Business CPA Needed for Tax Preparation, Tax Planning, and Financial Guidance

GD Sales LLC is seeking an experienced U.S.-based CPA or Enrolled Agent to assist with ongoing business tax planning, financial planning, and preparation of our annual business and owner tax returns. We operate a growing ecommerce and retail business that sells through multiple marketplaces and websites. We also manage inventory and are developing several private-label consumer product brands. We are looking for a long-term advisor—not someone who only prepares a return once a year. The right professional will help us understand our financial position, plan ahead for taxes, improve profitability, and make sound financial decisions throughout the year. Responsibilities Prepare and file our annual federal and Florida business tax returns Prepare or coordinate the owner’s related individual tax return Review prior-year tax returns and current accounting records Provide year-round business tax planning and strategy Calculate quarterly estimated-tax payments Advise on legitimate business deductions, depreciation, equipment purchases, and tax credits Review owner compensation, draws, distributions, and retirement-plan options Evaluate whether our current LLC tax classification remains appropriate Help create budgets, cash-flow forecasts, and financial goals Review profit-and-loss statements and balance sheets Analyze profitability by marketplace, brand, or product category Advise on inventory accounting and cost of goods sold Identify opportunities to improve margins and cash flow Provide guidance regarding sales-tax and marketplace-facilitator obligations Meet with ownership periodically to review financial performance and upcoming tax decisions Coordinate with our bookkeeper or recommend improvements to our bookkeeping procedures Preferred Qualifications Active U.S. CPA license strongly preferred; experienced Enrolled Agents may also apply At least five years of business tax experience Experience preparing returns for LLCs and owner-operated businesses Strong knowledge of federal and Florida business taxation Experience with ecommerce, retail, or inventory-based businesses Familiarity with Amazon, eBay, Walmart, Shopify, Best Buy Marketplace, or similar platforms Experience with QuickBooks Online or comparable accounting software Knowledge of inventory accounting, cost of goods sold, and marketplace fees Experience with financial forecasting and small-business advisory services Ability to provide proactive, year-round advice in clear language Initial Engagement The initial project would include: Reviewing our previous tax returns, current books, and business structure Identifying any tax, accounting, or financial-planning concerns Preparing a tax projection and estimated-payment plan Recommending improvements to our financial reporting Providing a proposal for annual tax preparation and ongoing advisory services Application Questions Are you a CPA or Enrolled Agent, and in which states are you licensed? What types of business and individual tax returns do you prepare? Do you provide year-round tax planning in addition to annual return preparation? What experience do you have with ecommerce or inventory-based businesses? Are you familiar with inventory accounting and cost of goods sold? Can you prepare both the business return and the owner’s related individual return? What is included in your annual or monthly service package? How often do you typically meet with business clients? Are you accepting new long-term clients? Please provide your estimated fee structure for tax preparation and ongoing advisory services.