Are you looking for an experienced accounting professional who specializes in US Taxation and accurate, clean bookkeeping? You're in the right place. I am a Chartered Accountant with 8 years of experience in the Banking and Finance industry, now fully focused on US Taxation, Bookkeeping, and Compliance. I help individuals, startups, and small businesses maintain tax-ready books, stay compliant, and file accurately — without stress or last-minute chaos. I am also pursuing the Enrolled Agent (EA) certification and actively preparing for the exam to offer advanced IRS-authorized tax services. How I Can Help You 1. Bookkeeping & Accounting  ✓Full-cycle bookkeeping (AP, AR, ledger management)  ✓Bank & credit card reconciliations  ✓Catch-up & clean-up bookkeeping  ✓Customized Excel/Google Sheets trackers  ✓Financial statements: P&L, Balance Sheet, Cash Flow  ✓QuickBooks Online & Zoho Books Certified 2. US Taxation  ✓Organizing and preparing tax-ready financials  ✓Categorizing income & expenses for tax filing  ✓Assistance with federal & state tax preparation  ✓Support with 1099s, W-2s, deductions, credits, and compliance  ✓Monthly/quarterly tax compliance support for businesses  ✓Clean-up of prior-year books for tax filing 3. Business Setup Support  ✓Setting up LLCs / C-Corps  ✓Formation paperwork assistance  ✓Chart of accounts setup for new businesses Why Clients Prefer Working With Me  ✓Strong accounting foundation with Diploma in US Taxation  ✓Currently preparing for Enrolled Agent (EA) certification  ✓Clean, audit-ready bookkeeping with zero errors  ✓Highly responsive, reliable, and detail-oriented  ✓Comfortable with QuickBooks, Zoho Books, Excel, and other tools  ✓Competitive rates and a long-term partnership mindset Let’s work together to keep your books accurate, your taxes compliant, and your finances stress-free. Send me a message — I’d love to support your business.

As a Certified QuickBooks ProAdvisor specializing in bookkeeping services, I am dedicated to helping small businesses thrive by streamlining their financial processes. I am also an Enrolled Agent (EA) and Tax Planner, and I offer tax preparation services. My bookkeeping services are designed to improve tax efficiency and support accurate, strategic tax reporting. With over four years of experience in the industry, I have developed the ability to provide solutions tailored to each client’s unique needs. During my time at Brigham Young University, where I graduated from the accounting program, I gained valuable insights into financial management and accounting principles. BYU’s accounting program, ranked #2 in the country, equipped me with a strong foundation and a deep understanding of financial systems. My primary focus is to help small businesses maximize profitability by improving their bookkeeping and providing clear, actionable financial data they can use to grow. By fully managing bookkeeping responsibilities, I help small business owners save an average of 120 hours annually.

An IRS Enrolled Agent with over 25 years of proven, Personal & Business Tax Compliance experience, U.S. Expat Tax Compliance, Specialty Tax returns for Non-Profits, Estates, Trusts and a vast experience in representing clients undergoing IRS Audits, Collections and Appeals. Extensive expertise in Accounting, Bookkeeping, Payroll, and full-spectrum Federal, State, and Local Tax Compliance. Skilled in delivering Proactive Tax Advisory and Strategic Business Consulting to individuals, small businesses, and corporate clients. Recognized for consistently optimizing financial operations, ensuring compliance, and driving sustainable business growth.

I am a USA Federal Enrolled Agent. I have been an accountant for many years in a different industry. I did bookkeeping, A/R, A/P, Payroll, Financial Statement. Prepare US personal and corporate tax returns. I also have been a US warehouse company located in TX senior consultant to work with controller for the company financial statement. I used QB for many years and prepare the financial statement. I also have the experience for A/R collection. Under my supervise of the collection, bad debts expenses drop 50%. Also, I have four years of experience as Enrolled Agent to resolve taxpayers collection, auditing problems. All of the cases won from IRS, FTB, EDD, and SBOE. I work with these tax agencies to stop levy and collection. To set up an Installment payment plan or resolve tax dues by Offer in Compromise.

You deserve an accountant who can keep your books clean, your taxes low, and your stress levels even lower and that’s where I come in. I’m a US-based enrolled agent and accountant with 10+years of experience in monthly bookkeeping, tax preparation, and proactive tax strategy for small business owners. So while I’m new to Upwork, I’m not new to handling your books or your taxes. I’ve handled the books and tax situations of more than 250 clients across coaching, agencies, consultants, real estate, online service providers, and multi-entity owners. Think of me as your bookkeeping + tax prep partner with the strategic brain of a CFO… minus the CFO price tag. What I help with • Monthly bookkeeping in QuickBooks Online • Catch-up & cleanup bookkeeping (1–36+months behind) • Bank/credit card/loan reconciliation • A/R + A/P • Month-end close & financial statements • Year-end prep for your tax return • Individual + business tax preparation • Tax strategy that actually saves you money — not just “documents what happened” • S-Corp optimization, home-office strategy, deductions, entity alignment • Making sure the books match the tax return and the tax return matches the books Why clients hire me Because I’m not just entering transactions and disappearing. I’m the person who looks at your numbers and says: “Here’s where the money is actually going. Here’s why your tax bill is too high. And here’s what we’re going to do to fix both.” I spot the patterns most bookkeepers miss, and the tax opportunities most tax preparers never bother to tell you. I connect the dots between your day-to-day bookkeeping, your tax return, and your long-term financial picture so you’re never caught off-guard again. You get clarity, accuracy, and a partner who cares about your bottom line like it’s their own. Who I work best with ✓ Service-based business owners ✓ Coaches & consultants ✓ Agencies ✓ Real estate professionals ✓ Online entrepreneurs ✓ S-Corp owners ✓ Anyone who wants clean books, lower taxes, and no more financial guesswork My approach Friendly. Precise. No jargon. No judgment. Just clean numbers, strategic tax guidance, and an experience you won’t dread. I keep communication simple and transparent, and I make sure you understand what’s happening and why, without overwhelming you with technical speak. Ready for easy books and a lower tax bill? Send me an invite to your project and tell me a little about your business, your current setup, and what you want help with. I’ll let you know exactly what I can do, what it will look like, and how quickly we can get you up and running. Let’s get your financial side cleaned up, tax-optimized, and running smoothly, so you can get back to doing the work you love.

I enjoy solving accounting and tax puzzles. I am a CPA licensed in both TN and UT, registered as a tax preparer in New York and formerly was an Enrolled Agent before I earned my CPA license. I own a little tax problem solving / QuickBooks ramp-ups consulting firm in eastern TN. I have 28 years experience in full charge bookkeeping and construction job costing as well as I deeply understand other industries. Most people don't know this but if you change how and when you enter data into QuickBooks you can unlock all kinds of keen performance insights into your firm and its operations as well as timesavers. I have just invested these past two months into learning how to drastically reduce the amount of time it takes me to do a full QuickBooks cleanup or ramp-up, using the Microsoft Copilot AI, Excel spreadsheets analytics, and a couple of additional 3rd party apps that integrate with QuickBooks. The AI makes mistakes about a third of the time so its work must be verified carefully by me. But, my new CPA client advisory service skillset I just acquired has cut my time needed to do the ProAdvisor full cleanups down from a year to just three weeks to six weeks [full-time hours equivalent] for the really complex ones. I used to work for Intuit on its prestigious QuickBooks Live Cleanup Team. I also recently worked for Tax Act full time to prepare small business returns during its busy season. I formerly taught accounting, business law, business management and human resources management at Bryant and Stratton College located just outside of Buffalo NY. I am a certified QuickBooks ProAdvisor and certified in QuickBooks payroll as well. I know 3rd party payroll workflows / data entry as well as apps integration. Why I Created My Virtual Small Business Incubator website: To help struggling USA entrepreneurs and overwhelmed adult learners reclaim control of their finances, business systems, and confidence—using simple, affordable tools and strategic thinking. You don’t need a big budget. You just need the right strategy plus realistic marketing and pivot planning feedback. There are six different "voices" you need to learn how to pay attention to in order to become profitable and locate / stay within your firm's unique prosperity zone. I teach them to my business incubator entrepreneurs. I also teach 3 college classes, self-study at your own pace and tuition free, including QuickBooks Online Foundations inside my business incubator online community. Other Things About Me That Set Me Apart: * We were able to use our job skills, my community empowerment research and an emphasis on workplace safety to turn around, thrive and grow my husband's specialty pressure washer business on less than half of the operating cash that it took his competitors to run on. [It was restaurant hood cleaning firm that also repaired commercial cooking appliances.] We are willing to share how we did this! There is much you can do with your buildings and equipment to control your overall costs. I am a highly trained physical facilities property manager. * I am excellent at getting data into QuickBooks from other apps and helping you sync apps with QuickBooks or other management apps. * I am able to spot and fix errors in your QuickBooks and help you implement internal controls to prevent future errors. I've been using QuickBooks Online and Desktop since before Intuit was Intuit and I am expert level ProAdvisor. * I am also a paralegal, able to quickly and accurately do legal research. While I cannot represent you nor give advice as an attorney, I can do pre-tax court problem solving intervention plus prepare/package the evidence needed for your tax attorney to be much more likely to prevail in a court case. I am adept to find fraud and other accounting errors and help you build tax timesavers into your QuickBooks workflows. * I was invited to be a guest lecturer at an international conference of educators held in York, England, Great Britain in 2014. I shared my research on how to use technology to empower struggling adults. * Cleanups, setups, and rebuilds are hard to predict. I never know exactly what I will find in my QuickBooks Ramp-ups and management consultants as there are so many wildcard variables at play as far as what has gone wrong, the time / effort needed to fix it, and the number of business transactions that your company has. For this reason, I prefer to use a pay-as-you-go milestones method. I do not commit to more than 10 hours of work per week, so I can make sure my work is top quality. We agree on up to $500 work-block milestones [14 hours] and I take your project as far as I can during those approved hours. You pay only for the actual project time it takes me to get the project done. You will be asked to sign up for a 3rd party integration app or two for a couple of months, to help reduce my bookkeeping data entry time. We re-evaluate the project and my work tasks together at the end of each milestone.

Seasoned accountant experienced in helping small service based business owners and individuals reduce taxes, stay compliant, and file accurate returns through strategic tax preparation,planning and maintaining accurate books. Willing to negotiate on price depending on the nature of the project. Specializations • Individual Tax Preparation (Form 1040) • Small Business Tax Returns (S-Corps, partnerships, sole proprietors). (1120S, Schedule C, 1065) • State tax returns • Tax Return Data Entry • Strategic tax planning to reduce future tax liability • Accounting review and cleanup to prepare books for tax filing • QuickBooks Online review and financial organization for accurate reporting Tools & Credentials • QuickBooks Online Certified ProAdvisor • Intuit ProConnect Tax Software •UltimateTaxSoftware •PTIN-Preparer Tax Identification Number •EFIN - Authorized Efile provider • Enrolled Agent (EA) candidate – two exam sections completed • Currently completing remaining EA and CPA exams Additional Expertise In addition to tax work, I bring extensive experience in audit and SOX compliance for mid-size and large public companies. This background provides a strong focus on accuracy, documentation, and internal controls, which benefits both my tax and accounting clients. If you think my skills are a good fit I’d love to connect.

I have been working in the accounting profession for the last 20+ years. I can help you with everything from the most basic tax return, to bookkeeping services, to tax planning, to setting up your own business. PLEASE ASK FOR MY RATES. (They are more job-based than hourly.) My certifications include: Enrolled Agent (from the IRS) Certified Fraud Examiner (from the Association of Certified Fraud Examiners) Certifying Acceptance Agent (from the IRS) QuickBooks Online Certified Pro Advisor Member of the AICPA (American Institute of CPAs) Member of the NCACPA (North Carolina Association of CPAs) CPA Candidate (NASBA - National Association of the State Board of Accountancy) Notary Public (State of North Carolina) I am proficient in: Income Tax Preparation for Individuals Income Tax Preparation for Corporations (C-corps and S-corps) Income Tax Preparation for Partnerships Income Tax Preparation for Estates and Trusts Income Tax Preparation for Not-for-Profits Applications to become a Not-for-Profit Incorporating your business --- helping you choose the right entity, then filing all the paperwork to get you in business with your state and the IRS Starting your business --- answering all your questions about the pro's and con's of incorporating to helping you file all the paperwork Payroll Services (monthly or quarterly) Bookkeeping Services (monthly or quarterly) QuickBooks QuickBooks Online Wave Apps Xero Various tax software including Ultra Tax (by Thomson Reuters), Drake, ProSeries (by Intuit) Tax Planning Tax Resolution with the IRS Tax Projections and forecasting Tax Laws (including new rules and regulations with GAAP, FASB, the AICPA, and the PCAOB) Budgets Amended Income Tax Returns "Forensic" accounting services to helping you find anything from errors in previous returns, fraudulent activities in your business or tax returns or reconciliations W-2/W-3 Preparation 1096/1099 Preparation 940/941 Preparation Excel, Word and PowerPoint Financial Statement preparation (profit and loss statements, balance sheets, statements of cash flows, etc.) Bank reconciliations Notary Services Proformas Financial Analysis on Potential profitability or risks within a business Representation before the IRS Assistance with resident and non-resident aliens to obtain their Taxpayer Identification Number (TIN number) - Form W-7 I can assist you with just about ANY of your tax or accounting needs!

Your financial records should give you clarity, not confusion. I help businesses maintain accurate QuickBooks Online books through professional bookkeeping, QuickBooks cleanup, catch-up bookkeeping, tax preparation, financial reporting, and financial modeling. Whether your books are months behind or your QuickBooks file needs a complete cleanup, I organize your financial records, reconcile bank and credit card accounts, correct historical errors, and keep your books accurate, up to date, and tax-ready. I also provide U.S. tax preparation and e-filing for individuals and businesses, including Forms 1040, 1040NR, 1065, 1120, and 1120S, along with W-2 and 1099 preparation and filing support. Clean bookkeeping and accurate tax returns go hand in hand, helping you stay compliant and avoid costly mistakes. Beyond bookkeeping and taxes, I create professional financial models, 3-statement financial models, financial forecasting, budgets, cash flow projections, and detailed financial analysis to help business owners make informed decisions, secure funding, and plan for growth. Services I Provide: • QuickBooks Online Setup, Cleanup & Catch-Up Bookkeeping • Full-Charge Bookkeeping • Bank & Credit Card Reconciliations • Accounts Payable & Accounts Receivable • Payroll Support, W-2 & 1099 • U.S. Tax Preparation & E-Filing (1040, 1040NR, 1065, 1120 & 1120S) • Financial Statements (Profit & Loss, Balance Sheet & Cash Flow) • Financial Modeling & 3-Statement Financial Models • Financial Forecasting & Budgeting • Cash Flow Management & Financial Analysis • Monthly Bookkeeping & QuickBooks ProAdvisor Support My goal is to provide accurate bookkeeping, organized QuickBooks records, reliable tax preparation, and meaningful financial insights so you can make confident business decisions and focus on growing your business. US Tax Preparation, Tax Preparer, Tax Filing, Tax Returns, IRS Compliance, Tax Planning, Tax Consultant, Tax Advisor, Tax Resolution, Bookkeeping, Full-Charge Bookkeeping, QuickBooks ProAdvisor, QuickBooks Online, Catch-Up Bookkeeping, Cleanup Bookkeeping, Bank Reconciliation, Accounts Payable, Accounts Receivable, Payroll, W-2, 1099, Financial Reporting, Financial Statements, Financial Analysis, Financial Modeling, Cash Flow Management, Budgeting, Accounting, Small Business Accounting, E-commerce Accounting, Amazon, Shopify, Etsy, Walmart, Xero, Zoho Books, Wave Accounting, FreshBooks, 1040, 1040NR, 1065, 1120, 1120S, Form 5472, ITIN, W-7, Sales Tax, Franchise Tax, LLC, Foreign-Owned LLC, Single-Member LLC, Multi-Member LLC, S Corporation, C Corporation, Partnership Tax, Corporate Tax, Individual Tax, Business Tax, Virtual CFO

Rekha a professional consultant with 13+ years of Exp. in managing finance and taxation activities for startups, CPA firms in US/UK/Australia accounting and Tax Preparation (1040, 1120, 1065, 1120s) Work Experience Book Keeping & Accounting and Finalization of Accounts for Professionals such as Doctors, Engineers, Manufacturing, Trading and Service Providing Concerns Accounting softwares Very much familiar with Quickbooks online and Desktop remote, Intuit Lacerte, Sage Intact, ZohoBooks, ZohoCRM, LightSpeed and cloud apps like PlateIq, bill.com, wave-accounting, Springhead.com, Google Sheets, Slack, etc Can combine my effective communication skills with functional knowledge to identify opportunities and deliver a satisfactory outcome while working alone or as a part of a larger team. You will find me as someone who can juggle both financial and bookkeeping responsibilities along with general administration and customer service tasks. Tax •Individual tax preparation (Form 1040) •S-Corp Tax Returns (Form 1120s) •C-Corp Tax Returns (Form 1120) •LLC/Partnership Tax Returns (1065) •Delivered more that 2000+ tax returns in prior years •Providing trainings on Form 1040, 1120, 1120s and Form 1065 Software .Lacerte, Pro Connect, CCH, Go systems, Drake, Turbo Tax, Ultra Tax, SurePrep etc.