Personal Tax Preparation Assistance

Job ID: 37903081

Budget: $30 – $250 USD

I'm seeking aid for personal tax preparation. My situation includes some specific circumstances that I'd like to be managed properly:

- My spouse and I contributed the max to a Roth IRA but separately or jointly, we made too much in 2023 to be eligible.
- I also accidently over-contributed by $1k so will need to withdraw the excess.
- I also have a SEP IRA so unsure if I can roll-over to a Traditional IRA (to then transfer back to Roth IRA, aka backdoor Roth IRA).

- I want to have a SEP because I'm also starting my own business this year and any extra tax advice for that would be appreciated (tax planning).

Through this project, the ideal freelancer will do the following:

- Help in rectifying my tax issues related to Roth IRA
- Assist in preparing me and my spouse's personal tax returns (married, filing jointly)

Any freelancer interested in taking this project on should have:

- Extensive experience in tax law
- A good understanding of retirement accounts
- Excellent problem-solving skills
- Experience preparing personal tax returns
- Notable attention to detail
- A strong record of confidentiality and professionalism