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Experienced CPA or Enrolled Agent Needed for Individual & Business Tax Preparation (501(c)(3) + For-Profit DBA) I am seeking an experienced U.S. tax professional (CPA, Enrolled Agent, or highly qualified tax preparer) to prepare and file our federal and any applicable state tax returns. ### Scope of Work We need assistance preparing: * 3-Years Joint individual income tax return** (Married Filing Jointly). * 3-Years Tax returns for a **501(c)(3) nonprofit organization**. * 3-Years Tax reporting for a **for-profit DBA** operated by the nonprofit (or otherwise requiring proper reporting and allocation). ### Business Information * 501(c)(3) nonprofit organization. * Less than **$50,000** in annual charitable donations. * More than **$450,000** in gross revenue generated through the for-profit DBA. * Multiple business income and expense categories. * Bank statements and financial records are available and can be organized as needed. ### Qualifications The ideal freelancer should: * Be a licensed CPA or Enrolled Agent (preferred), or have substantial experience preparing nonprofit and small business tax returns. * Understand reporting for businesses operating under a DBA and any related tax implications. * Be knowledgeable about pass-through entities, sole proprietorships, or other applicable business structures. * Be able to advise on maximizing legitimate deductions while maintaining full compliance with IRS regulations. * Be responsive, detail-oriented, and able to communicate clearly throughout the engagement. ### Please Include in Your Proposal * Your credentials and years of tax preparation experience. * Your experience with nonprofit tax filings and businesses with significant gross revenue. * Which tax software you use. * An estimated timeline to complete the returns. * Your fixed-price quote or hourly rate. * Any additional information or documents you would need before beginning. This could become an ongoing annual engagement if the work is completed accurately and efficiently.
Project ID: 40564574
7 proposals
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Active 6 days ago
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7 freelancers are bidding on average $212 USD for this job

With over a decade of tax preparation experience and a dedicated team of Chartered Accountants, CPAs, and Bookkeeping specialists behind me, I am confident that we can handle the diverse scope of your tax needs. Our expertise in Accounting, Finance, Tax Law, and Tax Preparation, combined with a deep understanding of various business structures including nonprofits, DBA's and more will be invaluable for your project. We use reliable tax software such as Intuit QuickBooks which simplifies the process while ensuring accuracy. It's worth noting that along with substantial experience in nonprofit tax filings and businesses with significant gross revenues like yours, we also hold a specialization in Data Analysis and Conversion which would be advantageous while managing your financial records effectively. Moreover, our firm thrives on effective communication, attention to detail, and completing tasks within agreed timelines. With us, you can rest easy knowing that your tax returns will be filed accurately while maximizing legitimate deductions - keeping you fully compliant with IRS regulations. In terms of estimates for completion timeline and charges, we'll provide you an upfront and fair fixed price quote or hourly rates depending on your preference. Let's work together to make this an annual engagement – accurate, efficient and successful each year.
$250 USD in 7 days
8.9
8.9

Hi there, We can support the 3-year joint individual returns, 501(c)(3) filings, and the for-profit DBA reporting with a structured tax-prep and reconciliation approach. Our work focuses on accounting, tax compliance, and financial analysis to align revenue, expense allocation, and supporting schedules. Our initial assumption is that the bank statements and records are available in a form that lets us trace activity by year and entity. We will keep the process clear, compliant, and documented throughout. Best Regards, 8veer
$212 USD in 7 days
4.6
4.6

Hello, I am a U.S. tax professional with experience preparing individual, nonprofit, and small business tax returns, including complex filings involving multiple income streams and expense categories. I can assist with: 3 years of Married Filing Jointly individual tax returns. 3 years of 501(c)(3) nonprofit tax filings. Proper reporting and allocation of the for-profit DBA activities operated by the nonprofit. Reviewing records to identify legitimate deductions while ensuring IRS compliance. I have experience working with nonprofit organizations and small businesses with significant gross revenue, and I am familiar with pass-through taxation, sole proprietorship reporting, and IRS compliance requirements. I use professional tax software such as Drake Tax/ProConnect Tax and can work efficiently with bank statements, financial records, and prior-year returns. To get started, I would need prior tax filings, entity formation documents, bookkeeping records, bank statements, and any IRS correspondence. After review, I can confirm timeline and provide a fixed-fee quote. I would be happy to discuss your requirements and support you with accurate and timely filings. Best regards, Talha
$250 USD in 7 days
2.7
2.7

Hi I can help with your 3 years of individual, nonprofit, and business tax preparation. I specialize in organizing financial records, reconciling accounts, preparing tax-ready financials, and supporting accurate multi-year tax filings. I'll review your records, identify any missing information, and ensure everything is well-organized for a smooth and compliant filing process. Quick question: Are your bookkeeping records already up to date, or do they need cleanup before we begin? I'm available to start immediately and would be glad to discuss your project. Best regards, Maria R
$120 USD in 4 days
0.0
0.0

Hi, I can help to prepare and file your 3 years of tax returns individual 1040, Non profit 990 and business return whether it's Sch C, 1120, 1120s etc. I have 3 years of US tax returns preparations experience. I can help to reduce tax liabilities through IRS provided deductions and credits. Let's connect and discuss the requirements. Thanks
$300 USD in 7 days
0.0
0.0

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