Individual Tax Filing Assistance

min $50 USD / hour

Closed

Posted about 1 month ago

min $50 USD / hour

I’m ready to have my personal federal and state returns prepared and e-filed by an experienced CPA. All income documents—W-2s, 1099s, and receipts for potential deductions—are scanned and can be shared immediately. I want the return completed accurately, in full compliance with current IRS regulations, and submitted well before the deadline. Once we start, you’ll review my documents, highlight any missing information, calculate my liability or refund, and walk me through the final figures before filing. After submission, I’d like a clear PDF copy of the filed return and confirmation of acceptance from the IRS and state. If you use established tax platforms or professional software (e.g., UltraTax, ProSeries, Drake) let me know; security and data privacy are important to me. Please outline your timeline, any additional information you’ll need, and how you prefer to communicate so we can keep the process smooth and quick.

Project ID: 40376919

About the project

9 proposals

Remote project

Active 1 mo ago

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9 freelancers are bidding on average $50 USD/hour for this job

@gpellosis

Hello! I'm Gregorio Jr, a seasoned CPA with over 15 years of experience spanning the US, UK, Canada, Australia, New Zealand, UAE, and international markets. My aim is to bring accuracy, compliance, and actionable financial insights to businesses, and this extends to even individual tax filing. What sets me apart is my thoroughness in the accounting process. For your personal return, I'll diligently review your income documents,W-2s, 1099s (including receipts for deductions) using either UltraTax, ProSeries or Drake (depending on your preference), ensuring full IRS compliance and maximizing your potential refund or minimizing your liability effectively. Throughout the process you'll be kept informed. You'll have the chance to review and verify the final figures before our e-filing submission. Additionally, you'll receive a clear PDF copy of the filed return along with confirmation of acceptance from both IRS and state. Your data security is guaranteed as I employ robust professional software##during submissions. As an experienced communicator who understands not everybody is versed in finance speak; I promise to present findings and strategies for your perusal in a concise language to ease comprehension. So if you want a tax solution that relieves you off any compliance worries; keeping data safe while maximizing refund then let's work together.

$50 USD in 40 days