You will get US Tax Preparation and Admin services for CPA firms
Rising Talent
Project details
I aim to collaborate with CPA firms as a seasoned Tax Preparer and admin assistant to manage tax preparation using UltraTax software, Turbotax, Proconnect, Drake, and similar tax software.
My role focuses on preparing tax returns, efficiently entering tax data, managing clients' communications and organizers, and ensuring the reviewer team of CPAs has the accurate information needed for review and filing to ensure efficient, accurate, and timely tax return filing.
I’m a certified ACCA Finalist accountant and QuickBooks Online Proadvisor Xero Advisor with five years of experience in the field of financial reporting in Xero, Freshbooks, Zoho, and QuickBooks Online, and three years of experience as a seasoned US Tax Preparer for a CPA firm virtually.
Software:
Thomson Reuters Ultra Tax
Turbotax
Intuit Proconnect
Lacerte
MyTaxPrepOffice
Drake
My role focuses on preparing tax returns, efficiently entering tax data, managing clients' communications and organizers, and ensuring the reviewer team of CPAs has the accurate information needed for review and filing to ensure efficient, accurate, and timely tax return filing.
I’m a certified ACCA Finalist accountant and QuickBooks Online Proadvisor Xero Advisor with five years of experience in the field of financial reporting in Xero, Freshbooks, Zoho, and QuickBooks Online, and three years of experience as a seasoned US Tax Preparer for a CPA firm virtually.
Software:
Thomson Reuters Ultra Tax
Turbotax
Intuit Proconnect
Lacerte
MyTaxPrepOffice
Drake
Industry
Business Services & Consulting, Construction, Cryptocurrency & Blockchain, Data Analytics, Ecommerce, Financial Services, Legal, Manufacturing & Storage, Nonprofit, Retail & Wholesale, SoftwareTarget Country
WorldwideWhat's included
| Service Tiers |
Starter
$80
|
Standard
$100
|
Advanced
$300
|
|---|---|---|---|
| Delivery Time | 1 day | 2 days | 7 days |
Frequently asked questions
14 reviews
(12)
(1)
(0)
(0)
(1)
JH
Jason H.
Jun 8, 2023
Working with Sumera was fantastic. I worked with her before and she did good work like this time. I will keep hiring her for future projects.
CR
Chanel R.
Jan 3, 2023
Sumera has provided exceptional bookkeeping services for my business. I am excited to be continuing with her in 2023!
KD
Kiran D.
Feb 23, 2026
Tax Return Data Entry Specialist
Great positive experience in working with this freelancer, completed the assignment in a timely and efficient manner, easy to work with and takes instructions well
JS
Jacob S.
Feb 17, 2026
Tax Ops Specialist
SI
Sargis I.
Nov 4, 2025
Experienced QBO Bookkeeper Needed – Short-Term Role with Growth Potential
Amazing work and communication. Helped me with my bookkeeping needs
SF
Stevan F.
Apr 26, 2025
Administrative Assistant for Tax Firm
MA
Melanie A.
Mar 24, 2025
Accounts Receivable Specialist
About Sumera
US Tax Preparer | PTIN Holder | Chartered Accountant
94%
Job Success
Islamabad, Pakistan - 8:22 pm local time
* PTIN Holder US Tax Preparer"
* 20K+ Earnings
* Hours Worked: 2,280+
I aim to collaborate with CPA firms as a full-time tax preparer and tax workflow administrative assistant to manage financial statement cleanup and tax preparation using QuickBooks Online, ProConnect, Drake, MyTaxPrepOffice, Canopy, Tax Dome, and similar tax administration tasks.
My role focuses on preparing financial statements and tax returns, efficiently entering tax data, managing clients' communications and organizers, and ensuring the reviewer team of CPAs has the accurate information needed for review and filing to ensure efficient, accurate, and timely tax return filing.
I’m a certified ACCA finalist accountant with an active PTIN and a QuickBooks Online ProAdvisor and Xero Advisor with five years of experience in the field of financial reporting in Xero, FreshBooks, Zoho, and QuickBooks Online, and four years of experience as a seasoned US tax preparer for a CPA firm virtually.
I propose the following services:
Accurately prepare tax returns and input tax-related data into the tax software system for federal, state, and local taxes, including individual (1040), corporate (1120/1120S), partnership (1065), and other tax forms.
Organizing and importing client data provided by the CPA firm into the tax preparation software.
Ensuring data integrity by cross-referencing tax documents (W-2s, 1099s, K-1s, etc.) and source materials provided by the client.
Accounting & Bookkeeping:
End-to-end bookkeeping services
Chart of accounts setup
Accounts payable & receivable management
Bank reconciliations
Monthly and annual closing
Software:
QuickBooks Online, Xero, ZohoBooks, FreshBooks, Odoo Accounting
Drake Tax, Canopy, Tax Dome, Intuit ProConnect, Lacerte, MyTaxPrepOffice, ProSeries
Workflow & Practice Management:
Keeper Double, Canopy, Notion, Slack, Teams, and MS Office Applications
I deliver strategy, compliance, and financial clarity.
Availability: Daily availability with US time overlap for quick meetings. Timely responses to any follow-up questions or additional data requests.
Steps for completing your project
After purchasing the project, send requirements so Sumera can start the project.
Delivery time starts when Sumera receives requirements from you.
Sumera works on your project following the steps below.
Revisions may occur after the delivery date.
Get access to the required software from client.
Analyze the bank feed and account reconciliations as required.