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I need assistance finalising and e-filing my individual federal and state tax return for the current year. All of my income comes from regular salary/wages plus investment activity (dividends, interest, and a modest amount of capital gains). I’ll supply organised W-2s, 1099-DIV/INT/B, brokerage statements, and last year’s return in PDF so you can carry forward any relevant information. Scope of work • Review the source documents for accuracy and completeness • Prepare the full Form 1040 package with all schedules required for wage and investment income • Optimise legal deductions or credits that apply once you have reviewed my documents • Provide a brief summary explaining any major figures or changes from last year • E-file the return (or deliver a ready-to-sign copy if paper filing is more appropriate) and confirm acceptance Deliverables will be the completed return in PDF, the e-file confirmation, and the working file (e.g., TurboTax, TaxAct, or similar) so I have a record for next year. Accuracy and data confidentiality are paramount; I’m happy to sign any NDA you provide.
Projektin tunnus (ID): 40301431
7 ehdotukset
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Aktiivinen kuukausi sitten
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7 freelancerit tarjoavat keskimäärin $127 USD tätä projektia

Being PTIN holder and professional US tax preparer having strong command and experience in preparing tax return which enables me to undertake the job efficiently and effectively . So , please get in touch and let me know so that i may begin working on it on immediate possible basis . Eagerly awaiting for your response over the chat
$60 USD 1 päivässä
6,2
6,2

March 15, 2026 Greetings I’m an IRS active PTIN registered and an MBA degree with tax professional in my field. Over 2 years of experience in preparing U.S. individual and business tax returns. I take pride in ensuring every federal and state return is completed with precision, filed promptly and delivered in a clean PDF format not e-file. In addition, with over 8 years experience of accounting sector also Certified QuickBooks Advanced ProAdvisor & Xero Advisor and certified by the Government of Bangladesh. I’m proficient with ProConnect, Drake, TurboTax and TaxSlayer ensuring clients receive accurate, efficient and compliant results. Best regards Md. Altas Uddin
$95 USD 7 päivässä
4,2
4,2

Drawing on my specialized knowledge of accounting, extensive experience in financial research and proficiency with programs like Excel, I'm confident in my ability to manage the complexity of your tax return. It's crucial that you trust your tax preparer not only to complete the task but also ensure data confidentiality - and you have my word on both fronts. In terms of my accounting background, I have successfully completed many similar projects, including some involving investment earnings that require meticulous attention to detail. Leveraging my expertise in Form 1040 preparation and familiarity with IRS regulations surrounding deductions and credits, I can guarantee an optimized return for you. On top of that, my research skills will allow me to conduct a comprehensive review of your source documents for accuracy and completeness. I'll also carry forward any relevant information from last year's return. So, alongside the completed return in PDF and e-file confirmation, I can provide you with the working file (TurboTax, TaxAct or similar) for future reference - a service not always offered by tax preparers. To summarize, hiring me means entrusting your personal tax filing process to a responsible and skilled professional who values accuracy in their work. Maximizing your benefits is as important to me as it is to you. I’m more than ready to tackle your taxes with precision and ensure a successful outcome for you! Reach out today to get started!
$100 USD 1 päivässä
4,0
4,0

I prepare and file returns using Drake software. This year I have completed more than 300 tax returns including Forms 1040, 1120 and 1065. I can review your documents, prepare the return and handle secure e filing with proper confirmations. Three quick questions • Which state return needs to be filed along with the federal • Did you have any capital loss carryforwards from prior years • Did you make any estimated tax payments during the year About me I am a Chartered Accountant and CPA with over 8 years of experience in US tax returns including Form 1120 for corporations and Form 1040 for individuals. I am also comfortable reviewing financial records and investment statements. I hold valid PTIN and EFIN and regularly handle US compliances along with financial reporting. Though my presence is new here, I have served more than 300 clients till date.
$211 USD 3 päivässä
3,8
3,8

Hi, I can review your documents and prepare a complete, accurate Form 1040 with all schedules for wages, dividends, interest, and capital gains. As a Chartered Accountant from India with experience in U.S. taxation and with an active PTIN, I routinely handle multi‑source income returns and cross‑check prior‑year filings to ensure consistency, correct carryforwards, and compliance with current IRS rules. I’ll review all W‑2s, 1099s, and brokerage statements, prepare the full return, optimise any eligible deductions or credits, and provide a brief summary explaining key figures and changes from last year. You’ll receive the final PDF and the working file from your preferred software. Since I do not transmit returns, I’ll provide an e‑file‑ready package for you to submit through your software/EFIN. Once you share your documents, I can begin immediately. Best regards, CA. Sreedeep Chennamangalam
$180 USD 7 päivässä
1,4
1,4

With a strong background in tech, I understand the importance of precision and data confidentiality, which are paramount for tax preparation. Although my expertise is primarily focused on web and app development, I possess exceptional analytical capabilities necessary for your task. Being detail-oriented, I can review your source documents meticulously to ensure accuracy and completeness. Furthermore, my familiarity with financial tools such as Excel and data management practices makes me competent in handling wage and investment income records efficiently for W-2s, 1099-DIV/INT/B, brokerage statements. My experience with optimising legal deductions and credits also aligns perfectly with your requirement to make the most of your tax returns. Lastly, as a client-focused professional, I'll furnish you with a completed return in PDF along with e-file confirmation and working file for future reference. I am ready to sign an NDA if required, safeguarding your privacy throughout the process. Let's streamline this tedious yet essential task together!
$140 USD 7 päivässä
0,0
0,0

I can assist with reviewing your documents, organizing the information, preparing the Form 1040 package, and explaining the figures. However, for security and compliance reasons, the final e-file would need to be submitted from your side through your tax software or accountant account.
$100 USD 2 päivässä
0,0
0,0

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