I need to wrap up tax returns for 2025. Federal, MA, and IA. Income sources are long and short term rental income between two properties in two states, as well as capital gains from stock and crypto trading. Statements and expense summaries are ready to go.

We are seeking a detail-oriented financial analyst to join our e-commerce team. The role involves analyzing financial data, preparing reports, and providing insights to enhance business performance. The ideal candidate will have experience in financial analysis and reporting, with a strong understanding of e-commerce operations. You will work closely with our team to identify trends, optimize financial processes, and contribute to strategic decision-making.

I am looking for a licensed CPA or Enrolled Agent (EA) to prepare and file my federal and state tax returns. My financial situation is relatively straightforward, but it does include equity compensation, so I need someone detail-oriented who is highly experienced in handling Restricted Stock Units (RSUs). My Tax Situation: Extension Status: I have already filed a 6-month extension (Form 4868), so the final filing deadline is October 15th. Income: Single W-2 Equity: RSU vestings and sales during the year (I have my 1099-B and supplemental equity plan statements). Deductions: Standard deduction (no complex itemization). State: TX Resident. Deliverables: Preparation of 2025 Federal tax returns no state return needed in TX Accurate reporting of RSU income, ensuring the cost basis is adjusted correctly to avoid double taxation. E-filing of both returns upon my review and approval. Requirements: Must be a currently licensed CPA or EA. Proven experience handling stock options and RSUs for tech or corporate employees. Clear communication and secure document transfer. Screening Questions (Please answer in your proposal): Can you briefly explain how you handle the cost basis adjustment for RSUs reported on a 1099-B to ensure the W-2 income isn't taxed twice? Given that I am on an extension, what is your expected turnaround time once you receive all of my documents? What software do you use for secure document sharing and tax preparation? Project Type: Fixed Price Budget: $400usd (Willing to negotiate)

Our company is a national after-school enrichment provider operating thousands of programs annually across the U.S. We deliver enrichment classes, structured recess, sports programs, full-service after-school care, and summer camps to schools, districts, and parents. We are venture-backed and growth-stage, with an ambitious operational agenda to match. We are working to resolve a backlog of state payroll tax issues inherited from a prior entity. The issues span roughly 20 state accounts across withholding, SUI, corporate excise, PFML, and other tax types. States include California, Colorado, Connecticut, New Jersey, New York, Wisconsin, Pennsylvania, Indiana, and others. Some issues involve unfiled quarters, some involve unpaid balances, and some need to be verified as legitimate before any action is taken. Total exposure is in the six figures, and we expect to reduce that meaningfully through investigation and penalty abatement. We need one skilled person to own this project end-to-end and see it through. What you will own: → Obtaining Third Party Authorization (TPA) access to each state agency → Researching each issue via portals, notices, direct agency outreach, and internal payroll files → Recommending resolution steps and confirming with our team before acting → Filing late returns, including $0 returns where applicable → Coordinating with our team for any required payments → Requesting penalty and interest waivers where applicable → Closing out prior entity tax accounts once issues are resolved → Tracking progress and keeping us updated throughout What we need from you: → Enrolled Agent credential preferred, or CPA with hands-on employment tax experience → Direct experience resolving multi-state payroll tax issues, not just ongoing compliance work → Comfortable calling state agencies, navigating online portals, and drafting abatement requests → Able to manage 15 to 20 concurrent state issues independently and stay organized across all of them → Available for periodic check-ins with our Finance and HR team for payment and resolution decisions This is a remote, hourly, project-based engagement. We expect it to run 3 to 6 months depending on agency response times. We are not looking for a full-time hire and we are not looking for a large firm. If you have resolved multi-state employment tax issues for a company in a similar situation, please describe that scope of work and your approach when you apply.

I recently opened my FL bases LLC with an S Corp Election and would like to work with a tax strategist to lawfully reduce my tax burden as much as possible. The ideal candidate will have experience in S Corp and LLC structures, ensuring I take advantage of all legal tax savings opportunities. Responsibilities include reviewing current tax strategies, identifying potential savings, and implementing effective tax planning solutions. This person must also be well versed in creating self directed 401K and Cash Balance Plans or works with a partner who does.

I'm looking for a licensed California CPA to prepare a simple compiled balance sheet for a California LLC. This is for a regulatory license application with the California Department of Financial Protection and Innovation (DFPI). The document needs to meet their standards for a California Financing Law (CFL) license application. The LLC is straightforward: -Primary asset is cash on hand -Minimal liabilities -Need net worth clearly stated -Two years of tax returns (Form 1065) already prepared by another CPA This is a one time project. I need quick turnaround ideally within 3 to 5 business days. Requirements: -Must be a licensed CPA -Must be able to sign and put your name and license number on the document -Experience with regulatory or financial institution submissions preferred Please include your CPA license number in your proposal and your estimated turnaround time.

We are looking for someone that is very experienced with managing Sales Tax for E-commerce/Shopify brands. We have nexus in over 10 states and we need someone to come in and do some cleanup for us + manage this moving forward. Looking forward to working with you!

I'm looking for a licensed California CPA to prepare a simple compiled balance sheet for a California LLC. This is for a regulatory license application with the California Department of Financial Protection and Innovation (DFPI). The document needs to meet their standards for a California Financing Law (CFL) license application. The LLC is straightforward: -Primary asset is cash on hand -Minimal liabilities -Need net worth clearly stated -Two years of tax returns (Form 1065) already prepared by another CPA This is a one time project. I need quick turnaround ideally within 3 to 5 business days. Requirements: -Must be a licensed CPA -Must be able to sign and put your name and license number on the document -Experience with regulatory or financial institution submissions preferred Please include your CPA license number in your proposal and your estimated turnaround time.

I'm looking for a licensed California CPA to prepare a simple compiled balance sheet for a California LLC. This is for a regulatory license application with the California Department of Financial Protection and Innovation (DFPI). The document needs to meet their standards for a California Financing Law (CFL) license application. The LLC is straightforward: -Primary asset is cash on hand -Minimal liabilities -Need net worth clearly stated -Two years of tax returns (Form 1065) already prepared by another CPA This is a one time project. I need quick turnaround ideally within 3 to 5 business days. Requirements: -Must be a licensed CPA -Must be able to sign and put your name and license number on the document -Experience with regulatory or financial institution submissions preferred Please include your CPA license number in your proposal and your estimated turnaround time.

I'm the CEO of a small US company (NY-based). We're applying for an EV SSL certificate through Starfield/GoDaddy, which requires a Professional Opinion Letter signed by a licensed US CPA. I'll provide the completed template and supporting docs. You'd verify the basic facts (my role, business address, active bank account), sign on your firm's letterhead, and take a brief verification call from Starfield. Company details shared privately once we connect. Please let me know if this is something you can help with.