Corporate & Personal Tax Preparation
Budget: $250 – $750 USD
I’m looking for a licensed CPA who can take my golf-industry corporation and my own personal finances from source documents all the way through to signed, e-filed returns. This engagement covers both corporate and personal tax returns for the most recent tax year, with the added wrinkle of multiple state filings on the corporate side.
Here’s what you’ll be working with:
• A single-member corporation operating in the golf sector
• Standard revenue and expense records already organised in QuickBooks Online
• W-2 and 1099 information for myself
• Prior-year returns for reference
You’ll review the books, identify any additional deductions or credits, prepare the federal and required state returns, and handle the e-filing. Accuracy, compliance with current IRS and state guidelines, and clear communication of any issues or opportunities are essential.
Deliverables
• Completed federal corporate return (1120 or 1120-S as appropriate)
• Completed state corporate returns for each filing state
• Completed federal and state personal returns (1040 and state equivalents)
• PDF copies of all filed forms plus proof of e-file acceptance
Acceptance will be based on successful e-file confirmation and a brief walk-through of the final numbers. Let me know your timeline and any additional documents you’ll need so we can get started right away.
Here’s what you’ll be working with:
• A single-member corporation operating in the golf sector
• Standard revenue and expense records already organised in QuickBooks Online
• W-2 and 1099 information for myself
• Prior-year returns for reference
You’ll review the books, identify any additional deductions or credits, prepare the federal and required state returns, and handle the e-filing. Accuracy, compliance with current IRS and state guidelines, and clear communication of any issues or opportunities are essential.
Deliverables
• Completed federal corporate return (1120 or 1120-S as appropriate)
• Completed state corporate returns for each filing state
• Completed federal and state personal returns (1040 and state equivalents)
• PDF copies of all filed forms plus proof of e-file acceptance
Acceptance will be based on successful e-file confirmation and a brief walk-through of the final numbers. Let me know your timeline and any additional documents you’ll need so we can get started right away.
Related categories:
Accounting
Excel
Finance
Financial Analysis
Bookkeeping
Personal Tax
Tax Compliance
Tax Preparation