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I’m looking for a reliable accountant who can take the lead on my current tax-preparation workload. The focus is purely on tax work, so you won’t be distracted by general bookkeeping or admin tasks; I want your experience aimed squarely at preparing accurate, timely returns and accompanying schedules. Here’s what I need from you: • Gather, verify, and organise client source documents (W-2s, 1099s, invoices, prior-year returns, etc.). • Prepare complete federal and state returns in the appropriate software (e.g., QuickBooks, TurboTax, Drake, or another platform you already trust). • Flag any missing information, deductions, or compliance issues early so I can resolve them with the client before filing. • Provide a concise summary sheet for each return that highlights key figures, assumptions, and any recommendations for next year. • Keep everything secure and strictly confidential. I have multiple files waiting, so if this first batch goes smoothly there will be steady follow-up work. Turnaround time is flexible within reason, but accuracy and clear communication are non-negotiable. When you reply, please let me know: 1. Which tax software you prefer. 2. Your recent experience with individual, corporate, or sales tax returns (even though I may only assign certain types initially). 3. Your typical turnaround time for a standard return once all documents are received. Looking forward to collaborating and getting these returns filed without a hitch.
Project ID: 40277033
15 proposals
Remote project
Active 2 mos ago
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