About Outlaw Sports International Outlaw Sports International exists to champion elite and emerging athletes who have historically been overlooked, underestimated, or underserved. We lead with unconventional strategy, unapologetic representation, and a holistic approach to performance and wellness. As Certified PGA Tour agents, we negotiate with rigor to unlock maximum value, position with intention, and prioritize mental health as a cornerstone of sustained excellence. Our mission is to expand access to golf at every level of the sport—empowering diverse talent to own their narrative, disrupt outdated systems, and build generational impact on their own terms. To be an “Outlaw” is not to be reckless—it is to be relentless in breaking barriers and redefining what’s possible. We offer comprehensive support across contract negotiations, brand strategy, PR, community impact, and generational‑impact planning. Position Overview The Golf Talent Manager plays a pivotal role in identifying, developing, and managing golfers across amateur, collegiate, developmental tour, and professional levels. This leader will serve as a strategic partner to athletes—guiding their performance trajectory, brand positioning, and long‑term career architecture. This role requires a sharp eye for talent, deep understanding of the golf ecosystem, and an unwavering commitment to elevating athletes who have historically been excluded from traditional pathways. The Golf Talent Manager will operate with Outlaw’s signature blend of rigor, creativity, and advocacy. Key Responsibilities *Talent Identification & Scouting Evaluate emerging and elite golfers across junior circuits, collegiate programs, developmental tours, and underserved markets. Build a pipeline of high‑potential athletes aligned with Outlaw’s mission. *Athlete Development & Management Support athletes through performance planning, schedule strategy, mental‑health prioritization, and holistic career guidance. *Contract Negotiation Support Collaborate with certified agents to prepare negotiation materials, analyze market value, and ensure athletes receive maximum leverage and long‑term upside. *Brand & Partnership Strategy Assist athletes in developing authentic brand identities, securing partnerships, and activating campaigns that reflect their values and community impact. *Tour & Event Coordination Manage athlete logistics, tournament entries, travel schedules, media requests, and on‑site support at select events. *Relationship Building Cultivate meaningful relationships with coaches, collegiate programs, golf associations, tournament directors, brand partners, and community organizations. *Community & Inclusion Advocacy Champion Outlaw’s mission by expanding access to golf for minority athletes, HBCU programs, women’s golf, and overlooked communities. *Operational Excellence Maintain athlete files, performance data, partnership calendars, and communication systems with precision and professionalism. *****Qualifications Experience in golf talent management, player development, scouting, or sports representation Strong understanding of the golf landscape: junior golf, NCAA, developmental tours, PGA/LPGA pathways Exceptional communication, relationship‑building, and negotiation support skills Ability to travel for tournaments, scouting, and athlete support Commitment to diversity, equity, and expanding access within the sport Strategic thinker with a proactive, solutions‑driven mindset Comfortable working in fast‑moving, high‑performance environments Experience in brand partnerships, marketing, or athlete representation is a plus Who Thrives Here You are relentless, intentional, and mission‑driven. You believe talent exists everywhere—and deserves to be seen, supported, and elevated. You operate with integrity, advocate fiercely, and understand that representation is both a responsibility and a privilege. You don’t just manage athletes. You help rewrite the narrative of who belongs in golf.

Job Description We are a small Oregon-based LLC taxed as a partnership with foreign partners. The company was formed over 10 years ago, and we're looking for a CPA who has experience preparing U.S. partnership tax returns for LLCs with foreign partners. We'll provide: - form 7004 (extension) and IRS acceptance notice - prior-year tax returns prepared by a professional CPA - profit and loss summary - categorized income and expenses - itemized transactions and supporting documentation We've tried to keep our bookkeeping as organized as possible, and we'll be happy to provide any additional info if needed. Requirements - Licensed CPA or qualified U.S. tax professional - Experience preparing Form 1065 partnership returns - Experience working with partnerships that have foreign partners We appreciate clear communication. If something doesn't look right, we'd rather discuss it early than make assumptions. Ideally, we’d like to find someone for this year and, hopefully, future returns as well. The budget listed in this posting is flexible. Please include your rate or estimate for preparing this return. When applying, please mention any experience with Forms K-2/K-3 or partnership returns involving non-U.S. partners.

I need a financial statement prepared for my business license. I already have all of the financial numbers and reports. I need you to review the information and prepare the financial statement in a professional format. I will also upload a sample of the financial statement that my CPA prepared last time, so you can use it as a reference

I am seeking an experienced U.S.-licensed CPA or Enrolled Agent to assist with both personal and business tax matters involving multiple states. The business is registered in Delaware. Both the business and owner previously used a Montana address, and the owner is now based in Massachusetts. I need assistance determining the applicable federal and state filing requirements, preparing required returns, and establishing an accurate ongoing compliance process. The engagement may include: Reviewing historical personal and business tax records Identifying federal and state filing obligations Preparing personal and business tax returns Addressing possible multi-state residency, nexus, or registration issues Reviewing prior filings and correcting any omissions or inconsistencies Communicating with tax authorities when necessary Advising on penalties, interest, payment arrangements, or potential penalty-abatement options Creating a clear tax compliance plan for future years Some historical filing and cleanup work may be required. Additional details will be shared privately with qualified candidates after an initial conversation. The ideal professional will have: An active U.S. CPA or Enrolled Agent credential Strong experience with both individual and business taxation Experience handling multi-state tax matters Familiarity with Delaware business entities and Massachusetts and Montana tax requirements Experience resolving prior-period filing or compliance matters Strong confidentiality and secure document-handling practices The ability to explain obligations, risks, and recommended next steps clearly Please include the following in your proposal: Your current professional license or credential Your experience with multi-state personal and business tax engagements Your experience with historical filing reviews or tax compliance cleanup Whether you personally perform the work or delegate it to other team members Your preferred billing structure and availability I am looking for a professional who can first conduct an organized assessment and then provide a clear scope, timeline, and cost estimate before completing the filings.

RV Overnights is a founder-operated membership platform connecting RV travelers with overnight stays at farms, wineries, breweries, and partner properties. We're bootstrapped, profitable, and growing. We're hiring a senior B2B sales operator to run and grow our host sign-up engine and to own our entire B2B operation. To be clear up front: this is not an HR or headhunting role. When we talk about signing up hosts, we mean acquiring businesses onto our platform. You are selling businesses on partnering with us, not hiring people. This is an ownership role, and two things sit at the center of it. First, you own host sign-ups. This is the engine that gets businesses (farms, wineries, breweries, private properties) to join our platform as hosts. For them it's a free marketing channel that puts them in front of traveling RV members. For us it's supply, and it's the one area of our business we haven't rethought in a while. You'll take our existing three-person team and make rapid, measurable progress: new sourcing channels, better outreach systems, higher sign-up conversion, faster onboarding. You're not maintaining this. You're growing it aggressively. Working with our partnerships manager and CEO to find new areas of growth. Second, you own B2B. We have many opportunities and areas to manage our B2B sales. You are the single owner of that entire side of the business. This would include commission based opportunities in addition to hourly pay. What you will own in this role: -Host sign-up engine. Lead and grow the three-person team. Rebuild how we find and sign new host businesses onto the platform. Set targets, coach the team, own the numbers, and make fast progress on a channel that's been static too long. This is selling businesses on a free listing, not sourcing candidates. -Dealer distribution. Build relationships with RV dealerships to distribute and sell our memberships in bulk. You own the full cycle from prospecting to signed partnership. -HubSpot operations. Everything above runs on HubSpot, so you keep it clean and working: workflows, data hygiene, automation, reporting. This is the tooling layer under your real work, and it has to be tight. What kind of person we are seeking: -Certified HubSpot professional. HubSpot Academy certification required, not optional. -A track record of building or transforming a B2B sales or partner sign-up function. We want to see a channel you've built, a pipeline you've grown, or a team you've scaled from weak to strong. Experience signing businesses onto a platform, marketplace, or program is ideal. -Proven B2B closing ability. Deals you've personally closed, with specifics on size and cycle. -Operator mentality. You see what's broken, you fix it, you don't wait for direction. -Comfortable with commission-heavy upside. Your base is competitive, but your real money comes from dealer closures and vendor enrollment. That's intentional. -Leadership without ego. You're managing a small team and reporting directly to the founder. We move fast and communicate plainly. Payment Structure: -Twenty hours per week to start. We evaluate after 60 to 90 days and adjust as you settle in. -Base plus performance. Monthly bonuses for hitting host sign-up targets. Commission on vendor enrollments and a flat bounty per dealer partnership closed. We'll dial in the exact commission structure during onboarding. Why join RV Overnights? We're founder-operated, so there's no corporate drag and real decision speed. If you turn host sign-ups into a machine and lock down dealer and vendor revenue, you're building something you'll be paid well to own.

About AMDG Atlas Medical Data Group (AMDG) owns and operates a growing Applied Behavior Analysis (ABA) therapy provider serving children and families, with a pipeline of new locations opening over the coming year. Our growth depends on one thing above all: hiring and keeping excellent clinical talent. Board Certified Behavior Analysts (BCBAs) are the scarcest and most important hires we make, and we are building a recruiting engine to win them. The Role We are looking for a contract or fractional clinical recruiter to own and run clinical hiring for our ABA provider, remotely. You will source nationally, recruit and relocate BCBAs into our markets, and fill RBT and clinical support roles as we open new locations. BCBA hiring is the priority and the hardest part of the job: it is a relationship and networking game more than a job-board game, and we want someone who treats it that way. You will own the full funnel from sourcing through offer, so our clinical leaders are no longer screening raw applicants, and you will report progress on a regular cadence against clear targets. What You Would Do • Own and run the full recruiting pipeline for BCBAs, RBTs, and clinical support roles: sourcing, outreach, screening, scheduling, and offer support • Source proactively through professional networks, university and credentialing programs, communities, and referrals, not just job boards, and build relationships that create a steady BCBA pipeline • Recruit and relocate BCBAs from outside the market into our current and newly opening clinics • Screen and qualify candidates so clinical leaders only meet a vetted shortlist • Represent our value proposition clearly: compensation, career progression, supervision and caseload model, and culture • Track every candidate and role in our applicant tracking system and provide regular pipeline updates and metrics, including time-to-fill, qualified candidates, and offer-acceptance rate • Partner closely with hiring managers on priorities, candidate scorecards, and a fast, respectful interview process What We Are Looking For • Proven clinical recruiting experience, ideally in ABA, behavioral health, or healthcare, with a track record of hiring BCBAs or comparable supply-constrained clinical roles • Working knowledge of the ABA credentialing landscape: BCBA, BCaBA, RBT, and supervision requirements • A genuine, relationship-driven sourcing approach, comfortable building pipelines where qualified candidates are scarce • Experience recruiting passive candidates and managing relocation into a new market • Strong candidate experience and the ability to represent an employer brand credibly • Organized and self-directed in a remote, contract setting, comfortable owning targets and reporting against them in an ATS • A plus: an existing BCBA or RBT network, or experience standing up recruiting for multi-site or new-location expansion Engagement Contract or fractional to start, remote within the US, with scope that can grow as we open new locations. Compensation structured to the engagement (hourly, monthly retainer, or per-hire) and discussed based on experience.

This is a part-time, long-term position with strong potential to grow into full-time over time. You will start at approximately 5 hours per month, growing incrementally each month as you take on more clients and responsibilities. MUST BE A CERTIFIED PRO ADVISOR WITH QUICKBOOKS ONLINE. You will serve two core functions: 1. Quality Control — Jr. Bookkeeper Supervisor You will review the work of our Jr. Bookkeepers on a monthly basis using our internal checklist, which includes: Checking the bank feed to confirm categorizations are current Reviewing the receipts folder to confirm all receipts have been sorted and addressed Reviewing the Balance Sheet by month to spot unusual balances or changes Reviewing the Profit & Loss by month to spot unusual balances or changes Reviewing the Jr. Bookkeeper's uncategorized transaction email and resolving what you can Checking on client-specific items (accounts receivable/payable spreadsheets, sales journal entries, loan accounts) where applicable Sending the Jr. Bookkeeper feedback and correction requests after each review 2. Client Relationship Manager You will be the primary point of contact for our clients. This includes: Compiling client questions after each monthly review and sending a professional, clear email update Responding to client questions via email, phone, and text in a timely manner Conducting video calls with clients to walk through their financials and explain their financial health in plain language Building genuine, long-term trust with each client throughout their entire relationship with ZB Bookkeeping You will be provided with a ZB Bookkeeping company email address and access to the company phone number. You Are a Great Fit If You: Have experience in bookkeeping, accounting support, or a client-facing financial role Are proficient in QuickBooks Online (required) Have 10/10 written and spoken English — this is a hard requirement, no exceptions Are warm, kind, and professional — clients need to feel taken care of Are also assertive — you know how to follow up and get what you need from clients so the work gets done Are available during or aligned with U.S. Eastern Time (EST) business hours, or can reliably respond to EST-based clients in a timely manner Are organized, detail-oriented, and take ownership of your work Are looking for a long-term role with real growth potential Nice to Have: Familiarity with Profit First methodology Experience with Keeper AKA Double (practice management software) Prior experience managing or reviewing the work of other team members Compensation & Schedule: Hourly rate (please include your rate in your proposal) Starting at approximately 5 hours/month, growing to 10, 15, and beyond over the following months Long-term potential to transition to full-time over the course of 1–2 years as the firm grows To Apply, Please Include: A brief introduction telling us about yourself and your experience An example of a time you had to follow up persistently with a client or colleague to get something done — and how you handled it Your hourly rate Confirm your English proficiency and your time zone

I'm the owner-operator of a small field service business in Georgia getting ahead of a multi-year tax situation before it becomes an enforcement problem. Several years are unfiled or need adjustment Federal and State of Georgia and I'm coming into compliance voluntarily. No notices have been received. I have a bookkeeper auditing the books now, so accurate financials are 3–5 weeks out. I need a licensed professional to own this end to end: transcripts, prep, filing, and resolution. This is a proactive compliance engagement in an attempt to avoid fire drill. PROJECT SCOPE & DELIVERABLES Phase 1 - Transcripts & Assessment (can start immediately): - File POA/authorization and pull IRS wage & income and account transcripts for relevant years. I want to confirm what W2s and 1099s are on record for me before anything is filed - Assess my standing with the Georgia Department of Revenue the same way - Confirm the true filing picture: 2022, 2024, and 2025 are unfiled or needing correcting; verify all years via transcript - Assess 1099 information-return compliance (I pay 1099 subcontractors and flag any missing 1099-NEC filings and the exposure - Assess whether any payroll (941) exposure exists (likely none payroll only recently started via a payroll provider but verify) - Deliverable: a written summary of exactly where I stand with the IRS and GA DOR, what's owed or estimated, what must be filed, and your recommended resolution path with timeline Phase 2 - Return Preparation & Filing (bookkeeper delivery ~3–5 weeks): - Prepare and file all unfiled federal or amend and Georgia returns (personal 1040 with business schedules; confirm entity treatment from transcripts and records) - Business and personal are currently tangled. Rectifying and filing them correctly and guiding me how to keep them separated going forward - Clean P&Ls per year will be delivered to you from QuickBooks Online/Wave Phase 3 - Resolution: - Penalty abatement wherever eligible (first-time abatement and reasonable cause) - Installment agreement or other collection alternative if the final balance requires one - Same on the Georgia side - Deliverable: fully filed, resolution plan in place, you as my representative of record until it's closed out NOT IN SCOPE - Bookkeeping (separately hired and in progress) - Ongoing tax planning/advisory (may discuss later with the right person, but this engagement is resolution only) - Legal matters (I have counsel) DEADLINE EXPECTATIONS - Phase 1 (transcripts/assessment): start within 1–2 weeks of hire - this does not need to wait on the books - Phase 2 (prep/filing): begins when clean financials are delivered, expected 3–5 weeks from now - Note: if any unfiled year has a refund, the 3-year claim window is a live deadline - factor that urgency into your plan - After your assessment, you set the realistic timeline. I value honest timelines over optimistic ones. REQUIRED EXPERIENCE & CREDENTIALS - Active CPA license or EA enrollment verified. Include your credential, state, and status in your proposal. - Direct IRS representation and resolution experience: transcript analysis, unfiled/back-year returns, penalty abatement, installment agreements. Tax prep experience alone is not sufficient. - Georgia filing and GA DOR experience - required. You must know how Georgia handles back-year filings and balances. - Self-employed / small business / contractor clientele experience (Schedule C, 1099-heavy businesses) - Comfort untangling commingled business/personal finances HOW WE'LL WORK Directly with me, the owner. I'm responsive (blockers answered within 24 hours), direct. Async-first through Upwork messaging, with scheduled calls at key points (assessment findings, pre-filing review). All work and payment stays on Upwork. BUDGET Total engagement budget: $2,000–$5,000 depending on findings, priced per phase. Propose fixed prices for: - Phase 1: transcript pull + written assessment - Phase 2: per-year return preparation (federal + GA) - Phase 3: resolution work (or hourly with a cap — your recommendation) If transcripts reveal complexity beyond this scope, we'll re-scope openly but quote what's described here. TO APPLY, ANSWER THESE IN YOUR PROPOSAL 1. Your credential (CPA or EA), state, and current status. 2. Describe a case where you brought a non-filer with multiple unfiled years into compliance: scope, what you negotiated, outcome. 3. Your specific Georgia DOR experience - back-year filings, penalty treatment, payment arrangements. 4. A self-employed client comes to you with 3 unfiled years, commingled finances, and no notices received yet - walk me through your first steps and closeout. 5. Your fixed-price quote for Phase 1, your per-year prep fee for Phase 2, and how you'd price Phase 3. Clarifying questions are welcomed. Proposals that ignore the five questions won't be considered.

We require a US Tax professional (CPA, EA, or tax preparer) for handling taxes for our company. Kindly quote your total fixed price for your service proposal. About the Company: Wyoming multi-member LLC (with 2 members, 50% each) Started on December 4, 2025 - so the year 2025 is a 4-week year No operations at all during 2025 - hence no income, no expense, no bank transaction, no US employee Both partners are non-US persons (i.e., non-residents, no SSN, residing outside of the USA) Extension has been filed successfully - 1065 extension to September 15, 2026 EIN number already has been issued Company continues its business operations in 2026 Scope of work: Preparation and e-filing of the 2025 Form 1065 (zero-activity short year) and preparation of Schedule K-1 for each member prior to 9/15/2026 Recommend whether Schedules K-2/K-3 are needed in the case of zero-activity year (preparation of the said schedules in case if yes) ITIN applications (Form W-7) for both of the members, since we are outside the US territory, could you advise whether you are a Certifying Acceptance Agent (CAA) yourself or you cooperate with such CAAs? Is there any possibility of conducting the passport verification through video conference or any other documents would be necessary to provide? Recommend whether any of the members is subject to file the 2025 Form 1040-NR due to zero activity Please indicate in your proposal: Total fixed price in detail: (a) Form 1065 with K-1s; (b) ITIN services per person; (c) 1040-NR if necessary; Whether you are a CAA or you have any procedure for obtaining ITINs for clients outside the US Experience working with foreign owned US LLCs (mandatory item); Timeline for each task. Future considerations, this is an undertaking from our side: In case there are no issues with the preparation of 2025 filing (the filing is done properly, in a timely manner, and with proper communication), then we will receive 2026 tax year filing as well. As the business will be operating in 2026, this would be more substantial, ongoing engagement (Form 1065, K-1s, etc.). We are searching for a tax advisor for the long term, not for the short run. If you have an annual compliance package for foreign-owned LLC, please include it in your proposal.

About Dune Theory Dune Theory LLC is a New Jersey single-member LLC developing a premium cosmetic scalp-care product. The company is currently pre-revenue and expects a potential product launch in November or December 2026. During 2026, the company is incurring expenses related to: Formulation and product development Technical packaging consulting Product and packaging testing Branding and marketing Legal and professional services Contract-manufacturer evaluation Business software and administration Domestic and international contractors Payments are made through business bank and credit-card accounts, Upwork, Wise, and other vendor platforms. The company expects to sell through Shopify and will eventually hold packaging components and finished-goods inventory. The founder intends to maintain the routine bookkeeping while transaction volume remains manageable. We are not currently seeking full-service monthly bookkeeping. The engagement We are seeking an active Certified Public Accountant or Enrolled Agent who can provide year-round tax and accounting guidance for 2026 and potentially continue with us through 2027. The ideal advisor will help Dune Theory establish an accurate tax and bookkeeping foundation before launch, rather than waiting until tax-return season to reconstruct the company’s activity. The engagement will begin with a limited paid diagnostic milestone. Later work may include QuickBooks setup or review, year-end tax planning, preparation of the 2026 federal and New Jersey returns, and periodic 2027 advisory support. Current advisory needs The selected professional should be able to advise on: Federal and New Jersey treatment of a single-member LLC Schedule C reporting Identification of the company’s active-business commencement date Startup and organizational expenditures Product-development and formulation expenditures Packaging research, samples, testing, and commercial packaging Contractor and consultant expenses Manufacturing deposits and pilot-production charges Inventory and cost-of-goods treatment Owner contributions, owner draws, and reimbursements Business expenses paid personally by the founder Business mileage, travel, meals, and meeting documentation Domestic contractor documentation, including W-9 and potential 1099 obligations Foreign contractor documentation, including W-8 forms and services paid through Wise Upwork payment and reporting considerations New Jersey tax and sales-tax readiness Shopify and future multistate sales-tax considerations Estimated-tax requirements Whether and when an S-corporation analysis may become appropriate QuickBooks Online setup and chart-of-accounts structure We are looking for practical, supportable tax guidance—not aggressive deduction strategies. Potential continuing needs Subject to satisfactory performance, future work may include: QuickBooks Online setup or review Review of founder-maintained bookkeeping Year-end adjustment entries Inventory and COGS review November or December 2026 tax planning Contractor-reporting review before January deadlines Preparation and e-filing of the 2026 federal and New Jersey returns in 2027 Estimated-tax planning Quarterly 2027 tax and financial reviews Future S-corporation analysis Support responding to IRS or New Jersey notices Credential requirement Applicants must be either: An active Enrolled Agent in good standing with the IRS; or An active CPA licensed in a U.S. jurisdiction Uncredentialed tax preparers and general bookkeepers will not be considered for this advisory role. Shortlisted applicants must be willing to provide sufficient information for independent credential verification before engagement, including: Full legal name associated with the credential Credential type CPA license or EA enrollment number Issuing state or federal authority Current license or enrollment status Legal name of the accounting or tax firm, where applicable Confirmation of a current PTIN if preparing federal returns Identification of the individual who will actually perform and sign the work Dune Theory will independently verify CPA or EA credentials before funding the first milestone or sharing sensitive financial and tax documents. Applicants should not submit Social Security numbers, EFIN information, identification documents, or other sensitive personal information with the initial proposal. Required experience Strong candidates should have experience with: New Jersey individual and small-business taxation Single-member LLCs and Schedule C Pre-revenue or launch-stage companies Physical consumer products, beauty, wellness, retail, or e-commerce Inventory and cost of goods sold QuickBooks Online Startup and pre-opening expenditures Domestic and international contractors W-9, W-8, and 1099 documentation Owner-maintained bookkeeping Shopify or direct-to-consumer companies Year-round tax planning—not only tax-return preparation Cosmetics experience is helpful but not mandatory. Experience with inventory-based consumer-product companies is more important. Milestone 1 — Tax and Accounting Readiness Diagnostic Purpose: Evaluate professional fit and create a practical 2026–2027 tax and accounting roadmap. Timeline: 5–7 business days after credential verification and receipt of onboarding materials Initially, we would provide a controlled onboarding package containing: Company formation and tax-registration summary General 2026 expense summary List of bank, credit-card, and payment platforms Contractor and vendor overview Anticipated launch and revenue timeline Current bookkeeping approach Summary of expected formulation, packaging, manufacturing, and inventory activity Specific founder questions Sensitive source documents would be shared only through an agreed secure process after credential verification and execution of the engagement. Milestone 1 deliverables 1. Initial consultation One 60–90-minute video meeting to review: Business structure Current operations Anticipated launch Founder bookkeeping plan Major expense categories Contractor arrangements Inventory and manufacturing expectations 2026 and 2027 tax-planning needs 2. Written diagnostic and recommendations A concise written memorandum addressing: Entity and filing status Current anticipated federal and New Jersey filing treatment Known 2026 filing requirements Any missing registrations, elections, or compliance items Open questions requiring additional facts Expense-classification framework Preliminary guidance separating: Startup expenses Organizational expenses Current operating expenses Product-development or research-related expenses Packaging development and samples Commercial packaging and inventory CMO deposits and manufacturing costs Fixed assets or equipment Owner contributions Owner draws Founder-paid expenses and reimbursements The advisor should identify which conclusions are preliminary and which require review of additional records. Bookkeeping recommendations Recommended accounting software and plan level Preliminary chart-of-accounts structure Suggested treatment of vendors paid through Upwork and Wise Receipt and documentation standards Monthly reconciliation process Recommended reports to review Any classes, locations, tags, or tracking categories that would be useful Contractor-compliance review W-9 requirements W-8 requirements 1099 considerations Upwork payment documentation Wise transfer documentation Foreign-contractor recordkeeping January reporting calendar New Jersey and launch readiness NJ tax obligations that apply now Sales-tax preparations before launch Shopify and future nexus considerations Estimated-tax considerations Recommended tax calendar through the 2026 return filing Recommended continuing engagement The advisor should propose: Work that should be completed immediately Work that can wait until year-end Work required before commercial production Work required before January reporting deadlines Proposed later milestones Indicative fixed fees or fee ranges for those milestones 3. Readout meeting One 45–60-minute review meeting to: Explain recommendations Answer founder questions Identify decisions requiring follow-up Agree on any immediate corrective actions Determine whether both parties wish to continue 4. One clarification round One limited written clarification round addressing misunderstandings or incomplete recommendations. Milestone 1 exclusions The diagnostic should not automatically include: Full historical bookkeeping cleanup Categorization of every 2026 transaction Preparation of tax returns Filing amended returns Preparation of every 1099 Sales-tax registrations in multiple states Payroll setup S-corporation election preparation Audit or notice representation Monthly bookkeeping Formal reviewed or compiled financial statements Those items would be separately scoped. Proposal requirements Applicants should answer the following: 1. Are you an active CPA or Enrolled Agent? State your credential type and issuing authority. 2. How many New Jersey individual or single-member LLC returns do you typically prepare? 3. Describe your experience with pre-revenue or launch-stage businesses. 4. Describe your experience with inventory-based consumer-product, beauty, e-commerce, or Shopify companies. 5. How do you approach costs incurred before a company begins selling? 6. What experience do you have with QuickBooks Online and founder-maintained bookkeeping? 7. What experience do you have with Upwork, Wise, foreign contractors, W-8 forms, and 1099 questions? 8. Would you personally perform the work? If not, identify the role of anyone else who would participate. 9. Do you offer year-end planning and return preparation in addition to consulting? 10. What secure process do you use for exchanging tax and financial documents? 11. Do you provide a professional engagement letter? 12. What is your proposed fixed price and timeline for Milestone 1? 13. What is your indicative fee range for the 2026 federal and New Jersey return? 14. What availability do you have during November–December 2026 and February–April 2027? Please begin your proposal with: Dune Theory Tax Readiness Generic proposals that do not respond to the requested experience and credential requirements will not be considered. Recommended milestone roadmap Pre-contract step — Credential verification Timing: Before sensitive disclosures or funding We verify: -EA status directly through the IRS -CPA license through the issuing state and CPAverify -Active PTIN if the person will prepare the return -Professional identity and firm identity -Any visible disciplinary or enforcement information The IRS also maintains a searchable directory of credentialed federal return preparers with active PTINs. Milestone 1 — Tax and Accounting Readiness Diagnostic Timing: July or August 2026 This is the fit milestone. We should be able to stop after it without losing control of the books or tax process. Milestone 2 — Bookkeeping System Setup and 2026 Implementation Timing: After Milestone 1, only if needed Potential deliverables: -QuickBooks account review or setup -CPA/EA-approved chart of accounts -Opening-balance guidance -Owner contribution and draw accounts -Product-development and inventory categories -Vendor and contractor structure -Review of a sample or defined number of transactions -Written categorization guide -Monthly founder checklist -One follow-up review after the founder completes the first reconciliation The price should depend on transaction volume and whether cleanup is required. Milestone 3 — 2026 Year-End Tax Planning Timing: November or December 2026 Potential deliverables: -Review year-to-date P&L and balance sheet -Review actual launch and revenue status -Reassess the business commencement date -Review startup expenses and development costs -Review inventory, deposits, and COGS -Estimate federal and New Jersey tax liability Identify deductions requiring action before December 31 -Review contractor-documentation status -Determine whether estimated payments are needed -Preliminary 2027 S-corporation analysis, where warranted -Written year-end action list Milestone 4 — 2026 Tax-Return Preparation Price: Quoted after the advisor reviews the completed books Timing: Early 2027 The return milestone should specify exactly what is included, such as: Federal Form 1040 Schedule C for Dune Theory, assuming no entity election changes New Jersey resident return Business-related schedules and forms Electronic filing One tax-return review meeting Estimated-tax vouchers, where applicable Defined post-filing notice support Milestone 5 — Optional 2027 Quarterly Advisory Rather than starting with a monthly retainer, I would use quarterly fixed-price reviews. Each review might cover: Bookkeeping health Profit and cash-flow trends Estimated taxes Inventory and COGS Contractor compliance Sales-tax developments S-corporation timing Founder compensation Planning for the next production run