Experienced CPA or Enrolled Agent Needed for Individual & Business Tax Preparation (501(c)(3) + For-Profit DBA)
Budget: $30 – $250 USD
Experienced CPA or Enrolled Agent Needed for Individual & Business Tax Preparation (501(c)(3) + For-Profit DBA)
I am seeking an experienced U.S. tax professional (CPA, Enrolled Agent, or highly qualified tax preparer) to prepare and file our federal and any applicable state tax returns.
### Scope of Work
We need assistance preparing:
* 3-Years Joint individual income tax return** (Married Filing Jointly).
* 3-Years Tax returns for a **501(c)(3) nonprofit organization**.
* 3-Years Tax reporting for a **for-profit DBA** operated by the nonprofit (or otherwise requiring proper reporting and allocation).
### Business Information
* 501(c)(3) nonprofit organization.
* Less than **$50,000** in annual charitable donations.
* More than **$450,000** in gross revenue generated through the for-profit DBA.
* Multiple business income and expense categories.
* Bank statements and financial records are available and can be organized as needed.
### Qualifications
The ideal freelancer should:
* Be a licensed CPA or Enrolled Agent (preferred), or have substantial experience preparing nonprofit and small business tax returns.
* Understand reporting for businesses operating under a DBA and any related tax implications.
* Be knowledgeable about pass-through entities, sole proprietorships, or other applicable business structures.
* Be able to advise on maximizing legitimate deductions while maintaining full compliance with IRS regulations.
* Be responsive, detail-oriented, and able to communicate clearly throughout the engagement.
### Please Include in Your Proposal
* Your credentials and years of tax preparation experience.
* Your experience with nonprofit tax filings and businesses with significant gross revenue.
* Which tax software you use.
* An estimated timeline to complete the returns.
* Your fixed-price quote or hourly rate.
* Any additional information or documents you would need before beginning.
This could become an ongoing annual engagement if the work is completed accurately and efficiently.
I am seeking an experienced U.S. tax professional (CPA, Enrolled Agent, or highly qualified tax preparer) to prepare and file our federal and any applicable state tax returns.
### Scope of Work
We need assistance preparing:
* 3-Years Joint individual income tax return** (Married Filing Jointly).
* 3-Years Tax returns for a **501(c)(3) nonprofit organization**.
* 3-Years Tax reporting for a **for-profit DBA** operated by the nonprofit (or otherwise requiring proper reporting and allocation).
### Business Information
* 501(c)(3) nonprofit organization.
* Less than **$50,000** in annual charitable donations.
* More than **$450,000** in gross revenue generated through the for-profit DBA.
* Multiple business income and expense categories.
* Bank statements and financial records are available and can be organized as needed.
### Qualifications
The ideal freelancer should:
* Be a licensed CPA or Enrolled Agent (preferred), or have substantial experience preparing nonprofit and small business tax returns.
* Understand reporting for businesses operating under a DBA and any related tax implications.
* Be knowledgeable about pass-through entities, sole proprietorships, or other applicable business structures.
* Be able to advise on maximizing legitimate deductions while maintaining full compliance with IRS regulations.
* Be responsive, detail-oriented, and able to communicate clearly throughout the engagement.
### Please Include in Your Proposal
* Your credentials and years of tax preparation experience.
* Your experience with nonprofit tax filings and businesses with significant gross revenue.
* Which tax software you use.
* An estimated timeline to complete the returns.
* Your fixed-price quote or hourly rate.
* Any additional information or documents you would need before beginning.
This could become an ongoing annual engagement if the work is completed accurately and efficiently.