Seeking a CPA to partner with long term as our tax pro for DEXA Charleston! We perform whole body imaging for the purposes of body composition utilizing a DEXA machine. We deliver a comprehensive report showing lean mass, fat mass, and bone density. Located in Charleston, SC. What we are looking for: You must be a CPA. We are wanting someone to occasionally advise us in a long term relationship; including annual fillings, general advice, etc. Open to standard monthly payments for ongoing relationship and access to you. Rate is a placeholder and open to your fees or desired structure. If you actually read this, please mention if you've ever been to Charleston (answer has no bearing on hiring decision) About us snapshot: * https://www.dexachs.com * Incorporated 2025, revenue generating Jan 2026 (2025 taxes completed) * South Carolina LLC and operation location (single location, goals of expansion) * 2 member partnership LLC - no S-Corp or any elections * Service based business (DEXA scanning, bodyspec is a similar mature West Coast company) * Quickbooks, Mercury, and Gusto is our financial stack (open to suggestion or change)

We are seeking an experienced Accounts Receivable Specialist to manage our outside A/R, billings, and collections. The ideal candidate will have a strong background in using TaxDome for invoicing and payment recording. Responsibilities include ensuring timely payments, managing client accounts, and maintaining accurate financial records. The role requires excellent communication skills and attention to detail.

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.

I have p and L and balance sheets for 2 years of buisness tax returns that need to be filed asap .

We are looking for experienced Virtual CFOs to support a growing finance and accounting advisory firm serving clients ranging from approximately $2MM to $50MM in annual revenue. Our clients are growing small to mid-sized businesses that need better financial visibility, stronger decision support, and more structure around their finance function. This role is ideal for finance leaders who are client-facing, practical, hands-on, and comfortable working with business owners who need more than basic accounting support. We are looking for two types of CFO support. The first is a “CFO Lite” profile: someone who can own the monthly CFO cadence, including financial statement review, cash flow management, forecasting, KPI reporting, budget-to-actual analysis, and helping business owners understand their numbers. The second is a more senior CFO profile: someone who can go deeper with clients on turnaround strategies, profitability improvement, growth planning, financial modeling, financing readiness, acquisitions, operational controls, and broader strategic decision-making. This position will begin on a fractional or project basis, but has the potential to grow into a larger leadership role and full-time opportunity within our firm. We have an active and growing pipeline of clients and are looking for CFOs who want to spend less time prospecting for work and more time serving business owners. As we continue to scale, we are looking for CFOs who may be interested in helping build our internal CFO platform, support client delivery standards, mentor finance team members, participate selectively in business development, and become a long-term leader within the company.

I need someone to review our books and help prepare our business tax returns for our residential property rental company. We have 30ish properties, we'll need to ensure the balance sheet and everything is cleaned up. We Taxact online and I will need help getting everything checked and inputted. You do not need to sign off on. I will signed for the submission and accuracy. I need someone right away as I need to get this submitted on Monday if possible. Please let me know if you're available this weekend as well. Thank you

My team needs billing / revenue collections support. The job would entail calling / emailing customers to recover late payments from March through June 2026 as well as help get customers signed-up on auto-pay in our system. I'd provide g-mail, access to our systems, etc. Everything you may need. This could turn into a full-time position in the future if desired.

I’m looking for an experienced CPA who can assist me with preparing and filing my 2025 tax return. I have already filed an extension and would like to ensure everything is done accurately and efficiently. The ideal candidate will have a strong background in tax preparation and filing, and be available to work part-time for more than 6 months.

I have an LLC taxed as an S-Corp and I’m a few years behind on my taxes. My books are complete, and I can answer any questions about my finances. I’m looking for a CPA who can review my situation, tell me what forms need to be filed, and work with me live over Zoom or phone to complete everything. This is an hourly project only. I am not interested in flat-fee tax preparation services. When applying, please include your hourly rate, S-Corp experience, and confirm you’re willing to work live with me.

I am a GS-13 federal employee (age 62, approaching retirement eligibility) and the sole owner of an active Virginia S-Corporation holding a federal government contract. I am also a practicing fine artist with emerging institutional income and an active residential property held in an LLC. I need a seasoned Certified Financial Planner or CPA-level tax strategist who can look across all of my income streams simultaneously and architect a cohesive, integrated strategy — not manage a single piece of the puzzle. My situation is genuinely multi-layered and requires someone comfortable holding complexity: • Federal retirement: FERS pension, TSP rollover strategy, Social Security (age 62 claim, WEP/GPO resolved under Social Security Fairness Act), and OPM coordination • S-Corporation: Active federal contract income flowing through an S-Corp (Form 1120-S filed annually); need ongoing officer compensation optimization, QBI deduction maximization, retirement vehicle strategy (prior SEP rolled into TSP; no Solo 401(k) currently established), Section 179 planning, and accountable plan documentation • Real estate: Residential condo held in an LLC, currently evaluating mortgage recast, rental conversion, depreciation strategy, and Real Estate Professional Status (REPS) — specifically whether REPS is defensible and beneficial given anticipated post-retirement income structure • Tax liability reduction: I need specific, executable strategies — not general guidance — covering the transition years between active federal employment and full retirement, when S-Corp income, pension, Social Security, and rental income all overlap • Future income: Emerging fine art income (institutional commissions, auction houses) that will eventually need its own tax treatment and estate integration • Ongoing continuity: I want someone who can work with my existing CPA (tax filing) and estate attorney without duplicating effort, taking a CFP-level planning role that neither currently fills WHAT I AM NOT LOOKING FOR • General financial wellness coaches • Advisors who only manage investment portfolios and collect AUM fees • Anyone who will redirect me back to a generalist or suggest I "talk to a CPA" — I have one • Template advice that does not engage with federal employee benefit structures specifically IDEAL BACKGROUND • CFP credential strongly preferred; CPA with retirement planning depth considered • Demonstrated experience with federal employee retirement (FERS, CSRS, TSP, OPM processes) • Hands-on S-Corporation tax strategy experience (not just bookkeeping) • Familiarity with real estate professional status (REPS) qualification and documentation • Ability to model multi-income-stream scenarios across a 3–5 year retirement transition horizon • Estate-aware thinking (LLC, S-Corp, and estate attorney already engaged) • Comfortable working alongside existing advisors as a planning coordinator, not a replacement • Patient, clear communicator — able to explain complex strategies in plain language and take time to ensure full understanding before moving to execution SCOPE OF ENGAGEMENT Phase 1 Review of existing financial documents, retirement projections, S-Corp structure, and real estate scenarios. Produce a prioritized tax reduction and retirement income strategy document with specific, actionable recommendations. Phase 2 (Ongoing — as needed): Quarterly check-ins, year-end tax planning coordination, S-Corp officer comp and distribution review, and as-needed consulting on real estate and art income decisions. BUDGET Open to discussion. Prefer hourly for Phase 1 with potential to establish a retainer for ongoing advisory. Please provide your hourly rate with your application. HOW TO APPLY Please respond with: 1. Your credential(s) and relevant specializations 2. A brief description of 1–2 engagements where you navigated a similar multi-stream situation (federal employee + small business, or federal employee + real estate) 3. Your approach to working alongside an existing CPA and estate attorney 4. Your hourly rate Applicants who send generic proposals without addressing the specifics above will not be considered. This is a U.S.-based engagement. Candidate must have working knowledge of U.S. federal employee benefits, IRS S-Corporation rules, and Virginia/Maryland/DC tax environment preferred.