CPA Help: Back Taxes & Planning

Job ID: 40097332

Budget: $15 – $25 USD

I need a licensed CPA to tackle two priorities simultaneously: clear up my outstanding tax issues and set up a smarter, more tax-efficient future.

Back-tax cleanup
• Prepare and file every past-due federal and state return
• Identify and correct errors in earlier submissions
• Represent me in negotiations with the IRS or state authorities to arrange manageable payment terms or reduce penalties

Forward-looking planning
When the history is resolved, guide me on structuring my finances around tax-efficient investments so my future obligations stay low and predictable.

Key details
- All available documents and prior IRS correspondence will be provided.
- Work can be handled remotely; I am in the United States and can schedule video calls as needed.
- Please outline your CPA credentials, similar engagements you have completed, and the timeline you require to finish the back-tax filings before moving on to planning.

The engagement is complete when past returns are accepted, any negotiated agreements are documented, and I have a clear, actionable roadmap for tax-efficient investing with projected savings. I look forward to finally putting these tax worries behind me with your help.