Prepare Individual & Business Taxes

I am seeking a licensed CPA to prepare and e-file my current-year tax returns. This includes:

Form 1040 (personal)

Form 1120-S and related schedules for my S-corporation

The business return is straightforward: it is a simple 1120-S prepared from a fully reconciled QuickBooks file. All bookkeeping is complete and accounts are reconciled. The CPA can generate the P&L and balance sheet directly from QuickBooks. This is not a cleanup, reconstruction, or advisory engagement.

For my personal return, I will provide W-2s and all other supporting tax documents in PDF format, along with last year’s returns for reference.

There is also a Maryland Form 1 Annual Report and Business Personal Property Return. This filing is very simple, with minimal property, and is routine.

The scope is limited strictly to preparation and filing for the current tax year. I am not seeking long-term tax planning, restructuring advice, or an ongoing engagement.

Ideal Candidate:
I am looking for a CPA who is independent or from a small firm and can efficiently complete these returns within a reasonable number of hours. Technical competence is expected, but what matters most is responsiveness and flexibility:

Responds to emails the same business day whenever possible

Provides a direct contact number for time-sensitive questions

Communicates clearly about timelines, next steps, and any additional information needed

My goal is similar to using H&R Block or tax software, but with the added benefit of speaking directly with a licensed CPA who can review and e-file the returns. Depending on pricing, I may choose to proceed with only the personal return for 2025 and defer the business return until 2026.

Please provide a fee estimate after an initial discussion of the materials.

Preferred Skills:

Tax Preparation

Tax Compliance

Tax Accounting

Accounting

Bookkeeping

Intuit QuickBooks

Experience with S-Corporation and individual returns