Think of me as your financial ecosystem architect—here to build and protect every facet of your financial life. I specialize in tax resolution, guiding clients through IRS challenges, resolving tax debts, and negotiating on your behalf for stress-free outcomes. Got an IRS letter? Let me take a look. Looking for LLC structuring that safeguards your assets, or strategic planning that transforms tax season from a headache into a celebration of smart decisions? That’s my specialty. My approach focuses on breaking down complex tax and financial concepts into simple, actionable steps, empowering you to make confident, informed choices. Whether you’re facing IRS issues or planning your next milestone, I’m committed to helping you build lasting financial success—one solution at a time. Let me help you save more of what you earn.

Specializing in cross-border taxation between the US and Canada, I guide individuals and businesses through the complexities of determining tax residency and filing obligations when immigrating between the two countries or expanding your business across the border . My expertise lies in proactive tax planning, helping clients optimize their financial strategies and minimize tax liabilities. I am dedicated to ensuring a seamless and tax-efficient transition for individuals and businesses earning income in both the US and Canada. I'm a United States Treasury Enrolled Agent (accepted to practice before the IRS) and I can represent taxpayers in all 50 states. I assist many US expats filing their taxes. My services include: Tax preparation in the US: - Tax return filing for Individuals, Businesses (LLCs, S corp, C corp) forms 1040, schedule C, 1120S, 1120 & 1065 - Foreign corporation tax returns form 1120F - Filing individual tax return under the streamlined procedures for expats. - Non-residents form 1040NR - US returns for US expats - FinCen (FBAR) form. - Sales tax preparation in the state of CA. I'm expert with many International tax forms including 2555, 1116, 5471, 5472, FBAR, 926. Tax preparation in Canada: - Tax returns for Individuals & corporations (forms: T1, T2) - Departure tax return for Canadians leaving Canada including forms (T1161, T1243, T2091) - Non-Resident tax returns for Individuals with rental income (section 216), dividends, royalties ..etc. - Help to obtain a Certificate of Compliance from the Canada Revenue Agency for the sale of Canadian property by a nonresident. - Information Return Relating To Controlled and Non-Controlled Foreign Affiliates form T1134 - Information Return of Non-Arm's Length Transactions with Non-Residents form T106 - Sales tax preparation (GST/HST/PST/QST) Key elements of my services: - Full compliance with IRS and CRA filing requirements - Tax planning to avoid double taxation in the United States and Canada by exploiting foreign tax credits and the US/Canada Tax Treaty - Advisory on how to minimize American and Canadian personal and corporate income taxes. Feel free to reach out with any questions. I will be more than happy to help. PS I determine my fee based on the specific job requirements and complexity of the tax return, rather than charging by the hour.

I have over 15 years of combined experience in income tax and financial advisory services, working with individuals and business entities. I previously served as a Senior Tax Advisor at TurboTax (Intuit) and, since 2018, have led the tax department for a public CPA firm in the Boston area. I specialize in practical, compliance-focused tax solutions, including individual and business returns, foreign-owned U.S. entities compliance, and digital nomads. My approach is straightforward: ensure accuracy, reduce unnecessary tax exposure, and keep filings fully compliant. If you’re looking for an experienced tax professional who communicates clearly and delivers reliable results, let’s schedule a brief call to confirm fit and next steps.

I am Mario, an Enrolled Agent with more than 5 years of experience in the tax filed. I can help you with a wide range of tax services including return preparation, ITIN application, tax consulting, S-corporation election and many more. I got into the tax profession while I was in the university finishing my accounting degree. I fell in love with the career and haven't stopped learning about the U.S. tax law since then. With my expertise and knowledge, I'm confident I can help you comply with your tax obligations and make sure that you don't pay a penny more than what you should. Tax preparation services for: Individual Expat Non-resident Corporation S-corporation Partnership Nonprofit Trust Gift and estate return Miscellaneous services: ITIN application as CAA S-corporation election Tax consulting Payroll quarterly return BOIR filling

I'm an Enrolled Agent & Chartered Certified Accountant ACCA (UK equivalent of CPA) Senior Tax Accountant I am a highly skilled CPA Tax Accountant based in New York with over 10 years of experience in bookkeeping, tax accounting, and business advisory services. As an Enrolled Agent & ACCA (UK), I specialize in helping businesses and individuals navigate complex tax matters with precision and expertise. My Work Experience (Resume) as a Senior Accountant include the following responsibilities: ✅ Comprehensive Tax Services: Preparation of Forms 1040, 1120, 1120S, 1065, and LLCs for a diverse range of small businesses. ✅ Bookkeeping & Financial Reporting: Full-cycle bookkeeping with accurate financial statements, reconciliations, and payroll setup. ✅ IRS & State Tax Resolution: Expert in communicating with the IRS and state tax authorities to resolve tax issues. ✅ Sales Tax & Payroll Services: Filing sales tax, payroll tax, and excise tax while ensuring compliance with state regulations. ✅ Business Advisory & Entity Setup: Helping clients incorporate businesses, maintain compliance, and optimize tax strategies. ✅ Audit Support: Assisting with Workers’ Comp Audits, Sales Tax Audits, and Tax Compliance Reviews. Industry Expertise: I have extensive experience working with clients across various industries, including: 🏗️ Construction & Contractors | 🏥 Healthcare (Doctors, Clinics, Dentists) | 🍽️ Food & Restaurants | 🏢 Real Estate | 🛒 E-commerce | 🍺 Breweries and more. Why Work with Me? ✔️ Detail-Oriented & Analytical: I ensure 100% accuracy in financials and tax filings. ✔️ Client-Focused Approach: I simplify complex tax matters and help businesses maximize deductions & reduce liabilities. ✔️ Proactive & Tech-Savvy: Proficient in QuickBooks, Xero, Wave, and other accounting software. ✔️ Compliance & Growth Strategy: I go beyond numbers to help clients scale their businesses efficiently. 📩 Let’s Work Together! Reach out for expert bookkeeping, tax compliance, and business advisory services.

I have 26 years experience in tax preparation, accounting and tax planning. I specialize in tax planning and strategies that help you save money. I have been helping my clients, Individuals, S Corps, Partnerships, C Corps, Farms, Schedule C clients and Non-Profit clients strategically plan their budget and spending to maximize their tax savings by utilizing advanced strategies for payroll, health insurance and much more! I have experience with Quick Books desktop and online, Gusto, and payroll in general. I am self employed and welcome any opportunity to do work I love!

I am a Tax Accountant and Enrolled Agent (EA) experienced in providing accounting and tax services to small businesses and individuals. Full range services from registering a business to filing tax returns with federal and state agencies. Assistance with state and local agencies for local tax compliance. I work with Xero and Quickbooks online. Federal tax returns 1120, 1120s, 1065 State tax returns, Sales tax, Property taxes etc.

Hello, my name is Veronica, and I am a sole proprietor specializing in bookkeeping and tax services as an Enrolled Agent. With a strong focus on reliability, responsibility, and attention to detail, I offer comprehensive bookkeeping services tailored to your needs, whether it's weekly, monthly, quarterly, semi-annual, or annual. My expertise includes preparing and delivering the three major financial reports: Profit and Loss Statement, Balance Sheet, and General Ledger, ensuring your business stays organized and compliant. I'm committed to providing accurate, efficient, and professional financial management to help your business thrive. I do not outsource any of my work—everything is handled personally by me to ensure the highest level of quality and attention to detail. As an Enrolled Agent, I am also able to offer tax services, including tax projections and representation before the IRS and state agencies. I strive to help you take full advantage of available credits and tax deductions, ensuring that your tax filings are as beneficial and accurate as possible. With my expertise, you can have peace of mind knowing that your financial and tax matters are in capable hands.

I am a tax professional with over 10 years of experience specializing in U.S. and international tax compliance and advisory. My background includes working with Big 4 and mid-sized firms, where I’ve supported both corporate clients, particularly in the oil and gas sector and high-net-worth individuals. I have extensive experience in managing federal and international tax filings, ensuring compliance with IRS regulations and U.S. GAAP reporting. I’m proficient in tax software such as CCH Axcess and CorpTax, and I’m skilled at using ERP systems like SAP and Hyperion to support accurate reporting and strategic tax planning. I have experience in the filing listed below: • Form 1120 – U.S. Corporation Income Tax Return • Form 1120-S – U.S. Income Tax Return for an S Corporation • Form 1065 – U.S. Partnership Return • Form 1040 – Individual Income Tax Return (including High Net Worth individuals) • Form 5471 – Reporting of Foreign Corporations (CFCs) • Form 5472 – Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business • Form 8858 – Reporting of Foreign Disregarded Entities • Form 8865 – Reporting of Foreign Partnerships • Form 1118 – Foreign Tax Credit for Corporations • Form 3520/3420-A - Foreign Trusts • GILTI, FDII, BEAT – International provisions under TCJA • Country-by-Country (CbC) Reporting • State and Local Tax (SALT) Filings • Expatriate and Inbound/Outbound U.S. Tax Returns

Are your books accurate, up-to-date, and tax-ready? I am a Top Rated QuickBooks Expert and US Tax Accountant with 10+ years of experience helping businesses maintain clean, accurate, and reliable financial records. I provide bookkeeping, accounting, cleanup, and tax preparation services to businesses across various industries including ecommerce, manufacturing, trading, real estate, service companies, startups, and small businesses. My core services include: • QuickBooks Online bookkeeping • Cleanup and catch-up bookkeeping • Bank and credit card reconciliation • Monthly bookkeeping and reporting • Financial statement preparation • Accounts payable and receivable management • US tax preparation (1040, 1120, 1120S, 1065, 990) • QuickBooks setup and optimization • Tax-ready financial preparation I ensure your financial records are accurate, organized, and compliant with accounting and tax requirements. Why clients choose me: • Top Rated freelancer on Upwork • 100% Job Success Score • 10+ years of accounting and tax experience • Accurate, reliable, and detail-oriented work • Fast turnaround and clear communication • Long-term client support Tools and software: • QuickBooks Online • Xero • Drake Tax Software • Microsoft Excel • Oracle and SAP Industries served: • Ecommerce • Manufacturing • Trading and wholesale • Real estate • Service businesses • Startups • Nonprofits • Small and medium-sized businesses Whether you need ongoing bookkeeping, cleanup, or tax preparation, I am ready to help keep your finances accurate and organized. Send me a message to discuss your requirements.