CPA Review & Amend Returns

$15-25 USD / hour

Closed

Posted 7 days ago

$15-25 USD / hour

I need an experienced, licensed CPA to step in on a fractional basis and bring my technology company’s tax filings completely up to date. Your first task will be a thorough review of the business returns from the last two-to-three years. From there, I want clear guidance on any missed elections, deductions, or compliance issues and, where necessary, the preparation and electronic submission of amended federal and state returns. I will give you full access to prior filings, supporting schedules, and bookkeeping records (QuickBooks Online). I’m looking for someone who can spot red flags quickly, explain them in plain language, and then handle the corrections without disrupting day-to-day operations. Experience dealing with IRS correspondence and state notices is essential, as I’d like all open items closed out in one engagement. Deliverables: • Written diagnostic report highlighting issues and opportunities for each reviewed year • Prepared and filed amended business returns for the affected years (federal and applicable states) • Brief recommendations memo outlining process improvements to keep future filings smooth Please confirm your active CPA license, relevant technology-sector experience, and estimated turnaround time for the review phase when you reply.

Project ID: 40618472

About the project

7 proposals

Active 3 days ago

Location: Tampa, United States

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7 freelancers are bidding on average $25 USD/hour for this job

@service017

Hello! I’m a licensed CPA with experience reviewing and amending business tax returns for technology companies. I can analyze your previous filings, identify compliance issues and tax-saving opportunities, prepare and e-file amended federal and state returns, and provide clear recommendations. Katherine

$20 USD in 40 days

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@carlcfo

Hey there! I'm Carl Nnaji, a Texas-licensed CPA with over 14 years of experience providing U.S. tax, accounting, and advisory services to businesses, including technology companies. I have extensive experience reviewing prior-year business tax returns, identifying compliance issues, preparing amended federal and state returns, and resolving IRS and state tax notices efficiently. I can conduct a comprehensive review of your last two to three years of tax filings and QuickBooks Online records to identify missed elections, overlooked deductions, filing errors, and any compliance risks. I'll provide a clear diagnostic report outlining my findings, explain any issues in straightforward language, prepare and electronically file any required amended returns, and handle IRS or state correspondence until outstanding matters are resolved. My active Texas CPA license, combined with extensive experience using QuickBooks Online and working with technology-focused businesses, allows me to deliver accurate, practical tax solutions with minimal disruption to your operations. For the initial review phase, I can provide a detailed assessment within 2–3 business days after receiving access to your prior returns and supporting documentation. Best regards, Carl.

$15 USD in 40 days