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You will get Blockchain specialist tax preparer with CFO experience
Top Rated
You will get Blockchain specialist tax preparer with CFO experience
Top Rated
Personal Tax with Business
Preparation of your individual tax return with a business attached.
- Delivery Time 7 days
- Live Consultation (Minutes) 120
- Tax Reporting
- Tax Return Filing
- Tax Planning & Advisory
7 days
delivery —
Sep 22, 2024
Revisions may occur after this date.
Carlesia isn't taking new orders for this project right now.
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Upwork Payment Protection
Fund the project upfront. Carlesia gets paid once you are satisfied with the work.
Project details
To put it simply, customer service and education. The 2-3 hours of consultation are to introduce myself, gather information, address any concerns or questions, and walk you through line by line on your tax return. It's important to me that you know why your tax return result was the way it was and how what you do can change it the following year. When you put the this tax season behind you, I'd like for you to leave confident, knowing how you can better operate your business for smooth and most profitable tax seasons going forward.
Industry
Business Services & Consulting, Cryptocurrency & Blockchain, Ecommerce, Financial Services, Real Estate, SoftwareTarget Country
United StatesWhat's included
Service Tiers |
Starter
$400
|
Standard
$600
|
Advanced
$900
|
---|---|---|---|
Delivery Time | 7 days | 7 days | 10 days |
Live Consultation (Minutes) | 120 | 180 | 180 |
Tax Reporting | |||
Tax Return Filing | |||
Tax Exemption Submission | - | - | - |
Tax Refund Submission | - | - | - |
Tax Certification Submission | - | - | - |
Tax Planning & Advisory |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$100 - $250
21 reviews
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This project doesn't have any reviews.
James Z.
Aug 30, 2024
Need Help, First time filing CA and Fed taxes for LLC
Carli did a great job with my business taxes. I'm relatively ignorant of the tax requirements for the business I started, and Carli did a great job walking me through what needed to happen. I would recommend her to anyone I know.
MC
Matt C.
Aug 1, 2024
30 minute consultation
Carlesia Was super prepared for our consultation and gave me a ton of tips and guidance in the right direction! She definitely knows a lot about the crypto industry and the meeting was well worth my time and money
JB
Jamie B.
Apr 30, 2024
Taxes, Accounting, Scorp filing, and funding..
Carli is awesome, we initially started with a phone call, which lead to us doing work together based off our conversation. Im looking forward to working with Carli on upcoming projects. Thanks again,.
JB
Jamie B.
Apr 30, 2024
Tax return Preparations for Jamie
JB
Jamie B.
Apr 30, 2024
Consultation
About Carlesia
Financial Controller & Tax Director with Fintech and Crypto focus
100%
Job Success
Tulsa, United States - 10:03 pm local time
With a deep understanding of the latest tax laws and regulations, I excel in designing and implementing streamlined processes that enhance efficiency, accuracy, and compliance. My ability to stay ahead of industry trends and legislative changes allows me to offer cutting-edge solutions that meet the evolving needs of fintech clients. Whether overseeing audits, managing day-to-day bookkeeping, or preparing tax returns, I am committed to delivering exceptional financial stewardship and fostering the success of forward-thinking organizations.
In short, what I'm selling is peace of mind. Entrepreneurs are experts in their craft and shouldn't be distracted or discouraged with the numbers.
Steps for completing your project
After purchasing the project, send requirements so Carlesia can start the project.
Delivery time starts when Carlesia receives requirements from you.
Carlesia works on your project following the steps below.
Revisions may occur after the delivery date.
Initial consultation
In this session I introduce myself, I answer any questions you may have and I'll ask any follow-up question regarding the information you've provided in order to complete your tax return.
Tax Review Call
We go over your tax return in detail. I compare the prior year's return and the one prepared by me to show you what was done differently and the tax law changes. First-time clients expect stress but usually leave surprisingly happy!