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For the 2026 tax year I will be filing a U-S individual return and want the entire process handled accurately and on time. The work covers three areas: preparing the return itself, shaping a forward-looking tax strategy, and being ready to address any IRS or state audit questions that might arise. Key items already on hand include my W-2s, assorted 1099s, and the full set of 2025 returns—these will need a careful review so every carry-forward, credit, or deduction is captured correctly. I use standard accounting software, so an ability to import or work with common tax packages is important. Deliverables • Reviewed W-2, 1099, and prior-year filings with notes on discrepancies or opportunities • Completed and e-file-ready 2026 federal and state returns, plus a signed copy for my records • Brief planning memo outlining actionable steps to lower my 2027 liability and improve withholding • If an audit notice arrives, a clear response package (calculations, citations, and talking points) Acceptance criteria: zero e-file rejections, documented source figures for every line item, and a response time within 24 hours should audit correspondence surface before the contract closes.
Project ID: 40343205
12 proposals
Remote project
Active 2 mos ago
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