My name is Julian Joppy, and I am the President of JAJ Tax. I specialize in advising/consulting small businesses and investors through tax planning, tax structuring, and tax strategies to identify available opportunities businesses can utilize to reduce their tax liability. Additionally, I work with business owners to automate bookkeeping and payroll systems, create tax savings systems, forecast/strengthen lending power for real estate or other business lending needs, and provide experience and guidance to aide in well-informed business/investment decisions. I am an Enrolled Agent (EA), and I have been a tax advisor and accountant for over seven years. I earned my Bachelor's Degree in Business & Accounting at Penn State University and graduated Summa Cum Laude with a 3.79 GPA, which was the top 6% of my class. I strive to save time and money for our clients while providing them with a skilled and experienced professional in their corner with their best interests at heart. If I take you on as a client, I will work diligently to meet your needs and exceed your expectations.

With over 24 years of expertise in business consulting, corporate management, operations, and taxation, I am well-equipped to provide valuable support for your business's growth and development. My extensive background enables me to offer strategic guidance and practical solutions tailored to your specific needs. I specialize in assisting individuals residing abroad, digital nomads, U.S. corporations with foreign subsidiaries, non-residents, and foreign investors. I possess the necessary proficiency to navigate the complexities of cross-border taxation, including reporting foreign financial assets, dealing with foreign corporations, and managing foreign partnerships. You can rely on my in-depth knowledge to address your unique challenges effectively. Business Management and Advisory Services - Business Development and Growth Strategies - Financial review, analysis, and improvement measures - Optimization of Business Operations, including automation and IT infrastructure - Monthly or Quarterly Financial Review meetings - Utilizing QuickBooks as a powerful management tool - Enhancing efficiencies and productivity - Scaling and achieving sustainable growth - Sales strategies, training, and automation for increased conversions - Cost buildup and price point analysis - Due diligence reviews for mergers and acquisitions - Documentation of policies, procedures, and video training modules - Implementing risk reduction measures and strengthening internal controls - General business advisory services for idea generation and brainstorming - Start-up assistance and mentorship - Business turnaround strategies for distressed or unprofitable businesses Business Finance Services - Transition from manual to computerized accounting & ERP systems - Conduct monthly/quarterly financial analyses, and reviews, and provide recommendations - Perform cash flow forecasting, and analysis, and offer recommendations - Develop financial forecasts with assumptions and customizable parameters - Create, manage, and implement budgets with budget-vs-actual reporting - Implement, train, and manage accounting and financial processes and reporting - Recommend and implement business growth and revenue strategies - Advise on strategies to increase profit margins and decrease G&A costs - Maximize utilization of existing IT infrastructure - Provide training and support to other financial support staff - Streamline processes and create automated onboarding for customers or employees Business Accounting Services - Enhance efficiency in accounting and financial reporting operations - Conduct account reconciliations for bank, credit card, merchant, and general ledger accounts - Configure QuickBooks and other accounting systems for optimal performance - Calculate inventory and cost of goods sold (COGS) - Prepare income taxes, sales taxes, payroll taxes, and excise taxes - Provide forensic accounting services - Assist with internal audit preparation and support - Implement streamlined onboarding processes for new employees, including mobile and online training programs - Optimize QuickBooks processes for improved efficiency - Restructure or set up QuickBooks settings, such as a chart of accounts, classes, and items - Clean up or rebuild QuickBooks transactions for accuracy - Prepare financial statements - Set up QuickBooks, QB Payroll, and Job Costing features - Process accounts payable (A/P) and accounts receivable (A/R) - Handle payroll tasks, including payroll processing, payroll tax payments, and filing payroll tax returns, including W-2s Business Tax Services - Corporate Tax Returns: Forms 1120, 1120S, and 1120-F - Partnership Tax Return: Form 1065 - Estates and Trusts Forms: Form 1041 - Nonprofit Organizations Forms: Forms 990, 990EZ - Form 2555: Foreign Earned Income Exclusion - Form 1116: Foreign Tax Credit - Form 5471: Controlled Foreign Corporations - FBAR: Report of Foreign Bank and Financial Accounts - Form 1042: Annual Withholding Tax Return for U.S. Source Income of Foreign Persons - Review and Planning These services are designed to streamline operations, improve accuracy, and provide comprehensive support in accounting, tax compliance, payroll management, and financial reporting.

ACCA (UK) & UAECA (UAE) with experience in various vital areas of Accounting, Bookkeeping, financial operations, planning & taxation. I am QuickBooks Certified ProAdvisor and Partner with Zoho Books and have 10+ years of experience in working with software ranging from QuickBooks, Xero, Quicken, Sage, Peachtree, MYOB, Microsoft Accounting, WaveApps, Oracle, SAP, and UAE Tax Returns. Founded Think Biz Management Consultancies, a financial outsourcing corporate that caters to clients from UAE and globally in the fields of Accounting, Bookkeeping, Financial Analysis & Planning, Taxation, Financial Dashboards, Google Sheets & Excel Automations, Business Plans, and Presentations Previously worked with Companies like Dunkin Donuts, Emirates Environment Technology, Shock Middle East, Mamopay, 4M Technologies; and handled accounting, bookkeeping & financial operations remotely for companies valued up to 700 Million USD. Worked in the following industries so far: Real Estate, Fintech Companies, Technology Companies, Ecommerce Companies, Pharmaceutical, and Restaurants. Have worked extensively in Finance & Accounts, taxation, Financial Planning & Analysis, Forensic Accounting, and External & Other Audits. Participated in various quality initiatives projects in Lean & Six Sigma, leading to substantial savings in time, effort & resources.

Greetings! 👋 I'm Bilal, an accomplished and certified accountant/bookkeeper, and tax consultant specializing in providing comprehensive financial services. With a keen understanding of taxation laws and regulations, as well as accounting and bookkeeping practices, I offer expertise in both US tax requirements and those of various other countries. 🟢 ACCOUNTING AND BOOKKEEPING🧾 With over a decade of experience in accounting and bookkeeping, I offer a wide range of services to help you effectively manage your financial records. From maintaining accurate financial statements to ensuring compliance with accounting standards, I provide meticulous attention to detail. 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞: I am well-versed in various accounting software commonly used in the industry, including but not limited to: 👉 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬: As a Certified QuickBooks Advisor, I possess advanced proficiency in both QuickBooks Online and QuickBooks Desktop versions. I can efficiently set up accounts, record transactions, generate reports, and manage payroll within the QuickBooks ecosystem. 👉 𝐗𝐞𝐫𝐨: With my extensive experience in Xero accounting software, I can assist you in setting up your Xero account, managing bank feeds, reconciling accounts, and generating accurate financial reports. 👉 𝐍𝐞𝐭𝐒𝐮𝐢𝐭𝐞: I have hands-on experience with NetSuite, a powerful cloud-based ERP system, enabling me to handle complex financial management tasks such as budgeting, forecasting, and financial analysis. 👉 𝐌𝐘𝐎𝐁: Proficient in MYOB, I can efficiently process transactions, track expenses, manage inventory, and generate reports for your business needs. 👉 𝐙𝐨𝐡𝐨𝐁𝐨𝐨𝐤𝐬: I am adept at utilizing ZohoBooks, a user-friendly accounting software that streamlines invoicing, expense tracking, bank reconciliation, and more. 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐒𝐭𝐚𝐧𝐝𝐚𝐫𝐝𝐬: In the 𝐔𝐧𝐢𝐭𝐞𝐝 𝐒𝐭𝐚𝐭𝐞𝐬, Generally Accepted Accounting Principles (GAAP) serve as the standard framework for financial reporting. I ensure that all financial statements and reports adhere to these principles, providing accurate and reliable information to stakeholders. Moreover, I have experience working with accounting standards and practices in other countries, including but not limited to: 👉 𝐔𝐧𝐢𝐭𝐞𝐝 𝐊𝐢𝐧𝐠𝐝𝐨𝐦: I am well-versed in the UK Generally Accepted Accounting Practice (UK GAAP) and the Financial Reporting Standard for Small Entities (FRSSE). I can help you maintain compliance with UK accounting regulations and prepare financial statements according to local requirements. 👉 𝐀𝐮𝐬𝐭𝐫𝐚𝐥𝐢𝐚: Familiar with the Australian Accounting Standards (AASB), I ensure your financial records align with the reporting requirements set by the Australian Securities and Investments Commission (ASIC). 👉 𝐂𝐚𝐧𝐚𝐝𝐚: I possess knowledge of the Canadian Accounting Standards for Private Enterprises (ASPE), assisting Canadian businesses in maintaining accurate financial records and meeting compliance obligations. By leveraging my expertise in accounting software and adhering to accounting standards, I can provide you with reliable and accurate financial information to support your business decisions, comply with regulations, and meet reporting requirements. 🟢 CPA LETTERS OF ATTESTATION / VERIFICATION / COMFORT 📩 I can also provide US CPA Attestation Letters under the 𝐥𝐞𝐭𝐭𝐞𝐫𝐡𝐞𝐚𝐝 𝐨𝐟 𝐦𝐲 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 𝐫𝐞𝐠𝐢𝐬𝐭𝐞𝐫𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐔𝐒. These letters serve as formal statements of assurance and verification, demonstrating the accuracy and reliability of financial information or other specified matters including but not limited to: 👉 Expense Ratio (mostly required for mortgage processing) 👉 Profit and Loss (P&L), incl. budgeted P&L verification 👉 Company ownership and shareholding 🟢 TAXATION📃: In the realm of US taxation, I have an in-depth knowledge of complex concepts such as: 👉 Individual Income Tax: 𝐅𝐨𝐫𝐦 𝟏𝟎𝟒𝟎, incl. Schedule C. 👉 Business Taxation: 𝐅𝐨𝐫𝐦𝐬 𝟏𝟏𝟐𝟎, 𝟏𝟏𝟐𝟎𝐒, 𝟏𝟎𝟔𝟓 👉 Sales Tax including registration, compliance, and reporting in different jurisdictions. 👉 Payroll Tax including federal and state tax withholding, Social Security, Medicare, and unemployment taxes. 👉 Tax Planning: Personalized strategies to minimize tax burden and identify tax-saving opportunities through optimizing deductions, credits, exemptions, and guidance on estimated tax payments. Let's discuss your specific accounting/bookkeeping, or taxation needs, whether it's for the US or another country, and develop a customized solution to streamline your financial processes. 𝘾𝙤𝙣𝙩𝙖𝙘𝙩 𝙢𝙚 𝙣𝙤𝙬 𝙩𝙤 𝙜𝙚𝙩 𝙨𝙩𝙖𝙧𝙩𝙚𝙙! What's more? I possess advanced skills in creating customized MS Excel and Google Spreadsheet applications and intake forms using VBA (Visual Basic for Applications) and JavaScript. These applications can be tailored to meet specific client requirements.

Hello, my name is Johnathan Perks, and I am a tax and accounting specialist with over ten years of experience. I am a Chartered Accountant, Enrolled Agent (EA) and have a Masters in taxation (MST). I specialize in U.S. international tax, advising both U.S. and foreign business owners on various aspects of international tax. This includes tax planning, structuring, cross-border reorganizations, and U.S. tax compliance. I work with US and foreign owned start-ups (Delaware and California) who operate throughout the U.S. and I help them stay compliant and mitigate taxes with strategic tax planning initiatives. I am a QuickBooks Pro-advisor and support small businesses and start-ups with real-time bookkeeping to equip you to make informed decisions. The best tax savings opportunities are often identified through bookkeeping, which is why I recommend the same person/firm take care of a company's bookkeeping and tax needs. Start-Up with a foreign ownership? Whether you own an LLC or a C Corp, if your business is foreign owned, you likely have a Form 5472 filing obligation. Failure to file form 5472 carries a penalty of $25,000 per form, per year, so be sure to take care of your reporting obligations, even if you don't owe any US tax. US business owners: If you are a Sole Proprietor or business owner with an LLC, consider setting your business up as a S Corp in order to save Self Employment taxes. The process if relatively simple, but the benefits can be massive. I work with my clients to determine if the S Corp route makes sense and help with the process of setting it up. US business with ownership in a foreign entity? You generally need to report each foreign owned entity on your tax return. A 5471 is required for a foreign subsidiary, an 8865 for a partnership and an 8858 for a branch. Each of these forms carries a penalty of $10,000 per form per year for failure to file, and this list is just the tip of the iceberg. When it comes to international, tax compliance can be cumbersome and expensive for the unwary, so don't do it alone. Let's hop on a call to discuss your start-up and help you stay compliant and save taxes. Looking forward to connecting with you and helping your business grow. Cheers.

✅ TOP-RATED PLUS Freelancer I have a Preparer Tax ID Number (PTIN), which means I am qualified to prepare tax returns and sign them as a paid preparer. All returns are prepared and signed by me which means you'll be getting the comfort of a CPA preparing AND signing your return. You won't find that anywhere else with my prices. I am also a registered e-file provider. As a Certified Public Accountant. I have extensive knowledge in US Individual, Business, and International taxation. My 8+ years of experience in tax can add value to your project. Specializing in tax preparation, assistance, advice, consulting, research, and bookkeeping. Experience with individuals, corporations and partnerships ranging from start-ups to multi-million dollar companies. Also have experience with all types of tax software such as QuickBooks, ProSeries, Drake, Lacerte etc. All of this software is at my disposal, as well as the necessary research tools to answer any questions you may have regarding Federal, State/Local, and International tax I'm Expert on: 1 - Preparation and review of complex income tax returns including but not limited to Corporation, S Corporation, Partnership and Individual returns. 2 - Assist in quality control review for all financial statements. 3 - Assist in planning and compliance regarding international tax matters including waivers and tax returns. 4 - Assist in the review and oversight over the preparation of quarterly tax projections and communication of required estimated tax payments. 5 - Assist in the oversight of year-end shareholder bonus process. Maintenance and adherence to financial and tax reporting policies and procedures. 6 - Assist in review and oversight over quarterly and annual payroll tax returns. 8 - Assist in review and oversight over the calculation and distribution of W-2’s and 1099’s. 9 - Preparation and review of tax correspondence and facilitation and oversight over tax audits. 10 - Facilitation of entity creation and dissolution procedures including attaining of Articles of Incorporation, organizational documents, FEIN applications and 2553s. 11 - Training and development of Accounting Managers and Staff Accountants on “tax” best business practice. 12- Assist in filing all annual reports, franchise tax returns and other state returns. Prepare invoices for tax services performed. 13 - Manage QuickBooks online and QuickBooks desktop teams to ensure quarterly and annual Financial reporting. 14 - Incorporate / Form LLC / Partnership / C Corp in 50 States 15 - Preparation of EIN for US Company Owners and NON U.S Company Owners 16 - ITIN Preparation. I am available from approximately 7 am to 8 pm M-S via text, phone, email, Upwork and any number of other messaging platforms. I look forward to working with you. Please note: Zoom meetings represent billable work. I do charge for all meetings.

Accountants in London offering a wide range of accounting services, including end-to-end Limited Company compliance management, business & tax advice, and process standardization & automation. Our clients appreciate our transparent pricing, friendly service, and cutting-edge accounting software and apps. Once you have joined us, you will be assigned a dedicated and qualified client manager to look after you.

CPA from AICPA (USA) & CA from ICAI (India) with experience in various vital areas of Accounting, Bookkeeping, financial operations, planning & taxation. I am QuickBooks Certified ProAdvisor and Xero Certified Accountant with hands on experience in working with software ranging from QuickBooks, Xero, Quicken, Sage, Peachtree, MYOB, Microsoft Accounting, VT Transactions, US/UK/Canada Tax Returns. Founded GATP Solutions, a financial outsourcing corporate catering international clients in field of Accounting, Book keeping, Financial Analysis & Planning and Taxation. Previously worked with Multi National Companies like GENPACT, AMEX, Ariba India & AT&T. Have worked extensively in Finance & Accounts, International taxation & Corporate Taxation, Financial Planning & Analysis, US GAAP Accounts, External and Other Audits Participated in various quality initiatives projects in Lean & Six Sigma, leading to substantial saving in time, effort & resources

I am CA with 6+ years of working experience in a Chartered Accountant firm. Currently, serving as Manager Account & Finance in multinational company. I have audited various listed and public sector companies. I have worked for several overseas clients including Canada, USA, Australia, UK, UAE as a freelancer. Past Working experience as a freelancer • Financial statements. • Bookkeeping in Quickbooks (Desktop, Online SE) and MYOB • BRS and Bank statement analysis • Loan payment plan analysis • Individual Tax returns (116, 165, 149 & 114) Why me? I would like to build long term relationship. If you feel I have not quoted a fair rate, I don't mind giving you a further discount. My main objective is to have a successful long term professional relationship and happy clients. I firmly believe in offering quality work. Why am I a Good Fit for the project? • I have intentionally recognized accounting certification • I have 2 years of working experience in quickbook desktop, quickbook Online, quickbook self-employed and MYOB desktop • I worked on Xero and Zoho • I have 6+ years of accounting experience • I have audited 30+ companies and know how should things need to be done. • I work by myself - can get things done quickly • I am hardworking • I am honest • I am fluent in English (written and spoken) • I am excellent in excel and can code small Macros as well I am available for the task which is suitable as mentioned. It would be an excellent opportunity for me to utilize my knowledge to the best of my abilities. Feel free to contact me.

I have a solid background of over 9 years as an accountant, tax preparer, and financial advisor in the US. I am an Enrolled Agent with a Master's in Finance, and I am pursuing a Master’s in Taxation. I specialize in the following areas: Accounting Bookkeeping Quickbooks Tax Preparation Tax Planning Tax Debt Resolution Payroll Services Financial Planning Business Registration Insurance Investment Advice I bring a unique blend of theoretical knowledge and practical skills to every project. What sets me apart is not just my technical proficiency, but also my commitment and dedication to delivering exceptional service. I prioritize understanding my client's unique needs and goals and providing tailored financial solutions that exceed your expectations. I am passionate about helping my clients navigate complex financial landscapes with confidence and ease, ensuring compliance with regulations while maximizing financial potential. I am eager to bring my expertise and dedication to your projects and contribute to your success every step of the way. Let's get started.