Financial Analysis & Tax Prep

Americans Only Please: My sole proprietorship needs a clear, data-driven review of its finances followed by accurate preparation of the upcoming business tax return. I will provide raw bank statements, expense receipts, and prior-year filings; what I need back is insight and compliance.

First, drill into the numbers—trend analysis, ratio assessment, cash-flow projections, break-even point, and any red flags that could impact growth. Please work in the tool you prefer (QuickBooks, Xero, Excel models are all fine) as long as the source files remain editable.

Second, translate the cleaned figures into a complete Schedule C and any supporting forms required for a U.S. sole proprietorship. I expect every deduction to be verified against the latest IRS guidance and a brief memo explaining any assumptions so I can sign with confidence.

Deliverables
• Editable workbook or cloud file with all calculations
• Concise written report summarizing key performance metrics and recommendations
• Ready-to-file Schedule C (PDF plus source software file)
• One follow-up Q&A session to walk through the results

Completion of both parts—analysis and tax package—will mark the project done.