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.

Hey hope you are great! I would love your help with 1. File the Yearly State Tax 2. File 2025 for my US LLC 3. Help to Close the US LLC I need support with this , Thanks,

We are looking to work with a CPA to correct the tax filing for the last 4 years for 4 states. We realized that we need to make some corrections to the apportionment calculations for the last 4 years. Corrections: 3 states, 2021-2024 (4 years) = 12 past year filings 2 states, 2022-2024 (3 years) = 6 past year filings No federal correction needed 2025 filings Federal and 6 states

Project Description We are seeking an CPA audit professional to assist our Home Care Agency with preparing the documentation required for our 2025 Illinois Department on Aging (IDoA) annual financial audit review. Scope of Work We will provide our 2025 financial records and reports related to our IDoA business activities. We need assistance preparing a complete audit packages Deliverables Required 2025 Financial Statements for IDoA operations only, including: Profit & Loss Statement (Income Statement) Balance Sheet Statement of Cash Flows Assistance preparing and organizing the annual financial audit package Audit Firm Peer Review Report/Letter. AICPA Letter of Acceptance for the Peer Review Report. What We Will Provide 2025 accounting records IDoA revenue and expense reports Existing financial statements and supporting documentation Any additional information reasonably required to complete the engagement Required Qualifications CPA or audit professional preferred Please provide: Estimated timeline Fixed-price quote Thank you. We look forward to working with a qualified professional.

Location: Remote Employment Type: Part-Time Experience Level: 5+ Years About the Role: We are seeking a detail-oriented Payroll Specialist to join our team in a fully remote capacity. In this role, you will manage payroll processing, ensure compliance with U.S. payroll regulations, and handle offshore payments with accuracy and efficiency. The ideal candidate is a strong, professional communicator who thrives in a remote work environment. Key Responsibilities: Process payroll accurately and on schedule in accordance with U.S. payroll rules and guidelines in 3 different states Review and scrub timesheets to identify and resolve discrepancies before processing Process and manage offshore payments through multiple remote payment platforms Maintain accurate financial and payroll records Communicate professionally and promptly with team members and stakeholders via email Stay current on U.S. payroll compliance requirements and best practices Qualifications: Minimum of 5 years of experience in accounting, payroll, and/or finance Solid understanding of U.S. payroll rules, regulations, and compliance guidelines Hands-on experience scrubbing and reconciling timesheets Experience processing offshore payments Proficiency with multiple remote payment methods (e.g., Wise, Payoneer, PayPal, ACH, wire transfers) Excellent written communication skills with strong email efficiency and etiquette Proven ability to work independently and reliably in a remote setting What We're Looking For: You are someone who takes ownership of your work, communicates clearly and professionally, and understands that accuracy matters when people's paychecks are on the line. You're comfortable managing your own schedule, responding to emails promptly, and collaborating with a distributed team.

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.

I received a CA EDD Notice of Intent to Offset a specific amount on my business's payroll tax account (Betches Walking Betches, LLC). I need full representation and resolution A to Z. Background: My business had employees only through late 2023/early 2024, fully paid and filed via QuickBooks Payroll during that period. After we stopped having employees, the EDD account was never formally closed. I believe EDD generated an estimated assessment for later quarters because no "no-payroll" returns were filed, producing this balance. Scope of work: 1. Review my QuickBooks payroll records to confirm the last quarter with actual payroll 2. Act as my authorized representative before EDD via Power of Attorney 3. File zero-wage DE 9/DE 9C returns for the applicable quarters Submit a formal written dispute of the assessment before the ~August 14, 2026 deadline 4. File Form DE 24 to close the EDD employer account 5. Handle all direct communication with EDD until resolved Requirements: Must be a licensed Enrolled Agent, CPA, or tax attorney authorized to represent taxpayers before CA EDD. Please confirm licensure and prior experience resolving EDD estimated assessments in your proposal. I'm based overseas (Bali), all work must be doable remotely via email/portal, no in-person requirement. Timeline: Must begin this week. Budget: $300 flat fee (open to discussing scope/budget with qualified applicants). 50% down at the start of the project and the other 50% released when project is finished and I receive confirmation this has been resolved.

I am looking for academics, researchers, instructors, or senior finance professionals to review a beta finance platform focused on small and mid-sized businesses. About the platform. XXX is a public repository of practical finance frameworks for SMEs. It converts real finance experience into structured, reusable frameworks that finance teams can review, adapt, and implement independently. The platform also includes a curated Field Note layer where practitioners submit practical observations and implementation feedback. Field Notes are reviewed before publication — the platform is curated, not an open comment forum. Ideal reviewers. Strongest fit is academics, professors, researchers, or instructors with backgrounds in small business finance, entrepreneurship, accounting, controllership, or managerial finance. Also welcome: controllers, CFOs, fractional CFOs, CPAs, outsourced finance professionals, and SME advisors. What I need. A short written professional opinion on the platform's clarity, structure, practical usefulness, credibility, and relevance for small-business finance teams. Honest feedback is more valuable than generic praise. Why a written opinion. The platform is in beta. Before opening it to broader contributor participation, I am collecting written reviews from qualified outside professionals to document that the concept has been evaluated by credible reviewers. The letter stays private — it is used to support platform credibility, contributor outreach, and discussions with users and institutional partners.

OVERVIEW We are an active buy-side group seeking an experienced, cost-effective CPA to conduct Quality of Earnings (QoE) analyses and reports for small to lower-middle market business acquisitions. Our typical target transactions range in deal size from $500,000 to $10,000,000. Because we work with smaller transactions, we need high-quality, institutional-grade due diligence but at affordable rates. This is an ongoing opportunity--as we continue to source and evaluate deals, we want a reliable go-to partner we can engage on a project-by-project basis. SCOPE OF WORK For each acquisition target, you will be responsible for: 1. Financial Analysis: Review historical financial statements (P&L, Balance Sheets, General Ledgers) and Tax Returns. 2. EBITDA Normalization: Identify and substantiate owner add-backs, non-recurring expenses, and calculate true normalized EBITDA. 3. Working Capital Review: Analyze working capital trends and recommend a target working capital peg for transaction documentation. 4. Risk & Revenue Quality Analysis: Assess customer concentration, key revenue drivers, margins, and highlight any balance sheet red flags. 5. Deliverables: Provide a concise, highly detailed, and professional QoE report outlining your findings, risk assessments, and executive summary. REQUIREMENTS 1. Credentials: Active CPA license with extensive experience in Transaction Advisory Services (TAS), M&A due diligence, or forensic accounting. 2. Deal Size Experience: Proven track record conducting QoE reviews specifically for transactions in the $500k to $10M range (micro-cap / lower-middle market). 3. Cost-Effective & Flexible: Ability to deliver rigorous, institutional-level diligence reports at price points that make sense for smaller transaction values. 4. Professional Turnaround: Highly responsive, dependable, and capable of working within typical transaction exclusivity timelines.

We are looking for a part-time Financial Analyst / FP&A contractor to support a growing fitness and wellness brand with financial reporting, budgeting, forecasting, and ad hoc operational analysis. This is a flexible, fully remote role expected to require approximately 2–10 hours per week, with hours likely increasing around month-end close, budgeting, and reforecast periods. The ideal candidate is someone who already has finance, FP&A, accounting, or business analytics experience and is looking for a consistent part-time project. Key responsibilities include reviewing monthly financial results, preparing leadership-ready financial analysis, managing pre-built weekly reporting, tracking KPIs, supporting annual budgets and quarterly reforecasts, and helping translate financial and operational data into clear, actionable insights for leadership and operations. We are looking for someone who is highly detail-oriented, strong in Excel, comfortable analyzing P&Ls and operational KPIs, and able to communicate financial information in a clear and business-friendly way. Experience with DataRails is strongly preferred. Experience with Power BI, reporting tools, fitness, wellness, hospitality, restaurants, multi-unit operations, or membership-based businesses is a plus. This person should be able to work independently, manage recurring deadlines, improve reporting processes where needed, and support ad hoc analysis around topics like labor efficiency, class performance, membership trends, revenue mix, pricing, and location profitability. Estimated commitment: 2–10 hours per week Compensation: $50–$60/hour depending on experience Location: Fully remote, U.S.-based candidates only Please include a brief overview of your FP&A or financial analysis experience, your Excel/reporting skillset, and whether you have experience with DataRails or similar reporting/planning tools.