Fractional CPA for Tax Advisory
Budget: $15 – $25 USD
I run a growing tax-focused practice and need an experienced, business-minded CPA I can reach out to whenever a client matter arises. Most of the work revolves around tax questions, yet I also field requests for business structuring guidance, CPA review & attestations, quality and audit issues, and occasional tax resolution cases.
Here is how I see us working together: whenever I book a client consultation, I will contact you to arrange a call or video meeting. You invoice me only for the actual consultation time (or, on larger tax-prep engagements, we will agree on a fixed fee that still leaves room for a fair client markup). There is no guaranteed weekly hour block; this is a true on-demand or fractional arrangement.
Fluency in Spanish is highly desirable—many of our clients are bilingual—though it is not a strict requirement. What matters most is clear, actionable advice delivered promptly and documented so I can relay it to the client with confidence.
Typical deliverables
• Real-time advisory calls with written follow-up notes
• Completed federal and state returns when engaged for preparation, with e-file authorization ready for signature
• Supporting schedules or memos on business structuring, quality and audit, or tax resolution strategies as needed
Acceptance criteria
• All advice must cite current IRS or relevant state authority and align with ethical standards of practice.
• Turnaround on consultation requests: ideally within 24 hours for scheduling and within 48 hours for written summaries.
• Fixed-fee tax prep projects delivered no later than the mutually agreed filing deadline.
If you enjoy flexible, project-based work and can jump in quickly to solve client tax challenges, I’d love to establish a long-term collaboration. We manage the fee based on client assessment not hourly rate, however hourly rate can be used for the contract, then ad hoc fees along the way
Here is how I see us working together: whenever I book a client consultation, I will contact you to arrange a call or video meeting. You invoice me only for the actual consultation time (or, on larger tax-prep engagements, we will agree on a fixed fee that still leaves room for a fair client markup). There is no guaranteed weekly hour block; this is a true on-demand or fractional arrangement.
Fluency in Spanish is highly desirable—many of our clients are bilingual—though it is not a strict requirement. What matters most is clear, actionable advice delivered promptly and documented so I can relay it to the client with confidence.
Typical deliverables
• Real-time advisory calls with written follow-up notes
• Completed federal and state returns when engaged for preparation, with e-file authorization ready for signature
• Supporting schedules or memos on business structuring, quality and audit, or tax resolution strategies as needed
Acceptance criteria
• All advice must cite current IRS or relevant state authority and align with ethical standards of practice.
• Turnaround on consultation requests: ideally within 24 hours for scheduling and within 48 hours for written summaries.
• Fixed-fee tax prep projects delivered no later than the mutually agreed filing deadline.
If you enjoy flexible, project-based work and can jump in quickly to solve client tax challenges, I’d love to establish a long-term collaboration. We manage the fee based on client assessment not hourly rate, however hourly rate can be used for the contract, then ad hoc fees along the way