Tax Compliance Audit & Revenue Forecasting
Budget: $750 – $1,500 USD
Our company needs an objective review of last year’s tax positions alongside a forward-looking revenue projection. I will provide full access to our accounting files—general ledger exports from QuickBooks, prior returns, and supporting schedules—so you can evaluate whether every filing meets current IRS requirements and identify any exposure before our next return is due.
Once the compliance review is complete, I’d like you to build a revenue forecast for the coming twelve months. Historical sales data is clean and available in CSV; seasonality and current pipeline metrics are already tagged. I expect a dynamic model in Excel (or Google Sheets) that lets me toggle growth assumptions and immediately see the impact on monthly and annual figures.
Deliverables
• Tax-compliance audit report covering FY2023, including cited regulations and recommended corrections or amended filings
• Summary memo highlighting risks, missed deductions, and process improvements
• Interactive revenue forecast model with clear input fields, formula transparency, and a brief walkthrough video or call to ensure my team can maintain it
Acceptance criteria
– All findings traceable to source documents or official guidance
– Forecast variance against historical run rate explained within ±5 % tolerance
– Final files delivered in editable formats, no macros locked behind passwords
Familiarity with U.S. tax code, GAAP, and strong spreadsheet modeling skills are essential. Let me know if you require any additional documentation to get started.
Once the compliance review is complete, I’d like you to build a revenue forecast for the coming twelve months. Historical sales data is clean and available in CSV; seasonality and current pipeline metrics are already tagged. I expect a dynamic model in Excel (or Google Sheets) that lets me toggle growth assumptions and immediately see the impact on monthly and annual figures.
Deliverables
• Tax-compliance audit report covering FY2023, including cited regulations and recommended corrections or amended filings
• Summary memo highlighting risks, missed deductions, and process improvements
• Interactive revenue forecast model with clear input fields, formula transparency, and a brief walkthrough video or call to ensure my team can maintain it
Acceptance criteria
– All findings traceable to source documents or official guidance
– Forecast variance against historical run rate explained within ±5 % tolerance
– Final files delivered in editable formats, no macros locked behind passwords
Familiarity with U.S. tax code, GAAP, and strong spreadsheet modeling skills are essential. Let me know if you require any additional documentation to get started.