Hello! I am an IRS Enrolled Agent and Business Advisor. Though I'm new to Upwork, I have 20 years' experience and specialize in helping business owners ensure no money is left on the table by analyzing their business and consulting about best practices. I also handle year-round bookkeeping needs, tax preparation in all 50 states, as well as audit representation if the need arises. Most people are not familiar with an Enrolled Agent since we specialize in taxation rather than overall accounting like a CPA. However, with me you get the best of both worlds since I also have a degree in accounting! I earned the privilege of representing taxpayers before the IRS by passing a three-part comprehensive test covering individual and business tax returns and hold the highest credential the IRS awards. To maintain this elite status, I adhere to Circular 230 ethical standards and complete 24 hours of continuing education courses yearly. Like attorneys and CPAs, I have unlimited practice rights. This means unrestricted as to who I may represent, what types of tax matters can be handled, and which tax authority I can represent clients before, including all US states. Schedule a consultation or invite me to your job opportunity to see how I can help identify tax savings, seamlessly file your tax returns, and contribute to the success of your business!

Please note before reading my profile: Do not hire me to do a job and then start limiting my ability to do it properly. I do not do anything halfway....I do it correctly or not at all. If you have time or financial constraints, these issues need to be communicated up-front, and I will make every effort to accommodate. I am a go-getter, self-starter, and I know my business. Also note: The rates I use in my proposals vary, depending on the nature of the job, complexity, deadlines, etc. They are not always the median rate listed on my profile. Thank you! I am a self-employed accountant and tax preparer, who spent 15 years as a Revenue Agent with the IRS. I am currently a licensed Enrolled Agent in private practice, since 2006. I am expert level with Quickbooks, familiar with Peachtree, and have used numerous tax software packages. I specialize in small to mid-size business accounting and taxes, because small businesses and start-ups are usually the ones who need the most assistance, and at a reasonable price. I tailor my work to my clients' needs, and can provide any level of service that you require. If you have a back tax issue, I can help you! I know how the IRS works, and what is required to resolve issues with them.

𝟯+ 𝙮𝙚𝙖𝙧𝙨 𝙤𝙛 𝙘𝙚𝙧𝙩𝙞𝙛𝙞𝙚𝙙 𝙗𝙤𝙤𝙠𝙠𝙚𝙚𝙥𝙞𝙣𝙜 𝙚𝙭𝙥𝙚𝙧𝙞𝙚𝙣𝙘𝙚 𝙗𝙖𝙘𝙠𝙚𝙙 𝙗𝙮 𝟭𝟬𝟬+ 𝙘𝙡𝙞𝙚𝙣𝙩𝙨 𝙖𝙘𝙧𝙤𝙨𝙨 𝙩𝙝𝙚 𝙐𝙎𝘼, 𝙐𝙆, 𝘼𝙪𝙨𝙩𝙧𝙖𝙡𝙞𝙖, 𝙖𝙣𝙙 𝘾𝙖𝙣𝙖𝙙𝙖 𝙬𝙞𝙩𝙝 𝙖 𝟭𝟬𝟬% 𝙟𝙤𝙗 𝙨𝙪𝙘𝙘𝙚𝙨𝙨 𝙧𝙖𝙩𝙚. 𝘾𝙡𝙚𝙖𝙣 𝙗𝙤𝙤𝙠𝙨, 𝙘𝙤𝙢𝙥𝙡𝙞𝙖𝙣𝙩 𝙩𝙖𝙭 𝙛𝙞𝙡𝙞𝙣𝙜𝙨, 𝙖𝙣𝙙 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙧𝙚𝙥𝙤𝙧𝙩𝙨 𝙩𝙝𝙖𝙩 𝙝𝙚𝙡𝙥 𝙮𝙤𝙪 𝙨𝙖𝙫𝙚 𝙩𝙞𝙢𝙚, 𝙘𝙪𝙩 𝙩𝙖𝙭 𝙘𝙤𝙨𝙩𝙨, 𝙖𝙣𝙙 𝙜𝙧𝙤𝙬 𝙬𝙞𝙩𝙝 𝙘𝙤𝙣𝙛𝙞𝙙𝙚𝙣𝙘𝙚. I'm Dhruvil Jain, an Enrolled Agent and founder of Apex Accounting a dedicated accounting firm helping businesses across the USA, UK, Australia and Canada stay financially organized and fully compliant. At Apex, we're not solo freelancers, we're a team of accounting professionals committed to taking the financial burden off your plate so you can focus on growing your business. 𝙃𝙚𝙧𝙚'𝙨 𝙝𝙤𝙬 𝙬𝙚 𝙨𝙪𝙥𝙥𝙤𝙧𝙩 𝙮𝙤𝙪𝙧 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨: 𝟭. 𝘽𝙤𝙤𝙠𝙠𝙚𝙚𝙥𝙞𝙣𝙜 & 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙍𝙚𝙥𝙤𝙧𝙩𝙞𝙣𝙜 We set up your chart of accounts in QuickBooks Online or Xero, record all bank transactions, invoices and card transactions, and perform thorough monthly reconciliations including inventory and taxes. You get clean, accurate books and clear financial reports that give you real insight to make better business decisions. 𝟮. 𝙋𝙖𝙮𝙧𝙤𝙡𝙡 𝙈𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩 We set up and manage payroll through QuickBooks or Gusto, onboard employees, process timely payments, track timesheets and benefits and handle all government filings including W-2 forms keeping you fully compliant and your team paid accurately and on time. 𝟯. 𝙄𝙣𝙫𝙤𝙞𝙘𝙞𝙣𝙜, 𝙍𝙚𝙘𝙚𝙞𝙫𝙖𝙗𝙡𝙚𝙨 & 𝙋𝙖𝙮𝙖𝙗𝙡𝙚𝙨 We manage your invoicing, track what's owed to you, handle vendor payments, and reconcile monthly improving your cash flow, reducing late fees, and keeping your customer and supplier relationships healthy. 𝟰. 𝘾𝙤𝙧𝙥𝙤𝙧𝙖𝙩𝙚 𝙏𝙖𝙭 𝙋𝙧𝙚𝙥𝙖𝙧𝙖𝙩𝙞𝙤𝙣 For clients on our full bookkeeping plan, we prepare and file corporate tax returns, identify deductions, and help you maximize savings year-round. This service is exclusively available as part of our full-service offering to ensure accuracy and compliance. 𝙒𝙝𝙤 𝙬𝙚 𝙬𝙤𝙧𝙠 𝙬𝙞𝙩𝙝: We serve registered businesses in the USA, UK, Australia and Canada. 𝙄𝙣𝙙𝙪𝙨𝙩𝙧𝙞𝙚𝙨 𝙒𝙚 𝙎𝙚𝙧𝙫𝙚: Ecommerce • Real Estate • Startups • Small Businesses 𝙊𝙪𝙧 𝙀𝙭𝙥𝙚𝙧𝙩𝙞𝙨𝙚: Intuit QuickBooks • QuickBooks Online • Xero • Gusto • Bookkeeping • Bank Reconciliation • Payroll Processing • Accounts Payable & Receivable • Tax Preparation • Financial Reporting • Catch-Up Bookkeeping 𝙍𝙚𝙖𝙙𝙮 𝙛𝙤𝙧 𝙘𝙡𝙚𝙖𝙣𝙚𝙧 𝙗𝙤𝙤𝙠𝙨? 𝙏𝙝𝙚 𝙗𝙚𝙨𝙩 𝙬𝙖𝙮 𝙩𝙤 𝙜𝙚𝙩 𝙨𝙩𝙖𝙧𝙩𝙚𝙙 𝙞𝙨 𝙬𝙞𝙩𝙝 𝙖 𝙛𝙧𝙚𝙚 𝙘𝙤𝙣𝙨𝙪𝙡𝙩𝙖𝙩𝙞𝙤𝙣.

Highly motivated, detail oriented, quick learner with 10 years of experience in Accounting field. Excellent analytical and organizational skills. Strong customer service skills, flexible, able to work very well with others as well as independently. I'm experienced in maintaining accurate and timely financial records, taxes, and financial analysis, bank reconciliations, invoicing, month-end closings, bill payments, and sales tax. Preparation of 1040, 1120S. I also have experience doing book clean-ups and setting up an entirely fresh set of books if need be.

IRS Enrolled Agent (EA) with 32 years of tax background experience 32 years of tax hands on background experience level Corporations S Corporations Tax Exempt Organizations Estates Trusts Partnerships Employment Tax Returns 100% Penalty Cases (Trust Fund Recovery) Remote tax work Senior Tax Manager Former CPA firm Reviewer of ALL US IRS Tax Returns Expat Returns Foreign Corporations HNW persons US Tax Court background IRS and State Tax Audits IRS Enrolled Agent (recognized tax expert by IRS ) since 2005 FORMER IRS Revenue Officer US Masters Degree in US Tax Laws 2005

Hi, my name is Shawn, and I am an enrolled agent with years of experience working in both small and Big 4 CPA firms. I’m passionate about helping small to mid-sized business owners minimize their accounting and tax burdens. Feel free to ask me any questions—I look forward to speaking with you! The services I can provide are: 1. Tax filing for individual, corporation, partnership, trust & estate, and gift tax returns 2. Bookkeeping. 3. Financial statements. 4. Tax projection & planning. 5. State and local tax reporting. 6. Foreign tax reporting. Please note that hourly rates vary depending on the complexity of the project.

I am a highly motivated and a detailed oriented IRS Enroll Agent, professional bookkeeper, tax preparer and financial analyst looking to assist you in meeting all your accounting, payroll, company incorporation ( C CORP, S CORP, LLC , NFP) and tax goals . I have vast experience with all aspects of bookkeeping, tax and financial modelling to include, • Accounts receivable and accounts payable • Bank reconciliations and account reconciliations • Inventory tracking and cost of goods sold tracking • Journal entries, month-end, and year-end closings • Financial statements and cash flow forecasting • Budgeting and benchmarking, • Representation of company's operation in the past, present and forecast future for an effective decision making. • Strategic planning, tax planning, payroll taxes, sales taxes and income tax returns. • Payroll Services • Company Incorporation and setup In addition to bookkeeping, tax preparation and financial modeling services I provide CFO services as well depending upon the clients' needs. Moreover, I have an excellent command over various accounting platforms like, SAP, Oracle, Quickbooks Desktop, Quickbooks online, Freshbooks, ZohoBooks, Xero, Waves, Quicken, Webgility, Odhoo, Bil.Com, Apparel Magic etc. I have also used various property management tools like Buildium, Yardi, App folio etc. for real Estate bookkeeping. I have been doing bookkeeping for E-commerce businesses as well involving platforms like Amzaon, Shopify, WoocCommerce, Etsy, Faire etc. For tax preparation and tax filing I've used various tax software such as ATX, Drake, Ultra Tax, Pro-connect, Lacerte for individual and corporate tax returns.

Helping E-commerce, Healthcare, Construction & Real Estate Businesses Clean Up Messy Books, Automate Accounting & Stay Tax-Ready in QuickBooks Online If you searched “QuickBooks Cleanup” or “QuickBooks ProAdvisor” on Upwork, chances are you’ve already seen my profile. I’m a QuickBooks Online Certified ProAdvisor specializing in cleanup, automation, and monthly bookkeeping. My goal is simple — bring order to messy books, keep them accurate month after month, and make them tax-ready all year round. I work exclusively inside QuickBooks Online (all products: Essentials, Plus, Advanced, Accountant, Payroll, and Time) so you get one platform, one expert, and zero confusion. Whether you’re switching from Excel, Xero, Zoho, or Wave — I’ll migrate your data securely, reconcile every account, and design an automated workflow that keeps your books clean going forward. --- 🔹 What I Do Best ✅ Books Cleanup & Catch-Up – Fix past errors, reconcile accounts, and prepare accurate reports ✅ QuickBooks Migration – Move data from Xero, Zoho, or Excel into QBO safely ✅ Monthly Bookkeeping – Record, reconcile, and close month-end books on time ✅ Bank & Credit Card Reconciliation – Match every transaction precisely ✅ Accounting Automation – Integrate QBO with Stripe, Shopify, WooCommerce, or Google Sheets for real-time updates ✅ E-commerce, Construction & Real Estate Accounting – Job costing, COGS tracking, and inventory management ✅ Financial Reporting & Analysis – Custom P&L, Balance Sheet, and KPI dashboards ✅ Forensic & Tax Preparation Support – Identify discrepancies and assist in audit readiness --- 🎓 Certifications & Credentials (Credly-Verified) ✔ QuickBooks Online Certification – Level 2 (Sep 2025 – Jul 2026) ✔ QuickBooks Online Certification – Level 1 (Jun 2025 – Jul 2026) ✔ Intuit Bookkeeping Certification (Feb 2025) ✔ Certified QuickBooks ProAdvisor (Sep 2022 – Sep 2023) 📘 Currently Pursuing IRS Enrolled Agent (EA) Credential — expanding into full U.S. tax compliance and IRS representation services. --- 🌟 Why Work With Me ✔ Proven Visibility – Ranked top on Upwork for QuickBooks Cleanup & ProAdvisor searches ✔ End-to-End Expertise – Cleanup → Automation → Monthly Bookkeeping → Migration ✔ EA in Progress – Future-ready for tax & compliance advisory ✔ Industry Focus – E-commerce, Construction, Real Estate & Healthcare ✔ Credly-Verified Certifications – Authentic, verifiable credentials ✔ Automation-Driven Systems – Save time, reduce errors ✔ Detail-Oriented & Reliable – Accuracy and timeliness first, always ✔ Transparent Process – Fixed-price, milestone-based, stress-free workflow --- 📌 How I Can Help If your books are messy — I’ll clean them up. If you’re behind — I’ll catch you up. If you’re migrating — I’ll move you to QuickBooks smoothly. If you’re scaling — I’ll automate your accounting and keep you audit-ready. Check the “Projects” section of my profile for ready-made fixed-price packages, or message me to customize your own. Let’s align your books, automate your workflow, and free up your time for growth.

I am an IRS Enrolled Agent specializing in U.S. taxation for expatriates, international clients, and cross-border compliance. With a background in accounting and financial reporting in a multinational business environment, I help individuals and businesses navigate complex U.S. tax obligations with clarity and confidence. My services include: • U.S. tax return preparation (Form 1040 & related schedules) • FBAR & FATCA compliance • Expat and cross-border tax support • IRS notice response and compliance assistance • Tax planning and compliance guidance I understand the challenges faced by Americans living abroad and international clients dealing with U.S. tax requirements. My goal is to provide accurate, compliant, and stress-free solutions. Based in Japan, I provide reliable communication, strong attention to detail, and professional support tailored to global clients. 日本語でのご相談・対応も可能です。 米国税務やFBAR対応についてお気軽にご相談ください。

Experienced tax expert with 7+ years of experience in US tax preparation, tax strategy, tax optimization. I've experience of working for big multi-million corporations as well as well as solving complex tax issues of individual taxation. During my working experience I've also represented my clients before the IRS for audits and other taxation issues. As an IRS Enrolled Agent I have unlimited representation rights similar to attorneys and CPAs. This means I'm unrestricted as to which taxpayers I can represent, what types of tax matters I can handle, and which IRS offices I can represent clients before. Besides the US taxation, I've also worked as a CFO for a big hospitality chain. During that period I've developed together with my team an entire financial ecosystem including all the processes and workflows. I'll be happy to help you with any complex issue you may have.