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I need a qualified tax pro to prepare and file several outstanding individual returns. My situation covers multiple years, and I’m still piecing together W-2s, 1099s, bank statements and other supporting documents, so guidance on exactly what to collect—and a checklist to keep me on track—comes first. Once the paperwork is in order, I’ll rely on you to: • verify all income, deductions and credits • maximize any refunds or minimize liabilities within IRS guidelines • prepare the federal returns (plus one state per year, if required) in recognised software such as TurboTax, ProSeries, Drake or similar • e-file each return and provide me copies of every form submitted I will sign and upload any authorisations promptly and respond quickly to follow-up questions so we can move through each year efficiently. Returns are considered complete when I have PDFs of the accepted filings and a brief summary of results for each year. If this is your wheelhouse and you’re comfortable guiding a client who still needs to round up documents, let’s get started.
Project ID: 40371083
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19 freelancers are bidding on average £165 GBP for this job

As a seasoned Finance, Accounting and Data Analytics Professional, I am well-equipped to assist you with your multi-year individual tax filing project. Over the years, I have helped clients from diverse backgrounds navigate challenging financial situations to ensure optimal outcomes. My comprehensive skill set includes extensive experience with Excel, Google Sheets, Financial Planning & Analysis, and Tax - all critical elements for a project of this nature. Beyond simply preparing and filing your returns, my approach is centered around guiding and supporting clients through every step of the process. This entails helping you gather the necessary documents, verifying income, deductions and credits meticulously, and ensuring we maximize any refunds or minimize liabilities within IRS guidelines. With proficiency in recognized software like TurboTax, ProSeries and Drake among others, I can guarantee accurate filing and efficient completion of your returns. Moreover, my commitment to client satisfaction extends beyond delivering the final product. It includes communicating promptly and providing regular updates throughout the process. I also emphasize on offering value with free demonstrations and continuous support even after our engagement expires.
£40 GBP in 1 day
7.9
7.9

CPA License holder Hi, I am an experienced Associate Member the Certified Cost and Management Accountant (ACMA), a Financial Analyst and a Certified Public Accountant (CPA) with more than 7+ years' experience in finance. I have gone through your project with interest, and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing financial modelling, business analysis, business plans, financial analysis, financial forecasting, Excel, advanced Excel, Visual Basic, payroll, data processing, data entry, finance, accounting, and financial research services and have more than 3+ years with a top-rated audit firm (KPMG), during which I have dealt with a number of clients and provided them extremely satisfactory services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advanced Excel, QuickBooks, Intuit QuickBooks, Xero, Microsoft Dynamics, Enterprise and more. I am a fast learner, problem solver, detail-orientated and highly organised. Looking forward to hearing from you soon! Looking forward to hearing from you Best regards. Zakwan
£99 GBP in 1 day
6.2
6.2

Hi Enrolled US Tax agent I read your post in detail and I can E file your all Individual outstanding federal and state tax returns with 100% accuracy.I’ll provide you PDFs of the accepted filings and a brief summary of results for each year. Please ping me so that we can have further discussion over it. Budget and time will depend on the number of outstanding years. Thanks.
£100 GBP in 3 days
6.4
6.4

As an experienced Chartered Accountant and ACA qualified professional, I am extremely well-equipped to handle your project's demands, ensuring every return is filed accurately, professionally and efficiently. My substantial background in tax law, paired with my meticulous nature, will enable me to maximize your refunds or minimize liabilities within the IRS guidelines in order words ensure you get the best possible outcome. In addition to my skills and knowledge, I also understand the importance of clear communication and guide my clients seamlessly through intricate processes such as this. I'll proactively keep you updated on what documents to collect, provide a checklist to keep you organized and respond promptly to any query or concerns.
£135 GBP in 7 days
6.3
6.3

Hello, I am Mohmed, an experienced professional with over 8 years of expertise in Accounting, Tax Law, and Tax Accounting. I have carefully reviewed your project requirements for multi-year individual tax filing. I will begin by assisting you in organizing and collecting all necessary documents, including W-2s, 1099s, and bank statements. I will then meticulously verify all income, deductions, and credits to maximize refunds or minimize liabilities following IRS guidelines. Using recognized software like TurboTax or ProSeries, I will prepare and e-file each return promptly, providing you with copies of all submitted forms. I am well-equipped to efficiently guide you through each step of the process and ensure timely completion of your tax filings. Let's discuss further details in chat. Best regards, Mohmed
£210 GBP in 7 days
5.8
5.8

Hi, With over seven years of experience in tax preparation and filing, I am well-equipped to assist you in managing your individual returns for multiple years. I will provide a detailed checklist to help you gather necessary documents such as W-2s, 1099s, and bank statements, ensuring a smooth process from the start. My strong attention to detail and commitment to accuracy will allow me to effectively verify all income, deductions, and credits while maximizing your potential refunds or minimizing liabilities in accordance with IRS guidelines. Maintaining clear communication is paramount, so I will keep you updated throughout the process and be responsive to any questions or follow-ups. I will prepare and e-file your federal returns and any required state returns using recognized software, providing you with copies of all submitted forms and a brief summary of results upon completion. Rest assured, we will adhere to established processes and meet the agreed deadline to ensure a seamless tax filing experience for you. Let’s get started!
£135 GBP in 7 days
5.2
5.2

Hello! I am a seasoned tax professional with a proven track record of preparing and filing individual tax returns efficiently and accurately. I understand the importance of comprehensive documentation and will provide you with guidance on gathering the necessary materials to streamline the process. From verifying income to maximizing refunds, I am well-versed in utilizing recognized software for tax preparation and e-filing. I am committed to working closely with you to ensure a smooth and timely completion of each year's returns, providing you with detailed summaries and accepted filings for your records. If you are seeking a proactive and detail-oriented tax pro to assist you through this process, I am ready to collaborate with you. Regards, CA. Swati Jain, CPA | Indian CA & CS
£150 GBP in 3 days
4.6
4.6

Three quick questions • Which tax years are pending for filing • Do you have any self employment or only W 2 income • Which state returns are required along with federal About me I am a Chartered Accountant with over 8 plus years of experience in US tax laws including filing of Form 1040, 1120 and 5472. I can review your documents, guide you on missing items, and prepare accurate returns. I file returns through Drake and hold a valid EFIN. I focus on clear communication and timely completion.
£135 GBP in 7 days
4.1
4.1

As a skilled and conscientious bookkeeping professional, I understand the importance of thorough preparation and adherence to established guidelines. My proficiency in accounting software such as TurboTax, ProSeries, Drake, and others aligns perfectly with your project's needs. I'm well-versed in tax accounting, compliance, and preparation regulations. This expertise has enabled me to assist small businesses and entrepreneurs like you in securing accurate returns while maximizing refunds or reducing liabilities. Your multi-year individual tax filing project requires a meticulous approach, a skill I've refined over my 5+ years of experience. Guiding clients who are still collecting documents is an essential part of my work - making sure no detail is missed. My proficiency with data entry, categorization, and Microsoft Excel guarantees organized financial data and streamlined processes. Confidentiality is crucial in our line of work, and I can assure you that your financial information will be handled with utmost care and respect. In addition to providing comprehensive tax preparation support, I'm committed to efficient communication and timely uploads of all necessary authorizations. Let's make your tax filings stress-free! Choose me for a seamless journey through this multi-year process.
£200 GBP in 7 days
4.1
4.1

As a seasoned financial professional with over 7 years of experience specializing in streamlining financial processes, I am well-equipped to help you navigate your multi-year individual tax filing journey effectively. My extensive knowledge and expertise in accounting, data entry, and excel will prove invaluable as we tackle the task of gathering and organizing all your necessary documents. One of my core skills is in providing meticulous and timely bookkeeping records tailored to the unique needs of each client. Combining this with my confidence in using software such as TurboTax, ProSeries, Drake or similar, I can confidently assure you that every form will be carefully prepared and filed accurately while maximizing every available deduction and credit within IRS guidelines. My consistent commitment to staying updated with the latest tax laws ensures you can trust me to ensure full compliance throughout the process. Your project requires not just a skill set, but also the ability to guide clients who are still collecting documents - a task I'm highly comfortable with! I believe in partnering with my clients for success, so let's simplify your financial operations together
£180 GBP in 7 days
3.5
3.5

As an experienced CPA, I am confident that my skills and talents will be a perfect match for your Multi Year Individual Tax Filing project. My expertise in tax compliance and preparation is extensive, and I pride myself on my meticulous attention to detail - an absolute necessity when piecing together multiple years' worth of financial documents. Furthermore, I have a wealth of experience using recognized software such as TurboTax, ProSeries, Drake and similar platforms to file taxes accurately and efficiently. This proficiency will save you valuable time throughout the process, allowing us to move through each year methodically while keeping you updated at every step. My commitment to prompt communication and swift action-taking make me the ideal candidate for this project. Lastly, my platform FinxisAI is specifically designed to modernize and streamline financial operations - exactly what your complex tax situation requires. It automates bookkeeping, enhances compliance (just what you need across multiple years!), delivers real-time clear financial insights, and is compatible with many top accounting systems. By leveraging AI-driven automation without compromising on expert financial guidance, I can help you maximize any refunds or minimize liabilities within IRS guidelines - ultimately providing you with PDFs of accepted filings and a brief summary of results for each year. If you're ready for a smoother tax journey, let's connect.
£80 GBP in 7 days
2.9
2.9

Hi there, With 12 years of extensive experience in finance and taxation, I am well-equipped to manage your individual tax preparation needs with accuracy and strategic insight. As a Chartered Accountant and CPA (US), I possess in-depth knowledge of U.S. individual tax laws, compliance requirements, and planning strategies. My expertise includes complex returns, itemized deductions, self-employment income, and tax credit optimization. I am proficient in QuickBooks, ensuring efficient and precise filings. I also maintain strict data security standards using secure cloud platforms, delivering reliable, confidential, and professional tax services tailored to your needs. Thanks, Vikrant Gola
£250 GBP in 7 days
0.0
0.0

I run a registered firm, M. FinPro Solutions Ltd, and I am a qualified CPA licensed and registered with an active EFIN, fully compliant with IRS requirements. We are a team of CPAs and Chartered Accountants registered in UK with ICAEW as well. We have strong expertise in multi-year tax filings and IRS compliance. I specialize in multi-year individual tax recovery cases, especially where documents are incomplete or scattered. I will guide you step-by-step to organize everything efficiently and ensure accurate, compliant filings. How I will handle your case: • Provide a clear, customized document checklist (W-2s, 1099s, bank records, etc.) • Review and reconstruct missing or incomplete data • Verify all income, deductions, and credits • Maximize refunds / minimize liabilities within IRS rules • Prepare returns using professional software (ProSeries/Drake/TurboTax) • E-file all years and provide IRS acceptance confirmations + PDFs • Share a summary report for each year (refund/amount due) Why choose me: • 15+ years experience in US tax compliance • Strong track record with backlog & late filings • Detail-oriented with fast turnaround • Clear communication and structured process I understand the stress of catching up on multiple years—my goal is to make this simple, organized, and fully compliant. I’m ready to start immediately and guide you through this step-by-step.
£250 GBP in 7 days
0.0
0.0

Hello, I hope you are doing well. I am a professional accountant with over 5 years of experience in bookkeeping and financial management. I specialize in maintaining accurate financial records and helping businesses stay organized and compliant. I can assist you with: • Bookkeeping (daily, weekly, or monthly) • Bank & credit card reconciliation • Preparation of monthly financial statements • Accounts payable & receivable management • Payroll processing • Month-end and year-end closing entries • Expertise in QuickBooks and NetSuite I focus on accuracy, timely delivery, and clear communication to ensure your financial data is always up to date and reliable. I would love to discuss your requirements in detail and understand how I can add value to your business. Looking forward to working with you. Best regards, Samriti G.
£140 GBP in 7 days
0.0
0.0

Guildford, United Kingdom
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