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.

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

🌟 Tax & Accounting Expert | US, UK, Cross-Border & Advisory I am a seasoned tax and accounting professional with over twelve (12) years of comprehensive experience, including a significant tenure at the Big Four accounting firms. My specialization spans across: 1. ✅United States Tax & Accounting Services - Preparation of tax returns: 1040, 1040NR, 1120, 1120S, 1065, 1041 - Developed audit-ready tax workpapers and supporting documentation - Tax planning and advisory to minimize federal and state liabilities - IRS correspondence, audit support, and installment agreements - Multi-state tax compliance and nexus determination - Bookkeeping and monthly/quarterly financial reporting (US GAAP) - Chart of accounts optimization, journal entries, and reconciliations - Accounting system setup and data migration (QuickBooks & Xero) - A/P & A/R management, general ledger review, and period-end closing - Business entity structuring and registration (LLCs, Corporations, Partnerships) 2. 🌍 Cross-Border Tax & Advisory Services - U.S.–UK tax residency planning and international compliance - FBAR & FATCA compliance, Form 8938 (foreign financial assets) - U.S. Expat & Nonresident tax returns: Forms 2555, 8804, 8805, 5471, 5472 - Double Tax Treaty analysis and treaty-based return positions - Form 8621 (PFIC reporting) and Form 8865 (foreign partnerships) - W-8BEN, W-8BEN-E, W-9 compliance for withholding and FATCA - Asset acquisition reporting via Form 8594 - Fixed asset management and depreciation schedules - Filing Pass-Through Entity Tax (PTE Tax) in applicable states - Claiming general business credits and tax incentives 3. ✅United Kingdom Tax & Accounting Services - Preparation and filing of Self Assessment tax returns (SA100) - Corporation Tax returns (CT600) and submission to HMRC - Annual Accounts preparation and filing with Companies House - VAT registration, VAT return preparation (MTD-compliant), and filing - Payroll setup, RTI submissions, and PAYE compliance - CIS (Construction Industry Scheme) return preparation and subcontractor deductions - Bookkeeping and management accounts using Xero, QuickBooks, FreeAgent & Sage - Bank reconciliations, chart of accounts optimization, and adjusting entries - Director loan account management and dividend distribution planning - Year-end closing, trial balance review, and supporting audit documentation 4. 📊 Business Planning & Financial Modeling Services In addition to tax and accounting services, I also specialize in creating strategic business plans and detailed financial models tailored for startups, small businesses, and investors. - Tailored business plans for startups, investors, loans, and visa applications - Market research, competitor analysis, revenue models, and strategic planning - 3–5 year financial projections: P&L, Balance Sheet, Cash Flow - Break-even, ROI, CAC/LTV, and funding needs analysis - Cap table and valuation modeling for fundraising - Scenario and sensitivity analysis for decision-making - Delivered in Excel or Google Sheets with clean, investor-ready formatting Let’s Connect! 📞 Are you facing complex tax challenges or looking for proactive financial strategies? Let's discuss how I can help you achieve your financial objectives. 📆 Send me a message to schedule a complimentary consultation.

I am a Senior Paralegal and Legal Documentation Specialist with over 12 years of experience supporting attorneys, startups, SMEs, and international businesses with structured legal documentation, corporate compliance support, and practical business-oriented solutions. My work focuses on professionally drafted agreements, corporate documentation, regulatory compliance support, and detailed legal research. I assist law firms, founders, and growing businesses in building legally structured operations with clarity and risk awareness. In addition, I am currently an Enrolled Agent (EA) Candidate – IRS Enrollment in Progress, expanding my expertise into U.S. federal tax preparation and compliance services. Core Services Contract Drafting & Documentation Support • NDAs & Confidentiality Agreements • Service Agreements & Consulting Contracts • Employment & Independent Contractor Agreements • Lease & Commercial Agreements • Shareholder & Partnership Agreements • MoUs & Business Collaboration Agreements Corporate & Compliance Support • Company formation documentation assistance • DBA filing support • Corporate compliance documentation • Internal policies & HR documentation • Website Legal Policies (Terms & Conditions, Privacy Policy, Refund Policy) Legal Research & Attorney Support • Case law research & summaries • Litigation document preparation support • Evidence organization & documentation review • Pro-se assistance support work Intellectual Property Documentation Support • Trademark clearance research • Filing documentation preparation (USA / UAE / EU / India) • Copyright documentation assistance U.S. Tax Preparation Support (EA In Progress) • Individual & business tax return preparation support • IRS documentation & compliance assistance • Federal & state filing support • Foreign-owned LLC compliance support Why Clients Work With Me • Clear, structured, and business-focused drafting • Strong understanding of cross-border business operations • Risk-conscious documentation approach • Confidential handling of sensitive matters • Experience supporting multinational teams and attorneys • Long-term collaboration mindset I have successfully completed projects involving U.S. litigation support, international trademark documentation, corporate contract drafting for NGOs and commercial entities, and compliance structuring for growing businesses. Important Disclosure I provide paralegal and documentation support services only. I do not provide legal representation or legal advice where attorney licensing is required. Tax representation before the IRS will be undertaken upon completion of EA enrollment.

Hello! My name is Yogesh Thakkar, and I am a Licensed Enrolled Agent (EA) with 12+ years of professional experience in U.S. tax preparation, filing, and compliance. I have successfully prepared and filed 3,000+ U.S. federal and state tax returns for individuals, businesses, partnerships, trusts, and estates. I have also worked with Fortune 500 companies, handling complex tax data, compliance requirements, and high-volume filings with strict accuracy and confidentiality standards. I am an authorized tax return preparer with my own Preparer Tax Identification Number (PTIN), ensuring all tax returns are prepared and filed in full compliance with IRS regulations. 🔹 US Tax Services I Offer ✅ Individual Tax Returns • Form 1040 (Single, Joint, Separate) • Self-Employed & Freelancer Taxes • Schedule C, D, E & F • Capital Gains & Investment Income • Rental Property & Passive Income • Foreign Income Reporting • Amended Returns (Form 1040-X) ✅ Business & Partnership Tax Returns • Partnership Returns (Form 1065) • LLC – Single & Multi-Member • Partner Capital Accounts & K-1 Allocation • Profit & Loss Allocation • S-Corporations (Form 1120-S) • C-Corporations (Form 1120) • Small & Medium Business Tax Filing • Expense Review & Bookkeeping Reconciliation ✅ Trust & Estate Tax Returns • Trust Tax Returns (Form 1041) • Estate & Fiduciary Tax Filing • Beneficiary Reporting • Income Distribution & Compliance ✅ Additional US Tax Services • Federal & State Tax Filing • Multi-State Returns • Tax Planning & Compliance • IRS Notices & Resolution Support • Back Taxes & Prior Year Returns • New Business Tax Consultation • Compliance Review & Advisory Services 🔹 Why Work With Me ✔️ Licensed CPA ✔️ 12+ Years of US Tax Experience ✔️ 4,000+ Returns Filed Successfully ✔️ Strong knowledge of IRS rules & regulations ✔️ 100% Accuracy, Confidentiality & Timely Delivery ✔️ Clear communication & client-focused approach My goal is to make tax filing simple, stress-free, and reliable for every client—whether you’re an individual, business owner, or partner in a firm. 📩 Let’s connect and get your US taxes done right.

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

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.

IRS Licensed Tax Enrolled Agent. I am authorized to sign tax returns in my capacity using PTIN(Preparer Tax Identification Number) and I can now represent before IRS with unlimited practice rights. we have our Practice Tax office in New york. My objective is to help companies while also keeping my skills sharp. I am a quick learner and you can count on me to get the assignment done. I am a Chartered Accountant (equivalent to CPA in US) from India. I have worked as a Accounts/Tax Supervisor in BPO Company in India. I have managed more than 20 CPA Clients in BPO Company. I am running a BPO in India. I have Fourteen years of experience in International Accounting and International Taxation and I have good knowledge in Accounting Principles of US GAAP. I have clients in Canada, US, UK, Australia & India. I have expertise knowledge in all versions of Accounting Software of Quick books , Quicken, Xero, .I have expert knowledge in in Excel also. If you need any reference. I am happy to provide that. I am happy to discuss further . My Expertise Fields: US Accounting -(Quick Books , Quicken) US Taxation- (Form 1040- For Individuals, Schedule C, W-2 ) Form 1065 - For Partnerships, Form 1120 - For Corporations, Form 706 - Estate &Gift)

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.

When the IRS sends a notice, most people react. My clients are prepared. As an Enrolled Agent (EA) with 18+ years of experience in U.S. taxation and financial leadership, I provide strategic tax and compliance support to businesses and individuals who value clarity, structure, and long-term stability. I manage complex federal and state filings (1040, 1065, 1120, 1120-S), multi-state payroll compliance, entity structuring (LLC & S-Corp elections), and IRS representation. My role goes beyond preparing returns - I help clients operate from a position of strength, not uncertainty. In addition to tax leadership, I provide controller-level financial oversight, including reporting, budgeting, and compliance frameworks that support sustainable growth. Earlier in my career, I served as an accounting instructor, I take pride in explaining complex matters in a clear and straightforward way. My goal is not just to file your returns, but to help you make informed financial decisions with confidence. My approach is proactive, disciplined, and business-focused - designed to minimize risk and strengthen financial confidence. If you are looking for experienced tax leadership that protects your position and supports your long-term strategy, I welcome the opportunity to work with you. Here is an overview of the services I provide: Tax & Compliance • Individual & Business Tax Returns • Sales & Use Tax Filing • 1099 Preparation • IRS & Audit Support • Multi-State Payroll Tax Compliance Accounting & Financial Reporting • Balance Sheet & P&L Preparation (Monthly, YTD, By Class) • Cash Flow Statements • Financial Statements & Custom Reporting • General Ledger Maintenance • Bank & Credit Card Reconciliations • Expense Classification • Fixed Asset Management • Inventory Management • Accruals, Prepaid & Deferred Revenue Tracking • Work-in-Process (WIP) Reporting Accounts Payable & Receivable • Invoice & Collection Management • AP & AR Aging Reports • Vendor & Customer Account Reconciliation • Sales Commissions Tracking Payroll & Operational Oversight • Payroll Processing & Compliance • Sales Tax & Regulatory Filings • Time Tracking & Job Cost Reporting • Budgeting & Forecasting If you are looking for experienced tax and financial leadership that protects your position while strengthening your financial structure, I welcome the opportunity to support your business.