Name: US Taxation professionals
Brand: Upwork
Rating: 4.9 (676 reviews)

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

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Clients rate US Taxation professionals

4.9/5

based on 676 client reviews

$175 hourly
- 5.0/5
- (325 jobs)
I am a Certified Public Accountant (CPA) specialized in providing tax preparation and consulting for small businesses, individuals, and foreigners (both individual and businesses). Particularly in the following areas: LLC, Partnership, S-Corporation, and C-Corporation tax returns and planning Gift and Estate Tax (Form 706 and 709) Individual Tax Return Foreign Partner Withholding US Person With Respect to Certain Foreign Corporation (Form 5471) Foreign-Owned U.S. Corporation or Foreign Corporation Information Return (Form 5742) Business Property Tax Filing (Form 571-L) Gift from Foreign Person, Trust or Estates (From 3520) Moreover, I have experience using Quickbooks, Microsoft Excel, and tax preparation softwares such as Thomson Reuters - UltraTax CS. Therefore, I can also provide the following services: Bookkeeping QuickBooks Consulting

US Taxation
Intuit Lacerte Tax
International Taxation
Xero
Financial Accounting
Corporate Tax
GAAP
Intuit QuickBooks
Bookkeeping
Tax Preparation
Microsoft Excel
$80 hourly
- 5.0/5
- (22 jobs)
My name is Yang and I am living in Michigan. I am an Enrolled Agent. I used to work as a Senior Tax Specialist for H&R Block and a Credentialed Tax Expert for Intuit before. Now I own and operate my tax practice and have approximately 10 years of experience preparing tax returns. I will use ProConnect Tax to prepare and e-file your return. My clients will be able to upload their information via Intuit Link, which is protected with best-in-class cloud security. An enrolled agent is a federally authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to prepare federal and state tax returns in any state. ProConnect Tax software is provided by Intuit for Tax professionals. Intuit also provides Turbo Tax software for taxpayers.

US Taxation
International Taxation
Bookkeeping
Tax Preparation
$50 hourly
- 5.0/5
- (18 jobs)
Hello, my name is Tasha! I am an experienced professional here to effectively take on your small business tax and accounting needs. I specialize in Individuals and Sole Proprietorships/Single Member LLCs. I understand funds can be limited when you first start a business. But I know how important and vital it is to get your business started right. Being out of compliance with the Federal and State is very expensive and detrimental for your business. From my experience, small business owners actually spend more money than they would have if they reached out to an accountant during the start-up phase. Which is why I am here. When I started my business, I made a ton of mistakes. I used my mistakes to develop my expertise so that I can help other sole owners save money and avoid headache. I love what I do, you should too! About Me My knowledge and skills come from my education and prior work experience. I have a B.S in Business Management with a Concentration in Small Business and Entrepreneurship from the University of Phoenix along with many accounting and tax credits. I worked for the state government as a Tax Auditor, Real Property Manager, Non-profit Contract Auditor, State Agency Internal Auditor, and Advanced Financial Examiner. I opened my business when I became a stay-at-home mom in 2019. Since then, I have helped many small businesses start their business, organize their financials, and helped them to be stress free during tax time. Currently, I work a full-time job as an accountant for a large federal agency. I work my business part-time still helping as many small businesses as I can. Like I said, I love what I do. My hard work helps me to support my family, 3 kiddos, and my husband who is starting his business while staying home with the kids. So, if I sound like a great fit for you send me an invite 😊! I look forward to connecting with you. Tasha Sandoval Owner Honest Tax and Accounting ***Schedule of Fees*** *Monthly Bookkeeping for start-ups starts at $130.00/month. *Clean-up/Catch-up Bookkeeping starts at $140.00/month since business start date. *Consultations are on a limited basis. I am only focusing on bookkeeping and taxes. *Federal/State taxes start at $180 for single individuals no children and $320 for Sole Proprietors/Single Member LLCs. My prices will go up depending on other factors. (I do not file state taxes for California, New York, and Washington) Please send a message to get a specialized quote!!

US Taxation
Xero
QuickBooks Online
Transaction Processing
Wave Accounting
Bookkeeping
Invoicing
Cash Flow Statement
Account Reconciliation
Bank Reconciliation
Budget Management
Accounting
$175 hourly
- 4.8/5
- (20 jobs)
Looking for very experienced Tax Expert? Here I am. As a very-knowledgeable CPA, Jyoti Raj Adhikari has served countless businesses and individuals all across US with his very practical understanding of complex tax laws, rules and accounting principles and practices. Jyoti worked in a various position in the past with big and small accounting firms and worked as finance controller for large companies. He decided to go on his own in the year 2015, and started J Raj CPA & Co, PLC as a president and JRBA Services Inc as a vice-president managing 5 people. Jyoti presently serves clients from two locations at Ottumwa, IA and Santa Rosa, CA. Jyoti immersed himself in the world of Tax, Accounting and Business Consulting, helping his clients to succeed in their endeavors. He is working with numerous clients and providing them opportunity to use their valuable time to fully focus on their business and reach their full potential. Jyoti has worked for more than 5K different clients as a CPA, contractor, freelancer, bookkeeper, tax planner and a business consultant. Jyoti specializes in various areas of taxation including stock trader’s tax matter, foreign holdings taxes, Expat taxation, capital gains tax, sec 1031 exchange and many more. He is dedicated to providing the best service possible with his team of motivated professionals.

US Taxation
Financial Audit
Review
Financial Accounting
Business Consulting
CPA
Accounting
Tax Preparation Software
Tax Law
Tax Preparation
Tax Planning & Advisory
Payroll Accounting
Accounting Principles & Practices
Bookkeeping
$180 hourly
- 5.0/5
- (205 jobs)
Introduction: As a Certified Public Accountant in state of Michigan I have extensive knowledge in US Individual, Business and International taxation. My 10 years of experience in tax (including in "Big 4" accounting firms) can add value to your project. I'm an authorized Electronic Return Originator (ERO), meaning I can Prepare, Sign and E-file, Federal, State and Local Returns. I'm Expert on: 1. US Expat tax return preparation and consulting a. Forms: 1040, 1116, 2555, FBAR, form 8938, 5471, 5472, 3520 b. Delinquent Expat tax returns, Streamlined Procedures 2. US Non-Resident tax return preparation and consulting a. form 1040NR, tax treaties, F-1 students b. ITIN Applications - Certified Acceptance Agent (CAA) 3. Entity Selection, new business consulting, Business tax compliance, and tax planning a. Forms: 1065, 1120S, and 1120C b. LLC, partnership and corporation organization and and incorporation c. LLC/partnership operation agreements 4. Consulting a. Saving tax by incorporating overseas b. Asset protection and foreign trusts c . General US tax consulting 5. IRS Tax problems a. Tax notices and threatening letters b. Wage garnishment and bank levy c. Audits and offers-in-compromise d. Penalty abatement 6. Organization a. Quickbooks b. Microsoft Excel, Word, Outlook c. Organize information, Provide reports, Income statements, Balance sheets, Budgets. Feel free to reach out to me if you have any questions.

US Taxation
IRS Income Tax Audits
Tax Planning & Advisory
Tax Law
CPA
Corporate Tax
International Taxation
Certified Tax Preparer
Tax Preparation
Tax Return
$75 hourly
- 4.6/5
- (39 jobs)
Extensive accounting and tax background. Delinquent tax filing and IRS representation issues resolved. Maintain an active Certified Public Accountant certificate. Intuit/Quickbooks Online Certification I am specializing in start-up and early-stage businesses. Familiar with online platforms such as Etsy, Shopify, Big Commerce, and Amazon.

US Taxation
Tax Law Compliance
International Taxation
IRS Income Tax Audits
Tax Law
IRS Resolution
Corporate Tax
CPA
Intuit Proconnect Tax
QuickBooks Online
Intuit QuickBooks
Tax Return
Tax Preparation
$55 hourly
- 4.7/5
- (88 jobs)
During my professional career, I have worked with individuals who have made so little they were crying at my desk, all the way to people who made so much money the numbers barely fit on their tax forms. These experiences with everyone across the board have allowed to me to acquire a specialized skill set with individuals and their businesses creating a comprehensive service managing everything related to them starting their business, structuring it, keeping everything organized (bookkeeping, tax planning), all the way down to the ground floor with their personal return and financial plan. My approach allows people to get the information they need to make the best financial decision with their business and personal situations. Notable Work Experience: Assistant Controller at a Dallas Tech firm building out their accounting department processes Tax work with large C-Corps (100m+ revenue) and partnerships Tax returns and S-Corp specialty with Doctors, Lawyers, High net worth individuals I have worked with numerous industries including: Healthcare: Dental practices, Emergency Medicine Docs, Family Practice clinics, Health and Beauty Staffing: Executive staffing firms, Temp staffing Food and Beverage: Cafes/Tea Shops, Restaurant chains, Franchises Law: Para-Legal firms, Individual Attorneys, Legal practices Technology: App development, FAANG individuals (Stock options, options/straddles) High Net Worth individuals: Over 250k income per annum, Accredited investors with associated investments Real Estate: Syndications, Real Estate Investment, Individual Single/ Multi Family Rentals, Crowdfunded real estate I can do any of the following tasks: Setting up entity, consulting on entity type, building presentations for board meetings, data entry, consulting, bookkeeping, tax, financial consultation, administrative tasks, tax return & payroll filings, and much more. Happy to schedule a call to learn more about the project and looking forward to working together soon, Dustin

US Taxation
Tax Planning & Advisory
QuickBooks Online
Tax Strategy
Financial Accounting
Intuit QuickBooks
Bookkeeping
Tax Return
Account Reconciliation
Tax Preparation
Bank Reconciliation
$100 hourly
- 5.0/5
- (7 jobs)
Technology professional and CPA. Earning a STEM Master’s Degree in Business Analytics & Information Systems, as well as a Graduate Certificate in Cybersecurity (Information Assurance). Knowledgeable in Information Systems & Security, Disaster Recovery and Business Analytics. Eight years of experience in helping firms surpass their goals via advancement of controls over operations using a combination of technological and financial acumen. A teacher as much as he is a continuous learner.

US Taxation
Tax Planning & Advisory
Derivatives Trading
GAAP
Economics
Object-Oriented Language
Business Intelligence Software
Microsoft Power BI
Ruby
Alteryx, Inc.
Python
Microsoft Excel
Tableau
Six Sigma
SAP
Financial Modeling
$150 hourly
- 5.0/5
- (11 jobs)
PROFILE I have over 28 years of experience in tax preparation & accounting. Skills I have developed over the years include. CPA Enrolled Agent Tax Preparation Tax Consultation Tax Planning Financial Statement Preparation Business Planning I have been the Managing Partner of my own tax firms for the past 19 years. I also have stints at a big 4 firm & US Trust.

US Taxation
Tax Strategy
CPA
Taxes
Intuit Proconnect Tax
Accounting Advisory
Corporate Tax
International Taxation
Tax Preparation
Tax Planning & Advisory
Tax Theory
Tax Return
$135 hourly
- 5.0/5
- (93 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 Formation

US Taxation
CPA
Legal Entity Structuring
Tax Preparation Software
Accounting
Tax Return
Tax Planning & Advisory
Tax Preparation
Bank Reconciliation
Balance Sheet
Intuit QuickBooks
$35 hourly
- 5.0/5
- (23 jobs)
I am an experienced Accountant and Bookkeeper with over 5 years of hands-on experience in managing financial records, preparing financial statements, and providing tax advisory services. My expertise also includes being a QuickBooks Pro Advisor, ensuring that my clients have accurate and up-to-date financial data. Throughout my career, I have had the pleasure of working with a variety of businesses, including franchise restaurants, gyms, auto repair shops, and more. This diverse experience has given me a deep understanding of the unique financial challenges that different industries face, and has allowed me to develop tailored solutions to meet their specific needs. My services include bookkeeping, payroll management, tax planning and preparation, financial analysis and reporting, and much more. I pride myself on being detail-oriented and committed to delivering timely and accurate results to my clients. If you are looking for a reliable and skilled accountant and bookkeeper, I am here to help. Please feel free to reach out to me with any questions or to discuss your specific needs. I look forward to working with you!

US Taxation
Accounting
Account Reconciliation
Accounting Advisory
Accounting Tools Setup
QuickBooks Online
Bank Reconciliation
Bookkeeping
Accounts Receivable
Accounting Basics
Accounts Payable
Intuit QuickBooks
$150 hourly
- 5.0/5
- (28 jobs)
As a Certified Public Accountant (CPA) I'm passionate about helping clients like you achieve financial success. My ultimate goal is to legally reduce my client's tax liability by providing a customized tax saving strategy. I have experience in preparing complex business & personal tax returns for high-net-worth clients. I specifically specialize in preparing Partnership (Form 1065), S-Corps (Form 1120-S), & Personal (Form 1040) tax returns. My experience & expertise includes preparing state & local tax obligations as well. This includes, but is not limited to: sales & use tax returns, commercial activity tax returns, franchise tax returns, business & occupation tax returns, along with other various tax obligations from a state and local tax (SALT) standpoint. My services also include providing assistance with resolving notices sent from the Internal Revenue Service (IRS), states, and local taxing authorities. I provide my clients with the best chance possible in having their penalties waived or reduced. I can also assist with satisfying any tax requirement(s) to resolve the notice(s). The foundation to any business is financial reporting. That is why I provide effective & efficient bookkeeping services. By doing so, my clients are able to analyze their business from a financial standpoint. This allows them to make decisions based on facts. Meeting with my clients on a monthly or quarterly basis is the most beneficial part of my bookkeeping services. During these meetings we are able to discuss their financial performance in more detail. Assisting entrepreneurs with the legal creation of their business is by far my favorite service to provide. As I am able to not only bring their business ideas to life, but most importantly provide them with information relating to taxes & financial reporting that becomes part of their business foundation. This information ensures their business has the proper procedures in place to avoid potential problems in the future. I also ensure their business is starting with the most beneficial tax structure to reduce their tax liability going forward. I believe in building lasting relationships with my clients. By partnering with me, you'll gain a trusted CPA dedicated to maximizing your financial success. Let's discuss how I can help you achieve your goals.

US Taxation
Taxes
Tax Strategy
Tax Accounting
Property Tax
Business Consulting
IRS Income Tax Audits
Bookkeeping
Financial Reporting
CPA
Tax Law
Certified Tax Preparer
Franchise Tax
Sales Tax
Tax Planning & Advisory
$200 hourly
- 5.0/5
- (16 jobs)
I am a practicing lawyer who has handled tax problems and issues since 2016. I have dealt with high-stakes collections, audits, cryptocurrency tax issues, and all manner of tax questions during that time. I have worked with the IRS, CA FTB, CDTFA, EDD, and tax agencies from states across the U.S. I also prepare business and personal tax returns each year and have prepared hundreds of tax returns. Reach out to me about your tax problem and we will figure out a solution!

US Taxation
Corporate Tax
Tax Planning & Advisory
Tax Law Compliance
Tax Strategy
Tax Return
Tax Preparation
Tax Accounting
Tax Law
$85 hourly
- 5.0/5
- (5 jobs)
I have been a trusted advisor for over fourteen 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.

US Taxation
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
$50 hourly
- 4.8/5
- (16 jobs)
Highly skilled Bookkeeper and Certified Tax Preparer with over eight years of tax and accounting experience. I service most aspects of accounting, tax, and bookkeeping. I have always been dedicated to providing top notch service to my clients. Customizing the services provided to suit their needs is always the uppermost priority. Owner of Andjelic Tax Service, an accounting and tax practice. I conduct business provide the client with absolute attention to their needs and requirements. As a Bookkeeper, I have established current financial records in QuickBooks for service-based companies, from the start of the business to transitioning across current needs. Have spent many hours reconciling bank, credit, and cash accounts in QuickBooks, created invoices and sales receipts; received payments and paid bills; produced income statements and balance sheets. As a Certified Tax Preparer, I make my business to stay up-to-date with the changing tax laws, as well as your changing life events, such as new home, the birth of a child, new business, new properties, or inheritance. I possess a Bookkeeping Certificate, my PTIN (Preparer Tax Identification Number) and I also have a Bachelor's degree in Business Administration. I am a strong believer in excellent customer service and care about my clients. Open communication, consistency, organization, punctuality, competency, and compassion are what I strive to achieve. Accounting: QuickBooks, Great Plains and Big Bit Tax Preparation: Drake Tax, Lib Pro, Tax Act, Lib Tax and Turbo Tax Office: MS Word, Excel, Google Docs/Sheets, PowerPoint, Access and Outlook

US Taxation
Bookkeeping
Accounting
Tax Preparation
$150 hourly
- 5.0/5
- (79 jobs)
We are an established "Brick & Mortar" tax practitioners company specializing in small business tax preparation (LLC, Corporation), tax preparation for self-employed individuals, tax returns with real estate rental income, correcting errors in taxes that were previously filed (amendments), back taxes (taxes not filed when were due), and helping with tax problems with the IRS. Note: we are not just virtual freelancers; we are an actual FL-based tax business with a spotless reputation. We prefer working with the "Fixed price" approach; the total price is discussed and confirmed before the engagement. The exceptions are "Tax resolution" cases that require multiple engagements with the IRS and "General accounting" cases. Admitted to practice before the IRS and represent individuals and small businesses in all 50 states in IRS tax disputes involving matters relating to audits, delinquent taxes, collection actions, penalty abatement, and tax appeals. We are a perfect match if you need to get your business taxes done (or IRS problems resolved) ASAP and you are willing to start working on your tax case right now. I respond to all my clients' inquiries really fast and love to work with clients that are looking for the fastest turnaround possible. PRICING: 1. The price calculator is posted on my website (can't post a link here; will provide the link in the communication chat). Basic individual returns - starting at $150, Self-employed or "Single Member LLC" - starting at $300; LLCs & Corporations - starting at $450. 2. $250 - flat fee for one-time engagement with the IRS or state tax authorities using Power of Attorney (obtain IRS transcripts, one-time inquiry about your case with the IRS, confirm tax standing status). 3. $250/month is the minimum fee for small businesses on monthly bookkeeping & and accounting subscriptions (100 transactions per month or less). $1.5 per transaction rounded to the next $50 for the 101st transaction and up. Payroll - additional. 4. If you are under audit and looking for professional resolution support on the audit, $600 is the retainer and the ongoing hourly rate is $200/h. Most clients do not pay more than the retainer. 5. IRS tax debt resolution services: priced individually, $1,000 is the minimum charge for a tax debt settlement case (IRS resolution). 6. The fees for tax return preparation for entities with multiple assets sold or with sales/investments over $2,000,000 are estimated on a case-to-case basis.

US Taxation
QuickBooks Online
Tax Law Compliance
Limited Liability Company
IRS Resolution
S-Corporation
Corporate Tax
IRS Income Tax Audits
Tax Accounting
Tax Law
Sales Tax
Tax Preparation
Tax Return
$100 hourly
- 4.5/5
- (25 jobs)
I'm a positive-natured and seasoned sales & use tax consultant with 9 years' experience in both public accounting and private industry. I hold a CMI designation in Sales Tax and have earned a Masters in Taxation. Reach out to me for help with any of the following (needs): - Nexus Studies (am I required to collect and remit sales tax here?) - Taxability determinations (are my products/services taxable in the states I sell into?) - Retroactive sales tax filing (I need to file 2 years' worth of returns in X states) - Sales & Use Tax workpapers (How do I know if my tax rates are accurate?) - And More!

US Taxation
Check Point
Shopify Plus
Sales Tax
Accounting Tools Setup
Tax Law Compliance
Shopify
Indirect Tax
Compliance
Tax Law
Tax Accounting
Tax Preparation
Accounting
Tax Return
$50 hourly
- 0.0/5
- (6 jobs)
I'm a CPA with 6 years of experience. I am passionate about helping business owners and individuals understand and grow their business. - Tax prep - corporate and individual - State taxes - corporate and individual - Bookkeeping - Small business

US Taxation
QuickBooks Online
Tax Theory
Corporate Tax
Bookkeeping
Taxes
Accounting Basics
Financial Report
Tax Preparation
Tax Accounting
Intuit QuickBooks
$35 hourly
- 5.0/5
- (55 jobs)
Bookkeeping Services - $35/hour and Tax Consulting & Preparation $250/hour Accounting, Taxation & Payroll Services Greetings, I am Raj Kishan, CPA, and run my CPA firm out of Burlington, MA. My expertise lies in offering comprehensive accounting, taxation, and payroll services tailored to the requirements of small and mid-sized fast-growing businesses. My goal is to support owners and executives in making well-informed business decisions by providing them with bookkeeping, accounting, taxation, and financial analysis services. I am dedicated to the success of my clients and strive to meet their unique business needs. In today's dynamic business environment, timely and accurate financial data is crucial for business owners and management personnel to make sound decisions. To address this need, I have developed and implemented standardized processes and procedures to capture business activity effectively. Moreover, I have designed reports that deliver the necessary data to our customers as and when they require it. By prioritizing punctuality, I ensure that these reports are delivered on time, consistently. I don't just handle accounting needs; I ensure they are executed flawlessly. I offer specialized accounting services that are tailored to the specific needs of each business. The following are some of the accounting and bookkeeping tasks I proficiently perform: 1. Financial record-keeping and bookkeeping: I maintain accurate and up-to-date financial records, including recording transactions, reconciling accounts, and managing general ledger entries. 2. Financial statement preparation: I prepare comprehensive financial statements, such as income statements, balance sheets, and cash flow statements, to provide a clear picture of your business's financial health. 3. Tax planning and compliance: I assist in tax planning to optimize your tax position and ensure compliance with applicable tax laws and regulations. I also prepare and file tax returns, keeping you updated on deadlines and potential deductions. 4. Payroll processing: I handle payroll processing, including calculating employee wages, deductions, and taxes, ensuring accurate and timely payroll disbursements. 5. Financial analysis: I analyze your financial data to identify trends, patterns, and opportunities for improvement. This enables you to make informed decisions to enhance profitability and efficiency. 6. Budgeting and forecasting: I assist in developing budgets and forecasts to help you set realistic financial goals and measure performance against them. 7. Accounts payable and receivable management: I oversee the management of accounts payable and receivable, ensuring timely payments and efficient collections. By entrusting your accounting needs to me, you can focus on growing your business while having confidence in the accuracy and reliability of your financial information. I am committed to providing exceptional accounting services that align with your business goals and contribute to your success. Thanks, Raj Kishan, CPA

US Taxation
CPA
Certified Tax Preparer
Accounts Receivable Management
Account Management
Accounts Payable Management
Financial Reporting
Intuit QuickBooks
Bookkeeping
Tax Return
Cash Flow Statement
Payroll Accounting
Bank Reconciliation
$90 hourly
- 4.4/5
- (39 jobs)
Robert Reinert - Widely recognized as a Tax, Accounting and Finance Expert. Providing CPA Services for forty years Certifications CPA Certified Public Accountant VA – 7933, CPA Certified Public Accountant CA – 141140 CA Department of Insurance, Life, Accident & Health, Variable Contracts & Long Term Care - 0L45616 FINRA (Registered Financial Advisor) Series 6,63,65 Provided CPA services as "Reinert & Associates PC" to one hundred regular contracted monthly business clients plus one hundred annual clients' Tax Planning, Tax Preparation, Payroll and Financial Statements in Ashburn, VA. which was sold in 2015. Now "Robert Reinert Consulting" has been established as of April 2018 as a CPA RIA practice in Indio, CA. He has successful professional experience in both public and private Accounting, Taxation and Finance. Self-motivated to achieve maximum productivity, ensure total client satisfaction, maintain optimal quality service and meet aggressive organizational objectives. Solid expertise in negotiating and executing problem solving and troubleshooting efforts with top management, industry vendors and key decision-makers. Has provided sound Financial Advice for Retirement Plans with Ameriprise Financial Has Provided his services to companies in the Coachella Valley: 2017 Waddell & Reed Financial Advisors 2018 Maryanov Madsen Gordon Campbell CPA's, 2019 David E. Schroeder Financial Services. 2020 Intuit's TurboTax® Live, along with 25 regular business and individual clients

US Taxation
Corporate Tax
Tax Preparation Software
Tax Planning & Advisory
Management Consulting
Business Consulting
Franchise Tax
Tax Law
Payroll Accounting
Bank Reconciliation
Bookkeeping
Accounting Basics
Tax Return
Intuit QuickBooks
$59 hourly
- 4.6/5
- (218 jobs)
My experience includes 21 years with US Army finance and accounting, 9 years with Blue Cross Accounts Receivable, 2 years as Parts Manager for Axis Spa USA, and 5 years as Tax Matters Partner for RGS Trading Group, LLC. In 2018, retired from the IRS to form Mobile Tax Associates a veteran owned tax service who is approved by the IRS to prepare 1040, 1065, 1120, 1120-S, 990 and Non-Resident Tax Returns. Mobile Tax Associates LLC serves all of Gwinnett County, and can travel within 25 miles of Lawrenceville, Georgia to meet personal and business clients, all others we handle online. We use TaxestoGo app to send and receive tax documents!

US Taxation
Microsoft Excel
International Taxation
IRS Income Tax Audits
Tax Preparation
Tax Law
$100 hourly
- 5.0/5
- (2 jobs)
An Enrolled Agent (EA) with a passion to help small businesses and individuals minimize taxes & preserve their wealth. I provide comprehensive tax & accounting services at an affordable rate. My technical expertise combined with passion benchmark the high standards of service for my clients. With extensive experience in tax and accounting for over 10 years, I am the owner of a bookkeeping firm, ABC Tax & Accounting, to deliver top-notch tax and accounting services to my clients. Having worked with numerous start-ups I have helped them to develop effective business plans and strategies for success. I have developed the capability to identify key areas of improvement and can provide actionable recommendations to help businesses grow and thrive. I'm new to UpWork, and am excited to provide my expertise to more clients across the US! I am not just an average freelancer; I'm here to connect and build long-term business relationships with clients. Area of expertise and experience: - Accounts setup and complete cycle bookkeeping using Quickbooks, Wave Accounting App, Freshbooks etc. - Tax planning, preparation and filing, and Refund Processing - Business analysis and strategy - Startup consulting - Business plan development - Financial Statements, Financial Projections / Forecasting, Ratios Analysis, Key Performance Indicators - Financial Reporting, Financial Analysis and Financial Modeling - Budgeting and Forecasting I look forward to the opportunity to serve you! Contact me at your convenience.

US Taxation
Cryptocurrency
Financial Modeling
Data Analysis
Bookkeeping
Financial Statement
Startup Consulting
GAAP
Financial Accounting
Intuit QuickBooks
Tax Preparation
$90 hourly
- 4.9/5
- (23 jobs)
I am a passionate individual with a vast knowledge in different sectors within Accounting, auditing, and personal and corporate taxes. I have an accounting degree that I’ve utilized in the corporate world and now in the freelancing world. I have experience in multiple fields within accounting, I worked as an auditor for the best of 4 years at Deloitte and as a Tax Preparer for Intuit TurboTax during a few tax seasons. I stay up to date with tax regulations for both personal and corporate taxes, and I’m always aiming to get the best returns for my clients. I can help with any Bookkeeping needs, from set up to clean up, or even an audit to get you or your business ready to file taxes in time. I also have experience in accounts payable, accounts receivables, audit, tax, and payroll. I'm also familiar with multiple accounting software such as QB, QBO, XERO, etc... I look forward to working with you!

US Taxation
Financial Audit
Accounts Receivable Management
Intuit TurboTax
Payroll Accounting
Administrative Support
Intuit QuickBooks
Microsoft Excel
Accounts Payable Management
$125 hourly
- 4.9/5
- (84 jobs)
Hi By way of my background, I am an active licensed attorney with a CPA license. I also have worked at a tax practice of Big 4 accounting firms for nearly a decade. I have been assisting individuals and business owners across multiple industries for their legal, tax, and trademark matters. For my credential, my attorney ID is 0400465 and CPA license ID is 06002. For my accounting experience, the job responsibilities at the firm include as follows: • Managed over 30 global clients in the U.S., in industries such as automotive, industrial machinery, imaging/optical, financial services, insurance, and IT. • Provided tax and payroll related services to approximately 1,000 inpatriates and expatriates within the clients’ organization. • Performed double taxation treaty analysis including an assessment of residency, a source of income, and the appropriate withholding tax rates. • Led special projects such as resolving a tax dispute with the IRS concerning the status of trainees, assisting global mobility planning, setting up operations in the U.S., and assessing on tax consequences of Japanese stock options. • Completed work process improvement project by streamlining IT platform and increasing usage of off-shore office in Kochi, India. • Spoke at external seminars and internal training sessions in Japanese and English on topics such as U.S. employment taxes for international corporations, and U.S. income tax law for inpatriates and expatriates. I have substantial legal experiences at a government (attorney general), non-profit, and private entity. The cases I have conducted include as follows: • Conducted client meetings, researched cases, and analyzed agreements and regulations pertinent to start-up formation, commercial lease, smoking regulations, EIN applications, work capacities of unsupervised emergency medical technicians, business license and sales tax requirements in various states, membership restrictions on board of directors of nonprofit organizations, food business implementation. • Researched and drafted letters to clients and tax authorities, reconciled a self-employed taxpayer’s business expenses and income. • Drafted policy related to e-signature, analyzed class action case involving inmates’ medical records under the Eighth Amendment, and prepared deposition summaries regarding deceptive charitable activities.

US Taxation
IRS Income Tax Audits
Corporate Law
International Taxation
Employment Law
Civil Law
Tax Preparation
Patent Law
Tax Law
$50 hourly
- 5.0/5
- (5 jobs)
I have many years of broad experience in helping businesses and individuals all the way from business formation to tax return preparation. I have always worked in one team with CPAs and currently own my own accounting company. I am licensed IRS Enrolled Agent. My expertise includes: * Business formation and new business consulting (any US state) * Full charge bookkeeping * Accounting * Sales tax/excise tax (any US state) * Payroll management * Tax preparation (Forms 1120, 1120S, 1065, 1040, 1040NR) * Real Estate transactions * Nonresident tax complications, implementing of tax treaties * Experienced Quickbooks and Wave accountant My strategy is to provide comprehensive one-stop source of care for client's business. I focus on establishing long-term trustworthy relationships so that businessmen can promote their own business.

US Taxation
Intuit Lacerte Tax
Business Consulting
International Taxation
Wave Accounting
Payroll Accounting
Microsoft Excel
Certified Tax Preparer
Bookkeeping
Tax Preparation
Intuit QuickBooks
$197 hourly
- 5.0/5
- (1 job)
As a Certified Financial Planner and an IRS Enrolled Agent, I understand that finding a real 'trusted advisor' is not common in the world of entrepreneurs. Personally, I myself have started, invested, failed, and succeeded in different businesses. I understand the challenges entrepreneurs face and know strategies that can help entrepreneurs save on taxes, protect their assets, plan for retirement, and ultimately, succeed. I have experience and knowledge in real estate, start-ups, eCommerce and drop shipment operations, and financial industries. As a graduate of Carnegie Mellon University Tepper School of Business and Heinz School of Public Policy and Management, I have built a solid foundation not only in the private sector but also in the public sector. Services provided: - Business & Individual Tax Preparation - Tax Savings Planning - IRS Resolution - Business Entity Comparison Analysis - Life & Health Insurance Planning - Retirement Planning - Mortgage Financing Advisory - Comprehensive Financial Planning Professional Designations: - CERTIFIED FINANCIAL PLANNER™ - IRS Enrolled Agent - Chartered Life Underwriter® - Chartered Financial Consultant® - QuickBooks Certified ProAdvisor

US Taxation
IRS Income Tax Audits
Tax Strategy
Property Tax
Tax Preparation
Tax Return
Tax Planning & Advisory
Tax Law
$50 hourly
- 5.0/5
- (12 jobs)
•Licensed Enrolled Agent •Certified Quickbooks Online Proadvisor •A/R •A/P •Budgeting •Reconciliation •Individual tax preparation •Business tax preparation •Consulting

US Taxation
Business Consulting
Bookkeeping
Intuit QuickBooks
Tax Preparation
Certified Tax Preparer
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