I am looking for a competent CPA to help dig me out of my current tax mess.
Please do not bid unless you have experience with the type of business I am in (residential real estate being sold on land contract/rent to own/installment sales), and are capable of preparing returns for federal and all of the states and localities I have lived in and conducted business in as detailed below.
Given how important this project is to me, I would also like verifiable references and someone who stands behind their work with a guarantee (i.e. if any returns are rejected or audited, you will work with me to correct the problem at no extra charge.) I am seeking out a professional because I can not afford to have someone else's mistakes cost me thousands of dollars.
I am sure that my situation will actually not seem all that complicated to a seasoned, competent professional, however I do feel that it is more than the local, seasonal H&R Block type shops can handle (I have had bad experiences which such outfits in the past), which is why I am seeking a true professional here. Please, I am looking for a certified professional, not just someone with a copy of Turbo Tax. Please be ready to demonstrate that this is something you can handle.
I do not need you to be local to me as long as you are comfortable preparing returns for all of the taxing entities involved, we should be able to do everything via mail, email, and/or telephone.
If things work out well, then I will almost certainly come back to you each year for tax preparation, and hopefully won't ever fall behind like this again.
In a nutshell, because of several job changes, cross-country moves, and various other mini-disasters, I've managed to fall several years behind on my taxes. :-(
I need federal, state, and local tax returns prepared for 2006, 2007, 2008, and now 2009.
To briefly summarize my situation:
- I lived in Michigan in 2006
- I lived in Michigan (6 months) and California (6 months) in 2007
- I lived in California (11 months) and Michigan (1 month) in 2008
- I lived in Michigan in 2009
I have owned 9 investment properties in Michigan all of the above years.
Both the move to California and the move back where for employment, so I think (hopefully) the substantial move expenses should be deductible.
- I have had W-2 income from Massachusetts (yes, another state) ;-) all 4 years.
- I have had W-2 income from California in 2008.
- I have had 1099 income from California most of the above years.
- I have had business income (and expenses) from Michigan all 4 years.
- I've probably had miscellaneous other income that I can't recall off the top of my head. ;-) (But it will be in my records if I did.)
I have purchased all of the investment properties during this 4-year period. One of them I have sold outright, two I briefly used as rentals, and the rest I have been repeatedly selling on land contract (which is basically a rent-to-own, installment payment type thing where I'm accepting payments from the occupant and in theory, eventually, they will own the house, although in reality most people only stick with it for a few months to a few years and then either move or default and get evicted, so they really are functionally more like rentals. So I have no idea how to deal with the taxes on those. I really need your professional advice on that, and this is definitely the most complicated part of this project. It is honestly way over my own head.)
To further complicate things Michigan has local taxes as well as state. I live in the city of Springfield, but most of my investment properties are in the city of Battle Creek (right next door.) So I live in Springfield, MI, but have income from both Springfield and Battle Creek, in addition to the income from other states. And of course I haven't lived in Springfield all of the above years, so there are going to be all kinds of partial year returns and credits between the Springfield and Battle Creek and Springfield local returns, etc. :-( It's all completely overwhelming to me, but again, I imagine that to a seasoned professional who has seen this sort of thing before this will not seem like that big of a job.
I have kept what I hope are good records of everything, including Quicken registers, Excel spreadsheets, and all paperwork/receipts.
Thank you in advance for your time and your bid!
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