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I'm a U.S. Citizen semi-retired in the Philippines. You get Philippines/Off-Shore Rates with United States 20+ years experience on all projects. Looking to set up, fix, or restructure a U.S. or foreign-owned entity? I help multi-national founders and organizations get it done correctly from day one, or clean up what was set up wrong. Multi-State Entity Architect / Cross-Border / Tax Structuring, Re-construction & Re-instatement Specialist, Complex Compliance & Resolution Advisor / Asset Protection. Strategic zero tax entity for Hong Kong, Australia, and the U. K. 501(c)(3) Nonprofit, For-Profit LLC, S-Corp, Revocable/Irrevocable Trust & Cross-Border Foreign-owned member LLC Form 5472 Form 1120-Pro Forma (20+ Years Experience) I provide turnkey, A-to-Z guidance for founders, families, and organizations that need more than basic form filing. My work focuses on building compliant structures that actually work together long-term. Founder Logistics & U.S. Administrative Support Many international founders require ongoing logistical support after forming a U.S. entity. In addition to formation and compliance consulting, I can assist with coordination of: • U.S. business address and mail handling • digital mail scanning and compliance notifications • IRS and state correspondence monitoring • registered agent coordination • international document forwarding • U.S. courier and document logistics • coordination with CPAs, attorneys, and banking institutions My services are often bundled alongside entity formation and cross-border compliance consulting. I’m James Rose, an IRS PTIN-certified tax preparer and strategist with over 20 years of experience helping U.S. and international clients design, form, file, and reorganize for-profits, nonprofits, trusts, and multi-entity structures. This includes forward-looking tax planning, compliance, and required federal and state filings. I’m semi-retired from traditional practice, which means my focus is not volume or speed, but thoughtful structure, clarity, and long-term sustainability for each client. As part of my strategic approach, I also prioritize direct conversation, by video or call, so you know exactly who you’re working with and how I approach your project. Why Work With Me • I prepare a clear executive summary in advance outlining your specific structure • 20+ years of hands-on experience, not a side service • U.S. and foreign founder structures (for-profit, nonprofit, trust) • Plain-English explanations of the what-if's, when’s, and how’s • Strategy driven work, not assembly-line filings What I Deliver (ALL Filing Fee's Included In My Quotes) • Entity formation and restructuring (LLCs, C-Corps, S-Corps, 501 nonprofits) • Revocable and irrevocable trusts, including IP and family structures • Articles, bylaws, resolutions, minutes, and governance documents • EIN's, IRS and state filings, and ongoing compliance • IRS Forms 1040 / 1120 / 1065 / 1023 / 1023-EZ / 990 / 941, etc. and required tax returns • Strategic consultations focused on compliance and forward looking strategic planning Your End Result Clients receive startegic & well-structured entities positioned for approval, sustainability, and long-term success, not just this year, but moving forward. I’m happy to answer questions and help you determine the right structure for your goals in an Upwork chat, audio, or video call.

Hi, thank you for viewing my profile. I am a Certified Public Accountant specializing International Taxation related to all Corporate Income and Business Taxes and Expert in US Sales and Use Taxes & US Local Taxes in multiple states. I also have extensive experience in Canada Goods and Service Taxation & Singapore Goods and Service Taxation. I am QuickBooks Online Certified ProAdvisor doing full-cycle accounting in QuickBooks. I'm also an experienced Bookkeeper and Accountant and knowledgeable in various accounting systems like SAP ERP, SAP BW, Oracle R12 and 11i, NetSuite, Wave, and Xero. I have so much passion in Taxation, Accounting, and Bookkeeping. I am detail-oriented, organized, and can work independently with can-do-all attitude.

▶️ 𝑾𝒊𝒕𝒉 🅼🅴, 🆈🅾🆄 𝒄𝒂𝒏 𝒉𝒂𝒗𝒆 𝒂 𝒅𝒆𝒑𝒆𝒏𝒅𝒂𝒃𝒍𝒆 𝒕𝒂𝒙 𝒂𝒅𝒗𝒊𝒄𝒆, 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 & 𝒔𝒕𝒓𝒂𝒕𝒆𝒈𝒚 𝒊𝒏 𝒎𝒊𝒏𝒊𝒎𝒊𝒛𝒊𝒏𝒈 𝒕𝒂𝒙 𝒆𝒙𝒑𝒐𝒔𝒖𝒓𝒆. 𝑨𝒏 𝒂𝒄𝒄𝒖𝒓𝒂𝒕𝒆, 𝒓𝒆𝒍𝒊𝒂𝒃𝒍𝒆 𝒂𝒏𝒅 𝒖𝒑𝒅𝒂𝒕𝒆𝒅 𝒂𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 𝒓𝒆𝒄𝒐𝒓𝒅𝒔 𝒕𝒉𝒂𝒕 𝒘𝒊𝒍𝒍 𝒉𝒆𝒍𝒑 𝒀𝑶𝑼 𝒊𝒏 𝒎𝒂𝒌𝒊𝒏𝒈 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝒅𝒆𝒄𝒊𝒔𝒊𝒐𝒏𝒔. 𝐇𝐞𝐥𝐩𝐢𝐧𝐠 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐎𝐰𝐧𝐞𝐫𝐬 𝐅𝐨𝐜𝐮𝐬 𝐢𝐧 ⬆️𝐆𝐫𝐨𝐰𝐢𝐧𝐠 𝐭𝐡𝐞𝐢𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬. ✅I am an US Enrolled Agent, Certified Public Accountant PH experienced in using Quickbooks Online and Xero, Paypal, Stripe, Acodei, Square Reconciliation, Shopify, Synder, Bank Reconciliation, and bookkeeping. Expert and experienced in applying US GAAP, Taxation, and Payroll. ✅My passion is helping contractors, e-commerce sellers, IT, digital marketing and startup companies, and generally small business owners clarify their financials by doing accurate and complete bookkeeping. I also help small business owners save money on taxes by implementing effective tax strategies in their financial records. ✅Some of my expertise includes: ✋Tax Preparation, Filing, and Strategy - Annual Tax Preparation & Filing of S-Corp (1120-S), Individual/Personal (1040), Partnership (1065) - Tax Filing using Service Providers such as Drake, ProConnect, MyTaxPrepOffice and TaxAct - Quarterly Estimated Tax Filing - LLC Incorporation - Knowledge of Taxdome and Corvee - Payroll Preparation and Filing using a Payroll Service Provider such as Gusto - Sales Tax Preparation and Filing through TAP - Preparation and Filing of Form 941, 940, and W2 of State Tax through TAP - Preparation and Filing of Form 941 and 940 of Federal Tax through EFTPS - Assist with tax audit - Tax Planning and Strategy ✋Bookkeeping/Accounting • E-commerce bookkeeping: Amazon - Shopify - Synder - Paypal - Stripe - Square - A2X Certified and TaxJar Experienced • Real Estate bookkeeping: Flipping - Long Term Rental - Short Term Rental - Appfolio - AirBnB - VRBO • Startup Bookkeeping • Digital Marketing Agency • Freelancers and Contractors • Tech Companies - Invoicing - Payroll - Weekly Categorization - Monthly Reconciliation • Paypal, Stripe, Acodei, Square, and other Payment Funnels Reconciliations • US GAAP Accounting • Trust Accounting ✋MY EXPERIENCE. I helped clean and organize my clients' books by performing the proper workflows in bookkeeping. I made sure that their income and expenses were accurate and complete. Ensure that payroll and related taxes are correct. I coordinated well with their accountants for tax strategies and helped prepare tax return filing. ✋MY QUESTIONS TO YOU - Do you want to spend more time growing your business? - Is your company formed years ago, but there is no record keeping? - Are your books outdated and need clean-up and catch-up? - Are you someone who tried categorizing transactions but is unsure if you have done it right? - Are you someone who saw duplicate sales income in your books but doesn't know how to correct it? - Do you have property purchase or sell transactions and find it hard to record them? - Do you have difficulties in determining your taxes? Let me help you. Here's what I can do for you: 1. Set up your accounting software (Quickbooks Online or Xero) from scratch. 2. Set up an industry-specific chart of accounts. 3. Categorize transactions. 4. Bank Reconciliation 5. Posting journal entries 6. Clean up previous years 7. Catch up on a recent year 8. Prepare financial reports 9. Record payroll correctly 10. Assist and Prepare for tax filing 11. Assist tax audit WHAT YOU CAN DO? Please invite me to an interview, and let us hop on a chat or call to discuss your current needs. Thank you, and I am excited to meet you. Randy Your Next Brilliant Bookkeeper & Tax Accountant

𝙎𝙞𝙢𝙥𝙡𝙞𝙛𝙮 𝙮𝙤𝙪𝙧 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙡𝙞𝙛𝙚 - 𝙡𝙚𝙩 𝙤𝙪𝙧 𝙚𝙭𝙥𝙚𝙧𝙩𝙨 𝙩𝙖𝙠𝙚 𝙘𝙖𝙧𝙚 𝙤𝙛 𝙮𝙤𝙪𝙧 𝙗𝙤𝙤𝙠𝙠𝙚𝙚𝙥𝙞𝙣𝙜 𝙩𝙖𝙨𝙠𝙨. 💻 CPA, 20+ years work experience ✅ PTIN 2026 Holder for Tax Preparation ✅ US Expat Taxes ✅ Lacerte, Proseries, CCH ProSystem FX, Drake, Proconnect, FreeTaxUSA, TaxDome & Karbon ✅ Certified Quickbooks Online ProAdvisor ✅ Xero Certified ProAdvisor ✅ Xero Payroll Certified ✅ Gusto Payroll Certified ⚡Manufacturing, Consumer Products, Real Estate, eCommerce, Shared Services, Retail, Accounting & Tax 💎Experienced CPA with over 20 years of expertise in accounting and tax roles, focusing on US taxation for Expats. Skilled in financial reporting, analysis, and reconciliations using QuickBooks Online, Xero, Sage 100/ Sage X3, SAP, and Streamline VRS, Appfolio. Known for adeptly managing month-end closings, journal entries, and general ledger reconciliations, demonstrating strong leadership qualities. Well-versed in compliance, auditing, and driving process improvements. A collaborative team player with a proactive problem-solving approach and a commitment to delivering excellence. 🔥I helped business owners stay tax-ready by implementing efficient financial management systems and ensuring accurate record-keeping to🚀boost profit and attain business growth. 🔥Committed to carry out every projects and provide quality accounting services with high level of integrity and professionalism. 👇Some of my expertise includes: 💎US Tax Preparation since 2022 • Annual Tax Preparation focus on US Expats, Individual/Personal (1040/1040-NR), Partnership (1065), C-Corp (1120) and S-Corp (1120-S). • FBAR and FATCA compliance • Tax Filing using Tax Service Providers such as Proseries, Drake, Lacerte, CCH ProSystem FX, ProConnect and FreeTaxUSA • Taxdome, Karbon, Monday, Clickup, Slack for client and project management • Sales Tax 💎Bookkeeping/Accounting • Startup Bookkeeping • Real Estate bookkeeping • E-commerce bookkeeping - Amazon - Shopify - Paypal - Stripe - A2X • Quickbooks Online - Xero - Sage 100 - Sage X3 • Streamline VRS and Appfolio • SAP - SAP S4 Hana • Accounting and Bookkeeping (full set) • Financial Statement Reports & Analysis • Account Reconciliation • US GAAP Accounting • Trust Accounting 👩🏻‍💻 MY EXPERIENCE I helped clean and organize my clients' books by performing the proper workflows in bookkeeping. I made sure that their income and expenses are accurate and complete. I coordinated well with their accountants for tax strategies and helped in the preparation of tax returns filing. MY QUESTIONS TO YOU ❓Do you want to spend more time growing your business? ❓Is your company formed years ago, but there is no record keeping? ❓Are your books outdated and need clean-up and catch-up? ❓Are you someone who tried categorizing transactions but is unsure if you have done it right? ❓Are you someone who saw duplicate sales income in your books but doesn't know how to correct it? ❓Do you have property purchase or sell transactions and find it hard to record them? ❓Do you have difficulties in determining your taxes? Let me help you. Here's what I can do for you: ✅Set up your accounting software (Quickbooks Online or Xero) from scratch. ✅Set up an industry-specific chart of accounts ✅Categorize transactions ✅Bank Reconciliations ✅Posting journal entries ✅Cleanup up previous years ✅Catch up on recent year ✅Manage Bills & Payments (A/P) ✅Manage Invoices & Collections (A/R) ✅Preparing and sending weekly reports on Aged receivables and payables to process write-offs and payments ✅Preparing and processing payroll ✅Balance Sheet Reconciliations ✅Inventory and Fixed Asset Reconciliation ✅Intercompany Reconciliation ✅Prepare financial reports ✅Assist and Prepare for tax filing 𝙈𝙀𝙎𝙎𝘼𝙂𝙀 𝙈𝙀 𝙉𝙊𝙒 and let me tell you why your search stops here! 1️⃣Send me an 𝙐𝙥𝙬𝙤𝙧𝙠 𝙢𝙚𝙨𝙨𝙖𝙜𝙚 2️⃣Click on the green text that says "𝙎𝙘𝙝𝙚𝙙𝙪𝙡𝙚 𝙖 𝙢𝙚𝙚𝙩𝙞𝙣𝙜" 3️⃣Provide me a date and time when we can hop on a 𝘿𝙞𝙨𝙘𝙤𝙫𝙚𝙧𝙮 𝘾𝙖𝙡𝙡 Let's talk about your needs, goals, and challenges today. Thank you, and I am excited to meet you. 😊 SHARON ✨ Your Next Brilliant Bookkeeper & Tax Accountant

Do you want to enjoy freedom, more profit, and peace of mind?👇👇👇 💡 Your business's financial success starts with effective bookkeeping. 💡 I pay close attention to detail and maintain a high level of accuracy in your financial records. 💡 I track and categorize your expenses to provide you with a clear view of your financial position. 💡 I reconcile your bank accounts to ensure accuracy and identify any discrepancies. 💡With my bookkeeping services, you can efficiently manage your finances and achieve your business goals. 💼𝙎𝙚𝙧𝙫𝙞𝙘𝙚𝙨 𝙤𝙛𝙛𝙚𝙧𝙚𝙙 QuickBooks Online: ● Help the client choose the right subscription ● Company settings (sales, purchases, product and services, accounting method) ● Adding customers and vendors ● Creating invoice ● Creating billing ● Manual uploading of bank, credit card, and PayPal statements ● Bank reconciliation ● Setting up bank rules ● Add, match, and exclude bank transactions ● Setting up recurring transactions (billing, invoicing, journal) ● Inventory management ● Generation of reports (Balance Sheet, Income Statement, Trial Balance) Xero: ● Xero software setup and customization ● Bank and credit card reconciliations ● Accounts payable and receivable management ● Payroll processing and reporting, including PAYG and superannuation ● GST and BAS preparation and lodgment ● Financial reporting and analysis US Tax Preparation: ● 1040-Due diligence, W2, 1065, 1098, 1099, 1120, 1120-S. Schedule C Income and Expenses, Depreciable Assets Software: Drake, TaxSlayer Pro 🪛𝙏𝙤𝙤𝙡𝙨: ● Telegram ● Discord ● Google Drive ● Google Sheet ● Microsoft Excel ● Zoom ● Slack ● Loom ● Paypal ● Trello ●Canva ●Leadsimple ●RingCentral 🎓 Bachelor of Science in Accountancy 🛠️ 8+ years of experience in Bookkeeping 📜 QuickBooks ProAdvisor Certified 📜 Xero Certified Advisor 📜 5-Week Extensive Training in US Tax Preparation 🟢Sound like what you need? 👇👇👇 3 quick steps 1️⃣Send me an Upwork message 2️⃣Click the Green Schedule Meeting button 3️⃣Choose one for 15 Minutes and I'll confirm a timeslot P.S. This will be one of the best decisions you have made in a while. Jane

I am Asuncion Espiritu, CPA (Philippines) with professional experience in bookkeeping, financial reporting, and U.S. tax preparation. I support businesses with QuickBooks, Xero, Wave App and Zoho bookkeeping, financial records review and clean-up, reconciliations and preparation of U.S. tax returns including Forms 1040, 1065, 1120-S, 1120 with the related Forms and Schedules. I have hands-on experience using tax software such as Drake, ProConnect, Ultra Tax and CCH Axcess. My background includes working as an accountant and auditor, which has provided me with a strong understanding of financial statements, internal controls, and accounting processes. I am committed to delivering reliable, detail-oriented accounting support to help clients maintain organized financial records and meet their financial reporting requirements and tax compliance with the IRS.