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I need a seasoned accountant who works daily with U S tax rules to prepare and file my company’s federal and state returns for the current year, then outline a clear retirement-planning path that keeps the tax bite as low as legally possible. Here’s what I’m after: • Complete preparation and electronic filing of all required business returns, including schedules, supporting statements, and reconciliation back to our books. • A concise, actionable retirement-planning brief (e.g., 401(k), SEP-IRA, Solo 401(k) comparisons) showing contribution limits, projected tax savings, and implementation steps. • Timely responses to any follow-up questions from the IRS or state authorities, should they arise. You’ll be working from clean, cloud-based bookkeeping records (QuickBooks Online) and I’m happy to grant view-only access the moment we start. Proficiency with IRS e-file, state portals, and common tax research tools is essential. A current PTIN—and ideally a CPA or EA credential—will set you apart. If you’ve steered other small businesses through tax season while optimizing retirement contributions, let’s talk.
Project ID: 40264490
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Active 3 mos ago
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23 freelancers are bidding on average $23 USD/hour for this job

Hello, As a member of Live Experts, I have juggled several hats and one of them happens to be accounting. Over the years, my team and I have crafted our finance skills, which includes tax and bookkeeping services to match your specific needs. We have extensive experience in meticulously preparing and successfully filing US federal and state tax returns for small businesses just like yours. Not only that, we are also adept at handling any follow-up queries from IRS or state authorities with precision and timeliness. What sets us apart is our expertise in cloud-based bookkeeping, particularly with QuickBooks Online. We understand well how clean, efficient bookkeeping helps streamline the tax preparationprocess. Moreover, we are seasoned with relevant tax research tools as well as IRS e-file and state portals ensuring a smooth and error-free tax-filing experience. Crucially, we offer more than just a tax-filing service; we offer you a holistic retirement-planning brief. With robust knowledge on contribution limits and strategies such as 401(k), SEP-IRA, Solo 401(k) - we will outline a retirement path for you that mitigates your tax liability while securing your future. If you believe in the power of professional accountancy management to create financial stability for your business long-term, then let's talk- I am confident our expertise can transform your retirement planning strategy into reality. Thanks!
$50 USD in 349 days
7.0
7.0

Well , i believe that i can really help you in this regard as i am proficient with US tax accountant having strong knowledge and expertise with US taxes and returns particularly 1040,1120s,1120 and 1065 as well as with filing for residents and non-residents LLC/Corp . Along with that, i am really fond of learning tax knowledge and retirement funds as which will be suitable to generate maximum return for contributor and indeed most tax efficient. I have more than 12 years of experience using QBO and i am QBO certified . Along with that, i have strong tax knowledge and have hand on experience on Pro connect, Turbo tax, tax act, Lacerte and Free tax USA . I am PTIN holder as well . Eagerly awaiting for your response so that we can discuss in detail over chat
$12 USD in 40 days
6.2
6.2

With almost a decade in the industry, I've built up a vast array of skills that make me an ideal fit for your project. My experience as a Chartered Accountant (CA), Certified Public Accountant (CPA) and my ACA-qualification ensures I have a strong understanding of not just US tax rules, but also a discerning knowledge of global financial standards. From financial statement preparation to tax planning to budgeting, I've handled it all. Similarly, my grasp on the Intuit QuickBooks platform will ensure an efficient process while handling your cloud-based bookkeeping records.
$10 USD in 40 days
6.2
6.2

As a business-savvy CPA with 15+ years of experience spanning across US, UK, and international markets, I am the perfect fit for your tax and retirement-planning needs. My extensive background in accounting and solid proficiency in popular tax research tools and IRS e-file ensure streamlined preparation and electronic filing of all your required business returns. Not only do I specialize in clean bookkeeping (QuickBooks Online) like you definitely need, but I can also provide you with actionable insights that will help minimize your tax obligations for the current year while guiding your company's retirement planning journey. One key advantage I bring is my ample knowledge on retirement-planning options. Whether it's evaluating contributions limits for 401(k), SEP-IRA, or Solo 401(k), I'll provide you with not just mere numbers, but rather a concise, comprehensible retirement-planning brief revealing projected tax savings and implementation steps for each. With my dedication to details and compliance coupled with my overseas experience- precisely in UAE, Canada, Australia, and New Zealand- I bring a global perspective to our local taxation system. Finally, it's crucial to have a dependable professional by your side during a tax season; one who can respond promptly to any follow-up questions from authorities.
$10 USD in 40 days
5.8
5.8

o Tax preparation (1040, 1041, 706, 1120, 1120S, 1065 and 990, including all states) o International Tax 1116, 5471, 5472, 8938, 2555, FinCin 114 (FBAR). o Tax planning (1031, S Corp advisory, IRA’s, stock donation benefits, etc.,) o Sales and Use Tax preparation o Company formation all states o Payroll preparation o Bookkeeping utilizing QuickBooks software o Reviews, Compilation and Financial statement preparation o Certified QuickBooks pro advisor
$200 USD in 40 days
5.3
5.3

Hi, With 7 years of dedicated experience in accounting and a strong focus on U.S. tax regulations, I am well-equipped to prepare and file your company’s federal and state returns accurately and efficiently. I understand the importance of proper documentation, seamless reconciliation with your books, and the significance of meeting all deadlines. My approach emphasizes maintaining clear communication throughout the process, ensuring that you are always informed and reassured, particularly regarding any potential follow-ups from the IRS or state authorities. In addition to meticulous tax preparation, I will provide you with a comprehensive retirement-planning brief tailored to your business. This will include actionable comparisons of retirement options like 401(k), SEP-IRA, and Solo 401(k), along with projected tax savings and implementation strategies. By leveraging clean, cloud-based bookkeeping records and my proficiency in IRS e-filing and tax research, I will help you optimize your tax outcome while paving a clear path for the future. I look forward to the opportunity to discuss how I can support your business’s financial needs effectively.
$8 USD in 7 days
5.1
5.1

Hi, I hope you're doing well. I understand you're looking for US Business Tax Accountant Needed I am the ideal candidate for your project. I have read the provided job description and I understand what you are looking for. I have over 10+ years of experience Accounting, Finance, Intuit QuickBooks, Tax, Bookkeeping, Financial Planning, Tax Compliance, Tax Preparation, Business Consulting .Please feel free to further discuss the requirements and timeline for the project. I'd be happy to assist you. I am ready to start right now. ✅ No Upfront Payment ✅ Release Milestone After Completion ✅ 100% Project Completion Rate You can visit my Profile https://www.freelancer.com/u/HiraMahmood4072 Thank you
$12 USD in 40 days
4.7
4.7

February 28, 2026 Greetings I’m an IRS active PTIN holder and an MBA degree and possess strong professional expertise 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, I’m a Certified QuickBooks Advanced ProAdvisor & Xero Advisor with 8+ years of accounting experience 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
$8 USD in 40 days
4.1
4.1

Hi, I’m an experienced tax professional working daily with U.S. federal and state tax rules, and I can prepare and electronically file your complete business returns with full reconciliation to your QuickBooks Online records. I ensure all required schedules and supporting statements are accurate, compliant, and aligned with current IRS and state regulations. In addition, I’ll provide a clear retirement-planning brief comparing options such as a 401(k), SEP-IRA, and Solo 401(k), outlining contribution limits, projected tax savings, and practical implementation steps tailored to your business structure. I’m comfortable handling IRS and state follow-ups promptly and professionally. Thank you
$19 USD in 40 days
3.7
3.7

Hi, I can handle your full federal and state business tax preparation using your QuickBooks Online records, ensuring accurate reconciliation, complete schedules, and compliant e-filing. I work closely with U.S. tax rules and will provide organized documentation ready for submission through IRS and state portals. Alongside filing, I’ll prepare a clear retirement-planning brief comparing options such as SEP-IRA vs. Solo 401(k), outlining contribution limits, projected tax savings, and practical implementation steps tailored to your business structure. You’ll also receive timely support for any IRS or state follow-ups. Ready to get started and review your books. Best regards, Md Shamim
$15 USD in 40 days
1.5
1.5

Hi, I’m a Chartered Accountant from India with hands‑on experience preparing U.S. business returns on a consulting basis, including federal filings, schedules, and reconciliation back to QuickBooks Online. I hold a valid IRS PTIN and prepare complete draft returns and workpapers under the signing CPA/EA’s review and EFIN. I also prepare retirement‑planning briefs comparing SEP‑IRA, Solo 401(k), and other small‑business options, including contribution limits, projected tax savings, and implementation steps. My focus is on optimizing deductions while keeping compliance clean and defensible. Once I understand your entity type and transaction volume, I can outline a clear timeline for the draft return, filing and retirement‑planning analysis. Best Regards, CA. Sreedeep Chennamangalam
$12 USD in 25 days
1.4
1.4

Hey , I just finished reading the job description and I see you are looking for someone experienced in Tax, Tax Preparation, Intuit QuickBooks, Finance, Accounting, Tax Compliance, Bookkeeping, Financial Planning and Business Consulting. This is something I can do. Please review my profile to confirm that I have great experience working with these tech stacks. While I have few questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects. 2. I have not received a single bad feedback since the last 5-6 years. 3. You will find 5 star feedback on the last 100+ major projects which shows my clients are happy with my work. Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) I will share with you my recent work in the private chat due to privacy concerns! Please start the chat to discuss it further.
$20 USD in 37 days
0.0
0.0

I have experience in handling clients quickbooks for over 10 years, let me know if you need assistance to fix your books
$12 USD in 40 days
0.0
0.0

Hello, We do not compete on pricing; we focus on error-free, high-quality service that handles complete U.S. tax filing and tax-smart retirement planning-maximizing deductions and minimizing your tax liability legally. I am Pankaj Chawla, by qualification a CA, Business Strategist, and seasoned Finance Professional. Let's discuss your business structure and books to get your returns filed and retirement optimized. Kind regards, Pankaj Chawla by qualification a CA, Founder & CEO, MSME Strategy Consultants
$15 USD in 40 days
0.0
0.0

Hello, I’m excited to assist with your business’s federal and state tax filings and provide actionable retirement-planning guidance. I have strong paraplanning and tax organisation skills that make me effective at preparing, reviewing, and structuring financial information accurately. Tax Preparation & Filing: I will review and reconcile your QuickBooks Online records, prepare all required federal and state returns, including schedules and supporting statements, ensure compliance, and provide clear notes to make follow-up with authorities efficient. Retirement Planning Brief: I will evaluate small business retirement options (401(k), SEP-IRA, Solo 401(k)), outline contribution limits, project potential tax savings, and provide step-by-step implementation guidance in a concise, actionable brief. Communication & Support: I will respond promptly to any IRS or state questions and keep communication professional and clear. Rate & Availability: My rate is $20/hour, and I’m available immediately to work efficiently with your QuickBooks Online access. I take pride in delivering accurate, clear, and professional work and would be happy to discuss your needs and get started. Thank you for your consideration, NextGenPlanning
$20 USD in 25 days
0.0
0.0

Hello, I can assist you with preparing and filing your federal and state business tax returns and also help create a clear retirement planning strategy to legally reduce your tax liability. I have 8+ years of experience working daily with U.S. tax rules and U.S.-based businesses, and I regularly handle tax preparation, filings, and tax planning for companies using QuickBooks Online. Here’s how I can help: • Prepare and e-file all required federal and state business tax returns with proper schedules and reconciliation to your books • Review your QuickBooks Online records and ensure everything is accurate before filing • Create a clear retirement-planning brief comparing SEP-IRA, Solo 401(k), and 401(k) options, including contribution limits and estimated tax savings • Provide step-by-step implementation guidance for the best option for your business • Respond to any IRS or state follow-up questions if needed I am comfortable working with cloud-based records, IRS e-file systems, and state tax portals. I also maintain strict accuracy and confidentiality when handling financial data. If you’d like, we can schedule a quick discussion to review your business details and get started. Best regards, Jaspreet Singh US Accountant & Tax Preparation Specialist
$8 USD in 40 days
0.0
0.0

Hello, We handle US business tax filing daily and can prepare your returns smoothly. We will also guide smart retirement plans to reduce taxes legally.
$15 USD in 1 day
0.0
0.0

With over 5 years of seasoned experience as a Senior Accountant, I am not only proficient in working daily with US tax rules but also ensure smooth electronic filing and reconciliation for easy retrieval and clean records. My adeptness with QuickBooks Online and understanding of IRS e-file, state portals, and common tax research tools guarantees that no stone is left unturned while dealing with your company's federal and state returns. Moreover, my expertise doesn't just stop at tax preparation. Retirement planning is an essential part of securing your finances for the long term. I excel at creating concise, actionable plans tailored to your business needs with comparisons of different retirement schemes such as 401(k), SEP-IRA, Solo 401(k), showing contribution limits, projected tax savings, and necessary implementation steps. Understanding the importance of tax-efficient retirement planning is what sets me apart from others. Lastly, my skillset extends beyond number-crunching. I am an adept writer capable of carefully articulating any follow-up questions from the IRS or state authorities should they arise. I am confident in my ability to professionally communicate, ensuring a prompt response and resolution to any potential queries. If you're looking for not just an accountant but a well-rounded finance expert who brings value to your business in various dimensions, I'm here to streamline your financial processes.
$12 USD in 40 days
0.0
0.0

Glen Burnie, United States
Member since Feb 21, 2026
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