Individual Federal & State Tax Filing
Budget: $8 – $15 CAD
I need a qualified tax professional to prepare my individual federal and state returns for the current tax year. All source documents—W-2s, 1099s, interest statements, and deductible expense records—are organized and ready to share as soon as we start.
Scope
• Prepare both returns accurately, applying every legal deduction and credit available to me.
• Deliver final forms in PDF plus the e-file submission confirmation (or clear instructions if e-filing through your software is not possible).
• Provide a brief summary of any outstanding questions or documents you still need, so I can respond quickly.
• Offer one round of revisions in case the IRS or state agency requests clarification.
I prefer someone who is familiar with the latest federal regulations as well as my state’s specific rules, can turn the work around within a week, and communicates clearly through Freelancer chat or Zoom if needed. Let me know your credential (EA, CPA, or equivalent) and the software you use—TurboTax Pro, UltraTax, Drake, etc.—so I understand your workflow.
Once we agree on the approach and timeline, I’ll upload my docs and we can get started right away.
Scope
• Prepare both returns accurately, applying every legal deduction and credit available to me.
• Deliver final forms in PDF plus the e-file submission confirmation (or clear instructions if e-filing through your software is not possible).
• Provide a brief summary of any outstanding questions or documents you still need, so I can respond quickly.
• Offer one round of revisions in case the IRS or state agency requests clarification.
I prefer someone who is familiar with the latest federal regulations as well as my state’s specific rules, can turn the work around within a week, and communicates clearly through Freelancer chat or Zoom if needed. Let me know your credential (EA, CPA, or equivalent) and the software you use—TurboTax Pro, UltraTax, Drake, etc.—so I understand your workflow.
Once we agree on the approach and timeline, I’ll upload my docs and we can get started right away.
Related categories:
Accounting
Excel
Finance
Tax Law
Tax Compliance
Tax Accounting
Tax Preparation
Financial Consulting