Licensed Enrolled Agent and Experienced Bookkeeper with a goal and passion of assisting individuals and small businesses with maximizing their deductions while maintaining the most profit. My experience comes from working with some of the top CPA firms in Los Angeles and I am excited to apply them and provide the best service for my clients. Throughout my years of experience in the industry, I have sharpened my skills in providing a wide range of services, including accounting, bookkeeping, and tax preparation. My proficiency in financial analysis, tax compliance, and meticulous attention to detail allows me to offer insightful solutions tailored to meet the unique needs of each client. The focus of my services are based on providing the absolute best services and years of knowledge to my clients while providing them with personal attention to their issues and what they need assistance with. Profitable relationships are built on sensitivity, communication and the mutual goal of financial success. I understand what your goals are and have the resources to help you meet them effectively and efficiently. I am excited to join the Upwork platform to expand my professional network and take on new challenges. My dedication to accuracy, efficiency, and client satisfaction has resulted in positive feedback from previous clients, and I am confident in my ability to deliver the same level of excellence to your projects. You can also checkout my business profile on Google search: Oracle Tax & Accounting I am looking forward for the opportunity to serve you and provide you with the best service! My services include: Tax ------------------------------------- 1. Tax Preparation 2. Tax Planning & Consultation 3. Sales Tax 4. Tax Resolution 5. Resolution of IRS Notices Accounting ------------------------------------- 1. Business Bookkeeping 2. Payroll 3. QuickBooks Setup Consultation ------------------------------------- 1. Business Entity Selections 2. Business Incorporation, Registration, and Filings 3. Retirement Planning such as 401Ks, IRAs, and SEP IRAs

With over 25 years of accounting experience and an IRS Enrolled Agent (EA) credential, I specialize in helping individuals and businesses navigate complex tax issues while maintaining full compliance with both IRS and state regulations. My extensive expertise ensures that your tax filings are accurate, timely, and aligned with the latest tax laws, minimizing the risk of audits or penalties. I offer a personalized, one-on-one service to address your unique tax situation, providing peace of mind and proactive strategies for tax planning and resolution. Whether you're dealing with back taxes, current filings, or ongoing compliance, I am committed to guiding you through the process with integrity and professionalism. Let me help you achieve tax confidence and avoid costly mistakes—your satisfaction and compliance are my top priorities.

Are you looking for a tax preparer that knows the ins and outs of helping small business save money on taxes? Do you want more than just someone to put numbers on a form? Too many times tax prep is just regurgitating numbers from one place to another with little to no thought paid to what a taxpayer might do different to reduce their taxes. The tax preparation industry is struggling right now with an ever increasing complex tax code, fewer people willing to do this work and now more IRS agents on the way to stick it to the American people who can't afford expensive CPA's and tax attorneys. My name is Adam and I have 8 Years experience as an Enrolled Agent. Enrolled Agents are licensed by the Treasury Department to represent taxpayers on all matters before the IRS. As an EA, I am required to participate in annual education to keep up with on-going tax law changes. I have prepared personal returns, small business, and non-profit with a particular emphasis working with small business owners and those doing freelance or other side hustle work. As a freelancer myself, I know the tricks and traps to watch out for in the tax realm. I also have experience in developing advanced tax strategies to help reduce taxable income. I'll go over your situation and work to determine what can be done to minimize your tax burden to free up funds for better uses. Services I provide include: - Individual Tax Returns - Business Tax Returns - Prior year Returns - Amended Returns Note that my focus is with clients who are running a small business or have independent contractor income. (Did you get a 1099-NEC? That's you!) I am also a licensed financial planner but focus on financial coaching more so than wealth management. Reach out and we'll have a conversation to establish if we are a good fit for each other.

🌟 Enrolled Agent | Small Business Tax Expert | Bookkeeping & Payroll Specialist Helping Business Owners Save Tax, Stay Compliant & Get Clean Books They Can Trust Hi there! 👋 I’m Mo — an IRS Enrolled Agent (EA) and full-service tax & bookkeeping professional with years of experience helping small businesses all across the U.S. (and overseas!) stay compliant, organized, and profitable. I specialize in working with S-Corps, C-Corps, Partnerships, Single-Member LLCs, restaurants, contractors, media companies, and e-commerce sellers, providing accurate books and strategic tax planning that actually saves money — not just prepares forms. 🔥 What I Can Help You With 📘 Tax Preparation & Filing • Form 1040, 1120, 1120-S, 1065 • Multi-state filings (CT, NY, NJ, CA, WA, TX, VA, AZ, etc.) • Late returns, amended returns (1040-X), and IRS/State notices • S-Corp/LLC setup, reasonable compensation planning, year-end tax strategies • 5472, 5471, foreign reporting, FBAR, expat tax 📒 Bookkeeping (QBO & QBD) • Monthly bookkeeping • Clean-ups & catch-ups • Chart of accounts setup • Class/location tracking • P&L by department • Bank/credit card reconciliations • Inventory & COGS setup (restaurants, e-commerce, retail) 💼 Payroll & Sales Tax • ADP, Paychex, Gusto setup & management • Multi-state payroll compliance • Sales tax registration & filing • MyConneCT setup & troubleshooting 📊 CFO-Style Support • Cash flow planning • Forecasting & budgeting • Year-end tax projections • Owner distribution planning & compensation strategies 💡 Why Clients Love Working With Me ✔ Fast, clear, and friendly communication ✔ Extremely detail-oriented (I catch mistakes others miss!) ✔ Deep knowledge of both tax + bookkeeping → no conflicting advice ✔ I explain things in simple language — no confusion, no stress ✔ I treat your business like my own and always protect your best interest 🧾 Tools I Work With QuickBooks Online (QBO), QuickBooks Desktop (QBD), ADP, Gusto, Paychex, CCH Axcess Tax, CCH Workpapers, Excel advanced functions, MyConneCT, state payroll portals, FBAR systems, and more. ✔️ Let’s Make Your Finances Easy Whether you need ongoing bookkeeping, tax filing, an S-Corp setup, a messy clean-up, or complete bookkeeping + tax support, I’m here to help so you can focus on growing your business. Send me a message — I’d be excited to support you and your business! 🚀

I am a Tax Accountant helping client with IRS letters and IRS Debt. I have been in taxation for over 7 years. I have mainly focus my skills on contacting and negotiating settlements with the IRS. - I have experience tax debt resolution and IRS negotiations. - I have experience in filing prior year tax returns and current year tax returns. - I have tax experience in doing 1040's, 1120S, 1065's. - I am available to communicate with my clients anytime they need.

✅ Overview / About Me: Are you a business owner in the US, UK, or Australia looking to simplify your accounting and stay compliant? I help businesses like yours with bookkeeping, payroll, and tax services so you can focus on growth while I handle the numbers. ✅ Who I Work With: Small & medium businesses (LLC, Ltd, C-Corp, Sole Traders) E-commerce sellers (Amazon, Shopify, eBay, etc.) Hotels, motels & property management companies CPA & CA firms needing offshore back-office support ✅ Services I Offer: US Accounting & Tax • QuickBooks/Xero bookkeeping (monthly/quarterly) • Federal & State tax compliance (LLC, C-Corp, S-Corp) • Payroll processing (Gusto, ADP, Paychex) • Year-end accounts preparation UK Accounting & Tax • VAT Returns & Making Tax Digital (MTD) compliance • PAYE payroll setup and processing • Self-Assessment & Corporation Tax filing (HMRC) • Year-end accounts for Ltd companies Australian Accounting & Tax • BAS & GST preparation and lodgment (ATO) • STP payroll setup and processing (Xero, MYOB) • Individual & business tax returns • Financial reporting & cash flow management ✅ Why Work With Me? ✔ Enrolled Agent licensed by IRS to prepare and file tax returns ✔ Chartered Accountant (CA) with CPA exam progress ✔ 5+ years of global experience (US, UK, AUS compliance) ✔ Hands-on with $100M+ client portfolios ✔ Focus on accuracy, timeliness, and confidentiality 💡 I work with zero upfront payment—pay only after milestones are achieved to your satisfaction. 📩 Let’s get your accounts in order. Message me today for a free consultation.

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.

Enrolled Agent I Tax Preparer I QuickBooks Pro | Tax Accountant I'm an Enrolled Agent & Chartered Certified Accountant Senior Tax Accountant I am a highly skilled 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.

Your QuickBooks is behind — and you already know it. Transactions are piling up, reconciliations have not been touched in months, and handing these books to a tax professional right now is not an option. That is exactly where I come in. I am Ebony Dixon — Enrolled Agent, CMA Candidate, and founder of D Legacy Accounting. I am not a bookkeeper who cleans up books as a side offer. QBO cleanup is what I do, and I do it with the precision of a credentialed tax professional who knows exactly what the IRS expects to see. Here is what that means for you: when I clean your books, they are not just tidy — they are tax-ready, lender-ready, and decision-ready. Every transaction is categorized intentionally. Every account is reconciled. Every adjustment is documented. You will know exactly where your business stands when we are done. After the cleanup, most of my clients choose to stay. Monthly bookkeeping with D Legacy Accounting is not just someone logging into your QBO account once a month. Every month you receive clean, closed books plus a Business Health Report — a plain-English summary of your revenue trends, expense flags, profit margin, and one key financial focus for the month ahead. No jargon. Just clarity. I work primarily with service-based business owners — commercial cleaners, contractors, event planners, court reporters, landscapers, and similar trades — who are generating real revenue but whose books have not kept up. If that sounds like you, you are in the right place. What I offer on Upwork: + QBO Catch-Up and Cleanup (monthly backlog, multi-year, full reconstructions) + QuickBooks Online Setup and Chart of Accounts Restructure + Monthly Bookkeeping with Business Health Report + Payroll Accounting and Oversight + Tax Planning Add-On (quarterly estimated tax guidance) + 1099 Filing and Year-End Preparation Industries served: commercial cleaning, general contracting, specialty trades, event planning, court reporting, landscaping, real estate, law firms, nonprofit organizations, and more. I hold Enrolled Agent status — the highest credential the IRS grants to tax professionals. That credential does not just mean I can represent you before the IRS. It means every decision I make in your books is made with your tax position in mind, not just your transaction history. If your books need a reset, let us talk.

Hi there! I’m a Chartered Accountant with 14+ years of experience in accounting, taxation, auditing, and financial analysis and Enrolled Agent (EA) . I’m passionate about helping businesses stay organized, compliant, and financially strong through smart and practical financial solutions. I specialize in QuickBooks (Online & Desktop), Xero (Certified ProAdvisor) offering modern, cloud-based accounting systems that are accurate, scalable, and efficient. Along with my accounting expertise, I have successfully completed the Enrolled Agent (EA) certification and hold an IRS PTIN, allowing me to assist with U.S. tax preparation and compliance. I am ready to support U.S. individuals and businesses with tax returns, planning, and ongoing compliance. Whether you’re a startup, small business, or an established company, I can help simplify your financial processes and provide clear insights to support better business decisions. What I Can Help You With : • Bookkeeping & Financial Reporting • QuickBooks / Xero Setup, Cleanup & Reconciliation • Catch-Up & Backlog Bookkeeping • U.S. Individual & Business Tax Returns • Tax Planning & Compliance • Cash Flow Management & Financial Analysis With my CA + EA combination, I bring both strong accounting fundamentals and U.S. tax expertise to support your business. ✔ Detail-oriented ✔ Reliable communication ✔ On-time delivery ✔ Long-term support 🚀 If you’re looking for a dependable accounting and tax professional, I’d be happy to help. Let’s connect! 📩 Feel free to reach out – I’d love to learn more about your needs and how I can help!