US Tax preparation

Contact for pricing

About this service

Summary

Prepared Federal and State tax returns for individuals, partnerships, trusts, and corporations Specialized in 1040, 1065, and 1120-S tax preparation for CPA firms.
Managed team deliverables to ensure on-time completion for US CPA firms.
Analyzed financial data (cash/accrual) adhering to GAAP standards.
Provided Xero and QuickBooks-certified bookkeeping for global clients, managing multi-currency transactions.
Pursuing Enrolled Agent SEE Exam with IRS and holding a valid PTIN

FAQs

  • What information do you need from me to start my US tax return?

    You'll need to provide prior year tax returns, current year financials, income statements (W2, 1099s), expense details, and any supporting tax documents. I'll share a checklist after booking.

  • Which types of returns do you prepare?

    I prepare Federal and State returns for individuals (1040), partnerships (1065), and S-Corporations (1120-S), specializing in US CPA firm support.

  • Can you handle M-1 adjustments and complex reconciliations?

    Yes, I am proficient in M-1, M-2 adjustments, RE tie-outs, and book-to-tax reconciliations as per IRS/GAAP standards.

  • What is your process for review with a CPA?

    I collaborate directly with your CPA or designated reviewer to ensure workpapers, adjustments, and returns align with firm requirements before finalization.

What's included

  • US Tax Preparer and Tax accountant

    • Client financial analysis and review • Adjusting Journal Entries (AJEs) preparation • Final Trial Balance Journal Entries (FTJEs) • M-1 reconciliation adjustments • Retained Earnings (RE) tie-out • Depreciation calculations and schedules • CPA collaboration for final review


Skills and tools

Accountant

Bookkeeper

Tax Consultant

Microsoft Excel

Microsoft Excel

Microsoft Word

Microsoft Word

Quickbooks

Quickbooks

Xero

Xero

Zoho Books

Zoho Books