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Fnu M.
$49/hr
100% Job Success
Available now
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Top-Rated Tax Advisor on Upwork | 200+ Jobs Completed | 5-Star Rating I’m a Certified Chartered Accountant (ACCA) and IRS Enrolled Agent with over 12 years of experience in U.S. tax preparation, accounting, and audit services — and a Top Rated freelancer on Upwork with 200+ successfully completed projects and a consistent 5-star rating. I specialize in helping U.S.-based and foreign-owned businesses manage their tax and accounting obligations with accuracy, compliance, and peace of mind. Whether you need expert tax filing, IRS representation, or full-service bookkeeping, I bring deep technical expertise and a strong track record of delivering results. ✅ Services I Provide: Federal & State Tax Return Filing – 1040, 1065, 1120, 1120S, 1041, 990 IRS Representation – Audits, penalty abatements, appeals, notices Business Formation & Compliance – LLC, S-Corp, C-Corp, EINs, DBAs Payroll Setup & Filings – Forms 941, 940, W-2, 1099, TWC, and more Sales & Use Tax Filings – Multi-state compliance Bookkeeping & Financial Reporting – QuickBooks, Xero, Wave, etc. Year-End Cleanup & 1099 Preparation Foreign-Owned LLC & Nonresident Tax Compliance 🧰 Tools I Work With: QuickBooks (Online & Desktop), Xero, Wave, ADP, Gusto, R365, Zoho, Lacerte, ProConnect, CCH Axcess, UltraTax, Canopy, and more. I am proud to be recognized by my clients for reliability, attention to detail, and clear communication. I strive to make complex tax and financial matters easy to understand — and even easier to manage. Let’s connect and get your finances in order, the right way.
Nishit G.
$20/hr
95% Job Success
Available now
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Deloitte-trained CPA & Enrolled Agent with 7+ years helping US businesses slash tax bills, fix messy books, and stay 100% IRS-compliant — with a 24-hour turnaround and zero errors. US Tax expert and IRS resolution and compliance specialist I check all the boxes: Tax Preparation & Resolution, Accounting Mastery, Cleanup and Migration Wizard, and Quickbooks/Zoho/ Xero Expertise. Your search ends here—I'm precisely what you're looking for! I am Nishit, a seasoned Chartered Accountant and US CPA, with over 7 years of transformative experience, including an impactful tenure at Deloitte. As your devoted partner in financial excellence, I navigate the intricacies of US Tax with finesse. I am a tax and accounting expert worked with various clients across the globe with a specialization in US Tax laws and US GAAPs 🔍 US Tax Specializations: Enrolled agent with a solid 5+ years of experience Expert in 1040, 1120, 1120S, 1065, 990, 1041, 5472, 5471, 1120 proforma Proficient in ERC projects, including 941X/943X Handled various IRS letters requesting penalty abatement and installment agreements. Handled various IRS resolutions Specialized in tax resolution and adept at IRS communication and issue resolution Extensive experience in audit assistance Handling various areas in a tax return including Foreign exclusion, Cost Segregation, and Multi-state tax returns including various complicated states like California CA State return, Oregon state return, and Portland city Tax. Filling 1040X and 1040NRs for expats and individuals 🔍 QuickBooks & Accounting Cleanupexpert I am a year-end closing and cleanup expert. I specialize in orchestrating financial clarity and transforming accounting chaos into streamlined elegance. As your QuickBooks and accounting cleanup maestro, I bring a touch of class to the art of financial management. Cleanup projects are executed with a velocity that matches your business pace. Your financial records undergo a swift metamorphosis, transitioning from confusion to crystal clear in record time. We're a team in this journey. Expect clear communication, regular updates, and a collaborative process that ensures your involvement every step of the way. 🏢 Industry Experience: E-commerce Hospitality Restaurants and Food Trucks Real Estate Construction Education Travel Law firms 💻 Tax and Accounting Software Proficiency: I am an expert in various tax software like : - Drake Tax - Proconnect - Lacerte - Ultratax - Pro series - Drake Zero - Taxact Accounting software : - Quickbooks Desktop, Online, and Quickbooks enterprise - Xero - Netsuite - Odoo - Zoho - Appfolio and other platforms Also comfortable with : - ClickUp - CCH practice and accounting software - Taxdome - Bitrix - Clio - Egnyte - Microsoft teams - Worked with various platforms like A2X, Stripe, and PayPal and reconciled them appropriately. Expert in matching bank entries and Proficient in generating comprehensive financial reports, including Balance Sheets, Profit and Loss, and Cash Flow 🔑 Key Skills and Keywords: Tax, IRS, IRS Calls, NRI Taxation, ITIN Application, Cleanup of Books in Bookkeeping, Handling Complex Books, Scorps and Partnerships, EIN Application, Tax Preparation, Tax Review, QuickBooks, Reconciliation, Bank Statements Categorization, Matching Bank Entries with Selected US Banks, Financial Reports including Balance Sheet and Profit and Loss, Cash Flow, Xero, Netsuite, and specific tax software (Drake, Proconnect, CCH Axcess, Ultra Tax, TaxAct, Lacerte, Pro Series, Drake Zero). 🌟 Client Reviews: ⭐️⭐️⭐️⭐️⭐️ (5/5) "Nishit's financial prowess is unmatched! He tackled our complex tax situation with precision and expertise. A true professional who brings strategic insight to every financial challenge." ⭐️⭐️⭐️⭐️⭐️ (5/5) "Working with Nishit was a game-changer for our business. His attention to detail, proactive approach, and deep understanding of US Tax regulations set him apart. Highly recommended!" Embark on a transformative financial journey with me. Schedule an introductory call, and let's sculpt a thriving future for your business. Thank you for considering my profile. Expertise I am Offering: US Tax Preparation Services Individual Tax Filing (1040) Corporate Tax Filing (1120) Partnership Tax Filing (1065) Trust & Estate Tax Filing (1041) Review Tax Return Preparation Tax Return Review Tax Planning and Advisory Bookkeeping Services Financial Accounting Services LLC Dissolution Services Employee Retention Credit (ERC) Filing C-Corporation Accounting Accounting Software Conversion (e.g., QBO, Xero, Freshbooks) Tax Compliance Assurance Tax Maximization/Saving Strategies Accounting for E-commerce Accounting for Healthcare Accounting for Content Creators Accounting for Drop Shipping Accounting for Venture Capital
Nawal T.
$20/hr
100% Job Success
$200K+ earned
Available now
Offers consultations
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As a distinguished and top rated professional on Upwork since 2013, I bring over 50,000 hours of hands on experience in bookkeeping, accounting, and financial management. I am a USA Certified Public Accountant (CPA) and an Enrolled Agent, with a deep passion for accounting and a strong commitment to accuracy, compliance, and long term client success. Over the years, I have built extensive expertise across a wide range of accounting platforms, including QuickBooks Online, QuickBooks Desktop, MYOB, SAGE, Wave, Xero, Zoho Books, Sassu, GnuCash, Kashflow, AppFolio, Buildium, and Odoo. This broad software exposure allows me to adapt quickly to different business environments and provide reliable support across multiple industries. My professional background spans bookkeeping, accounting, payroll, tax preparation, and financial reporting for small businesses, startups, e commerce companies, real estate firms, service providers, and growing organizations. In addition to my CPA credential, I am an authorized U.S. tax return preparer and have worked extensively with U.S. federal and state tax filings. I also bring practical working knowledge of tax systems in the UK, Australia, and the UAE, including UAE Corporate Tax and VAT compliance. Key Areas of Expertise Bookkeeping and Accounting I specialize in maintaining clean, accurate, and audit ready books. My work focuses on consistency, proper categorization, and compliance with accounting standards, ensuring management always has reliable financial data. Payroll Management I manage payroll processing, reconciliations, and payroll related reporting, ensuring accurate wages, tax withholdings, benefits, and compliance with federal and state requirements. Accounts Receivable and Payable I help businesses maintain strong cash flow by streamlining AR and AP processes, improving collections, managing vendor payments, and maintaining clear aging schedules. Reconciliation and Cleanup I have deep experience with bank, credit card, loan, merchant, and payroll reconciliations. I regularly handle cleanup and catch up projects in QuickBooks and Xero, correcting historical errors and restoring financial clarity. Financial Closing and Reporting I prepare monthly, quarterly, and annual financial statements including P and L, Balance Sheet, and Cash Flow reports. I also support CFO level reporting and management analysis. Cost Control and Financial Planning I assist clients with budgeting, forecasting, cost analysis, and identifying opportunities to improve profitability and operational efficiency. Tax Preparation and Compliance As a USA CPA and Enrolled Agent, I prepare and review individual and business tax returns including 1040, 1065, 1120, and 1120S. I also support tax planning, compliance reviews, and year end readiness. Technology Driven Approach Beyond traditional accounting, I actively use technology to improve efficiency and accuracy. I have recently developed my own accounting support software to address common limitations in QuickBooks and Xero, enhance financial reporting, create clear graphical insights, and analyze transaction behavior using AI and Google based tools for better categorization and review. Personal Attributes Self Motivated and Detail Oriented I take ownership of my work and maintain a high standard of accuracy and organization. Problem Solver I proactively identify issues, explain them clearly, and implement practical solutions. Client Growth Focused I believe in long term partnerships. My goal is not just to maintain books, but to help clients understand their numbers and make better business decisions. My professional journey reflects dedication, continuous learning, and a strong commitment to excellence. As a top rated Upwork professional and USA Certified Public Accountant, I am ready to support your business with reliable accounting, tax expertise, and technology driven efficiency. I specialize in QuickBooks and Xero cleanup, ongoing bookkeeping, tax preparation, and resolving complex accounting issues with confidence and care.
Somaiya A.
$30/hr
90% Job Success
$3K+ earned
Available now
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U.S. Tax Filing for Foreign-Owned LLCs • Done Accurately • Fully Compliant • No Penalties Filing Form 5472, 1120, 1120S, 1065, 1040 incorrectly can trigger automatic IRS penalties. I help non-U.S. founders, foreign-owned LLCs, and small businesses prepare and file U.S. tax returns with CPA-level accuracy and an Enrolled Agent-focused compliance-first approach, no confusion, no surprises. I focus specifically on nonresident and foreign-owned LLC Tax filing and state annual report filing, where accuracy is critical. My Credentials Hi, I’m Somaiya, a U.S. tax preparer with: • IRS-Registered Tax Preparer • IRS Preparer Tax Identification Number (PTIN) • IRS Authorized to prepare and sign U.S. tax returns • IRS Certifying Acceptance Agent (CAA for ITIN processing) • IRS Authorized e-File Provider (EFIN) (via a U.S. Tax Compliance Firm) • Enrolled Agent (EA) Candidate • IRS Annual Filing Season Program participant • Trusted by a U.S. Tax Compliance Firm for LLCs, S-Corps & C-Corps clients I support U.S. and non-U.S. clients with accurate, structured, and compliance-focused US LLC, C Corporation, and S Corporation tax preparation and filings. My Core Specialization I specialize in foreign-owned U.S. LLC tax compliance, including: • Form 5472 + Pro-Forma Form 1120 • Form 1065 + Schedule K-1 (+ 8804/8805) • Form 1040 / 1040-NR • ITIN applications (Form W-7 – CAA process) My Core Services 🛡 LLC Filings • Foreign-Owned Single-Member LLC → Form 5472 + 1120 • U.S.-Owned Single-Member LLC → Schedule C • Multi-Member LLC → Form 1065 + K-1 (+ 8804/8805) 🛡 Corporation Filings • C-Corporation → Form 1120 • S-Corporation → Form 1120-S + K-1 • Foreign-owned U.S. Corporation → Form 1120 + 5472 • Foreign corporation doing business in the U.S. → Form 1120-F 🧾 U.S. Personal Tax Returns • Form 1040 – U.S. residents • Form 1040-NR – nonresidents • Form 1040 + Schedule C – Freelancers & Online Businesses • Form 1099, W-2 – Mixed Income • State Income Tax Returns – U.S. Citizens 📚 Tax-Ready Bookkeeping • Year-end book Cleanup • Profit & Loss Statement • Balance Sheet preparation • Financials prepared for filing 🏢 Business Support • Change Registered Agent Filing in all U.S. States (via a US Tax Firm) • U.S. Apostille Services in all U.S. States • Name and Address change to EIN • EIN for non-U.S. residents (Form SS-4 – no SSN/ITIN required) • Custom Member or Manager Managed Operating Agreement • Resolution to Open Bank Accounts • Corporation / LLC Formation • Corporation / LLC Reinstatement • Corporation / LLC Dissolution 📬 Compliance Support • Late filings & penalty mitigation • Amended returns (Form 1040-X, 1120-X) • IRS notice response • Rejected return fixes • State Annual Report Filings Whom I Work With • Non-U.S. LLC owners • Foreign founders entering the U.S. • Ecommerce sellers (Amazon, Shopify, Etsy) • U.S. citizens with business income How It Works 1) You share your documents 2) I review and identify gaps 3) Your tax return is prepared accurately 4) You review and approve 5) I file the prepared return via Fax, IRS e-File, or USPS Certified Mail® with tracking and provide confirmation No confusion. No hidden fees. No rushed work. Why Clients Choose Me • Compliance-first, IRS-aligned approach (no shortcuts) • Clear communication without confusing tax language • CPA-level accuracy in preparation and filings • Accurate, audit-ready documentation • Reliable delivery and structured process Engagement Clarity • Fixed pricing based on complexity • Clear document checklist before work begins • No filing without your review and approval Get Started Send me a message with: • Entity type (Individual / LLC / Corporation) • Ownership structure • Tax year(s) • Bookkeeping status 👉 I’ll review your case and provide clear next steps for IRS-compliant U.S. tax filing and State Compliance.
Stidify LLC
Associated with
Stidify LLC
$20K+
earned
$92.5/hr
89% Job Success
$10K+ earned
Offers consultations
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Experienced and seasoned Tax Accountant and Tax Advisor specializing in small business start-up, taxes and accounting; tax preparation, planning and review work of every kind. Every small business should minimally have a quarterly business review. I have over 30 years experience in tax accounting preparing entities of all kinds including individuals 1040, corporations, partnerships, estates and trusts and Non-profits, specializing in small to medium sized businesses. Admitted to practice before the IRS; 20 years experience with Tax resolution, Audits and collections. General ledger and cost accounting, reconciliation, monthly and year end financial statements. Consultation with business start-ups and entity election. I've worked as a Sr. Tax advisor for a large online accounting firm. bookkeeper; Quickbooks Pro-Advisor, versatile with Quickbooks - All versions including online, AccountingSuite and XERO. Specialized training and expert in cannabis accounting including CBD, hemp and marijuana businesses. Also experienced with Crypto currency - Virtual currency trading and non-trading income. I enjoy tax and accounting work and have 34 years in this type of work. I speak tax.
$25/hr
$300+ earned
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As a professional in US Taxation & Accounting, I can help individuals, businesses, and corporations to navigate complex tax laws, ensure compliance, and optimize financials. My Expertise: - US Tax Preparation & Filing - IRS Compliance & Tax Planning - Bookkeeping & Financial Statements - Financial Consulting & Advisory What You Can Expect: - Accurate, efficient, and strategic solutions - Error-free and timely financial services - Personalized support and guidance - Cost-effective solutions to save you money Let's Connect! Whether you're an entrepreneur, business, or corporation, I'm here to provide expert assistance and streamline your financial operations.
$35/hr
$1K+ earned
Available now
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I’m an Enrolled Agent (EA) and accountant specializing in U.S. tax and financial support for small businesses, freelancers, and globally mobile individuals. I hold an MBA and am QuickBooks and Xero certified. In addition to working with U.S.-based business owners, I specialize in supporting expats, non-U.S. residents, and foreign-owned U.S. entities navigating complex tax requirements. This includes foreign-owned single-member LLCs, 1040-NR filings, Form 5472 compliance, and cross-border tax considerations. Core Services Tax & Advisory • U.S. tax preparation (individual and business) • Expat and non-resident tax filings (1040-NR, foreign-owned LLC compliance) • Tax strategy and planning for globally mobile individuals • Form 5472, pro forma 1120, and international compliance support Bookkeeping & Financial Management • Monthly bookkeeping and financial record maintenance • Bank and credit card reconciliations • QuickBooks Online and Xero setup, cleanup, and optimization • Financial statements (Profit & Loss, Balance Sheet) • Accounts payable and receivable My Approach I focus on keeping things clear, compliant, and efficient. Whether you’re a U.S.-based business owner or operating internationally, I help you understand your numbers, stay ahead of tax obligations, and avoid costly mistakes. Clients work with me because I combine strong technical knowledge with clear communication and a proactive approach. Currently accepting clients for tax preparation, international tax support, and ongoing advisory.
Randy M.
$35/hr
96% Job Success
Available now
Offers consultations
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▶️ 𝑾𝒊𝒕𝒉 🅼🅴, 🆈🅾🆄 𝒄𝒂𝒏 𝒉𝒂𝒗𝒆 𝒂 𝒅𝒆𝒑𝒆𝒏𝒅𝒂𝒃𝒍𝒆 𝒕𝒂𝒙 𝒂𝒅𝒗𝒊𝒄𝒆, 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 & 𝒔𝒕𝒓𝒂𝒕𝒆𝒈𝒚 𝒊𝒏 𝒎𝒊𝒏𝒊𝒎𝒊𝒛𝒊𝒏𝒈 𝒕𝒂𝒙 𝒆𝒙𝒑𝒐𝒔𝒖𝒓𝒆. 𝑨𝒏 𝒂𝒄𝒄𝒖𝒓𝒂𝒕𝒆, 𝒓𝒆𝒍𝒊𝒂𝒃𝒍𝒆 𝒂𝒏𝒅 𝒖𝒑𝒅𝒂𝒕𝒆𝒅 𝒂𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 𝒓𝒆𝒄𝒐𝒓𝒅𝒔 𝒕𝒉𝒂𝒕 𝒘𝒊𝒍𝒍 𝒉𝒆𝒍𝒑 𝒀𝑶𝑼 𝒊𝒏 𝒎𝒂𝒌𝒊𝒏𝒈 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝒅𝒆𝒄𝒊𝒔𝒊𝒐𝒏𝒔. 𝐇𝐞𝐥𝐩𝐢𝐧𝐠 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐎𝐰𝐧𝐞𝐫𝐬 𝐅𝐨𝐜𝐮𝐬 𝐢𝐧 ⬆️𝐆𝐫𝐨𝐰𝐢𝐧𝐠 𝐭𝐡𝐞𝐢𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬. ✅I am an US Enrolled Agent, Certified Public Accountant PH experienced in using Quickbooks Online and Xero, Paypal, Stripe, Acodei, Square Reconciliation, Shopify, Synder, Bank Reconciliation, and bookkeeping. Expert and experienced in applying US GAAP, Taxation, and Payroll. ✅My passion is helping contractors, e-commerce sellers, IT, digital marketing and startup companies, and generally small business owners clarify their financials by doing accurate and complete bookkeeping. I also help small business owners save money on taxes by implementing effective tax strategies in their financial records. ✅Some of my expertise includes: ✋Tax Preparation, Filing, and Strategy - Annual Tax Preparation & Filing of S-Corp (1120-S), Individual/Personal (1040), Partnership (1065) - Tax Filing using Service Providers such as Drake, ProConnect, MyTaxPrepOffice and TaxAct - Quarterly Estimated Tax Filing - LLC Incorporation - Knowledge of Taxdome and Corvee - Payroll Preparation and Filing using a Payroll Service Provider such as Gusto - Sales Tax Preparation and Filing through TAP - Preparation and Filing of Form 941, 940, and W2 of State Tax through TAP - Preparation and Filing of Form 941 and 940 of Federal Tax through EFTPS - Assist with tax audit - Tax Planning and Strategy ✋Bookkeeping/Accounting • E-commerce bookkeeping: Amazon - Shopify - Synder - Paypal - Stripe - Square - A2X Certified and TaxJar Experienced • Real Estate bookkeeping: Flipping - Long Term Rental - Short Term Rental - Appfolio - AirBnB - VRBO • Startup Bookkeeping • Digital Marketing Agency • Freelancers and Contractors • Tech Companies - Invoicing - Payroll - Weekly Categorization - Monthly Reconciliation • Paypal, Stripe, Acodei, Square, and other Payment Funnels Reconciliations • US GAAP Accounting • Trust Accounting ✋MY EXPERIENCE. I helped clean and organize my clients' books by performing the proper workflows in bookkeeping. I made sure that their income and expenses were accurate and complete. Ensure that payroll and related taxes are correct. I coordinated well with their accountants for tax strategies and helped prepare tax return filing. ✋MY QUESTIONS TO YOU - Do you want to spend more time growing your business? - Is your company formed years ago, but there is no record keeping? - Are your books outdated and need clean-up and catch-up? - Are you someone who tried categorizing transactions but is unsure if you have done it right? - Are you someone who saw duplicate sales income in your books but doesn't know how to correct it? - Do you have property purchase or sell transactions and find it hard to record them? - Do you have difficulties in determining your taxes? Let me help you. Here's what I can do for you: 1. Set up your accounting software (Quickbooks Online or Xero) from scratch. 2. Set up an industry-specific chart of accounts. 3. Categorize transactions. 4. Bank Reconciliation 5. Posting journal entries 6. Clean up previous years 7. Catch up on a recent year 8. Prepare financial reports 9. Record payroll correctly 10. Assist and Prepare for tax filing 11. Assist tax audit WHAT YOU CAN DO? Please invite me to an interview, and let us hop on a chat or call to discuss your current needs. Thank you, and I am excited to meet you. Randy Your Next Brilliant Bookkeeper & Tax Accountant
Randy M. has worked .
$50/hr
100% Job Success
$6K+ earned
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Hi, I’m Saurabh, an Enrolled Agent (EA)and a Certified Acceptance Agent (CAA) with over 20 years of experience in Personal taxes. My passion is to help US Citizens, Foreign E-Com Sellers navigate through the trap of US Taxes. Less than 1% of all US Tax Returns filed annually fall in this category. This also means that less than 1% of all Tax Preparers are Tax Pros for US Expat Taxes. Whether you are an American Abroad, a New Green Card Holder, or an International Student who just moved to H1B, with over a decade of experience with the Big 4, I'm confident that I can help you stay current with your Taxes. US Expat Taxes is all that I know. Regular Resident US taxes with form W-2 is easy enough. However, US taxes for Expats and Foreign nationals need more technical knowledge and skills. Consumer software isn't the best place to go to do these taxes. In my career with the Big 4, I have prepared and delivered well over 1000 Tax returns. Using this experience and knowledge, paired with a professional license, I will help you save 🕣 time and 💵money. I can help you with US Individual Tax Consultation, Tax Review, Tax Notices, Full-Year Resident, Expatriate, Part-Year, and Non-Resident US Tax returns. If you are self-preparing your US Tax Return and need assistance on the correct inputs, outputs, or outcomes from a particular Tax Position, I can help with the correct Tax treatment. I offer full Tax consultation and review of the Tax Return prepared by you. Starting in 2026, I would be preparing and signing off your 2025 US Tax returns.I can file section 83(b)elections as well. ITIN preparation is also something we prioritize on. If you haven’t filed your taxes for a while, you can have a Tax consultation with me. Additionally, I can help you with your Tax Notices, compliance with FinCen Form 114 & FATCA Form 8938 now, and your Amended Tax Returns in 2022. Also, if you are a foreign owner of a Single-member LLC in the US, I can help you file Form 5472 with Proforma Form 1120. As CAA, we can help you apply for the ITIN(Individual Tax Identification Number) assuming you are eligible to get one. ✅ Communication for me is a top priority. No matter where in the world you are located, all queries are responded inside 24 hours.
Avery B.
$80/hr
100% Job Success
$100K+ earned
Available now
Offers consultations
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Hey Future Clients! My name is Avery Beasley, and I’m a Certified Public Accountant (CPA) with over six years of experience helping small and medium-sized businesses stay compliant, reduce stress, and make smarter financial decisions. I provide end-to-end accounting and tax services, meaning you don’t have to juggle multiple professionals to understand your numbers. Accounting & Bookkeeping Services I take ownership of your day-to-day accounting so you can focus on running your business. This includes: Recording, categorizing, reconciling, and adjusting transactions Cleaning up messy or incomplete books from prior years Preparing periodic financial statements (P&L, Balance Sheet, Cash Flow) More importantly, I don’t just deliver reports—I explain what they mean. I provide insights from a managerial perspective so you understand how your business is performing and from a tax planning perspective so there are no surprises at tax time. Tax Preparation & Tax Strategy I’ve prepared 3,000+ tax returns for individuals and business entities and have helped clients: Remain fully compliant while legally minimizing taxes Prepare and file back tax returns for multiple years Amend prior-year returns, recapturing tens of thousands of dollars Understand when amending returns is beneficial—or required Because I handle both accounting and tax, I’m able to identify opportunities others often miss. Why Clients Work With Me CPA-level expertise (not just data entry) Clear communication and practical explanations Proactive guidance—not just compliance A single point of contact for accounting and tax If you need help with accounting, bookkeeping, tax preparation, cleanup work, or tax planning, I’d be happy to help. Feel free to reach out—let’s get your finances back on track.