax Preparation
US TaxationCPALegal Entity StructuringTax Preparation SoftwareAccountingTax ReturnTax Planning & AdvisoryBank ReconciliationBalance SheetIntuit QuickBooks - $50 hourly
- 5.0/5
- (18 jobs)
12+ years experience in the field of accountancy, bookkeeping, tax and finance as an affiliate chartered accountant and ACCA. IRS-authorized Tax Preparation & E filing. Expert in US tax Preparation & Planning 🎯 1040, 1040NR, 1120, the 1120S, 1065, 5472, 5471, 990EZ for new 501c3, 1122, FBAR, etc as well as Payroll Tax / HR- Form 941/ 944, W2 preparation. As a Certified Accountant with over 12 years of global experience with PwC and Financial Controller, Finance Manager in different organizations, I offer a wide range of financial services (including QuickBooks, Xero, Oracle, SAP Business One and Microsoft Dynamics & Finance &Operations bookkeeping). I have served in various roles such as financial controller, virtual CFO, financial advisor, finance manager, bookkeeper(QuickBooks, Xero bookkeeping), US tax expert, and accountant for entities worldwide, including those in the US, Asia, and Europe. I provide comprehensive financial and accounting services that include bookkeeping, compliance with US GAAP and US taxation, adherence to IFRS, financial reporting (QuickBooks, Xero bookkeeping), risk management, and external auditing. I excel across various industries, particularly in E-commerce, and hold certifications in QuickBooks Online, Microsoft Dynamics 365, and Xero, among others. As a seasoned specialist in US Tax Preparation & Planning, I am proficient in preparing and filing various forms including 1040, 1040NR, 1120, 1120S, 1065, 5472, 5471, 990EZ, and FBAR. I offer my services to a diverse range of businesses, ensuring meticulous and compliant filing of Income, Sales, and Payroll taxes . My specialization also involves setting up books, creating charts of accounts, managing payroll, and performing client trust accounting, bank reconciliations, and tax planning ( in QuickBooks, XERO, Wave, ZohoBooks, MYOB, Microsoft Dynamics Business Central, Oracle and SAP B1 ( Business One) Cashflow, FreshBooks, Microsoft Dynamics AX 2012.). I also offer expertise in accounts receivable, accounts payable, financial statement preparation, and software assistance (QuickBooks, Xero bookkeeping) as well as Accounting Standards Evaluation – US GAAP & IFRS, Financial Modeling Forecasting Budgeting. The services I provide encompass monthly bookkeeping ( including QuickBooks, and Xero bookkeeping) for organizations of all sizes, financial statement preparation, financial modeling, and reconciliation of bank and account records. Additionally, I design Standard Operating Procedures (SOPs), perform business process reengineering, and handle various data visualization tasks. As a financial advisor and virtual CFO, I provide strategic financial analysis, forecasting, and leadership, tailored to meet the needs of your business. My portfolio spans multiple industries including E-commerce, Textile Composite, Electricity Production, FMCG, Sugar Industry, Education Services, Automation and Control Equipment, Telecommunication, and Banking and Capital Markets. I am committed to delivering top-tier financial and accounting solutions ( including QuickBooks, and Xero bookkeeping)and am readily available to answer any queries you might have, to enhance your financial understanding and decision-making as well as provide my clients with performance that is unbeatable and 100% availability during business hours. Certified QuickBooks ProAdvisor Accountant! Expert in Intuit QuickBooks and Intuit payroll services Let's schedule a quick meeting to discuss your problems and find effective solutions.Tax Preparation
Business ValuationAccount ReconciliationBank ReconciliationRevenue ManagementRevenue Cycle ManagementAccounts PayableQuickBooks OnlineFinancial StatementFinancial AuditFinancial ModelBusiness ModelingBookkeepingAccounting BasicsManagement Accounting - $75 hourly
- 5.0/5
- (13 jobs)
I'm a CPA that has recently launched his accounting firm focused on tax preparation, tax planning, bookkeeping, and financial statement prep. I have over 5 years of experience in tax, accounting, and audit. For the past two years I've been preparing tax returns for high net individuals and businesses. The industries have included real estate, financial services, retail, art dealers, traders, and mom and pop. My tax form knowledge includes 1040s, 1040-NRs, 1120-S, 1120, 1065, 1041, 709, 5471, 5472, and FBARs. I can also assist you in tax planning, tax notice resolution, and bookkeeping. My robust software and processes should have your returns and financials done in a timely manner. Feel free to reach out for a free consultation.Tax Preparation
Financial Statements PreparationAccountingBookkeepingCPA - $18 hourly
- 5.0/5
- (20 jobs)
With 15+ years of experience, I’ve streamlined financial operations for startups, nonprofits, freelancers, and established corporations. Whether you’re a solopreneur or a growing enterprise, I deliver tailored solutions to save time, reduce stress, and keep your finances IRS-compliant. How I Help Businesses Like Yours: ✅ Tax Preparation & Filing → Individual (1040), Small Business, Rental Properties, Nonprofits (Form 990) → IRS Compliance, Audit Support, and Tax Planning to Avoid Surprises → Expertise in Self-Employed, Expat, and International Tax Scenarios ✅ Accounting & Bookkeeping → Daily Bookkeeping (QuickBooks, Xero, FreshBooks) → Bank Reconciliation, A/P & A/R Management, Financial Reporting → Payroll Processing and Sales Tax Compliance ✅ Customized Support → Startups: Financial roadmaps, budgeting, and IRS registration → Established Businesses: Month-end closeouts, cash flow analysis → Nonprofits: Form 990 prep, donation tracking, and grant reporting Why Work With Me? 🔹 Flexible & Scalable: Solutions tailored to your industry and size. 🔹 Software Pro: QuickBooks Online/Desktop, TurboTax Pro, NetSuite, Excel. 🔹 No Guesswork: Clear communication, deadlines met, and year-round support. 🔹 Peace of Mind: Error-free filings and audit-ready records. Let’s Simplify Your Finances ➔ Overwhelmed by tax season? I’ll handle the paperwork. ➔ Need to focus on growth? I’ll manage the numbers. ➔ Expanding overseas? I’ll navigate international tax rules. Message me today!Tax Preparation
Financial ReportingAccounts Payable ManagementUS TaxationAccounts Receivable ManagementCost ControlFinancial AuditBookkeepingAccountingBalance SheetAccount ReconciliationPayroll AccountingBank ReconciliationIntuit QuickBooks - $60 hourly
- 4.9/5
- (208 jobs)
We are thrilled to announce that we have teamed up with Protection Plus to offer $1 Million Tax Audit Defense™ to our individual 1040 clients and business return clients. When you file with us, you'll receive expert tax advice as well as a team of tax resolution experts to guide you if you receive a tax notice or audit. This feature now extends to business returns as well, giving you peace of mind during tax season. Affordable and Stress-Free E-Filing for Individuals and Small Businesses – Nationwide! Tax season doesn't have to be a headache. I offer professional e-filing services that are both affordable and easy to use. I handle the complexities of tax filing so you can focus on what matters most. Serving clients in all 50 states. Benefits: Affordable Rates: Competitive pricing to fit your budget. User-Friendly Process: Simple and straightforward e-filing experience. Personalized Support: I'm here to answer your questions and guide you through the process. Fast Refunds: Get your refund quickly with direct deposit. All States Covered: Expertise in federal and state tax filing requirements. QuickTaxnBooks is a leading provider of tax, accounting, and business services. We have a team of highly skilled and experienced professionals dedicated to helping businesses and individuals achieve their financial goals. Our expertise includes tax planning and preparation, accounting, bookkeeping, and compliance. We are committed to providing efficient and reliable financial services to clients. Qualifications LLB (India) - JD Equivalent LLM (USA) Credentials IRS Annual Filing Season Program (AFSP) - 2022, 2023, 2024, 2025 Skills Tax Preparation and Filing Real Estate Taxation 1031 Exchanges Installment Sales Seller Financing Tax Planning and Advisory Financial Reporting and Analysis Communication and Consultation Self-Employment Tax Preparation (1099) Small Business Tax Preparation Sch C, LLC, S-Corp Deduction Optimization Tax Law Expertise Communication and Consultation Experience QuickTaxnBooks | 2015 to Present Provided comprehensive tax and accounting services to businesses and individuals. Managed complex tax scenarios, including real estate transactions, 1031 exchanges, and installment sales. Prepared and filed federal and state tax returns. Advised clients on tax planning strategies to minimize tax liabilities and maximize deductions. Conducted research and analysis on complex financial matters. Assisted clients with financial analysis, budgeting, and forecasting. Don’t lose sleep over a tax audit. We include Protection Plus $1 Million Tax Audit Defense™ with your tax return to offer you peace of mind even after filing successfully. If you receive a tax notice, simply give us a call and our team of audit defense experts at Protection Plus will take care of the rest at no additional cost to you. From communicating with the IRS to organizing documentation, we’ll handle the entire process until we reach a resolution. Everyone deserves peace of mind when filing their tax return. That's why we're offering our $1 Million Tax Audit Defense™ to both our individual 1040 clients and our business return clients (including partnerships, S-Corp, and S-Corp returns). When you use our services, you can rest easy knowing your tax return is accurate. Even if the IRS sends you a tax notice or conducts an audit, we have tax resolution experts who will help you until the issue is resolved. Trust us to take care of your tax filing needs and experience the difference.Tax Preparation
Legal ResearchFamily LawLegal Entity StructuringLexisNexis Practice AdvisorIRS Income Tax AuditsContract DraftingCivil LawLexisNexisLegal AssistanceContract LawLitigationCertified Tax Preparer - $360 hourly
- 5.0/5
- (2 jobs)
Xintian Wang, CPA Senior Tax Manager | Tax Strategist | CPA Hi there! My name is Xintian Wang, and I am a Licensed Certified Public Accountant (CPA) with over a decade of senior-level experience in corporate and individual taxation. My team and I specialize in tax strategy, compliance, and financial planning for individuals and businesses, ensuring that our clients maximize tax efficiency while maintaining full compliance. Comprehensive Tax and Accounting Services: We offer a full range of tax and financial services, including but not limited to: ✅ Tax Preparation & Compliance – Expertise in 1040, 1065, 1120, 1120-S, state & local taxes, franchise taxes ✅ Audits, Reviews & Compilations – Financial reporting solutions tailored to businesses and organizations ✅ Equity & Investment Taxation – Specializing in RSU, ESPP, stock options, AMT, real estate taxation, and K-1 taxation ✅ International & Cross-Border Taxation – US-Canada taxation, FBARs, 8938s, PFICs, streamlined procedures ✅ Regulatory & IRS Compliance – IRS/state resolutions, audits, and tax code research ✅ Inheritance & Estate Taxation – Strategic estate and trust tax planning for wealth preservation ✅ Business Support Services – Bookkeeping, payroll compliance, HR outsourcing, benefits administration ✅ Crypto Taxation & Reporting – Full crypto reconciliation and compliance with IRS regulations ✅ Strategic Tax Guidance – Helping small to medium-sized businesses optimize their tax structures Why Work With Us? 🔹 Swift & Clear Communication – Our responsiveness is unmatched. 🔹 Multilingual Team – We speak English, Mandarin, Russian, French, Bulgarian, Spanish, Ukrainian, Albanian, and Uzbek fluently. 🔹 US-Canada Cross-Border Expertise – A licensed CPA specializing in US-Canada taxation is part of our team. 🔹 Accuracy & Compliance – Multiple levels of quality assurance ensure precision. 🔹 Fast Turnaround – General processing time is 5-7 business days. 🔹 Data Security & Confidentiality – We prioritize secure storage, encrypted communication, and client privacy. 🔹 Ethical & Transparent Billing – We only charge for actual time worked—no hidden fees! Academic Background: 🎓 Bachelor’s in Accounting – Kean University, NJ 🎓 Master’s in Accounting – Gabelli School of Business, Fordham University, NYC (Passed all four CPA exam sections during my studies) I am passionate about helping individuals and businesses navigate complex tax matters and make informed financial decisions. Whether you're an individual with multi-state tax considerations, a business owner in need of full-service accounting, or facing IRS challenges, my team and I are here to help. 📩 Let’s connect and discuss how we can support your financial success! 🚀Tax Preparation
Business ConsultingCorporate TaxUS TaxationBookkeepingPayroll Accounting - $120 hourly
- 5.0/5
- (6 jobs)
I am a NYS licensed CPA with a passion for helping small to medium businesses navigate the financial world. I have 4 years of Public Accounting Experience (Big 4) and 3 years as a freelancer. My freelance projects range from not-for-profit consulting to personal tax preparation/planning. I can offer you: - Budgeting/Forecasting - Financial Reporting - Financial Analysis - Reconciliations - Auditing I have experience with SAP, Oracle, JD Edwards, Xero, Quickbooks (including online) and ProConnect Tax Software. Additionally, I am a certified QuickBooks ProAdvisor.Tax Preparation
Financial ReportingCPAIRS Income Tax AuditsPersonal BudgetingFinancial AnalysisIntuit QuickBooksBudget ManagementPayroll AccountingAccount Reconciliation - $50 hourly
- 5.0/5
- (12 jobs)
Are you looking for an experienced Shopify or Amazon Bookkeeping Expert/ Specialist for your Shopify or Amazon business? You are at the right place lets discuss your Shopify, Amazon Bookkeeping, or Accounting needs in more detail so I can suggest and provide you the best solution according to your Amazon business-specific requirements. I am a Qualified Professional Accountant (Equivalent to CPA) and QuickBooks Online Advanced Certified Elite tier ProAdvisor. I have over ten years of bookkeeping and accounting experience with different eCommerce businesses, especially Amazon and Shopify. Except for Amazon and Shopify, I have extensive experience with Walmart, eBay, Etsy, Stripe, Paypal, etc. I specifically help eCommerce sellers and especially Amazon and Shopify Sellers, to analyze their business position over time so they can make effective decisions that will help their Amazon business to grow. I take my work seriously and do the job professionally. Client satisfaction is my utmost goal. Over my ten years career, I have worked with several Amazon and Shopify sellers. I performed various duties, including full-charge bookkeeping, accounts receivable and payable management and reconciliations, etc. I have also done several implementations and messed cleanups. I am efficient with my work, organized, and detail-oriented. I welcome you to invite me for an interview for your Amazon or Shopify bookkeeping, and I am pretty sure and confident I will not disappoint you. Regards, Ali Yousaf.Tax Preparation
Amazon FBAAccounts Payable ManagementQuickBooks OnlineInventory ManagementFinancial StatementAccounts Receivable ManagementFinancial AccountingBookkeepingMicrosoft ExcelBank ReconciliationAccount Reconciliation - $60 hourly
- 4.8/5
- (29 jobs)
Hello! I am a CPA with 7 years of experience in accounting, bookkeeping, and tax preparation, Having worked for Upstate New York's largest public accounting firm for 3 years, I am well-versed in almost every corner of the accounting industry. I've seen everything that a small business may come across in its day-day and year-end accounting, and I pride myself on my ability to think analytically and philosophically in finding the most efficient and cost-effective solution to any task that comes my way. I look forward to working together to achieve great things!Tax Preparation
Financial WritingCryptocurrencyFinancial AccountingBookkeepingIntuit QuickBooks - $50 hourly
- 4.9/5
- (29 jobs)
Owners want simple tasks to record their information, mobility, and accurate reporting. Creating that perfect balance of work, life, and bookkeeping is difficult even for the best of us. After long work hours, travel, troubleshooting, and challenging your patience, to still ask yourself: ✅Are my books accurate? ✅Are all expenses record? ✅Did I quote correctly? ✅Is payroll recorded and approved? ✅Am I on target for billable expenses? ✅Is this job going to be profitable for me? ✅How can I track different events/locations separately? No matter what you do, at the end of the day, there is no clarity or peace of mind to sleep on. It all boils down to having the right tools in place. I can be that tool for your company. Having worked with many business owners over the past ten years, I see a common struggle with recording their books. I know exactly how to help you maximize your information while minimizing your time spent on books. I enjoy the chance to get to know you, your business, and your pain points. Building a relationship of honesty and trust is the key to our success. The more we know about how you do things, the better it guides us in supporting you. I do not want to reinvent the wheel, only provide some oil and TLC to make things roll easier. Let me be the right “tool” for you. I look forward to our interview. Letizia :)Tax Preparation
US TaxationMonth-End Close AssistanceTax LawTax Planning & AdvisoryVideo CleanupStartup ConsultingTrainingBusiness ConsultingBookkeepingBank ReconciliationIntuit QuickBooksMicrosoft Excel - $60 hourly
- 5.0/5
- (21 jobs)
About Me: With a Bachelor’s Degree in Accounting and over five years of experience in a CPA firm, I specialize in helping business owners optimize their financial operations through expert tax preparation, financial planning, and customized accounting solutions. I’ve worked directly with tax professionals and executives, gaining a deep understanding of the challenges small to mid-sized businesses face. In addition to traditional accounting and tax services, I have a strong passion for streamlining financial processes through Excel VBA automation, specifically designed to enhance financial planning & analysis (FP&A) workflows. From developing custom macros for budgeting, forecasting, and financial modeling, to automating data reconciliation and profitability analysis, I can help businesses improve efficiency, reduce manual errors, and make faster, data-driven decisions. I enjoy working with business owners who, like myself, prioritize quality and understand that precision and efficiency in financial management directly impact the bottom line. Whether you're looking to optimize your tax strategy, build long-term financial projections, or automate your financial processes to save time and resources, I’m the right person to help you achieve those goals. Services I Offer: Tax Preparation & Accounting Service 1040 Preparation | 1065 Preparation | 990 Preparation | 1120 Preparation | Bookkeeping | Bank Reconciliation | Adjusting Entries | Financial Statement Preparation | Tax Strategies & Research Excel VBA Automation Edit Existing Macros | Build New Macros From Scratch | Pre- Written Macros for Common Queries | Data Analysis | Data Profiling | SQL Administration Financial Planning & Analysis Budgeting & Forecasting | Financial Modeling | Profitability Analysis & Cost Management | Scenario & Sensitivity Analysis | Financial Statement Analysis | Variance Analysis & Reporting | M&A Financial Support | Capital Allocation & Investment Analysis | Debt & Equity Financing Analysis | Business Valuation & Exit Strategy Planning | Strategic Financial Planning & Long-Term Projections What Clients Are Saying: "Rachel was great! She picked up the tasks quickly, including the use of proprietary software, and completed the work with high quality. She was able to identify issues as they arose and provided actionable solutions. We'll definitely work with her again!" — Corvee Tax Planning Software Let’s Connect! Tell me a little about your company and the challenges you’re facing, and we’ll see if we’re a good fit to work together. If it looks like we’re aligned, we can schedule a call to dive deeper into your needs and how I can help you grow.Tax Preparation
Accounting SoftwareMicrosoft ExcelVisual Basic for ApplicationsFinancial StatementBookkeepingSpreadsheet MacrosMacro ProgrammingData ProfilingAutomationFinancial AccountingData AnalyticsVisual BasicTax Return - $100 hourly
- 5.0/5
- (7 jobs)
I possess over 9 years of tax accounting expertise as a senior tax accountant at a Big 4 firm. My clientele primarily comprises individuals involved in E-Commerce, YouTube content creation, and startup ventures. I offer services such as tax consulting, tax preparation, and Mandarin translation. Feel free to reach out for a complimentary 15-minute consultation prior to committing to any services. Please indicate your preferred time for a discussion.Tax Preparation
Tax ReturnTax Law - $75 hourly
- 4.9/5
- (324 jobs)
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. 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 and Personal Savings Advise.Tax Preparation
CrowdfundingTax StrategyC-CorporationTaxesQuickBooks OnlineInternational TaxationTax Refund SubmissionCorporate TaxBusiness ConsultingCPABank ReconciliationBookkeepingTax Preparation SoftwareTax Planning & AdvisoryTax LawIntuit QuickBooks - $125 hourly
- 5.0/5
- (31 jobs)
Primarily helping SaaS and eCommerce small businesses, I have over six years of experience in highly complex sales tax projects and six years of experience in accounting services. Services include, but are not limited to: Consulting: Nexus Analysis-let's figure out where you need to register for sales tax based on physical or economic nexus. Tax research-is my product or service taxable? Hiring a remote out-of-state employee: how does this effect my sales tax? Software Integration: Custom sales tax software recommendation based on your business needs Implementation and integration of sales tax software Shopify sales tax setup Stripe sales tax set up QuickBooks sales tax set up Compliance: Sales tax return filings New business registration Historical filing, amendments, and clean up Notice management Reseller certificate management Monthly reconciliations I consider myself a "sales tax nerd" and am currently pursing the requirements for a CMI (Certified Member of the Institute) certification, the highest designation for sales tax accountants. I have an MBA/Finance from Columbia Southern University. I have worked with over 100 small business owners in the past three years, assisting with sales tax needs and ensuring my clients are sales tax compliant. I am building a sales tax consulting firm from the ground up and welcome accounting firms to reach out to me for partnership opportunities.Tax Preparation
Tax LawTax Law ComplianceValue-Added TaxIndirect TaxTax Preparation SoftwareSales TaxSaaSTax ReturnIntuit QuickBooksMicrosoft Excel - $325 hourly
- 4.6/5
- (33 jobs)
As an experienced New York Attorney, I am pleased to offer my services to clients who are seeking assistance with startup consulting and/or business related legal work. My expertise in both of these areas allows me to provide comprehensive legal support to entrepreneurs and businesses of all sizes. I will speak to you for 10 minutes at no charge as a free consultation - just send me a message! My startup consulting services include advising clients on business formation, drafting and negotiating contracts, conducting due diligence, and providing guidance on intellectual property and regulatory compliance. I work closely with my clients to help them navigate the complex legal landscape of launching a new venture, and to ensure that they have the necessary legal protections in place. In addition to startup consulting, I also offer a wide range of business legal services. These include contract drafting and negotiation, dispute resolution, employment law, commercial real estate, and corporate governance. Whether you need assistance with a specific legal issue or ongoing support for your business, I am here to help. I pride myself on clear communication with my clients and a matter of fact attitude to keep your business progressing as quickly as you need it to in the ever changing startup world. I am new to Upwork so my $295 per hour rate is for a limited time in order to build my profile (I typically charge $495!) Send me a message and let's see if you think it makes sense to work together!Tax Preparation
Business Planning & StrategyLawPatent LawTax LawLegal ConsultingIntellectual Property LawStartup CompanyBusinessTrademark LawEmployment LawPartnership AgreementStartup ConsultingSole ProprietorshipContract Law - $200 hourly
- 5.0/5
- (1 job)
As an experienced Certified Public Accountant (CPA), I possess a diverse range of skills and expertise that make me a valuable asset for clients seeking financial guidance and expertise. With a strong foundation in accounting principles, financial analysis, and tax regulations, I am well-equipped to handle a variety of accounting tasks with precision and accuracy. Throughout my career, I have successfully managed multiple projects, demonstrating my ability to prioritize tasks, meet deadlines, and deliver exceptional results. I have worked extensively in financial statement audit, ensuring compliance with accounting and audit standards. My attention to detail and analytical mindset have enabled me to identify cost-saving opportunities and implement effective strategies to improve financial performance for my clients. I have a deep understanding of tax laws and regulations, allowing me to provide comprehensive tax planning and preparation services. I have successfully assisted individuals and businesses in minimizing their tax liabilities while ensuring compliance with applicable laws. Additionally, I have experience in representing clients during tax audits, showcasing my ability to navigate complex tax situations and effectively communicate with tax authorities. In terms of software proficiency, I am well-versed in various accounting software systems, including QuickBooks and Microsoft Great Plains. I have hands-on experience in implementing and optimizing these platforms to streamline accounting processes, enhance efficiency, and improve financial reporting accuracy. My educational background includes a Maste's degree in Accounting and a CPA certification. I continuously strive to stay updated with the latest industry trends, regulations, and best practices through ongoing professional development and participation in relevant seminars and courses. In summary, my strengths lie in financial analysis and tax planning. I bring a meticulous approach to my work, ensuring accuracy, compliance, and delivering actionable insights to drive financial success for clients. With a track record of successful projects and a commitment to ongoing learning, I am ready to contribute my expertise to your organization.Tax Preparation
Tax Planning & AdvisoryCPAForensic AccountingTax ReturnFinancial AuditPayroll Accounting - $100 hourly
- 5.0/5
- (19 jobs)
JW Clarke LLC is a New York based accounting & law firm designed to make life easier by bringing your accounting & legal support together in one place.Tax Preparation
Corporate TaxCorporate LawContract LawFinancial Statements PreparationIRS Income Tax AuditsEstate PlanningIntellectual Property LawTrust, Estate & Will AgreementTax LawSales TaxBookkeepingAccountingPayroll AccountingTax Return - $75 hourly
- 5.0/5
- (8 jobs)
As a highly experienced and dedicated CPA, I specialize in providing top-notch accounting and financial services to my clients. My top skills include tax preparation and planning for both individuals and businesses, financial reporting and analysis, bookkeeping, payroll management, and financial statement preparation. I am passionate about helping businesses of all sizes achieve their financial goals and thrive in today’s competitive market. Let me help you take your business to the next level! • Certified Public Accountant in New York State. • Bookkeeping for annual tax returns and financial statements. • Tax return preparation. • Skilled with QuickBooks Desktop and QuickBooks Online.Tax Preparation
CPACritical Thinking SkillsFinancial Statements PreparationTax StrategyCorporate TaxTax Law ComplianceIndustry KnowledgeSales TaxBookkeepingTime ManagementTax ReturnMicrosoft ExcelPayroll AccountingIntuit QuickBooks - $200 hourly
- 5.0/5
- (4 jobs)
My strengths are performing assets vs stock sale analysis, analyzing inside and outside tax basis, researching tax law, performing structuring analysis for reorganizations or acquisitions, and tax return preparation .Tax Preparation
CPAMergers & AcquisitionsLegal Entity StructuringUS TaxationTax AccountingAcquisitionsTax Planning & AdvisoryTax Law - $55 hourly
- 5.0/5
- (11 jobs)
I am a licensed CPA in the state of New York as well as a CIA. I assist high net worth individuals and small businesses with their finance and accounting needs. In a past life, I was a risk manager and can provide internal control documentation as well as risk assessments (RCSA).Tax Preparation
Risk AnalysisRisk AssessmentInternal ControlInternal AuditingTax Preparation SoftwareFinancial Statements PreparationFinancial AnalysisCPA - $55 hourly
- 5.0/5
- (1 job)
Bookkeeping • Tax Preparation • Tax Notice Resolutions. • 20+ years experience of research & resolving tax notices. • 20+ years’ experience in income tax preparation. • 25+ years of Tax experience as well as Reconciliations • 10+ years of Bookkeeping. • Vast knowledge of IRS transcripts, Transaction Codes, Freeze Codes, Statute of • Limitations, IRS notices and letters. Complete understanding of the Internal Revenue Manual. Knowledgeable of compliance regulations. • Skilled in examining financial statements, • Outstanding analytical, investigative, and research skills. Detail oriented. Clear and concise communication skills. • Outstanding organizational skills. Effective time management. Extremely professional, respectful, outgoing and friendly. • Customer oriented, establishing and maintaining customer relationships, assessing customer needs and goals. • Certified QuickBooks Online & Payroll ProAdvisor. • Active IRS PTIN • NYS Registered Tax Preparer / NYTPRIN - NYS Department of Taxation & Finance Certificate of RegistrationTax Preparation
Payroll AccountingCommunication EtiquetteCommunication SkillsQuickBooks OnlineIRS Income Tax AuditsIRS ResolutionTax Law ComplianceBookkeeping - $75 hourly
- 4.9/5
- (3 jobs)
I prepare tax returns for small businesses and individuals with a focus on influencers and content creators. I'm also a quickbooks pro advisor and perform monthly bookkeeping and reconciliations.Tax Preparation
AccountingTax StrategyTax ReturnIntuit Proconnect TaxIntuit QuickBooksCPATax Accounting - $100 hourly
- 5.0/5
- (3 jobs)
Tax Preparation
CPABookkeeping - $50 hourly
- 5.0/5
- (3 jobs)
As a seasoned management consultant, I specialize in optimizing business processes, driving strategic initiatives, and delivering impactful solutions that enhance operational efficiency. With a strong background in project management, operations implementation, and business analysis, I excel in helping organizations navigate complex challenges and achieve sustainable growth. My approach is client-focused, ensuring tailored strategies that align with your unique business goals. Let’s work together to elevate your business to the next level.Tax Preparation
Market ResearchQuantitative AnalysisEvent PlanningMicrosoft OfficeGoogle WorkspaceBookkeepingBusiness AnalysisEvent ManagementCertified Tax PreparerTax ReturnTax Preparation Software - $85 hourly
- 4.9/5
- (113 jobs)
NPM And Associates,LLP, is an accounting firm headed by its managing partner, Paul Medordi, CPA. NPM located in Staten Island, New York. We help individuals and business with all their tax resolution, tax services, accounting, and Financial needs. The client is our # 1 concern at our firm.Tax Preparation
BookkeepingTax LawFinancial AuditMicrosoft ExcelPayroll AccountingIntuit QuickBooks - $115 hourly
- 4.7/5
- (18 jobs)
I am a Licensed Enrolled Agent and Accountant with 10+ years of working experience in a variety of industries; providing bookkeeping, accounting, and tax services. Over my career so far, assisted clients with 500 various cases of IRS and local tax agencies correspondence. By replying to notices, penalties and audit request, I was able to save clients over 100k in fees and interest payments. Recently completed a project for a growing restaurant business with annual revenue of 5m who received a sales tax audit notice. Through strenuous reconciliation process, we were able to prove that tax calculation performed was correct and waived 18k penalty plus interest. Proactively help clients with tax projections to ensure there are no surprises on a tax due at the end of the year, as well as establish tax saving strategies during the year. On one occasion advised a client who had an LLC to convert to an S Crop tax treatment to save over 15k in self-employment tax. I was able to accomplish that because I was keeping a close eye on clients activity. I am a reliable accountant that pays a lot of attention to detail. I look forward to working with you to provide solutions. Currently a Registered Agent with IRS and studying for the CPA exam.Tax Preparation
Tax LawAccounts Receivable ManagementIntuit Lacerte TaxAccounts Payable ManagementBookkeepingPayroll AccountingCustomer ServiceAccount Reconciliation Want to browse more freelancers?
Sign up
How hiring on Upwork works
1. Post a job
Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.
2. Talent comes to you
Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.
3. Collaborate easily
Use Upwork to chat or video call, share files, and track project progress right from the app.
4. Payment simplified
Receive invoices and make payments through Upwork. Only pay for work you authorize.