Tax Filing & Bookkeeping System Improvement with Guidance -- 2
Budget: $250 – $750 USD
I'm seeking a knowledgeable professional to assist with both filing my taxes and enhancing my bookkeeping system. My requirements include:
• Filing my taxes in a timely manner (by tax day, or arranging an extension if needed), covering my W2s, SSDI, income from small eBay businesses, and investments.
• Reviewing and improving my current DIY spreadsheets for accuracy, or suggesting/implementing an easy-to-use bookkeeping software to streamline my finances.
• Providing detailed documentation along with a one-time walkthrough to ensure I understand the changes made and can manage the system independently in the future.
• Although this is a one-time project, I’d like the option to contact or potentially re-engage the professional in the future if needed (for follow-ups or next tax season).
Timeline: Completion by tax day, or sooner if an extension is required.
Budget: Under $400.
• Filing my taxes in a timely manner (by tax day, or arranging an extension if needed), covering my W2s, SSDI, income from small eBay businesses, and investments.
• Reviewing and improving my current DIY spreadsheets for accuracy, or suggesting/implementing an easy-to-use bookkeeping software to streamline my finances.
• Providing detailed documentation along with a one-time walkthrough to ensure I understand the changes made and can manage the system independently in the future.
• Although this is a one-time project, I’d like the option to contact or potentially re-engage the professional in the future if needed (for follow-ups or next tax season).
Timeline: Completion by tax day, or sooner if an extension is required.
Budget: Under $400.