Find Tax Preparation Projects on Upwork with Vollna

We are seeking a qualified tax professional to assist in preparing our 2024 tax return for an e-commerce business that generated approximately $10,000 in revenue. The ideal candidate should have experience with e-commerce tax filings, understand relevant deductions, and be familiar with current tax laws affecting small businesses. The project will involve accurate data entry, tax form completion, and potentially providing tax-saving strategies. Please provide your relevant experience and any certifications.

Skills: Tax Preparation, Accounting, Tax Return, Certified Tax Preparer, Bookkeeping

We are seeking an experienced UK FCA authorised financial advisor to provide expert guidance for a UK/US dual citizen on a one-off, freelance basis. The ideal candidate will have specific knowledge of UK taxation for individuals with international connections. You must have at least 8+ years of verifiable experience advising on UK tax matters and compliance requirements, particularly regarding financial planning and asset management. The initial consultation is expected to take approximately one hour of your time.

Key Requirements:

1. Recognized qualification (e.g., Chartered Tax Adviser (CTA), ATT, ACCA, or equivalent). FCA authorised.
2. Must know about tax treatment of different types of income AND about investing in LLPs.
3. Proven experience with UK tax laws affecting individuals with international ties
4. Specific expertise in UK pension regulations and tax treatment of investment assets
5. Thorough understanding of HMRC reporting requirements for UK residents with international connections
6. Experience advising business owners on UK tax implications
7. Excellent communication skills and ability to explain complex tax concepts clearly
8. Availability to conduct one-hour client consultations via Zoom during UK business hours

Please answer the following questions to apply. Type "UKTA" at the beginning of your response to this advert to be considered.

Skills: Tax Preparation, Tax Law, CPA, International Taxation, Tax Planning & Advisory, US Taxation

Bookkeeper | QuickBooks Online | Hospitality & Restaurant Industry

Stone House is looking for an experienced Bookkeeper to manage financial records, reconcile accounts, and ensure accurate reporting for our business. The ideal candidate should have experience in the restaurant or hospitality industry, be proficient in QuickBooks Online, and be available in a similar time zone for smooth collaboration. Use the words Stone House in your reply to insure you are paying attention.

Availability: 20hrs/week

Responsibilities:
- Maintain accurate financial records and general ledgers.
- Perform bank and credit card reconciliations.
- Process accounts payable and accounts receivable.
- Generate financial reports (profit & loss, balance sheet, cash flow statements).
- Ensure compliance with tax regulations and assist with tax preparation.
- Categorize and review transactions for accuracy.
- Track and manage inventory costs, payroll, and vendor payments specific to the hospitality industry.
- Collaborate with the team to streamline financial processes.

Requirements:
- Proven experience as a Bookkeeper (in the restaurant or hospitality industry is a plus)
- Proficiency in QuickBooks Online (mandatory).
- Strong understanding of accounting principles and financial reporting.
- Experience handling corporate and personal financial records.
- Familiarity with restaurant cost structures, including food costs, labor expenses, and vendor management.
- Attention to detail and strong problem-solving skills.
- Ability to work independently and meet deadlines.
- Availability to collaborate in a similar time zone.

Preferred Skills:
- Experience with U.S. tax compliance (a plus).
- Knowledge of payroll processing for hospitality businesses.
- Strong communication skills for financial reporting and collaboration.

If you are a detail-oriented and reliable Bookkeeper with experience in restaurants or hospitality, we’d love to hear from you!

Skills: Accounting Basics, Accounting Software, Intuit QuickBooks, Microsoft Excel, Bookkeeping, Data Entry

We are seeking an experienced UK FCA authorised financial advisor or ACCA qualified accountant to provide expert guidance for a UK/US dual citizen on a one-off, freelance basis. The ideal candidate will have specific knowledge of UK taxation for individuals with international connections, particularly regarding pensions disbursements and reinvesting lump sums. You must have at least 8+ years of verifiable experience advising on UK tax matters and compliance requirements, particularly regarding financial planning and investments. The initial consultation is expected to take approximately one hour of your time.

Key Requirements:

1. Recognized qualification (e.g., Chartered Tax Adviser (CTA), ATT, ACCA, or equivalent). FCA authorised.
2. Must know about tax treatment of different types of income, pensions AND about investing in LLPs.
3. Proven experience with UK tax laws affecting individuals with international ties
4. Specific expertise in UK pension regulations and tax treatment of investment assets
5. Thorough understanding of HMRC reporting requirements for UK residents with international connections
6. Experience advising business owners on UK tax implications
7. Excellent communication skills and ability to explain complex tax concepts clearly
8. Availability to conduct one-hour client consultations via Zoom during UK business hours

Please answer the following questions to apply. Type "UKTA" at the beginning of your response to this advert to be considered.

Skills: Tax Planning & Advisory, Tax Preparation, Tax Law, International Taxation

Here's a job post you can use on Upwork to attract qualified tax professionals:

---

### **U.S. Expat & Crypto Tax Specialist Needed for 1099 Filing**

**Job Description:**
I'm looking for an experienced U.S. tax professional to help me file my 2024 taxes. My situation includes:

- **Expat Status:** I have been living outside the U.S. since May 2024.
- **State Residency:** I am not an Indiana resident.
- **Income:** I have received income as a contractor (1099).
- **Crypto Activity:** I have made cryptocurrency transfers and need guidance on proper reporting.

I need someone who understands U.S. expat tax laws, self-employment deductions, and cryptocurrency tax regulations. Ideally, you are a CPA, EA, or have extensive experience with expat taxation.

**Key Responsibilities:**
✅ Prepare and file my U.S. federal tax return
✅ Determine if I need to file state taxes in Indiana
✅ Accurately report my 1099 income and deductions
✅ Handle cryptocurrency tax reporting to ensure compliance
✅ Provide guidance on tax strategies to optimize my return

**Requirements:**
🔹 Experience with U.S. expat tax filings
🔹 Knowledge of IRS regulations for cryptocurrency transactions
🔹 Expertise in 1099 contractor income and deductions
🔹 CPA, EA, or proven track record in U.S. tax preparation

**How to Apply:**
Please provide:
1️⃣ Your experience handling similar tax situations
2️⃣ Estimated cost and timeline for filing
3️⃣ Any certifications (CPA, EA, etc.)

Looking forward to working with a knowledgeable tax professional!

---

This should help you attract the right candidates on Upwork. Let me know if you want any tweaks! 😊

Skills: Tax Preparation, CPA

Hi, I have an S-Corp and an LLC both of which are based in the US. However, I spend most of my time abroad more than 300 days a year. I need a tax advisor and preparer who can guide me how to save money on taxes and understand laws on tax. Who can also prepare and file taxes for me. If this works out I am also looking for a book keeper/accountant to work on a monthly retainer for my businesses.

Skills: Tax Planning & Advisory, Accounting, Tax Return, Tax Preparation, Tax Law

I need a licensed Enrolled Agent (EA) to manage the full tax resolution process for clients at my company, Robinhood Resolutions. Most of our clients owe $10,000+ to the IRS and are facing collections actions like wage garnishments, levies, or liens.

You’ll be responsible for the entire back-end casework, including:

Conducting the initial investigation (e.g., pulling transcripts, reviewing IRS balances, compliance checks)

Communicating with the IRS on behalf of the client

Developing a resolution strategy

Preparing and submitting resolution requests (OICs, Installment Agreements, CNC, Penalty Abatement, etc.)

Advising on compliance issues and next steps

I’ll handle marketing and client acquisition — your job is to make sure we get results and keep the client out of IRS trouble.

This is a long-term, ongoing role with flexible hours. I'm looking for someone who’s dependable, experienced with IRS collections, and confident working independently.

Skills: Tax Preparation, Tax Return

We are seeking a QuickBooks expert to assist with ongoing bookkeeping and financial management tasks for our small business. This is not an academic or assignment-related job—we need real support with business financials.

Responsibilities:
Manage and reconcile accounts in QuickBooks (Online/Desktop)
Categorize transactions and maintain accurate financial records
Generate monthly financial reports (P&L, Balance Sheet, Cash Flow)
Assist with payroll processing (if applicable)
Prepare data for tax filing and coordinate with our accountant
Provide ongoing support and updates on financial health
Requirements:
Proven experience with QuickBooks Online or Desktop
Strong understanding of accounting principles
Attention to detail and excellent organizational skills
Ability to communicate clearly and meet deadlines
Prior experience working with small businesses preferred
Nice to Have:
Knowledge of tax preparation or collaboration with CPAs
Familiarity with other accounting software or integrations (e.g., Stripe, PayPal, Gusto)
Project Details:
Start: Immediate
Duration: Ongoing (long-term opportunity for the right person)
Estimated workload: 5–10 hours per week (may vary)
Budget: Open to hourly or fixed rate depending on experience
If you're detail-oriented, reliable, and confident working independently on financial records, we'd love to hear from you.

Please include a brief summary of your QuickBooks experience and mention any certifications or client examples if available.

Skills: Bookkeeping, Intuit QuickBooks, QuickBooks Enterprise, Bank Reconciliation, Accounting

I require a simple taxation advise and it should be related to Malaysia.

Skills: Tax Preparation

I need federal and state taxes prepared in California for myself and my spouse (filing jointly). W-2s, 1099s, 1098s, and K-1 forms will be provided.

Skills: Tax Preparation, Tax Return, CPA, Certified Tax Preparer

Hello, I own an auto repair business and im in need of help with my taxes. I opened in 2022. Im trying to get caught up and need desperate help. I have QuickBooks and profit loss statements.

Skills: Tax Preparation, Bookkeeping, Intuit QuickBooks, CPA

We are seeking a qualified tax preparer to assist us in generating and filing a single 1099 for an independent contractor with the IRS. The ideal candidate should have experience in tax preparation and be knowledgeable about IRS regulations. Your expertise will help ensure compliance and accuracy in our tax filing process. Please apply with your relevant experience and availability.

Skills: Tax Return, Tax Preparation, Certified Tax Preparer, Tax Preparation Software, Accounting

In 2024 I was diagnosed with a rare and aggressive cancer. I had to pause work on my business in June so taxes will be pretty straightforward. We are a pre-revenue startup with very little expenses. We are a Delaware C Corp. Just have to do the federal and Minnesota state filings. I already paid my Delaware franchise tax and we didn't have any 1099s in 2024.

I'm still recovering so looking for a good price and good work.
Thank you.

Skills: Tax Preparation, CPA, Accounting

I am looking for a CPA that is familiar with the the United States tax codes related to doing business in other countries.

Also possibly tax preparation and consulting with our clients in the United States

Skills: CPA, Tax Law

We have an online business and a sales tax software system. We need a person who can take the reports from our Sovos software and file the sales tax returns with all the jurisdictions in the USA.

Skills: Numeric Fluency, Sales Tax, Tax Preparation, Tax Preparation Software

We are seeking a licensed CPA to conduct a quick analysis of a company's tax return. The goal is to assess whether the financial standing indicated in the return supports the decision to hire a new employee. I will provide a sample letter. The ideal candidate will have experience in tax analysis and be able to provide clear insights and recommendations based on the findings. This is a straightforward task, and we look forward to working with a professional who can deliver accurate results promptly. You must be able to sign as a CPA

Skills: Tax Preparation, Accounting, CPA, Tax Law, Financial Accounting

Ok this is easy
you WONT file these.. they are Just for my knowledge only

Job:
Tax Planning & Scenario Modeling for Income Optimization

Job Overview:
I’m looking for someone experienced in tax planning to help me run income and investment scenarios each year.

The goal is to figure out the best income mix — including when to sell investments, how to use LLC income, and how to plan ahead.

What You’ll Do:
Run tax scenarios (LLC income, capital gains, etc.)

Adjust investment sales for optimal timing ( We will pay with numbers)

Help create the best income formula each year ( 2018-2024)

Prepare tax returns for review (no filing these are examples only)


Requirements:
Experience with U.S. tax planning

Strong understanding of capital gains and self-employed taxes

Comfortable modeling multiple scenarios

Skills: Tax Law, Tax Return, Certified Tax Preparer, CPA, Tax Preparation

I am a sole proprietor LLC owner seeking an experienced tax professional to assist with filling out my income tax papers accurately and efficiently. My company is new, so for now there's no profit, there will be 0 in tax papers.

The ideal candidate should have a strong understanding of tax regulations for LLCs and possess excellent attention to detail. Your expertise will ensure compliance and help maximize my tax benefits. If you have a proven track record in handling similar cases and can provide guidance tailored to my business needs, I want to hear from you.

Skills: Tax Preparation, Tax Return, Certified Tax Preparer, CPA, Tax Law

A solo tech founder running two lean but growing adjacent companies:

• A bootstrapped SaaS AI platform
• An innovative marketing business focused on marketing technology systems

This is very good opportunity to be part of an innovative, research led r&d tech team that is completely bootstrapped from 0, as I grow out the finance ops side of the venture.

I’m looking for an accountant (freelance or long-term collaborator) who understands the realities of founder-led, highly technological, bootstrapping startups. Ideally a long term partnership that is more ad-hoc yet functional finance for a small startup.

Essential:
• Running director payroll / bonus PAYE (correctly timed for tax/R&D purposes)
• R&D tax credit submission (I can write the narrative, I need help with the financial side + filing)
• Managing dividends + NI contributions efficiently
• Setting up directors employer pension contributions (basic is fine)
• Monthly bookkeeping and bank reconciliation (Xero or FreeAgent; ~50 transactions/mo)
• Help with CT600, year-end, VAT (including international/SaaS/Stripe rules)
• Handling crypto payments (as a method of receiving/paying, not as a tradable asset)
• Support with financial reports for M&A and data rooms (quarterly)
• Compliance & organisation

Who I’m looking for:
• UK-based or very familiar with UK tax and payroll
• Someone who treats finance like a function, for a bootstrapping tech startup, familiar with lean startup methodologies and entrepreneurial mindsets
• Responsive: I prefer back and forth messages over formal messages or calls
• Can flag things before I ask (“Hey, it’s March, time to trigger your bonus if you want R&D + pension to align”)

Who this is NOT for:
• Traditional firms or accountants not familiar with digital technology
• Bookkeepers only. I want strategic thinking + filings. Every saved penny is either a new hire or adds runway to pivot
• People uncomfortable with fast founder energy
• Someone who is excited to work on new tech, like adding a new crypto gateway or a new international FinTech payment method.

Please let me know:
- What you’ve done in R&D / PAYE / SaaS or startup tax
- A rough idea of availability + pricing structure

—
Jacob

Skills: Mathematics, Account Reconciliation, Balance Sheet, Tax Return, Accounting, Financial Accounting, Bookkeeping, Xero, Tax Preparation

I am seeking an experienced tax preparation specialist to assist with my 2022 tax return using Form 1040-NR for gaming winnings in the USA. The ideal candidate will have a strong understanding of tax regulations related to non-resident aliens and gambling income. You will be responsible for accurately preparing and filing my tax return, ensuring compliance with all relevant tax laws and maximizing any eligible deductions. If you have a track record of successfully handling similar cases, please apply.

Update: I have an SSN already.

Skills: Tax Preparation, Tax Law, Tax Return, Certified Tax Preparer, Accounting

We are seeking a qualified CPA to represent our client in dealing with the IRS regarding payroll tax issues in Los Angeles. The ideal candidate will have experience in handling payroll tax disputes and knowledge of federal and state tax regulations. You will be responsible for communication with the IRS, preparing necessary documentation, and providing strategic advice to ensure compliance and resolution of any outstanding issues. If you have a proven track record in tax representation, we would love to hear from you.

Skills: Tax Preparation, CPA, Tax Return, Accounting, Tax Law

We are seeking a qualified and experienced CPA to handle our corporate tax filing for the 2024 tax year in Canada. Our bookkeeping is fully completed, and we need a professional to prepare and file our tax returns accurately and efficiently.

Responsibilities:

Prepare and file corporate tax returns (T2)

Identify any potential tax deductions or credits

Ensure timely filing to avoid penalties

Provide expert tax advice if needed

Requirements:

Certified CPA in Canada

Experience with corporate tax filing for Canadian businesses

Strong knowledge of Canadian tax regulations and compliance

Attention to detail and accuracy

Ability to meet deadlines

Additional Information:

All bookkeeping has been completed

We prefer a professional with prior experience handling corporate taxes for similar businesses

Skills: Tax Preparation, Tax Return, Corporate Tax, Certified Tax Preparer, Accounting, CPA

I am looking for a detail-oriented freelancer to assist with organizing tax documents and invoices for my small business. Tasks include lodging BAS statements and helping to finalize my outstanding accounts. The ideal candidate should have experience in bookkeeping and a solid understanding of tax regulations. Your expertise will ensure my finances are in order and compliant with local laws.

Skills: Bookkeeping, Accounting, Tax Preparation, Intuit QuickBooks, Tax Return

I am seeking a qualified professional to assist with tax preparation, accounting, and budgeting for both my personal finances and my small business. The ideal candidate will have a solid understanding of tax regulations and accounting principles and be able to provide accurate and timely financial information. Your role will involve preparing tax returns, managing budgets, and offering financial advice tailored to my needs. Strong organizational skills and attention to detail are essential.

Skills: Accounting, Tax Preparation, Bookkeeping, Financial Accounting, Intuit QuickBooks

Looking for CPA/EA to Fully Prepare & File Trader LLC Return (MTM, Form 1065 + K-1s)

I’m seeking a licensed CPA or EA to fully prepare and file my LLC’s 2024 tax return, including:

- Form 1065 for an active trading business (Foster Wu Ventures LLC)

- Schedule K-1s for each member

- Mark-to-Market accounting under IRC Section 475(f)

- Proper treatment of ETF options (SPY, QQQ, IWM) that were misclassified as Section 1256 contracts on the 1099-B

- Form 4797 for MTM reporting

- Filing the return under your PTIN as the official paid preparer

I have all necessary trade data, end-of-year marks, and documentation prepared and organized, including a detailed record of capital contributions and distributions.

This is not a hybrid or self-prepared return — I’m looking for a professional who will prepare the return in full, sign it, and file it under their credentials.

I’m open to filing an extension due to timing if needed. Please share your experience with trader tax returns and whether you're comfortable overriding 1099-B reporting when supported by proper documentation and MTM election.

Skills: Tax Preparation, CPA

Hey Anthony.

I’m in need of some last-minute tax preparation and advice—possibly even an audit of my current filing. Here’s a quick breakdown of my situation:

This is my first year filing jointly with my wife, and I went with my usual H&R Block rep. To my surprise, we now owe over $9,000—something we were completely unprepared for.

The issue stems from my crypto activity. Toward the end of the year, I swapped one cryptocurrency (held for less than a year) for another, not realizing this was a taxable event. At the time, I had unrealized gains in Crypto A, but since swapping, Crypto B has significantly dropped in value—leaving me with a large taxable gain on paper but no actual profits to show for it.

I need someone well-versed in crypto tax laws who can help me navigate this and explore any potential options to reduce this tax burden. I wasn’t prepared for this financial hit, so I’d really appreciate any guidance on the best path forward.

Would love to chat ASAP—please let me know if you can help.

Skills: Tax Preparation, Bookkeeping, International Taxation, Business Valuation, Tax Law, Corporate Tax, Nonprofit Organization

We are seeking a qualified German Steuerberater to provide expert financial and tax consulting for our IT consulting firm. The ideal candidate should have a strong understanding of German tax laws and regulations, particularly as they pertain to the tech industry. Your responsibilities will include tax planning, compliance, and advising on financial strategies to optimize our business operations. If you are detail-oriented and have a passion for helping businesses thrive, we would love to hear from you.

Skills: Accounting, German, Tax Preparation, Lead Generation, Sales

We established our Delaware Inc. at the beginning of this year but received our TIN only recently. It's important to note that our founder is not a U.S. citizen.

Skills: Corporate Tax, Tax Preparation, Tax Return, Tax Law, S-Corporation, IRS Resolution, Limited Liability Company, International Taxation, Sole Proprietorship, Certified Tax Preparer, C-Corporation, Tax Strategy, Tax Law Compliance, Business Services, US Taxation

At Calp Group Ltd, our motto is simple:

"Winning is more fun, than fun is fun."

We’re now looking for a detail-oriented, reliable, and self-driven Accountant to help manage the financial operations of our fast-growing companies in the UK and Cyprus. If you’re an experienced accountant with solid knowledge of UK VAT laws, integrity, and a proactive mindset — this is an exciting long-term opportunity for you. Check out Walkingpad UK!

About Us:
Calp Group Ltd is an international e-commerce group founded by two entrepreneurs, Markus and Mo, who are passionate about building impactful businesses and long-lasting value. We operate multiple successful e-commerce brands across Norway, Sweden, Denmark. Our group is growing rapidly, and we are now expanding with dedicated LTD companies in the UK and Cyprus.

We are looking for a highly reliable, independent, and experienced Accountant who can take full responsibility for the day-to-day accounting, bookkeeping, and VAT compliance of our UK and Cyprus entities. This is a long-term role with a workload of approximately 30+ hours per week, possibly increasing as our group grows.

Key Responsibilities:
• Handle full-cycle accounting and bookkeeping for UK and Cyprus LTD companies.
• Ensure compliance with local accounting standards and VAT regulations.
• Prepare monthly and annual financial reports.
• Reconcile bank accounts, payables, and receivables.
• Communicate financial updates and risks to management.
• Work with auditors and tax authorities when needed.

Required Qualifications & Experience:
• Minimum 5 years of accounting experience, preferably in the UK.
• Solid knowledge of UK accounting standards and VAT rules.
• Experience with LTD companies and e-commerce.
• Skilled in QuickBooks, or similar accounting systems.
• Comfortable working independently and remotely.

Personal Qualities:
• High level of integrity and trustworthiness.
• Self-driven and proactive.
• Detail-oriented and organized.
• Strong communication skills.
• Committed to long-term collaboration.

What We Offer:
• Long-term engagement with stable workload (30+ hours per week).
• Competitive hourly rate.
• Flexibility to work remotely with a global team.
• Direct communication with the founders and management.
• A key role in a fast-growing e-commerce group.

We are looking for someone who wants to be part of our journey long-term and grow with us. If you believe you are the right person for this role, we look forward to hear from you!

Skills: Intuit QuickBooks, Accounting, Microsoft Excel, Bookkeeping, Shopify, Tax Preparation, Google Sheets

Can you please help me in understanding the process for filing for 5472 and 1120 for a nil return where no bank account was opened ?

Skills: Intuit QuickBooks, Bank Reconciliation, Bookkeeping, Tax Preparation, Microsoft Excel, Financial Reporting, Financial Accounting, Financial Modeling, Xero, Corporate Tax, CPA, Management Consulting, Intuit Lacerte Tax, Financial Analysis, Account Reconciliation

We are seeking a US Tax Consultant with expertise in handling foreign-owned LLCs and US tax compliance.

Skills: Tax Law, Tax Preparation