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I need help with filing my personal tax return. Requirements: - No salary income - 24 dividends (1099-DIV available) - 9 buy/sell share deals (1099-B available) - No foreign income or investments - No specific deductions or credits required Ideal skills and experience: - Expertise in handling dividends and share transactions - Familiarity with 1099 forms and personal tax returns - Attention to detail and accuracy
Project ID: 40673529
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20 freelancers are bidding on average $145 AUD for this job

As a seasoned Certified ACCA Qualified accountant with over 7 years of experience, I can assure you that your tax return needs will be handled with the utmost professionalism and attention to detail. Through my roles, I've been exposed to broad accounting functions including handling dividends, b5uy/sell transactions, and understanding various 1099 forms, which aligns perfectly with your requirements. My guaranteed accuracy ensures minimal room for errors in calculations making you compliant while maximizing your deductions where applicable. Moreover, having worked extensively in international organizations, I'm fully aware of the importance of adhering to global accounting standards, ensuring your filing meets all necessary regulations. My fluency with different accounting software such as QuickBooks (Desktop & Online), Wave, Xero, MYOB gives me an edge in efficiently organizing and managing your financial information in the format that suits you best. In addition to technical skills, a tax return specialist needs effective communication skills to provide personalized services. For more than a decade, I've served clients globally and build strong relationships based on trust and efficiency by delivering exceptional services. Let me put my expertise and commitment to work for you this tax season - together we can ensure that this meticulous task is done accurately and in a timely manner.
$150 AUD in 7 days
7.8
7.8

As a seasoned Chartered Accountant and ACA qualified professional with 9 years of experience, I am confident in my ability to handle your tax return with precision and ease. Throughout my career, I have acquired an extensive understanding of tax filing practices including dividends and share transactions, which aligns perfectly with your project requirements. My familiarity with the necessary 1099 forms, coupled with my knack for attention to detail and deep knowledge of tax laws, will ensure a swift and accurate process for your personal tax return. Beyond that, I offer a range of complementary skills such as accounting, tax compliance, and financial consulting which could prove valuable for your future financial planning. Choosing me for this engagement would mean partnering with a professional who not only meets but exceeds your expectations. Your taxation matters are crucial, and I understand the significance of keeping them error-free. I look forward to applying my expertise towards simplifying this process for you while maximizing your returns.
$200 AUD in 2 days
6.5
6.5

Hello, I am Mohmed, an Accounting professional with over 8 years of experience in Intuit QuickBooks, Tax Law, Bookkeeping, and Tax Accounting. I have carefully reviewed your requirement for assistance with filing your personal tax return, which includes 24 dividends and 9 buy/sell share deals. To address this project, I will meticulously review all 1099-DIV and 1099-B forms, ensuring accurate reporting of dividends and share transactions. I will meticulously prepare your tax return, focusing on the specific requirements outlined while ensuring compliance with tax laws. My attention to detail and expertise in handling such transactions make me well-equipped to deliver a precise and efficient solution for your tax filing needs. Please initiate a chat so we can discuss your project further. Best regards, Mohmed
$150 AUD in 7 days
5.8
5.8

Hi, I can assist you with filing your personal tax return, ensuring all transactions are accurately reported. As a Chartered Accountant (ACCA) with 7 years of experience, I'll methodically review your 24 dividends using the 1099-DIV forms and the 9 buy/sell share deals with the 1099-B forms. My expertise with tax compliance and financial documentation will guarantee a precise filing process, addressing all requirements and avoiding any potential pitfalls. I am committed to meeting your deadline and will keep communication clear throughout the process. To ensure I capture all necessary details, could you confirm if there are any specific states or local taxes you would like me to consider?
$150 AUD in 7 days
5.3
5.3

I am Logeswari, an IRS-certified tax preparer with over 15 years of experience in providing accurate, compliant, and timely tax solutions for individuals and businesses across the United States. *My Expertise Includes:* - *Individual Tax Preparation:* Personalized support for W-2 earners, freelancers, and investors. - *Business Tax Returns:* Specialized in filing for: - C-Corporations - S-Corporations - Partnerships - Foreign-Owned U.S. Corporations: Expert guidance for international clients navigating U.S. tax obligations. I stay current with the latest IRS regulations and tax codes to optimize and ensure compliance for every return. Whether you're a solo entrepreneur, a growing business, or a foreign investor, I offer tailored tax strategies that protect your interests and maximize your returns. *Why Work with Me?* - 15+ years of hands-on experience - Deep understanding of complex tax structures - Affordable, transparent pricing - Commitment to accuracy, confidentiality, and client satisfaction I look forward to working on your project and providing accurate services at an affordable cost.
$125 AUD in 7 days
5.2
5.2

With my expertise in handling dividends and share transactions and familiarity with 1099 forms, I can efficiently assist you in filing your personal tax return. Could you provide a summary of the total dividends received and the details of the buy/sell share deals for the year? Regards, CA. Swati Jain, CPA
$120 AUD in 5 days
4.8
4.8

August 27, 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
$150 AUD in 7 days
4.6
4.6

Hello, I am a Pro Xero Certified, QuickBooks Online Advanced Certified, and ACCA-qualified professional with an MBA in Finance and CFA (Financial Modeling & Wealth Management) background. With 20+ years of experience in Accounting, Bookkeeping, Taxation, Financial Reporting, and Management Consultancy, I’ve successfully supported clients across multiple industries, ensuring compliance, accuracy, and insightful financial management. Here’s what I can help you with: ✅ Profit & Loss, Balance Sheet, and Cash Flow Management ✅ Chart of Accounts setup and cleanup ✅ Bookkeeping (Xero, QuickBooks, Sage 50, SAP, Zoho, Wave, Odoo) ✅ Financial Reporting & Analysis ✅ Taxation – U.S., U.K. (HMRC Registered Agent), and Australia (ABN/ACN, Personal Tax) ✅ Business Plans, Financial Forecasting, and Valuations ✅ ERP/CRM Consulting & System Documentation ✅ Grant Application & Zapier Integration I take pride in providing accurate, timely, and professional financial services tailored to your specific business needs. My focus is always on adding real value, improving efficiency, and helping you make informed financial decisions. Let’s discuss your project requirements — I’m confident I can deliver exceptional results and exceed your expectations. Best regards, Imran Chartered Accountant | Financial Consultant (Xero & QuickBooks Certified | ACCA | MBA | CFA Passed)
$100 AUD in 1 day
4.9
4.9

As an experienced attorney and business lawyer for over 12 years, I possess a broad range of skills that align perfectly with your specific tax needs. This includes deep expertise in tax compliance, which has allowed me to successfully handle various tax filings, assignments, and returns. My history of dealing with intricate agreements directly translates to my ability to navigate complicated forms, such as the 1099-DIV and 1099-B forms you'll need for your stock transactions and dividends. My attention to detail ensures accuracy, which is essential when it comes to filing taxes. With no foreign income or investments and no specific deductions or credits required, I understand the simplicity you require while still blending that with utmost precision. In addition to efficiently completing your tax return, I vow to offer comprehensive support throughout this process. As a dedicated consultant for Ahmed Nawaz Legal Consultancy Service SMC-Private Limited (Regd.), my goal is to not just meet clients' needs but exceed their expectations. I look forward to leveraging my legal savvy to maximize your tax deductions and ensure a smooth filing process for you
$200 AUD in 1 day
4.1
4.1

With my strong background in accounting, bookkeeping and tax, I am well-prepared to handle your personal tax return. My 4 years of experience, combined with my CA finalist status demonstrate my expertise in tax compliance and meticulousness with numbers - especially significant for any tax filings. As an added bonus, I have specific familiarity with dividends and share transactions, which aligns seamlessly with your project needs. Having worked extensively on income tax returns and shown the capacity to manage multiple accounts simultaneously, I can ensure that your 24 dividends and 9 buy/sell share deals will be properly accounted for and meticulously organized. Moreover, my comprehensive understanding of 1099 forms will allow me to address any complexities associated with them for your personal finances. In addition to my hands-on skill set, I bring a sense of dedication and commitment to every task I take up. For me, it's not just about completing the project but making sure every aspect is handled properly. With no foreign income or investments or need for specific deductions or credits, your requirements align perfectly with the areas I’ve proven myself in. Choose me for precise and efficient handling of your taxes this year.
$100 AUD in 7 days
3.5
3.5

Thank you for considering my proposal. I have gone through the requirements in detail. I can accurately prepare and file your personal tax return, including the 1099-DIV dividend income and 1099-B stock transactions. With 10+ years of experience in accounting, taxation, financial analysis and compliance, I am a Chartered Accountant (ICAI) and CPA. I have uploaded samples of similar tax, accounting and financial projects completed by me earlier in my profile. I’ll carefully review all 1099-DIV and 1099-B forms, reconcile dividend income and share purchase/sale transactions, verify cost basis and gains/losses, and ensure the information is appropriately reflected in the tax return. I’ll also confirm that there is no foreign income/investment reporting or additional deductions/credits overlooked based on the information provided. Accuracy, completeness and confidentiality will be my priorities, and I’ll clarify any discrepancies before filing. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Timely delivery ✅ 100% commitment to project completion I’m ready to handle your return accurately, efficiently and with careful attention to every transaction.
$100 AUD in 3 days
2.6
2.6

GIVE ME 30 SECONDS TO SHOW YOU WHY I'M THE RIGHT FIT FOR THIS PROJECT. I recently assisted a client with a complex personal tax return involving multiple 1099 forms, achieving a smooth filing with a timely refund. My attention to detail ensured every dividend and share transaction was accurately reported. I have over five years of experience in tax preparation, specializing in personal returns with dividends and share transactions. My familiarity with 1099 forms allows me to navigate your requirements efficiently. I understand the importance of accuracy and compliance in your tax filing to avoid any issues. I will ensure your return is filed correctly while maximizing any potential benefits. Effective communication and a focus on your long-term financial well-being are my priorities throughout this process. I look forward to helping you file your tax return seamlessly. The difference between an average result and an exceptional one is usually decided before the work even begins. Regards Patrick
$100 AUD in 7 days
1.1
1.1

GREETINGS, I see you need assistance with filing your personal tax return, focusing mainly on dividends and share transactions. With your situation involving 24 dividends and 9 buy/sell deals, I can provide the expertise needed to accurately handle the 1099-DIV and 1099-B forms. My experience in tax preparation and compliance ensures that I pay close attention to detail, which is crucial for accurately reporting your income and transactions. I understand the importance of getting it right, especially since there are no deductions or foreign income to complicate matters. I’m dedicated to making the process smooth and straightforward for you, so you can feel confident that your tax return is in good hands. Best regards, MUHAMMAD AHMED KHAN
$160 AUD in 2 days
0.0
0.0

Hello! I can help prepare and file your personal tax return accurately and efficiently. I have experience handling 1099-DIV dividend income, 1099-B stock transactions, and reporting buy/sell activity correctly on individual tax returns. I’ll carefully review your 24 dividend entries and 9 share transactions, ensure all figures are reported properly, and double-check the return for accuracy and completeness. I’m detail-oriented, responsive, and ready to get started with your available 1099 forms.
$250 AUD in 1 day
0.0
0.0

I’m excited to apply for the Tax Return Specialist position. I can assist with preparing and reviewing tax returns accurately and efficiently while ensuring that all required information is properly organized and presented. I understand the importance of confidentiality, attention to detail, and meeting tax deadlines. I’m committed to carefully reviewing financial documents, identifying potential errors or missing information, and ensuring calculations are accurate. I can communicate clearly throughout the process and work according to your specific requirements, with a strong focus on accuracy and timely delivery. I would appreciate the opportunity to work with you and contribute reliable, professional tax return support. I’m ready to discuss your requirements and can get started promptly. Thank you for considering my proposal, and I look forward to working with you.
$150 AUD in 7 days
0.0
0.0

Hi, With over seven years of accounting and bookkeeping experience across QuickBooks, Xero, Zoho Books, Sage 50, and Odoo, along with personal tax preparation experience covering dividend and capital gains reporting, I can prepare your return accurately and efficiently. Given your situation — no salary income, 24 dividend entries from your 1099-DIV, and 9 buy/sell transactions from your 1099-B, with no foreign income or specific deductions to account for — I'll focus on accurately reporting each dividend by type (ordinary vs. qualified) and correctly calculating short- and long-term capital gains/losses across your 9 share transactions, ensuring cost basis and holding periods are applied correctly for each. I'll cross-check every entry against your 1099 forms before filing, since with dividend and share-transaction returns, small transcription errors in cost basis or dates are the most common source of mismatches with IRS records. Deliverable: a complete, accurate personal tax return ready for your review and e-filing. Kind regards, Muhammad Amish Imtiaz
$150 AUD in 7 days
0.0
0.0

IF YOU'RE NOT HAPPY, YOU DON'T PAY. I recently completed a personal tax return for a client with similar circumstances, resulting in a smooth filing that maximized their potential refunds while ensuring compliance. I understand you need assistance with 24 dividends and 9 buy/sell share transactions, both of which require a clear approach to ensure all 1099 forms are accurately processed. I will provide a clean and efficient solution that focuses on attention to detail, ensuring your tax return is filed seamlessly and accurately. I focus on good planning, clean and maintainable code, clear communication, on time delivery, and reliable long term solutions. I am confident I can help you achieve your goal effectively. If this aligns with your project, feel free to reach out to discuss scope and pricing. WORST CASE SCENARIO YOU WALK AWAY WITH A FREE CONSULTATION Regards Ridwaan M
$100 AUD in 7 days
0.0
0.0

Melbourne, Australia
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