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READ CAREFULLY I NEED TO GET OUT OF THIS. MONEY IS VERY DIFFICULT BUT I CAN, IF NEED BORROW. Please see the attachment i think the total is 1.8 million PRICE SUBJECT TO EXPERIENCE. THIS IS ALL FROM BUYING AND SELLING STOCKS. AND I GUESS A LOT OF THEM WAS SOLD FAST. AND SUFFERED THE LARGE TAX. BUT YOU KNOW WHAT WHAT ARE YOU GONNA DO? WHEN A LOSING STOCK, YOU SEE THAT YOU KNOW, IT'S GONNA GO UP. AND BY IT, ADD A LOW PRICE, AND THEN YOU SELL THE NEXT DAY AND MAKE 50%. WHY SHOULD YOU HAVE TO HOLD IT? AND LOSE MONEY, AND THEN HAVE TO PAY THE GOVERNMENT TOO. I'LL PAY WHAT I OWE, BUT I HAVE EXPENSES. I need a seasoned tax attorney who can squeeze every legal deduction out of both my business and personal spending. My world revolves around active stock trading, so you’ll be dealing with brokerage statements alongside the usual receipts, invoices, and lifestyle costs. I’m after two services in one engagement: first, a thorough review and preparation of my upcoming return; second, ongoing strategic advice so I can structure future purchases and trades for maximum tax efficiency. Because I claim deductions on both business and personal expenses, you must be equally comfortable navigating Schedule C, Schedule A, and the investment-specific rules that apply to traders. I was paralyzed for about 2 years in like 2012, and I was not supposed to survive. It was really bad. Then, the next 16 years, I be second spent in my basement. I was unable to work because I didn't know what my voice would sound like. Or what my balance would be? And some days, I was good, some days, I was really bad. My dad felt bad for [login to view URL] he opened app a Robin Hood account. That account was opened on robinhood, and my dad said, try to learn how to trade and don't worry about losing. I was like okay. He's gave me about two hundred and fifty thousand which I did manage at one point to bring down to negative six thousand. Then, I brought it up to a hundred and twenty nine thousand. It went down again, but it was at 120 and I offered my dad 129 within 1 week. And I did make the hundred and twenty nine in a week, and therefore own the account. I didn't really use it until in December 22. I found out that my wife had. Illegally divorced me and took everything, and she took millions from me. Yeah, she is a billionaire. She was also responsible for my incident by not following judge's order to put me back onto the medical policy. And get me into the doctor's, so I could get back and get better. He denied the divorce. And dissolve the action she did not put me back on the policy. And so, the last sixteen years, or eighteen years, oh, you have been in basic hell. So in December of 2022 I did find out. I have $97000. I took the 97000 and put it into Robinhood, and on January 2nd. That's 2023 I began trading, and within 90 days, I turned the 97000 × 1.1 million. And then two million and then three [login to view URL] then four million et cetera, now it basically runs itself. I want to transfer everything to my name, because actually two things. One is that I owe my parents who are in the 90s. Well, 88 and worked during the period that I was unable to do anything. And I have built up at least a million dollars that I owe them. They also completely supported me. A little while ago, Robinhood offered my dad. The Robinhood gold card with a $250000 limit. And as many free cards for the family members. Obviously, I took one and I did travel and I was ripped off for at least $1520000. And I disputed it when I came back. I had so much evidence it was unbelievable, but the problem is in order to contact the credit card company, you can only do it through the robin hood login. So I kept calling and complaining and submitting evidence, such as police reports and names and dates of people to back me up and everything like that. And they did not do a thing, I mean, not a thing. So a continuously kept calling and tried to get in touch with anyone that would listen because it was robbery basically. And then when you go to Robinhood's support, it asks you what the problem is. So I would type in credit card, and then it would usually ask me, okay, what a call back or text with an operator that which I used to choose. Because I could record the conversations in writing. My dad had purchased, four million dollars of microsoft stock.. . He got really, oh, and the stock was going downhill. Like it was being chased by the devil. He could trade that stock twenty four hours a day, and microsoft has a pattern. Had they not cut off or restricted his account as the stock was going down during the day. He could have sold and then at about 4 AM repurchased at a lower rate. And then when the market would open, it would open up. So you could sell and then watch for another dip. And buy and pretty much easily with that amount of shares. You can swing trade. I can easily make up the money, but they would only allow selling and no purchasing or any other activity. At all, they did not return. Any messages are anything. I called them from my account and said that basically I wanted to move more money into you like which they were very happy about. And I said but you have to do something about my dad's account and they said that they cannot discuss another account member's information Well yeah without the other person. So my dad got on with his phone. I was on mine. He gave them the authority to let me do as I pleased. Because there was a substantial amount in the account and I wanted to sell and buy and regain what I could and they would not allow me to. I contacted them maybe a 100 times and then my dad was really sick and needed the money. We lost a hundred dollars a share multiplied by over ten thousand so we lost a million dollars because they disrupted the account. My dad is 88, he can't work anymore. You can't do anything his like 99%. Deaf, he can't move his hat because of a car accident, and that's part of why he had problems with robinhood, because he couldn't always log in. He was driving and I was injured in the car accident. And it's gonna cost more than a million 7 in medical bills to take care of me. And also I owe him twenty years of pay NOW THE IRS AND TAX PEOPLE WANT 1.7 MILLION, WHICH IS BASICALLY IMPOSSIBLE. AFTER THE LAST TWO WEEKS, AS WELL AS THE MILLION DOLLAR HIT ON MICROSOFT. WE'RE GOING TO GO BANKRUPT. Deliverables • Work-papers or a memo itemizing each allowable deduction and the supporting authority (IRC section, case law, or IRS publication). • Completed federal and state returns, fully reconciled and ready for e-file, including all schedules tied to my stock activity. • A forward-looking plan that shows what records to keep and which quarterly moves to make so next year’s filing is even cleaner. Acceptance criteria • Every recommendation cites its legal footing. • Numbers on the return match your reconciliation. • Advice complies with federal law and my resident state rules. If you routinely serve clients who juggle personal write-offs and active trading income, tell me how you’d approach this project and how quickly you can start.
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As an experienced chartered accountant and ACA qualified professional, I have spent the past 9 years helping businesses like yours navigate the complexities of tax planning and compliance. I empathize with your difficult financial situation and truly believe in squeezing out every possible deduction to put you on more solid ground. My deep understanding of tax law, including Schedule C, Schedule A, and investment-specific rules, makes me an ideal candidate as you often claim deductions on both business and personal expenses. Moreover, my ability to strategize for long-term tax efficiency aligns perfectly with what you're looking for; not only can I ensure a thorough review and preparation of your upcoming return but also furnish ongoing advice so you can structure future trades and purchases optimally. Lastly, I must emphasize that your story resonates deeply with me. I understand the impact unforeseen events can have on our lives and our finances. But turning challenges into opportunities is what we do best. With an amalgamation of practical skills like accounting, finance, taxation, coupled with a compassionate approach to client service, I will diligently work to preserve your assets while complying rightfully with all legal requirements. Let's team up to build a stronger foundation for your financial future!
$1,500 USD in 7 days
6.5
6.5

With over a decade of experience in the legal field, specializing particularly in tax-related legal issues, I am more than capable of handling your complex situation. Your unique circumstances of frequent stock trading combined with personal and business deductions require someone well-versed in not only general tax law, but those specific to stock trading like Schedule C and Schedule A. My extensive experience includes helping clients navigate even the most intricate tax rules to maximize deductions while remaining fully compliant. Additionally, my background in financial and investment law puts me a step ahead when it comes to understanding your unique challenges. Your case is far from ordinary; however, I have extensive experience handling high-stakes cases involving significant financial sums for both personal and corporate clients. Furthermore, my skills also extend to drafting legal arguments through appeals briefs and can be instrumental during a possible audit or tax controversy. I can assure you full dedication and unwavering commitment to your case. Being a business lawyer and founder of a legal consultancy service, I have developed a knack for bringing creative solutions to complex problems that involve significant commercial interests.
$2,000 USD in 1 day
4.8
4.8

August 08, 2026 Hello I’m an IRS-registered Tax Preparer with an active PTIN, an MBA and +3 years of experience. As a Certified QuickBooks Advanced ProAdvisor and Xero Certified Advisor with 8+ years of accounting experience and +3 years specializing in cloud accounting software, including QuickBooks, Xero, Zoho Books, Wave and MYOB. My expertise includes bank reconciliation, account cleanup, chart of accounts setup, AP/AR management, payroll, VAT, financial reporting, and accounting software migration. I also hold an MBA, and my skills align well with your accounting needs. Kind regards Md. Altas Uddin
$1,700 USD in 12 days
4.6
4.6

Affordable, Early Delivery. ★★★★★★★★★★★★★★I hold a Masters degree which gives me the requisite background to handle writing from various subjects. I am a highly committed person towards my work. You can rely on QualityXenter for quality and consistency in writing. We never violate copyright rules. I have vast amount of experience in this industry since I am working from 2015 as a professional writer. I provide many modifications till to get your satisfactions. I have access to enough journals to use in your research project. I always produce quality work at VERY LOW RATES so, don't worry if you have a low budget for your work, I will be very happy to make a new client like you. I am producing quality work for my clients including ARTICLE WRITING, REPORT WRITING, ESSAY WRITING, RESEARCH PAPERS, BUSINESS PLAN, TECHNICAL WRITING, MATLAB, THESIS, ACCOUNTING & FINANCE work ETC. Go through my profile link https://www.freelancer.com/u/qualityxenter
$1,500 USD in 1 day
3.6
3.6

As a Chartered Accountant with an Institute of Chartered Accountants (ICAP) accreditation, specialization in tax preparation, and a thorough understanding of finance, I'm well-equipped to assist you with your complex tax situation. Over the years, I have successfully helped numerous clients maximize their deductions without engaging in any legal loopholes or grey areas. This includes clients from diverse industries like retail, technology, and now, I'm excited at the prospect of working with a seasoned stock trader like yourself. Painstaking attention-to-detail and meticulousness are two traits that have sustained me well throughout my career. My ability to transform intricate financial data into organized books, reports and useful insights will ensure that you get utmost accuracy for both your business and personal spending. I look forward to tackling this challenge with you and squeezing every legal deduction possible so that you can minimize your overall tax burden. Let's get started on streamlining your finances in a way that best serves both your short-term needs and long-term aspirations.
$1,500 USD in 7 days
3.3
3.3

Dear Client, I reviewed your project requirements and I am interested in working with you. I have extensive experience delivering Tax, Tax Management Consulting, Tax Law, Tax Preparation, Financial Analysis, Financial Planning, Finance, Tax Risk Management, Accounting and Tax Compliance. I focus on understanding the requirements clearly, providing a practical solution, and delivering accurate, well-documented work on schedule. I can review your existing materials, identify the best technical approach, and manage the project from planning through final delivery. You will receive clear communication, regular progress updates, and full support throughout the project. I am available to begin immediately and would be glad to discuss the scope, timeline, and budget. Best regards, Elijah M.
$2,000 USD in 10 days
0.0
0.0

Hi, good day. I understand this is a high-stakes tax situation involving substantial active stock trading, brokerage reconciliations, business and personal expenses, state and federal filings, and a significant tax liability where every legitimate deduction and trader-specific tax treatment needs to be carefully evaluated. I can work through the brokerage statements and supporting records, reconcile the trading activity, identify defensible deductions and applicable trader/investment rules, prepare the required schedules and returns, and provide a documented forward-looking tax strategy with each recommendation supported by the applicable authority. Which state are you currently a tax resident of? Do you have all Robinhood/brokerage 1099s and transaction statements for the relevant tax years? Has any CPA or tax attorney already prepared or filed the returns creating the current $1.7M liability?
$2,000 USD in 7 days
0.0
0.0

We've recently helped a client navigate complex tax situations, maximizing deductions and minimizing liabilities. I will help you achieve a streamlined tax preparation process that ensures you leverage every allowable deduction. Your need for a thorough review of brokerage statements and the interplay between personal and business expenses is clear. You require a clean and professional approach that prioritizes user-friendly processes and integrated strategies. We specialize in tax strategy, compliance, and documentation. Although we are still building our portfolio on freelancer.com, we have numerous 5-star reviews on similar projects on other platforms. It would be our privilege to assist you with your project. Giving us a chance is a choice you will not regret. There's no pressure at all. Best case, we create something great together. Worst case, you get a free consultation and a clearer direction for your project. Regards, Henco Burger.
$1,500 USD in 7 days
0.0
0.0

As a seasoned tax attorney, I have the legal acumen and meticulousness to comb through your complex financial universe with ease. With my expertise in handling brokerage statements, receipts, invoices, and lifestyle costs, rest assured every potential tax-deductible aspect will be explored. Apart from a thorough review and preparation of your upcoming return, my strategic advice would be priceless. Given your unique situation with both business and personal deductions, my familiarity with Schedule C, Schedule A, and investment-specific rules applies perfectly to maximize your tax efficiency. Now let's talk about my experience. In the past three years navigating the ins and outs of US accounting standards (GAAP), as an Accounts Executive I've untangled the messiest books to make them audit-ready. That attention to detail is something you definitely need in someone analyzing your massive financial data. I've spent significant time managing all aspects of bookkeeping - from comprehensive transaction recording to reconciling multiple accounts with zero errors. Including in my core services is also managing aging reports for better cash flow that can really benefit businesses like yours. I understand better than most the importance of maximizing deductions and minimizing tax liability.
$1,500 USD in 7 days
0.0
0.0

Hi there I believe exceptional work should earn your trust before it earns your payment. Navigating the complexities of tax deductions, particularly with your active stock trading and the unique challenges you've faced, requires meticulous attention and strategic foresight. Your goal to maximize deductions while managing both personal and business expenses is crucial for alleviating your current tax burden of $1.7 million. Each allowable deduction, especially concerning your stock activities, needs to be carefully documented and justified to ensure compliance and minimize future liabilities. To address your needs, I propose a comprehensive review of your financials, focusing on brokerage statements and personal expenses. This will include preparing your federal and state returns, ensuring every number reconciles accurately. Furthermore, I will develop a forward-looking plan to optimize your future trades for maximum tax efficiency. I recently worked with a client in a similar situation, successfully reducing their tax exposure through strategic deductions and meticulous documentation. Relevant portfolio examples can be shared upon request. Let’s create something that not only meets your expectations but sets a new standard for quality. Regards Junaid
$1,500 USD in 7 days
0.0
0.0

Good Day We have experience with tax research and financial documentation for complex cases We can review trading records reconcile returns and document deductions with proper authority Can you share the attachment and resident state Best regards Future Station
$1,500 USD in 3 days
0.0
0.0

Hello, I am Mohammed From Tampa, FL. Navigating a complex tax situation like yours requires not just expertise but a deep understanding of the unique challenges faced by active traders. I specialize in maximizing legal deductions and can comprehensively analyze your business and personal expenditures to ensure you benefit from every allowable write-off. With experience in tax compliance, I will prepare and reconcile your federal and state returns, providing you with a detailed memo that itemizes each deduction, citing the relevant IRC sections and legal precedents. My approach focuses on actionable strategies to optimize your future trading and purchasing decisions for tax efficiency. I'll ensure that all numbers align perfectly with reconciliations, and provide a forward-looking plan to make next year’s process smoother. My services are tailored for those who require a nuanced understanding of both personal and trading income, perfectly fitting your needs. I can start immediately to alleviate this pressure and support you through this challenging time. Thank you.
$2,250 USD in 7 days
0.0
0.0

First, I am sorry to hear that you have been through so much. I'm a certified lawyer and CPA, well versed with all USA tax laws and accounting. As a certified lawyer and CPA holder with expertise in law and accounting, I assure you that I am more than qualified to handle your unique tax situation. My knowledge in tax law combined with an understanding of active stock trading makes me the perfect candidate for this particular assignment. Having previously helped clients claim deductions on both business and personal expenses, I am well-versed in navigating through Schedule C, Schedule A, and other intricate rules that apply to traders like yourself. This experience also extends to reviewing brokerage statements alongside usual receipts and invoices ensuring every possible legal deduction is considered for your benefit. Finally, my CPA certification sends a clear message of my dedication to my work and slavish attention to detail. When you choose me, you're opting for proven expertise, personalized guidance at an affordable rate, and most importantly, 100% satisfaction guaranteed. Lastly, as a lawyer, having gone through your description of how things unfolded with Robinhood, I propose that we should also check on their legitimacy. From experience, I have met many clients with similar issues from different investment sites, and based on your explanation paired with my experience with similar cases, I have enough reasons to flag their activities for fraud and deception.
$3,000 USD in 1 day
0.0
0.0

Navigating tax deductions while trading stocks can be a real headache. Missing the right deductions could mean losing out on significant savings, especially given the complexity of your situation. I understand that handling both personal and business expenses can feel overwhelming, especially when the stakes are high. I can help you maximize your legal deductions and ensure your tax returns are accurate and compliant. By carefully reviewing your brokerage statements and all relevant expenses, I’ll create a clear roadmap for your current return and future trades. My approach will ensure you have a solid plan moving forward, making next year's filing even easier. I have successfully managed similar cases, and I'm committed to your satisfaction with thorough revisions as needed. What’s your deadline for these filings? Also, do you have any specific records you want to focus on for deductions?
$1,500 USD in 7 days
0.0
0.0

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