Hire the best Tax Strategies Freelancers in the United States

Name: Tax Strategies professionals
Brand: Upwork
Rating: 4.7 (120 reviews)

Check out Tax Strategies Freelancers in the United States with the skills you need for your next job.

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Clients rate Tax Strategies professionals

4.7/5

based on 120 client reviews

$175 hourly
Jed C.
- 5.0/5
- (123 jobs)
I am an active CPA with multiple skills including bank financing, financial statement analysis, personal and business tax returns, business planning, financial and estate planning, SBA Disaster Loan Assistance, and operational reviews. I am current with all tax laws and accounting principles. I work with clients to provide a range of financial tools that help them meet and exceed their monetary goals. My skills include strategic planning, bank financing, compliance, budgeting, and more. Even the most successful CEOs rely on a team of experts to achieve their business goals, as it is simply impossible for one person to do it all. With a background in business consulting and extensive CPA experience, I help individuals meet and exceed their financial objectives. Working with numbers has always come easily to me, as I not only passed the CPA exam on my first try, but I also obtained Masters' degrees in Accounting and Education. I have also taught postgraduate college courses and my deep understanding of finance has allowed me to become a qualified expert witness. I founded my own CPA firm and developed partnerships with a range of clients for over 20 years. I now work as a consultant and assist my clients with financial modeling, projections, and forecasts as well as tax planning and preparation. I specialize in startups and can help with the choice of entity selection, general business planning, and much more. Whether you are in need of an operational review, a financial statement analysis, or an expert to take your financial future to the next level, I am here to help. Clients who partner with me can count on exceptional communication and work completed in a timely and thorough manner.

Tax Strategies
Disaster Recovery
Legal Entity Structuring
Research & Development
Tax Strategy
Business Valuation
Estate Planning
Strategic Plan
Tax Planning & Advisory
Mergers & Acquisitions
Business Consulting
CPA
Tax Law
Tax Preparation
$175 hourly
Julie M.
- 4.9/5
- (112 jobs)
I am a Certified Public Accountant with a Masters in Accounting, specializing in tax preparation. I have years of experience helping clients save money with my knowledge of tax law for business and individual taxes. My main goal with a client is to help them understand their tax situation and help them succeed in their financial goals, including a forward look approach to ensure the client receives the maximum deductions to increase cash flow, by offering tax planning and business consulting. My specialty is in small business, including accounting, tax preparation, and tax consulting to ensure that the business entity type is best suited for your needs and the most tax advantageous. I also offer accounting services, where my main goal with clients is to ensure that their books and financial statements accurately reflect their finances. With accurate financial statements, businesses can see their strengths and weaknesses, which will help them continue to grow their business and succeed. In my accounting business, my main goal is for my clients to be successful and help them by offering not only accounting and tax preparation services, but also business consulting on what is the most advantageous business entity type and taking a forward looking approach to see what they can do in the future to grow their business. I have worked with several small business owners just starting their business by setting up their accounting software and chart of accounts, creating a business strategy, including tax planning, to maximize cash flow to prepare them for success.

Tax Strategies
Tax Strategy
Xero
Intuit QuickBooks
Financial Analysis
Income Statement
GAAP
Bookkeeping
Tax Return
Tax Planning & Advisory
$125 hourly
Jordan J.
- 5.0/5
- (3 jobs)
💡 Small businesses and solopreneurs don't have time to manage their finances, so I do it for them as their full-service CPA. There are three financial pillars that each business owner needs to have 'dialed in' to really maximize their financial standing and operations. They are: 1. Accounting. If the books of the business are wrong, then all subsequent analysis will be unreliable and lead to bad decision-making. 2. Analysis. Did you know Walmart collects 20 million filing cabinets of data on its' customers, every single hour? The reason they do this is so they can make precise and strategic business decisions. We do something similar- our analysis typically includes: -Forecasts and Budgets -KPI Tracking -Cash Flow Tracking -Breakeven and Profitability Analysis -Cost Accounting and Scenario Analysis -Project Cost and Profitability Calculators -Other Ad-Hoc Analysis (I.e. Client Profitability Calculator and Pricing Tools) 3. Tax. This is the most painful part of any business, and often their #1 expense. We help make it pain-free by handling your quarterly payments and providing insight throughout the year to make sure we capture every deduction and position you optimally for prep and filing. What qualifies me to be your full-service CPA? 🏆 Certified Public Accountant (CPA) 🏆 Featured and cited in a world-wide best-selling Accounting Book 🏆 Consulted with 10+ small businesses totaling $15M+ in annual revenue on financial strategy, analysis, data management and financial standing. (Including a designer cake creator featured on The Food Network, HVAC business, retail carpet sales and installation companies, IT firms, lake-side marinas, and more.) 🏆 Prepared over 300+ returns for filing. This includes businesses and individuals in a variety of circumstances, reaching well over $100M+ in revenue on a single return. With a blend of accounting, financial analysis and tax expertise, I bring a holistic approach to small business advisory, helping solopreneurs and small business owners make precise and optimal financial decisions.

Tax Strategies
Budget Planning
Cash Flow Analysis
Forecasting
Google Sheets
Microsoft Excel
QuickBooks Online
GAAP
Data Analysis
Financial Planning
Tax Strategy
Taxes
Accounting
$75 hourly
Soo L.
- 4.8/5
- (376 jobs)
I LOVE what I do! I'm a CPA with 13+ years of experience, specializing in small to medium size businesses. Experienced with start-up operations to multi-state 3,000+ employee companies. Extensive knowledge in E-commerce, real estate, construction, retail, manufacturing, personal services, hotel, restaurant, investment accounting and financial statements on a work in progress basis. Tax return preparation for individual, partnership and corporation is a large part of my practice, on average I prepare 200-300 returns every year. Monthly bookkeeping services including reconciliation and journal entries are another large part of my practice. As a tax CPA, I always try to streamline clients book in the most tax-savings way! Additionally, I offer compilation reports, reviewed financial statements, audited financial statements, tax consultation, payroll management, business formation, back tax filings and resolution, S corporation election, US expat tax filings, FBAR filings, filing a Form 5472 and proforma 1120 for non-US foreign owners, Quickbooks setup and maintaining support, entity structure and tax planning services and financial statement compilation and review services. Located in the Metro Atlanta area, Georgia and serve clients in every region of the United States and worldwide! I focus on developing strong, long-term relationships with my clients, partnering as they achieve financial success, and profit. I also served at Georgia Gwinnett Technical College as an adjunct professor and contribute my skills and knowledge to numerous students in my community. Not only do I continue to learn and evolve my skills, but I LIKE what I do. That makes a huge difference when choosing the right freelancer to work with. Thank you for considering my services and I look forward to working with you soon!

Tax Strategies
Certified Tax Preparer
S-Corporation
Tax Strategy
Taxes
Tax Preparation Software
Tax Planning & Advisory
QuickBooks Online
Tax Law
Research & Development
CPA
Accounting Software
Tax Preparation
Tax Return
Intuit QuickBooks
$195 hourly
Mark B.
- 5.0/5
- (45 jobs)
Retired C level executive and Big-4 partner with extensive public company CFO, finance, investor relations, accounting, M&A, tax, and risk management skill set. I'm available for interesting and challenging finance, accounting, and tax consulting projects such as financial due diligence, technical accounting consultation, equity plan design, tax consulting, debt restructuring and refinancing, and regulatory or litigation related finance and accounting support. I don't do tax compliance (tax returns), bookkeeping, or business development; there are many other Upworker's than can better provide those services! Services provided though Ashbourne Consulting LLC

Tax Strategies
Accounting Principles & Practices
Tax Strategy
Corporate Governance
Tax Planning & Advisory
Treasury Management
Stock Option Agreement
Tax Law
Corporate Tax
Corporate Finance
CPA
GAAP
$150 hourly
Roy M.
- 4.9/5
- (242 jobs)
As a CPA with extensive experience in tax preparation, advisory, and compliance, I help individuals and businesses optimize their tax strategies while staying compliant with federal and state regulations. I specialize in: - Tax Preparation & Filing: Efficient and accurate preparation of individual and corporate tax returns (1040, 1065, 1120) with a focus on maximizing deductions and credits. - Tax Planning & Strategy: Offering proactive tax planning to minimize liabilities and ensure year-round tax efficiency for small businesses, freelancers, and high-net-worth individuals. - Business Tax Services: Expertise in entity selection, S-Corp/LLC tax elections, and multi-state filing complexities. With a meticulous approach and personalized service, I aim to simplify the tax process while delivering the highest level of professional support. Whether you're looking for help with your personal taxes or business needs, I’m here to provide strategic solutions. Let’s work together to ensure you’re financially sound and compliant!

Tax Strategies
Tax Law
Tax Planning & Advisory
Tax Strategy
Corporate Tax
Certified Tax Preparer
US Taxation
Tax Law Compliance
Taxes
Financial Analysis & Valuation
Corporate Finance
Finance & Accounting
Financial Modeling
Real Estate Financial Modeling
Tax Preparation
Tax Return
$149 hourly
Amar P.
- 5.0/5
- (19 jobs)
*** 30 min consultation for $79 *** I’m a California CPA & CFP® providing tax and financial planning consultations to high-net-worth individuals (including their closely held businesses). I would love to help you with tax saving strategies and/or help with specific tax issues. I also offer bookkeeping services for small service businesses (e.g. doctors, dentists, lawyers, consultants, architects, and other service providers). Current Projects (outside of Upwork) Include: -Serving as the Tax Director for an Orange County, California wealth advisory firm (RIA) with over $900MM in AUM -Serving as an expert technical resource for a boutique Orange County, California CPA firm with high-net-worth clientele Do not hesitate to reach out with any questions. California CPA License Number: 138960 CFP® Board Number: 428287

Tax Strategies
Certified Financial Planner
Tax Strategy
Tax Accounting
International Taxation
Tax Preparation
Tax Planning & Advisory
US Taxation
Tax Preparation Software
CPA
Tax Return
Corporate Tax
Tax Law
$135 hourly
Kevin F.
- 4.9/5
- (145 jobs)
CPA specializing in tax and accounting solutions for small businesses and high-net-worth individuals. Offering a one-stop shop for all your tax and accounting needs. • Annual Tax Preparation ✅ • Quarterly Tax Projections ✅ • Professional Bookkeeping & Accounting (QuickBooks) ✅ • Tax Planning ✅ • Retirement Planning ✅ My in-depth expertise is drawn from my days working alongside today’s notable hedge funds, private equity funds, law firms, and Fortune 500 companies. I bring distinctive advantages from working alongside the world’s most prestigious investment managers and servicing elite clients featured on the Forbes 400 Richest People in America list. *I respond to client requests ASAP*

Tax Strategies
Limited Liability Company
QuickBooks Online
CPA
Tax Strategy
Finance & Accounting
International Taxation
S-Corporation
Tax Law
Bookkeeping
Tax Planning & Advisory
Accounting Principles & Practices
Tax Preparation
Intuit QuickBooks
Tax Preparation Software
Certified Tax Preparer
$150 hourly
Rodney R.
- 5.0/5
- (104 jobs)
I am a Certified Public Accountant and I own my CPA Professional Corporation, where I provide tax compliance and consulting for individuals, families, small businesses, LLCs, corporations, nonprofits, trusts and estates. I also provide bookkeeping for these various entities. My firm also provides audit and review services for nonprofits and business entities that need to be in compliance or are in need of financials for debt covenant testing or for investor relations. One of the industries served include real estate, where I provide consulting on tax benefits for the entity and/or individual [Section 1031 Exchange, Bonus Depreciation, Cost Segregation, Entity Selection, etc]. I also have exposure to health care, retail, food and beverage, consultants, and more. I am also a Personal Financial Specialist and I own my RIA LLC firm, where I provide asset management on a discretionary basis [rebalancing and structure of portfolios] for various individual accounts, education accounts, retirement accounts, business accounts, nonprofit accounts, trust accounts, and more. I provide financial planning to individuals, families, trusts, estates, and business owners. I take a look at the overall picture of their finances and help them develop a plan for their short term and long term goals.

Tax Strategies
Financial Audit
Accounting
Estate Planning
Financial Planning
Corporate Tax
Investment Portfolio Review
Tax Planning & Advisory
Investment Strategy
Entity Framework
Financial Management
Financial Reporting
Tax Strategy
Managerial Finance
Bookkeeping
$75 hourly
Adam D.
- 5.0/5
- (73 jobs)
Are you looking for a tax preparer that knows the ins and outs of helping small business save money on taxes? Do you want more than just someone to put numbers on a form? Too many times tax prep is just regurgitating numbers from one place to another with little to no thought paid to what a taxpayer might do different to reduce their taxes. The tax preparation industry is struggling right now with an ever increasing complex tax code, fewer people willing to do this work and now more IRS agents on the way to stick it to the American people who can't afford expensive CPA's and tax attorneys. My name is Adam and I have 8 Years experience as an Enrolled Agent. Enrolled Agents are licensed by the Treasury Department to represent taxpayers on all matters before the IRS. As an EA, I am required to participate in annual education to keep up with on-going tax law changes. I have prepared personal returns, small business, and non-profit with a particular emphasis working with small business owners and those doing freelance or other side hustle work. As a freelancer myself, I know the tricks and traps to watch out for in the tax realm. I also have experience in developing advanced tax strategies to help reduce taxable income. I'll go over your situation and work to determine what can be done to minimize your tax burden to free up funds for better uses. Services I provide include: - Individual Tax Returns - Business Tax Returns - Prior year Returns - Amended Returns Note that my focus is with clients who are running a small business or have independent contractor income. (Did you get a 1099-NEC? That's you!) I am also a licensed financial planner but focus on financial coaching more so than wealth management. Reach out and we'll have a conversation to establish if we are a good fit for each other.

Tax Strategies
Tax Strategy
Personal Budgeting
Tax Planning & Advisory
Personal Finance & Wealth Management
Tax Preparation
Tax Return
$75 hourly
Nicholas B.
- 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 Strategies
CPA
Critical Thinking Skills
Financial Statements Preparation
Tax Strategy
Corporate Tax
Tax Law Compliance
Industry Knowledge
Sales Tax
Bookkeeping
Time Management
Tax Return
Microsoft Excel
Payroll Accounting
Tax Preparation
Intuit QuickBooks
$60 hourly
Joe D.
- 5.0/5
- (32 jobs)
I am a Certified Public Accountant (CPA License #CA066000) with 13+ years of corporate accounting and tax advisory experience. Using my expertise and skills, I help business owners and individual employees to minimize their tax liability, to reach their strategic goals and get their financial records in order. I have filed hundreds of tax returns over the years for individuals tax payers and small entities alike. My top skills include, but are not limited to: 1. Preparation of state & federal tax return forms for Individuals (1040), Partnerships (1065), S-Corp (1120S) and Corporations (1120). 2. Tax Advisory and Submission of Tax Returns complying with US Tax Laws 3. Tax Provision Services - Providing estimates of tax liability and planning for future years I have a Bachelor of Science degree from the University of Delaware (Accounting & Finance - Double Major) and have an active PTIN (#P03120025) and EFIN (#233252). I will provide timely, efficient, and unparalleled work to each of my clients in order to fulfill each of their specific and unique needs.

Tax Strategies
Excel Formula
Excel Macros
IRS Income Tax Audits
Tax Refund Submission
Tax Preparation Software
Tax Law Compliance
Tax Strategy
Tax Planning & Advisory
Tax Law
Taxes
Microsoft Excel
Tax Return
Tax Preparation
Tax Accounting
Accounting
$60 hourly
Vincent S.
- 5.0/5
- (146 jobs)
✅ Professional Bookkeeper with over 6 Years of Specialized Experience in Accounting and Tax Filing ✅ QuickBooks Pro Advisor Elite ✅ Expert in Tax Filing and Preparation Are you seeking a reliable and highly skilled bookkeeper to streamline your financial processes and provide peace of mind? Look no further. With over six years of specialized experience in accounting, tax filing, and QuickBooks consulting, I offer a comprehensive suite of services tailored to meet the unique needs of both start-up and established companies. What I Offer: Catch-Up, Clean-Up, and Monthly Maintenance Services: Comprehensive management of financial records, ensuring accuracy, and keeping your books up-to-date. Professional Bookkeeping: Extensive hands-on experience in handling day-to-day bookkeeping tasks, maintaining accurate records, and ensuring compliance with accounting standards. Tax Filing and Consulting: Expertise in tax preparation and filing, ensuring compliance and maximizing tax benefits for your business. QuickBooks Consulting and Training: Tailored QuickBooks solutions to optimize your accounting processes, including personalized training sessions. Why Choose Me? Extensive Expertise: My background in accounting, coupled with my QuickBooks Pro Advisor certification, equips me with the skills to handle all your bookkeeping and tax needs efficiently. Proven Reliability: Based in the US, I am committed to providing reliable and dedicated service, allowing you to focus on scaling your business without the stress of financial management. Attention to Detail: My strong organizational, problem-solving, and analytical skills ensure meticulous attention to detail, effective priority management, and seamless workflow operations. Proactive Approach: I take initiative and am self-motivated, ensuring your business operations run smoothly throughout the entire cycle. Excellent References: Supported by outstanding references, my proficiency and dedication to delivering exceptional results are well-validated. Let's Connect I am available to review rates and discuss how my services can be tailored to fit your specific business requirements. Feel free to reach out to discuss your needs and see how I can help you achieve your business goals efficiently and effectively. Let's make your financial management hassle-free and position your business for success!

Tax Strategies
Tax Return
Tax Strategy
Taxes
Accounting Report Creation
Accounting Report
Bookkeeping
Microsoft Office
QuickBooks Online API
QuickBooks Online
Tax Preparation
Account Reconciliation
Tax Accounting
Accounting
Intuit QuickBooks
$160 hourly
Manny A.
- 5.0/5
- (161 jobs)
As a Certified Public Accountant (CPA), I understand the challenges you face in navigating the complexities of the tax code. That's why I'm passionate about helping clients like you achieve financial success while ensuring complete compliance with all tax regulations. My mission extends beyond simply filing your taxes. I strive to develop and implement customized tax strategies that not only minimize your tax liability but also maximize your overall financial well-being. I have extensive experience guiding high-net-worth individuals and businesses through the intricacies of the tax system. My expertise encompasses a wide range of tax services, including the preparation of complex tax returns for Partnerships (Form 1065), S-Corporations (Form 1120-S), and Personal Income Tax Returns (Form 1040). I also specialize in state and local tax obligations, such as Sales & Use Tax, Commercial Activity Tax, Franchise Tax, and Business & Occupation Tax, ensuring you meet all your tax obligations at every level. I understand that unforeseen tax issues can arise. That's why I offer comprehensive solutions beyond tax preparation, including assistance with resolving notices from the IRS, state, and local tax authorities. My goal is to minimize penalties and interest while navigating the intricacies of the resolution process to achieve the most favorable outcome for you. Furthermore, I provide comprehensive bookkeeping services, empowering you with valuable financial insights. By working together, we can analyze your financial performance in detail, enabling you to make informed business decisions that drive growth and achieve your financial objectives One of my greatest rewards is assisting entrepreneurs in bringing their business dreams to fruition. I guide them through the process of business formation, ensuring they choose the most advantageous legal structure and establish sound financial and tax reporting systems from the outset. This proactive approach helps to prevent future tax problems and sets a strong foundation for long-term success. I believe in building long-term relationships with my clients, founded on trust and open communication. By partnering with me, you'll gain a trusted CPA committed to providing personalized service and unwavering support as we work together towards your financial goals. I'm excited for our initial call to discuss your specific needs and explore how my expertise can be applied in a beneficial manner.

Tax Strategies
Taxes
Tax Strategy
Tax Accounting
Property Tax
US Taxation
Business Consulting
IRS Income Tax Audits
Bookkeeping
Financial Reporting
CPA
Tax Law
Certified Tax Preparer
Franchise Tax
Sales Tax
Tax Planning & Advisory
$75 hourly
Nick S.
- 5.0/5
- (88 jobs)
Ready to finally get you finances organized, pay less tax, and truly benefit from your business? I help $1-5M small business owners take control of their numbers, minimize taxes, and maximize profit—all without hiring a full-time person or juggling multiple vendors. What makes me different? I’m not just an accountant or bookkeeper. I’m your hands-on financial partner, providing both high-level strategy and all the day-to-day execution you need to grow. What I Do For You: Strategic tax planning to keep more of what you earn (I target $10k+ in one year) Full-service bookkeeping and monthly financials (no more messy books) Administrative task capabilities to save you time Entity structure optimization and compliance Cash flow forecasting and decision support Tax filing for businesses and owners (S-Corp, LLC, 1040, etc.) Recurring check-ins and on-demand advice—so you’re never left guessing One point of contact for all your financial needs Who I Work With: $1-5M revenue businesses (service, trades, medical, legal, and more) Owners who want to stop overpaying in taxes and start making smarter moves Teams who want a true partner, not just another “tax guy” or “bookkeeper” Why Clients Stick With Me: I usually find $10k+ in tax savings for most new clients in year one My team and I handle everything—so you can focus on growth, not paperwork No nickel-and-diming, no surprises, just clear communication and real results Next Step: Send me a message if you want to schedule a quick discovery call to talk about your business, your goals, and see if we’re a fit to work together. I’ll give you a quick assessment and show you exactly where you might be leaving money on the table. Skills & Keywords: Fractional CFO, Small Business CFO, Strategic Tax Planning, Bookkeeping, S-Corp Tax, Cash Flow Management, Entity Structure, Financial Forecasting, Business Consulting, Tax Filing, Financial Strategy, Profit Optimization, EA, tax strategy, tax reduction.

Tax Strategies
Small Business Administration
S-Corporation
Tax Strategy
QuickBooks Online
Bookkeeping
Tax Planning & Advisory
Payroll Accounting
Tax Preparation
Accounting
$75 hourly
Emily H.
- 5.0/5
- (12 jobs)
Hi, I’m Emily Hauser — Certified Management Accountant (CMA) with 16+ years in healthcare and over a decade of experience in financial strategy, budgeting, and operational optimization. I help healthcare and service-based businesses scale sustainably by turning their financial data into strategic decisions. My work has uncovered over $1.8 million in missed accruals, helped secure $3M+ in funding, and saved clients over $300K annually through smarter financial structures and processes. Why Work With Me? Deep Healthcare Expertise – Managed $100M+ budgets for leading academic medical centers and specialty clinics. Strategic Problem Solver – I don’t just report numbers—I offer solutions to drive growth, profitability, and compliance. Tax Knowledge + CFO Insight – From fractional CFO services to federal tax planning, I ensure your financial ecosystem works in sync. Data into Action – I deliver clear, actionable insights that reduce overwhelm and empower confident decision-making. Services I Offer Fractional CFO Support for Growth & Expansion Financial Modeling, Forecasting & Budgeting Revenue Optimization & Operational Efficiency Federal Tax Planning & Filing (most states) Custom Financial Dashboards & Reporting Success Highlights $1.2M in Growth Capital Secured – Built an investor-ready model for a wellness clinic expanding to multiple states. $250K+ Annual Cost Savings – Streamlined back-end ops for a healthcare startup to improve margins. Let’s Connect If you're ready to reduce financial stress, gain clarity, and position your business for growth—let’s talk. I’ll help you build the financial infrastructure your business needs to thrive.

Tax Strategies
Bookkeeping
Financial Variance Analysis
Tax Strategy
Financial Projection
Management Accounting
QuickBooks Online
Business Consulting
Financial Modeling
KPI Metric Development
Healthcare
Strategic Planning
Budgeting & Forecasting Software
Cash Flow Modeling
Financial Analysis
Tax Planning & Advisory
$125 hourly
Tracy W.
- 5.0/5
- (14 jobs)
I'm a Certified Financial Planner and Enrolled Agent. I value work life balance and quit my corporate 9-5 job to find the best mix for my family. Some weeks I can work 60 hours, others I can only work 20 hours. Whether you just need help with your business books, OR a second opinion on anything tax related, I've got you covered. I'm passionate about saving YOU money on taxes. I help companies with bookkeeping and making sense of Profit and Loss Reports. I help Individuals create year over year plans to optimize their money with taxes in mind. As the year kicks off, it's a great time to review what changes need to be made for 2025.

Tax Strategies
Financial Analysis
Financial Plan
Financial Planning
Tax Strategy
Tax Preparation
QuickBooks Online
Real Estate
Light Bookkeeping
Data Entry
Data Analytics
Intuit QuickBooks
Tax Planning & Advisory
Bookkeeping
Financial Consulting
Certified Financial Planner
$85 hourly
James R.
- 5.0/5
- (35 jobs)
I have been a trusted advisor for over fifteen years. I have cultivated my expertise to encompass a comprehensive range of competencies in taxation. I specialize in tax preparation, planning, and dispute resolution for individuals, sole proprietors, trusts, estates, LLCs, partnerships, S Corporations, and owners of rental and investment real estate. I have prepared tax filings for most states and have clients across the United States and abroad. I have served a diverse clientele, ranging from professionals starting their careers to those enjoying retirement. My clients include trustees, executors, lawyers, medical professionals, investment advisors, real estate professionals, insurance brokers, inheritors, investors, counselors, pastors, federal judges, politicians, entrepreneurs, farmers, and landscapers.

Tax Strategies
Taxation
US Taxation
Tax Law Compliance
Tax Strategy
Problem Resolution
Tax Preparation Software
Light Bookkeeping
Tax Accounting
IRS Resolution
Property Tax
Tax Preparation
Tax Planning & Advisory
Tax Law
Taxes
CPA
$100 hourly
Joshua B.
- 5.0/5
- (30 jobs)
I am a Certified Public Accountant with more than a decade of experience in the accounting field. I specialize in bookkeeping and financial statement preparation and tax planning and preparation for businesses and individuals alike. Whether it's filing of your personal tax returns or catching up on months, even years of bookkeeping work for your business, I offer timely and accurate work at a fair price. I am also always looking to add clients looking for recurring work, so feel free to reach out with your project and we can get you set and on a good with your accounting and tax work!

Tax Strategies
Taxes
Tax Strategy
Tax Planning & Advisory
Tax Preparation
Tax Accounting
Financial Accounting
Bookkeeping
Payroll Reconciliation
Payroll Accounting
Accounting
CPA
$45 hourly
Maya M.
- 5.0/5
- (6 jobs)
Need a numbers expert who actually gets small business? I’m here to make your financial life easier, whether it’s filing taxes, cleaning up your books, managing payroll, or resolving IRS issues. Hi, I’m Maya, a CPA and QuickBooks ProAdvisor with 8+ years of experience helping small businesses, solopreneurs, startups, and international clients stay compliant, stress-free, and financially sharp. Here’s what I can help you with: • Individual & business tax preparation (1040, 1120S, 1065, 1120) • IRS resolutions, audits, notices, and tax planning • Full-cycle bookkeeping, reconciliations, and financial reporting • Payroll setup and processing • Sales tax filings across multiple states • QuickBooks setup, cleanup, and training I understand how confusing finances can be when you're trying to run a business. I don’t throw jargon at you, I explain things simply, keep you in the loop, and make sure everything’s done right and on time. Let’s get your finances working for you, not against you. Send a message and let’s talk about how I can support your business.

Tax Strategies
Certified Tax Preparer
Sales Tax
Accounting Basics
US Taxation
Tax Law Compliance
Accounting
QuickBooks Online
Bookkeeping
Tax Strategy
Tax Refund Submission
Tax Planning & Advisory
Tax Law
Tax Accounting
Tax Return
Tax Preparation
$35 hourly
Nancy k M.
- 5.0/5
- (22 jobs)
I am deeply passionate about helping businesses and individuals find financial clarity and success. I understand that navigating the complexities of taxes and bookkeeping can be overwhelming, which is why I am dedicated to providing you with the support and expertise you need to thrive. I believe that effective financial management is not just about numbers; it’s about empowering you to achieve your dreams. By seamlessly integrating meticulous bookkeeping with strategic tax planning, I create a holistic approach that enables you to make informed decisions, optimize cash flow, and enhance profitability. My commitment to staying updated on the latest tax laws and financial best practices ensures that you can trust your financial health is in capable hands. Together, we can turn challenges into opportunities, paving the way for your business to flourish. 📩 Contact me today for a free consultation, and let’s embark on this journey toward financial success together!

Tax Strategies
Account Reconciliation
Accounting Report
Taxation
Tax Return
Taxes
Tax Preparation
Tax Strategy
Payroll Accounting
IRS Resolution
IRS Income Tax Audits
Accounting Basics
Financial Planning
Bookkeeping
Accounting
$100 hourly
Jacques S.
- 4.9/5
- (58 jobs)
A highly experienced Certified Public Accountant (CPA) with a solid track record spanning more than ten years in the fields of accounting and finance. A seasoned professional who is adept at delivering top-notch tax preparation services, ensuring accuracy and strict compliance with the latest tax laws. Focused on maximizing benefits and minimizing liabilities while catering to a diverse clientele, including individuals, small businesses, and larger corporations. Committed to providing personalized attention and strategic financial guidance, and a go-to resource for navigating the intricacies of tax season with confidence and ease.

Tax Strategies
Corporate Tax
Tax Certification Submission
Tax Planning & Advisory
Tax Strategy
Taxation
Tax Theory
Tax Law
Taxes
Microsoft Office
Financial Analysis
CPA
Financial Reporting
Tax Accounting
Tax Return
Tax Preparation
$200 hourly
Julian J.
- 5.0/5
- (904 jobs)
My name is Julian Joppy, and I am the President of BizTax Advisory. I specialize in empowering small businesses and investors through business & tax advisory services and business coaching services. I will facilitate savings of your time and money, which are valuable assets we should protect at all times. With an expert like me in your corner, you can optimize your future. + Business Advisory - Streamline business operations, facilitate business growth, enhance processes, automate bookkeeping and payroll systems, forecast & strengthen lending power, and provide expertise & guidance to aide in well-informed business/investment decisions. + Tax Advisory - Tax planning, tax structuring, and tax strategies to identify opportunities available to reduce and/or eliminate tax liabilities. + Business Coach - Business model evaluations, strategic planning, sustainable growth planning, time & resource management, and accountability partnerships. ABOUT ME: I am an Enrolled Agent (EA), and I have been a business advisor, tax advisor and accountant for over 10 years. I earned my Bachelor's Degree in Business & Accounting at Penn State University and graduated Summa Cum Laude with a 3.79 GPA, which was the top 6% of my class.

Tax Strategies
Limited Liability Company
International Taxation
Corporate Law
Tax Strategy
Corporate Tax
Business Consulting
Intuit QuickBooks
Tax Return
Tax Preparation
Tax Law
Tax Planning & Advisory
$50 hourly
Fnu M.
- 4.9/5
- (199 jobs)
I am Certified Chartered Accountant (ACCA) and IRS Enrolled Agent with a combined 12+ years experience in Accounting, Tax and Audit Services. As an senior level Accounting and Tax Expert, I am here to assist businesses and individuals in accounting and tax needs in compliance with accounting standards and tax laws. I have hand-on expertise in multiple accounting, tax and payroll programs which includes QuickBooks (Desktop & Online), Xero, Wave, R365, Intuit Lacerte, Intuit Proconnect, CCH Axcess, Turbo Tax, Ultra Tax, ADP, Gusto, Intuit Online Payroll, Canopy Tax and other ERP Solutions. I provide following services to my clients: - Maintaining Accounting books in various accounting programs (Accrual and Cash) - Formation, reinstatement and termination of Business entity - Preparation of U.S. and State Tax Returns (Individuals and Businesses) - IRS and State tax audits - Payroll Processing and Payroll Tax Filings - Form 1099 filings - Filing Sales and Use and other state, city and local taxes - Preparation of business and personal financial statements - Preparation of business and other agreements - Preparation of responses to notices - Managing Account Receivable/Payable, Inventories and Fixed Assets. - Preparation of management reports. - Other related Jobs. I am a reliable & trustworthy professional and help my client to my fullest extent and capability. I look forward to working with you.

Tax Strategies
Tax Strategy
Accounting
Bookkeeping
Tax Planning & Advisory
Taxation
Xero
IRS Resolution
QuickBooks Online
Certified Tax Preparer
IRS Income Tax Audits
CPA
Tax Accounting
Tax Return
Accounting Report
Tax Preparation
$50 hourly
Christopher A.
- 4.4/5
- (118 jobs)
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 our base rate and is subject to change due to case complexity. Prices for any other services/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, FCCA

Tax Strategies
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
$100 hourly
Talha A.
- 4.7/5
- (52 jobs)
I am the owner of the Classic Tax & Accounting CPA. I am a Certified Public Accountant with more than 10 years of experience in tax preparation and accounting. I work with individuals and small businesses from all types of industries. I have professional experience while working as finance manager, audit lead, and accountant for national firm, small business, and government agency. My experience is well diverse. My areas of specialty include tax preparation, accounting & bookkeeping, payroll processing, and financial statements compilation. Following Services are offered by Classic Tax & Accounting CPA: * Tax Return Preparation for Individuals & Small Businesses * Bookkeeping Service * Payroll Processing * Financial Statements Preparation, Compilation * QuickBooks and other Accounting Software Cleanup

Tax Strategies
Fund Accounting
Tax Strategy
CPA
Financial Reporting
Tax Preparation
Bookkeeping
Sales Tax
Accounting Principles & Practices
Tax Planning & Advisory
Tax Law
Payroll Accounting
Bank Reconciliation
Intuit QuickBooks
$175 hourly
David C.
- 3.4/5
- (424 jobs)
I specialize in messy, uncommon and controversial domestic and international tax problems. Int'l & US Tax Problems, IRS Debt & Audit Relief, Corp. Structures Tax Minimization and Entity Structuring, US and international tax compliance, planning, and controversy, entity structuring, opinion letters, and special situations including, S-Corp, C-Corps, 501(c), structuring, real estate, transfer pricing, FATCA, CRS, R&D, QSBS, and ERC credits, non-profits, retirement plans, expat rules, tax-treaties, foreign tax credits, and other cross-border taxation including 8865,5471 and 5472s. 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, tax treaties, opinion letters, valuation letters, Section 85. 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. 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 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 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 credit, 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

Tax Strategies
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
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