Business & Personal Tax Filing

I need an experienced, licensed CPA to prepare and file both my company’s year-end return and my own individual return. All source documents—bank statements, payroll reports, 1099s, W-2s, and prior-year filings—are organised and ready to share via a secure drive. The entity is a small, service-based business with straightforward revenue streams, so the job centres on accurate classification, maximising allowable deductions, and ensuring total compliance with federal and state requirements.

You’re free to work in QuickBooks, Xero, or any other professional suite; I have no software preference as long as the records and final returns are clean, well-documented, and easy for me to reference later.

When you reply, focus on the depth of your tax experience—especially handling combined business and personal filings—so I can gauge fit quickly.

Deliverables:
• Completed and e-file-ready business return with all schedules
• Completed and e-file-ready personal return with all schedules
• A brief summary of key deductions, assumptions, and any carry-overs for next year

Once the returns are accepted, I’ll close the project.