Tax Preparation Specialist Needed USA based

@mussadiq3

Hi, I have carefully read your project. I’m able to do this. I’m CPA and CBA qualified. I’m pro advisor of Quickbook and certified accountant of xero. Also expert in wave, sage, kashflow, kashoo, zoho, odoo and Appfolio. I have four years of experience in bookkeeping, financial reporting, financial management, financial modelling, budgeting & forecasting and tax. I’m ready to provide you a quality work perfection. Please open the chat for further discussion. Thanks & regards Mussadiq Hussain

@Pmshah1985

I am a Chartered Accountant with over six years of experience as a Financial Analyst at a leading multinational corporation. I am skilled in accounting, bookkeeping, and financial management. Additionally, I own an accounting outsourcing firm registered in Canada, dedicated to providing high-quality financial services to businesses of all sizes. Services Offered: Bookkeeping , Accounting and Tax Preparation services Financial Modeling with Projections Business Plan Development QuickBooks, Xero, and MYOB expertise Advanced Excel Skills and Virtual Assistance I look forward to the opportunity to work together. Best Regards, Pooja Shah

@simplifitax

Having spent nearly a decade honing my skills in tax preparation and financial consulting, I'm confident that I'm the ideal fit for your California state return. My impressive career as a Chartered Accountant (CA), CPA(US) and ACA-qualified professional allows me to keep up with the latest changes in the Financial Boards, assuring you accuracy and compliance in your returns. With my depth of knowledge in tax planning, budgeting, and auditing, I’ll handle your personal and business tax returns with absolute thoroughness.. Moreover, my proficiency extends beyond just paper pushing. As a seasoned pro, I've had countless experiences dealing with IRS/CA matters for companies facing situations similar to yours. I will diligently and effectively communicate with the authorities on your behalf to rectify any discrepancies with the old corporation and ensure correct filing for the new parent corporation. You can breathe easy knowing your financial affairs are being handled by someone who not only understands the intricate nature of taxation but also who knows how to get things accomplished.

@MrSaiyadRizwan

Hello Dhaval S., I am Mohmed, a seasoned professional with over 7 years of experience in Accounting, Tax, and Tax Accounting. I have carefully reviewed your project requirements for preparing and e-filing California state tax returns for both personal and business entities. To ensure accurate and timely completion, I will meticulously review all provided documents, including W-2s, 1099s, and prior-year returns, through a secure portal. Additionally, I will address the issue with the IRS/CA regarding your old corporation and ensure compliance with the latest FTB regulations. I am based in the U.S. and can effectively communicate with the relevant authorities to resolve any outstanding matters. Let's discuss further details in the chat to tailor a comprehensive solution for your tax preparation needs. Best regards, Mohmed

@gpellosis

With my broad and extensive background in accounting and tax management, I am more than equipped to handle your detailed tax preparation project. As a highly experienced CPA with over 15 years in the industry, I've honed my skills to deliver comprehensive and meticulous services that meet unique client specifications. Your requirement to liaise with the IRS/CA is something I've done successfully multiple times in the past, ensuring smooth communication and compliance throughout the process. Unlike some India/Pakistan-based bidders, I am based in the USA, offering you the advantage of a localized understanding of federal and state regulations. My speciality in tax accounting lends itself to meticulous attention to detail - exactly what is needed when dealing with complex scenarios like yours involving multiple corporations. My clients appreciate my proactive approach to accounting and finance. I'm not just here to crunch numbers but also to offer tailored solutions for your business's financial success. Your assurance of a secure document-sharing portal aligns well with my commitment to confidentiality and data security. One week will be more than enough time for me to carefully review your supporting documents and prepare accurate tax returns for your personal as well as closed c corp. So let's connect and ensure you meet all your filing requirements while maximizing deductions for optimal financial outcomes!

@mfaisal3096

Hi, With seven years of experience in preparing and e-filing tax returns, I am well-versed in the latest California state and federal tax regulations, particularly in navigating the complexities surrounding personal and business tax returns. I will meticulously analyze the supporting documents you provide, ensuring every detail is accurately reflected in the completed returns. My process includes maintaining clear communication with you throughout, aligning my work approach with your expectations, and adhering to proper filing protocols, including interactions with the IRS and California tax authorities as needed. I commit to delivering completed and signed tax returns for both your personal finances and the closed corporation within the agreed timeframe of one week after receiving your documents. You can expect proactive communication beyond just the completion of forms, as I will keep you updated regarding any necessary follow-ups with tax authorities. My keen attention to detail will guarantee that the e-file acknowledgment from the Franchise Tax Board is obtained as efficiently as possible. I look forward to assisting you with your tax needs.

@swatijain5558

Hello! I am a highly experienced U.S.-based tax professional who can expertly prepare and e-file your California state return and federal tax return, both personal and business, ensuring compliance with the latest FTB rules. I will diligently review all your supporting documents, including W-2s, 1099s, and prior-year returns, through a secure portal. Additionally, I will assist in resolving any outstanding issues with the IRS/CA pertaining to your old corporation's tax returns while efficiently handling the filings for your new corporation. Let's work together to streamline the process and ensure accuracy in your tax filings. Looking forward to collaborating with you on this project! Regards, CA. Swati Jain, CPA | Indian CA & CS

@nimiwebjuggler

With an extensive background in accounting and tax services, including a specialization in US tax laws, I am well-equipped to handle your complex tax preparation needs for both personal and business returns in California. Having worked as a specialist for many years, I consistently stay updated with the latest rules from the FTB. My focus is on accuracy and timeliness which can be witnessed by the A-game I bring to every project. Moreover, my wide-ranging skills in bookkeeping and account reconciling, as well as proficiency in Excel dashboards and Access Database, enable me to effortlessly handle vast amounts of data while maintaining accuracy. This will be vital as I work with you to understand the intricacies of your situation with the old and new corporations and seamlessly file your taxes, potentially even involving direct communication with IRS/CA. Lastly, my previous clients have commended my work ethic and ability to effectively communicate challenging matters with taxing authorities. These qualities along with my commitment to delivering exceptional results make me an ideal fit for your project. Thanks for considering my offer. Let's ensure your taxes are optimally prepared for this season.

@KirubaNadarajan

Hi there, Thanks for the detailed brief. I want to be transparent upfront—I’m based in Sri Lanka, so I won’t be the right fit if you strictly require a U.S.-based tax professional. That said, if you’re open to remote collaboration or support work (document organization, prior-year reconciliation, correspondence drafting for IRS/FTB, or working alongside your U.S. CPA/EA), I can assist efficiently using secure online workflows. Let me know if this works for you, or if you’d like me to clarify what support I can provide.

@Waqar381a

As a seasoned professional in the field of accounting and tax preparation, I am the perfect fit for your project. With 5+ years of experience in bookkeeping, I have developed a keen eye for detail and possess a strong working knowledge of accounting software like QuickBooks Online, Xero, NetSuite, Sage Intacct and Microsoft Excel. These skills will make managing your various financial needs much easier and smoother. In addition to my technical expertise, I am also well-versed with state-specific tax laws. I keep myself up-to-date with the latest rules and regulations from the California Franchise Tax Board (FTB). This would be particularly useful for your old corporation situation. As taxes are always evolving, having a professional that understands these changes is crucial to ensure an accurate and compliant return. Lastly, I greatly value privacy. I understand how sensitive financial information can be. You can trust me to handle all your documents and information securely through our secure portal. Additionally, my turnaround time is swift without sacrificing quality. Being efficient is not just a buzzword for me; it's ingrained into my work ethic. Choosing me guarantees you a seamless tax filing process where every aspect of your ịncome

@arshadn381a

As an experienced Chartered Accountant with over 10 years in financial reporting and tax management, I am confident in my ability to handle your complex tax filing needs. While my background and education may not be rooted in California tax code, my decade-long commitment to staying up-to-date with the latest taxation practices makes me the ideal candidate for your project. Furthermore, my extensive experience with auditing helps me approach this task in a careful and systematic manner that ensures nothing slips through the cracks. Despite being based in Pakistan, I assure you there will be no issues regarding your documentation's security or communication. Equipped with a reliable and secure portal for document-sharing, we can safely share all necessary files for an efficient workflow. Additionally, my time management skills enable me to complete tasks within deadlines; I'll ensure your returns are prepared, audited (a valuable step too many overlook), and filed before the due date. Finally, my dedication to fostering strong client relationships aligns well with your expressed need for open communication and working together. Should clarification be required from the IRS/CA, I have the communication skills necessary to navigate this complex situation efficiently. Considering all of these attributes, I am confident that selecting me will provide valuable expertise and a thorough approach to your Californian tax preparation needs.

@katerynai2

As an experienced and meticulous tax professional, I bring significant value to your project. My diverse skills, coupled with my in-depth knowledge of US tax regulations, position me as the ideal candidate for your task. I guarantee complete compliance with both the IRS and California's Franchise Tax Board standards, ensuring that your personal and closed-corporation tax returns are accurately prepared, signed, and e-filed. My ability to work smart online complements your preference for secure document scanning and transmission. Ensuring a smooth workflow throughout the process, I'll leverage my technical expertise to provide a seamless experience for you. Moreover, in tackling the intricacy surrounding your corporation's transition and addressing the communication gaps with the authorities, I exude the tenacity and precision essential for resolving such matters. Lastly, let me emphasize that my accounting skills greatly complement my technical competencies. Beyond preparing essential forms such as W-2s or 1099s, my strong grasp of financial concepts allows me to craft comprehensive strategies for reducing tax obligations legally. Your trust in my services won't go unrewarded; we'll collaborate closely to ensure every possible deduction is considered while still fully complying with all necessary regulations. Together, we'll make sure no stone goes unturned when it comes to

@shabih381a

With my extensive background in accounting, particularly in tax preparation, I am confident that I am the right person to handle your California state return and navigate any IRS or FTB queries as needed. Throughout my 5+ years of experience, I have not only kept up with the latest tax rules but have a rich knowledge in dealing with complex situations like yours. Indeed, I have managed different types of cases where corporations had to be filed and closed subsequently. Using technology is also one of my strong suits. Hence, your preferred online transmission will be handled smoothly from my end; with secure channels for all your documents. My proficiency in platforms like QuickBooks Online ensures that your record-keeping is organized and easily manageable. Perhaps most importantly, as a US-based professional, you can trust that I am updated and well-versed with the specific regulations and requirements relevant to your case in California. Let's work together to ensure an accurate and timely tax filing process for you, Shabih Hashmi

@Hamza381a

As a seasoned accounting professional with over 5 years of experience, specializing in taxation and utilizing leading software such as QuickBooks Online, I am well-prepared to overwhelmingly tackle your complex California tax preparation needs. Extensive experience with both personal and business tax returns enables me to adapt efficiently to each unique requirement. Ensuring compliance with California's evolving regulations is second nature to me - I make it a priority to stay up-to-date with FTB rules, which is crucial for accurate filings, especially when handling state and federal taxes concurrently. Additionally, my proficiency in handling the IRS and Franchise Tax Board (FTB) is an invaluable asset that I guarantee can resolve the issue regarding your old and new corporation filings effectively. My meticulous approach extends beyond reconciling accounts; it spans every facet of financial record-keeping and analysis. Lastly, I value transparency and effective communication. Throughout our engagement, I will ensure everything is crystal clear regarding the steps we are taking and any discrepancies we come across. I am committed to delivering provide all necessary documentation: completed and signed tax returns for personal and closed c corp., e-file acknowledgment from the FTB and most importantly a hassle-free tax season for you. Let's put an end to your financial woes this tax year - reach out now to get started on streamlining your taxes.

@milosm25

✅⭐⭐⭐✅ I am ready to make your project a complete success! ✅⭐⭐⭐✅ I understand you need a U.S.-based professional to prepare and e-file your California and federal personal tax return, as well as handle unresolved IRS and California FTB issues related to an old C-Corp. You have already filed returns for the new parent corporation from 2021 onward, paid the $800 FTB minimum tax with $0 income, and submitted a final return for the old corporation in 2020. The core issue is that the agencies still show the old corporation as active and are requesting a 2021 return. My approach is to review all prior-year filings, dissolution records, and IRS/FTB notices to establish the correct corporate timeline. I will prepare and file any required final or corrective federal and California returns in compliance with current IRS and FTB rules. I will directly coordinate with both IRS and California FTB, including phone communication if required, to clarify closure status, resolve open balances, and ensure the old corporation is properly closed in their systems. You will receive completed and signed federal and California personal tax returns, completed and signed returns for the closed C-Corp, direct coordination with IRS and California FTB, official FTB e-file acknowledgments, and confirmation that all filings are accepted. All documents will be handled securely through an online portal. Looking forward to work with you for your project. Thank you !

@rolly33

Hi, this will start by untangling the corporate filing history with the IRS and California FTB so the old corporation is properly closed and the new C corp is clearly recognized. Then the personal and business returns will be prepared, reviewed, and e-filed in full compliance with current federal and California rules. Step 1: Review prior year filings, notices, and entity timelines to identify why the old corporation is still showing as open and what the IRS and FTB are requesting for 2021. Step 2: Contact the IRS and California FTB directly to clarify status, confirm closure requirements for the old corporation, and resolve any missing or mismatched filings. Step 3: Prepare the outstanding corporate return if required, plus current personal and business returns, ensuring the $800 FTB minimum tax filings for the new C corp are properly reflected. Step 4: E-file all eligible returns, track acknowledgments, and address any follow-up questions from the agencies. Step 5: Deliver finalized returns, e-file confirmations, and a clear summary of what was filed, closed, and resolved. All documents can be exchanged securely online, with scanning and uploads handled end to end. Do you already have written notices from the IRS or FTB referencing the 2021 corporate return that can be reviewed first?

@Emmanuela531

This isn’t a routine filing it involves California FTB compliance, IRS coordination, and resolving the status of an older corporation so it needs to be handled carefully and methodically rather than as a basic tax-prep job. Here’s how I would approach it: Scope understanding Prepare and e-file current personal federal + California return Prepare and finalize filings for the closed C-corp Review 2020 final return and confirm closure status Reconcile filings for the new parent C-corp from 2021 onward ($800 FTB minimum tax years) Contact IRS and California FTB directly to resolve the open status of the old corporation and any missing 2021 requirement. Before moving forward, two clarifications will help me define the complexity and pricing range: Was the old corporation formally dissolved with the California Secretary of State, or only closed via tax filing? Have you received any recent notices from IRS or FTB referencing the 2021 corporate return specifically?