Looking for a US-based CPA or Enrolled Agent who actually specializes in crypto to help me deal with an IRS CP2000 notice for the 2024 tax year. The IRS sent a big bill because they're assuming a $0 cost basis on my Uphold transactions. In reality, I lost money overall during the bull run, so the amount they're asking for is completely wrong. The main issue is that my Koinly account is a mess right now. I have about 17,000 transactions across a few exchanges and decentralized wallets (mostly just buying and selling memecoins on Ethereum and Solana, plus around 121 transactions on Uphold). I need someone who can: - Help clean up and reconcile the data in Koinly so we can get an accurate Form 8949. - Draft the official response letter to the IRS disputing the notice with the correct numbers. - Help me get a quick 30-day extension or hold with the IRS since my original deadline just passed. Please only apply if you are a licensed US CPA or EA and have actual experience handling high-volume on-chain crypto data and IRS notices. When you reply, please let me know your experience with crypto CP2000s and give me a flat, fixed-fee quote for the whole project. I'm trying to avoid a situation where the price balloons on me halfway through.

I have an agreement with IRS that needs to be renegotiated. I have a company that I wanted to pay my self as a single employee but quickbooks was never setup by people i hired before. I also need your help to establish baseline gor the start up I am building. You need to be actually knowledgeable about what you are doing, I hired bunch of scammers before who only looked at chatgpt results and couldn't provide any deliverables and only wasted months of my time. I need to see your enrolled agent registration. We can discuss money seperately, you tell me how much would you charge for it and over time if work becomes more than you expected, we can renegotiate. I want to create a long term relationship with someone who knows what they are doing.

The Tax Manager is responsible for the company’s global tax compliance, tax accounting support, and tax planning activities across U.S. and international operations. This role owns direct and indirect tax compliance, transfer pricing coordination, intercompany matters, and entity‑level governance, while serving as the primary internal tax lead and liaison to external advisors and auditors. Responsibilities / Essential Functions Direct Tax Compliance & Reporting • Oversee preparation, review, and timely filing of all income tax returns, including: o U.S. federal returns o U.S. state entity level returns o Netherlands (NL) tax returns o India tax compliance filings • Manage partnership tax compliance, including annual K 1 preparation and related distribution calculations. • Prepare and review tax account reconciliations and ensure proper tie out to the general ledger. • Manage and respond to tax notices received through virtual mailboxes and taxing authorities. Tax Accounting & Provision Support • Assist Global Tax (or external advisors) with preparation and review of the annual and interim tax provision. • Support external audit requests related to income taxes, deferred taxes, and uncertain tax positions. • Ensure accurate tax balances and disclosures through detailed reconciliations to the general ledger. Intercompany & Transfer Pricing • Oversee intercompany loan activity, including monitoring, reconciliation, and coordination with accounting. • Coordinate global transfer pricing activities across jurisdictions • Support updates to transfer pricing policies and documentation for new subsidiaries and evolving business structures. Indirect Tax (Sales, Use, and VAT) • Manage U.S. sales and use tax compliance across all legal entities. • Conduct and maintain sales tax nexus reviews, considering: o Remote workforce changes o Economic nexus developments • Oversee sales tax return filings and related reconciliations to the general ledger. • Track, prepare, and file VAT returns in applicable jurisdictions, including ongoing reconciliation of VAT balances. Entity Management & Corporate Governance • Partner with advisors to maintain global entity compliance, including: o Entity registrations, officer and director listings & Good standing status across jurisdictions • Lead tax and entity related aspects of corporate actions, including dissolutions of acquired entities with no ongoing operations. Tax Planning & Transaction Support • Support tax compliance and planning work related to transactions • Ongoing tax planning and optimization initiatives • Collaborate with internal stakeholders and external advisors on structuring and compliance matters. Requirements 1. Bachelor’s degree in Accounting, Finance, or a related field 2. 6+ years of progressive tax experience, including corporate and/or partnership tax 3. Hands on experience with U.S. federal and state income tax compliance 4. Experience working with international tax matters (e.g., NL, India, or similar jurisdictions) 5. Strong understanding of tax accounting concepts and GL reconciliation 6. Experience managing external tax advisors and audit interactions

We are seeking a licensed CPA based in Massachusetts to assist with various tax filings and compliance requirements. The ideal candidate will have a strong understanding of state and federal tax regulations, as well as experience in preparing and filing financial documents. You will be responsible for ensuring accuracy, meeting deadlines, and providing expert advice on tax-related issues. If you are detail-oriented and have excellent communication skills, we would love to hear from you.

Role Overview The CPA Tax Planner & Strategist is a senior, client-facing professional responsible for delivering proactive tax planning, integrated tax strategy, and tax compliance services to high-net-worth individuals, families, and business owners of the firm. This role partners closely with Wealth Advisors to incorporate tax considerations into holistic financial planning, investment strategy, retirement planning, and estate coordination. This position is designed for a CPA who thrives in a fiduciary, advice-first environment and who views tax planning as a strategic, year-round value driver—not solely a compliance function. Key Responsibilities: Tax Strategy & Planning -Develop and implement proactive, customized tax strategies for clients, including: -Tax-efficient investment and asset location strategies - Roth conversion analysis and multi-year tax projections - Capital gains and loss harvesting coordination - Charitable planning (DAFs, QCDs, gifting strategies) - Retirement income tax sequencing - Equity compensation and executive compensation planning - Business owner, pass-through entity, and multi-state tax planning - Conduct scenario modeling and tax impact analysis to support planning recommendations - Monitor tax law changes and assess client-specific implications Client Advisory & Relationship Management - Serve as a primary tax advisor to assigned clients - Lead and participate in client meetings to explain tax strategies and recommendations in a clear, client-friendly manner - Collaborate with Wealth Advisors to align tax strategies with investment, financial, and estate planning objectives - Coordinate with external professionals (estate attorneys, external CPAs, trustees) as needed Holistic Financial Planning Integration - Embed tax assumptions and strategies into financial planning software and client plans - Partner with advisory teams to ensure tax considerations are incorporated into: Investment decisions, Retirement and distribution strategies, Estate and legacy planning. - Ensure all recommendations align with fiduciary obligations and firm planning standards Tax Preparation & Compliance - Prepare and/or review federal and state tax returns, including: - Individual (Form 1040) - Trust and estate (Form 1041) - Business returns (Forms 1120S, 1065, Schedule C) - Ensure accuracy, compliance, and documentation consistent with regulatory and professional standards - Oversee tax filing timelines, extensions, and client communications Internal Leadership & Education: - Act as an internal tax resource for advisors and planning teams - Educate advisors on tax-sensitive planning strategies and current tax developments - Assist in developing tax planning workflows, processes, and best practices - Contribute to firm thought leadership, including tax updates, planning memos, and client education materials Qualifications Required: - Active CPA license in good standing - 5+ years of progressive tax experience (public accounting, wealth management, or family office) - Demonstrated expertise in individual, business, and trust taxation - Strong experience with tax planning beyond basic compliance - Excellent written and verbal communication skills - High ethical standards and commitment to fiduciary principles Preferred: - Prior experience working with an RIA, family office, or wealth management firm - Experience serving high-net-worth and ultra-high-net-worth clients - CFP® designation or significant financial planning experience - Familiarity with financial planning and tax planning software - Leadership or mentoring experience Compensation & Benefits - Competitive base salary commensurate with experience - Performance-based bonus and/or incentive compensation - Comprehensive benefits package, including health insurance, retirement plan, and paid time off - Professional development and continuing education support - Potential for long-term growth, leadership opportunities, and participation in firm success Why Join Us - Collaborative, advice-first culture centered on delivering exceptional client outcomes - Deep integration between tax planning, financial planning, and investment management - Opportunity to shape and grow an in-house tax strategy function - Client relationships built on trust, transparency, and long-term partnership High performance environment. Read this before you apply. " I'll save you time. This firm is not for everyone. By my estimate, about one in five people can actually work the way we work — direct, fast, results-first, team-first, clean, politics-free, and without the grievance culture that quietly drains most offices. That's not a complaint about people. It's a statement of fit. The other four out of five will be happier somewhere else, and we'd rather they get there quickly. Our clients trust us with the results of their life's effort — businesses they built, wealth they accumulated, decisions that will outlive them. Our internal culture exists to protect that trust. The directness protects it. The team orientation protects it. The focus on results protects it. The clean environment, the politics-free workplace, the refusal to let problems sit unresolved — all of it protects it. We are a boutique, independent, fiduciary firm that integrates investment, tax, and estate planning into a single coordinated plan. The work is legacy-weighted: clients bring us decades of accumulated wealth and decisions that outlive them. The internal culture runs on seven explicit values, and every one of them is also a filter. If you read the seven values above and you got excited — like you've been looking for a place that actually operates this way — we should talk. If you felt anything else, you already have your answer." — Founder & CEO Additional Info: You'll fit here if… You can hear "that's not right, here's why, please fix it" without flinching or taking it personally. You give feedback the same way you want to receive it: respectfully, promptly, and unambiguously. You move quickly and adapt. You don't treat every small decision as a committee-level question. You measure your day by what you finished, not what you touched. If you said Thursday, it's done Thursday — or someone hears about it Wednesday. You ask for help when you need it, without apology or performance. Help is always available; confusion rarely is. You keep a clean workplace by default — no profanity, no crude or off-color humor — because that's already how you carry yourself. You keep your politics out of client work and team communication, because you respect that not everyone shares them. You care about the details because you understand that what we do affects families for decades.

National cloud-based bookkeeping firm serving small businesses and founders is launching a tax offering to our existing bookkeeping client base and are seeking a licensed CPA (or equivalent) to lead this new tax offering end to end, under a white-label partnership. We already have several indications of interest from our client base and are bullish on our ability to be a material distribution platform for the right tax partner. You already run a successful tax practice — your own CPA license, PTIN, software stack, insurance, and workflows. We're looking to partner with that capacity. You'll lead and deliver tax services under our brand, serving clients who already trust us for their books, while continuing to run your own practice independently. We will work out economics via revenue share or other tenable economics that is a win-win. Serve our existing bookkeeping clients (individuals and small-business owners) for tax prep, filing, and planning. Underwrite, close, onboard, and lead new tax clients as the offering grows. Set the standards, workflows, and client experience for how tax gets delivered. Coordinate with our management, sales, and bookkeeping team so the tax-to-books handoff is clean. What You Bring: - Active CPA license (or equivalent) in good standing - Current PTIN and ability to e-file - An established tax practice with your own tools and software - Experience and expertise with the full suite of tax services such as small-business and individual returns (S-corps, partnerships, Schedule C, etc.), sales tax, VAT tax, Tangible property tax, etc. - Comfort working with cloud-based, founder-led small businesses - Self-directed — you can own a service line, not just process returns The Arrangement This is a white-label partnership: you deliver under our brand, and we handle distribution, and growth of the offering. We're flexible to the specific economics (revenue share or per-return) and want a model that scales well for both sides as volume grows. Goal is for yo to fold into our tea seamlessly so that our clients experience a full vertical integration of tax+bookkeeping. To apply: Tell us about your current practice, exoerience, your license/PTIN status, the types of returns you handle, and what a white-label partnership structure would look like for you.

What I need: 1. IRS Wage & Income Transcript 2025 2. IRS Return Transcript 2025 3. IRS Account Transcript 2025 Deliverables • Obtain IRS transcripts

We're a profitable residential bathroom remodeling company based in Illinois with $1–5M in annual revenue and a 1099 field crew. We're looking for a proactive tax strategist who designs, implements, and maintains a tax-reduction plan throughout the year, then handles the compliance that goes with it. What You'll Do - Design and maintain our overall tax strategy — meet with us at least quarterly to review year-to-date results, project liability, and adjust. - Optimize our S-corp structure, including a documented reasonable compensation analysis (e.g., an RCReports-style study) that balances payroll tax savings against retirement contribution room and the QBI deduction — revisited annually as revenue grows. - Manage Illinois-specific planning, including the annual Pass-Through Entity (PTE) tax election on Form IL-1120-ST, quarterly PTE/replacement tax estimates, and modeling Illinois' decoupling from federal bonus depreciation (Form IL-4562 addbacks). - Advise on construction-specific opportunities: accounting method review under the small contractor exemption, income/expense timing around job completions and deposits, and Section 179 / bonus depreciation strategy for vehicles, trailers, and equipment (federal vs. Illinois treatment modeled separately). - Design and coordinate retirement plan strategy — 401(k) with profit sharing, and evaluate a cash balance plan layered on top — coordinated with owner compensation and crew payroll demographics. - Implement supporting strategies where appropriate: accountable plans, family payroll, health reimbursement arrangements, and entity/asset-protection coordination if we acquire our shop or warehouse real estate. - Handle the compliance stack: 1120-S, owner and business state filings, payroll tax coordination, quarterly estimates, and clean documentation of salary vs. distributions. Must-Have Qualifications - CPA or EA license in good standing - Demonstrated experience with construction, trades, or home-services businesses in the $1–10M revenue range - Deep familiarity with S-corp reasonable compensation planning and documentation - Working knowledge of Illinois taxation: PTE election mechanics, replacement tax, and bonus depreciation decoupling - A planning-first practice model: strategy fees include implementation and tax preparation, not a plan PDF sold separately - Every strategy you recommend comes with an audit-defensibility rationale and documentation plan Strong Pluses - Certified Tax Coach / AICTP credential or equivalent advanced planning training - Experience designing cash balance / defined benefit plans for owner-heavy businesses with field crews What We're NOT Looking For - Compliance-only preparers who surface ideas in April - Promoters pitching overly aggressive schemes — anything on the IRS Dirty Dozen list. If a strategy can't survive an exam, we don't want it.

Seeking an experienced IRS Enrolled Agent (EA) to assist with an active IRS collection matter involving a Notice of Intent to Levy and Collection Due Process. The ideal candidate will have a strong understanding of IRS procedures and be able to communicate effectively with clients and IRS representatives. Responsibilities include reviewing client financials, preparing and submitting necessary documents, and negotiating with the IRS to resolve the collection matter.

I need a tax preparer / EA / CPA / ERO who can prepare and e-file California Form 100 for a Delaware C-Corporation that is registered in California. The company is currently FTB forfeited because California filings were not submitted for recent years and penalties/interest have accumulated. We are now bringing the California filings current. Scope of this project: Prepare California Form 100 for tax year 2024 Prepare California Form 100 for tax year 2025 E-file both California returns Provide PDF drafts before e-filing Provide e-file acceptance confirmations after filing Confirm the payment amount and correct California payment type for 2024, 2025, and 2026 minimum franchise/estimated tax Important details: Entity type: Delaware C-Corporation, foreign registered in California California SOS status: Good FTB status: Forfeited / Not Good CPA-reviewed financial statements are already available No California employees No California payroll No California customers/students Revenue is from outside California / international customers California apportionment is expected to be 0% We understand California minimum franchise tax applies This is a simple filing project. The financial statements are ready. We only need the California Form 100 filings completed correctly and e-filed. Timeline: Must be completed today or within 24 hours after receiving documents. Out of scope: No bookkeeping No federal tax return preparation unless absolutely required for California Form 100 No FTB revivor representation No payment handling No MyFTB access needed Please apply only if you can actually e-file California Form 100. In your proposal, please answer: Can you e-file California Form 100 for 2024 and 2025? Are you a CPA, EA, CTEC preparer, or ERO? What tax software do you use for California corporate e-file? Can you complete this today? Can you provide PDF drafts before transmission and e-file acceptance confirmations after filing?