Greetings! I'm an Advocate ( Attorney / Legal Counsel ) and a Chartered Accountant (Indian CPA) experienced in taxation, accountancy, auditing, corporate compliance and legal practice.
Over the years, I’ve had the privilege of working with clients from across the globe, including South Korea, Mexico, Portugal, the US, UK, Canada, Australia, India, and Africa. My clients come from a wide range of industries, including eCommerce, healthcare (doctors), education, IT, real estate, marketing, cosmetics, barbering, and more. I help businesses navigate US corporate compliance and tax requirements, offering practical advice and support in:
: Business Entity Advisory & Formation (C-Corp, S-Corp, LLC, DAO, etc.)
: Entity Conversion & Domestication (state-to-state transfers, address and ownership changes, restructuring, and dissolutions)
: Tax & Compliance Solutions (EIN applications, annual reports & franchise tax filings, DBA filings)
: Legal Drafting & Documentation (Agreements such as Cofounders' Ag., Share Transfer, Post-nuptial, Digital Marketing, Property Clean-out, Corp. Bylaws etc.)
: Foreign Corporation Registration & Compliance, including responding to IRS notices.
: State and federal tax filings for both residents and non-residents
I’ve successfully incorporated 20+ entities across the US alongside securing EINs for both residents and non-residents. Additionally, I've provided consultation and legal opinions to clients regarding corporate compliance and cross-border taxation issues, and have also been able to help clients reduce/eliminate penalties of up to $25,000 for compliance defaults, and successfully get a refund of taxes that weren't supposed to be paid in the first place.
Why Me? ♠️
Driven by a passion for perfection, I am highly self-motivated and committed to excellence. I don’t upsell unnecessary services such as non-mandatory BOIR filings or unnecessary Operating Agreements unless they’re essential for your business. My approach is all about transparency - you’ll only get what you need to succeed, at the right time, and at a fair cost.
Outside of work, I stay grounded through a love for fitness and animal rescue and welfare - qualities that fuel my empathy, proactivity, and attention to detail.
Let's connect if you're looking for a partner to simplify compliance challenges and set your business up for success!
US Taxation
Compliance
Corporate Law
Legal Entity Structuring
Tax Return
Editing & Proofreading
Critical Thinking Skills
Legal Writing
Legal Research
Legal Agreement
Legal Drafting
C-Corporation
Limited Liability Company
Company Registration
Data Analysis
Tarannum K.
Mumbai, India
$17/hr
4.6
204 jobs
As a Licensed US Certified Public Accountant (CPA) with over 10 years of experience, I specialize in providing comprehensive tax accounting services tailored to meet the needs of individuals and businesses. My expertise lies in preparing and filing US tax returns, ensuring compliance with the latest tax regulations, and optimizing tax strategies to minimize liabilities and maximize refunds.
My skills and Qualifications💥💥 are
👉Qualified US CPA Accountant
👉10 Years Accounting Experience
👉3 Years Tax Experience
👉Worked with small to huge clients
👉100% Job success core
👉Top rated plus on upwork
Tax return services include
👉1040 Individual Returns
👉Schedule C
👉Schedule A
👉Schedule E
👉Schedule D
👉Schedule K
👉1065 Form
👉1120 / 1120S Form - Corporate return
👉Other IRS forms
👉Catch up bookkeeping
👉Preparation of financial statement
My commitment to excellence and attention to detail have earned me the trust and satisfaction of my clients. Whether you need assistance with annual tax filing, resolving tax issues, or strategic tax planning, I am here to provide reliable and efficient support.
Let’s work together to navigate the complexities of the US tax system and achieve your financial goals.
Contact me today to discuss how I can assist you with your tax needs.
Bank Reconciliation
Intuit QuickBooks
Account Reconciliation
Transaction Data Entry
Accounts Payable
Zoho Books
Technical Accounting
Bookkeeping
Xero
Cost Accounting
Bill.com Accounts Receivable
QuickBooks Online
Financial Reporting
Expense Reporting
Accounting Principles & Practices
Shubham R.
Mumbai, India
$20/hr
5.0
10 jobs
I’m a Certified Public Accountant (CPA) with over 10 years of experience in accounting, taxation, and financial advisory, including 6 years at Ernst & Young (EY). I currently support 80+ businesses with their accounting, bookkeeping, and tax requirements, and have successfully prepared 300+ tax returns across individuals and business entities.
In addition to my CPA qualification, I am a CFA Level III candidate, which allows me to bring a deeper financial and analytical perspective—especially valuable for business owners looking beyond compliance and toward strategic growth.
What I do best:
Bank Reconciliation, Accounts Payable, Accounts Receivable
Catch-up Bookkeeping, Clean-up Bookkeeping, Monthly Bookkeeping
Financial Reporting, Cash Flow, GAAP
Full-service accounting & bookkeeping (accrual-based, clean and audit-ready)
US Taxation, Tax Preparation, Tax Filing
Form 1040, 1040-NR, 1120, 1120S, 1065, 1099, W-2
IRS, PTIN, State Tax Returns
Small Business Tax, Self-Employed, S-Corp, LLC Tax
Financial statement preparation & review
M&A support (due diligence, financial analysis, deal structuring)
Cash flow forecasting & financial planning
Payroll & sales tax compliance
🚀 Why Clients Work With Me
Managed accounting & tax for 80+ U.S. businesses
Prepared 300+ tax returns
Ex-Big 4 (EY) experience – strong technical foundation
Strong understanding of U.S. GAAP & tax laws
Focus on accuracy, timeliness, and proactive communication
Ability to handle complex, multi-entity structures
Experience working with CPAs, law firms, and business owners
🏢 Industries Served
Construction & Contractors
Law Firms (Trust/IOLTA accounting)
Restaurants & Retail
E-commerce (Shopify, Stripe, Amazon)
Professional Services
Real Estate & Property Management
Startups & Small Businesses
🧰 Tools & Software Expertise
QuickBooks Online (QBO) / Desktop
Xero
Zoho Books
Gusto / ADP Payroll
Stripe, Shopify, Toast
Clio (Law firms)
Excel (Advanced financial modeling)
📊 Services Offered
🔹 Accounting & Bookkeeping
Monthly bookkeeping (categorized, reconciled, clean books)
Catch-up & clean-up work
Bank, credit card & loan reconciliations
Financial reporting (P&L, Balance Sheet, Cash Flow)
🔹 Tax Services
Individual Tax Returns (Form 1040)
Business Tax Returns (1120, 1120S, 1065)
Tax planning & optimization
Amended returns & IRS notices handling
🔹 Advisory & CFO Services
Cash flow forecasting (including 13-week models)
Budgeting & financial planning
KPI reporting & business insights
Strategic advisory for growth & profitability
🔹 M&A & Financial Analysis
Due diligence support
Financial modeling & valuation insights
Deal structuring assistance
Post-acquisition integration support
📈 Client Results
Helped businesses clean up books with $1M+ discrepancies
Reduced tax liabilities through strategic planning
Built cash flow systems helping businesses manage liquidity effectively
Supported clients in scaling operations with structured financial systems
💬 What You Can Expect
Clear communication & quick turnaround
Proactive problem-solving (not just data entry)
Organized and audit-ready financials
Long-term partnership mindset
🎯 Call to Action
If you're looking for a reliable CPA who can handle your accounting, taxes, and financial strategy end-to-end, feel free to message me. I’d be happy to understand your business and see how I can help.
US Taxation
CPA
Tax Preparation
Bookkeeping
Intuit QuickBooks
Mergers & Acquisitions
Due Diligence
Light Bookkeeping
Finance & Accounting
Bank Reconciliation
Payroll Accounting
Financial Planning
Financial Projection
Financial Modeling
Financial Management
Xero
Zoho Books
Accounting
Fund Accounting
Cash Flow Analysis
Dhanashri F.
Mumbai, India
$20/hr
4.8
2 jobs
I’m a results-driven Chartered Accountant (CPA equivalent) with 7+ years of hands-on experience in accounting, tax planning, and financial consulting. Whether you're a startup, small business, or an individual seeking tax guidance, I deliver tailored solutions that empower growth and ensure compliance.
I have a deep understanding of Income statements, Balance Sheets, and Cash Flow statements and provide you with the best advice on managing the finances and cash flow.
💼 Core Expertise
🔹 Bookkeeping & Financial Accounting
🔹 Tax Preparation & Compliance (US Individual, Estate & Trust Returns)
🔹 Financial Statement Preparation & Month-End Closings
🔹 Budgeting, Forecasting & MIS Reporting
🔹 Payroll Processing & Management
🔹 Audit Support & Financial Consultancy
🔹 Tax Planning for High Net-Worth Individuals.
🧰 Tech Proficiency
• QuickBooks (Online & Desktop)
• Xero | Netsuite | Lacerte | CCH Axcess | SurePrep
• Excel & Advanced Financial Tools
🤝 Let’s Collaborate
Whether you're looking for reliable bookkeeping, seamless accounting, or expert-level tax planning, I’m here to help you navigate your financial path with confidence and clarity. Let's connect and get started on optimizing your financial success!
Tax Return
Microsoft Excel
Intuit QuickBooks
Filing
Microsoft Word
Clear Books
CCH Axcess
Account Reconciliation
Accounts Payable Management
Accounts Receivable Management
Payroll Accounting
Bookkeeping
Management Accounting
Saurabh B.
Mumbai, India
$50/hr
5.0
24 jobs
Hi, I’m Saurabh, an Enrolled Agent (EA)and a Certified Acceptance Agent (CAA) with over 20 years of experience in Personal taxes. My passion is to help US Citizens, Foreign E-Com Sellers navigate through the trap of US Taxes. Less than 1% of all US Tax Returns filed annually fall in this category. This also means that less than 1% of all Tax Preparers are Tax Pros for US Expat Taxes.
Whether you are an American Abroad, a New Green Card Holder, or an International Student who just moved to H1B, with over a decade of experience with the Big 4, I'm confident that I can help you stay current with your Taxes. US Expat Taxes is all that I know.
Regular Resident US taxes with form W-2 is easy enough. However, US taxes for Expats and Foreign nationals need more technical knowledge and skills. Consumer software isn't the best place to go to do these taxes.
In my career with the Big 4, I have prepared and delivered well over 1000 Tax returns. Using this experience and knowledge, paired with a professional license, I will help you save 🕣 time and 💵money.
I can help you with US Individual Tax Consultation, Tax Review, Tax Notices, Full-Year Resident, Expatriate, Part-Year, and Non-Resident US Tax returns.
If you are self-preparing your US Tax Return and need assistance on the correct inputs, outputs, or outcomes from a particular Tax Position, I can help with the correct Tax treatment.
I offer full Tax consultation and review of the Tax Return prepared by you.
Starting in 2026, I would be preparing and signing off your 2025 US Tax returns.I can file section
83(b)elections as well. ITIN preparation is also something we prioritize on.
If you haven’t filed your taxes for a while, you can have a Tax consultation with me.
Additionally, I can help you with your Tax Notices, compliance with FinCen Form 114 & FATCA Form 8938 now, and your Amended Tax Returns in 2022. Also, if you are a foreign owner of a Single-member LLC in the US, I can help you file Form 5472 with Proforma Form 1120.
As CAA, we can help you apply for the ITIN(Individual Tax Identification Number) assuming you are eligible to get one. ✅
Communication for me is a top priority. No matter where in the world you are located, all queries are responded inside 24 hours.
US Taxation
Tax Law Compliance
Tax Strategy
International Taxation
IRS Income Tax Audits
Tax Return
Biology Consultation
Sales Tax
Tax Preparation Software
Tax Preparation
Intuit TurboTax
Saurabh B.
Mumbai, India
$50/hr
5.0
2 jobs
Finance professional with 12+ years of experience across bookkeeping, accounting, FP&A, tax, and HR, working directly with business owners, founders, and C-level executives across India, Singapore, and the US.
QUICKBOOKS ONLINE PROADVISOR CERTIFIED.
I've worked hands-on with small business owners, e-commerce businesses and advertising/marketing companies on their bookkeeping, cleanup, and financial reporting needs, multicurrency transactions, ad spend tracking, merchant account reconciliations, platform-specific revenue recognition. If your business has complexity baked into how money moves, that's where I do my best work.
── BOOKKEEPING & ACCOUNTING ──
Full-cycle bookkeeping, monthly close, bank reconciliations, chart of accounts setup, and accounts payable/receivable management. I work across QuickBooks, Xero, Zoho Books, FreshBooks, Wave, ERPNext, Tally, and Sage. If your platform isn't on this list, I'll adapt. I don't make you change your tools to work with me.
── CATCH-UP & CLEANUP BOOKKEEPING ──
Behind on your books by months or years? I'll go back as far as needed, reconcile everything, and get you to a place where your books are accurate, current, and usable. Once cleanup is done, I can help you set up internal controls and audit-ready documentation so you don't end up back where you started. No judgment, just results.
── ACCOUNTS RECONCILIATION ──
Bank, credit card, merchant account, and multi-account reconciliations across single or multi-entity structures.
── REVENUE RECOGNITION ──
Experience with deferred revenue, advance billing, milestone-based recognition, and SLA/contract tracking, particularly relevant for SaaS, e-commerce, and service-based businesses. Familiar with Ind-AS 115 and US GAAP treatment.
── US COMPANY FORMATION & STRUCTURE ADVISORY ──
LLC, S-Corp, C-Corp, or Sole Proprietorship, I help you set up the right entity and advise on when it makes financial and tax sense to convert from one structure to another.
── US TAX RETURNS & COMPLIANCE ──
Currently filing tax returns for US clients covering individual returns, LLCs, and S-Corps. Schedule C, Form 1040, home office deductions (Form 8829), vehicle/mileage deductions, estimated payments. I understand what actually gets you in trouble with the IRS and how to stay clean.
── TAX COMPLIANCE (INDIA & SINGAPORE) ──
GST, TDS, direct and indirect tax filings, MCA filings, and ACRA/IRAS compliance for cross-border operators. Zero penalty record across all filings.
── HR & PAYROLL SETUP FOR SMALL BUSINESSES ──
5+ years of HR leadership alongside my finance background makes this genuinely rare. Payroll setup and processing, compensation structuring, offer letters, HR compliance, and benefits administration. If you're hiring your first employees and don't know where to start, I can build that foundation for you.
── BUDGETING, FORECASTING & CASH FLOW PLANNING ──
Rolling budgets, variance analysis, and 6 to 12 month cash flow projections so you know where your money is going before it's gone.
── FINANCIAL REPORTING ──
P&L statements, Balance Sheets, Cash Flow reports, and custom MIS reports that are readable and actionable.
── INVESTOR REPORTING & VALUATION ──
I've built DCF-based valuation models and prepared investor-facing financial packages for startup fundraising, projections, assumptions, and business value assessments tailored to what different investors need to see. If you're raising capital or fielding investor interest, I can get your financials into shape for that conversation.
── FRACTIONAL CFO / VIRTUAL CFO ──
For founders who need senior finance leadership without a full-time hire. I'll own your financial function, provide strategic oversight, and scale involvement as your business grows.
No missed deadlines. Free initial consultation to understand your setup and tell you exactly how I can help.
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