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Fiverr Pro
English
$
USD
I will be your virtual assistant for US tax preparation and data entry
About this Gig
Are you a CPA or Enrolled Agent drowning in work this Tax Season?
Stop working 16-hour days. I am a QuickBooks Certified ProAdvisor and Tax Trainee ready to handle your backend data entry and return preparation.
How I Work (The Workflow): I work remotely on YOUR system (via Anydesk, TeamViewer, Remote Desktop, or Cloud Login). You provide the source documents and access; I prepare the return for your final review.
My Skill Set:
- Software Familiarity: Training in Drake Software and QuickBooks Online.
- Forms I Handle: 1040, Schedule C (Business), Schedule A (Itemized), Schedule E (Rentals).
- Data Entry: Typing W-2s, 1099s, and K-1s with 100% accuracy.
- Bookkeeping: Cleaning up QBO files before tax prep.
Why Hire Me?
- Cost Effective: I am a cost-effective alternative to hiring local seasonal staff.
- Educated: I am a CMA Affiliate (Institute of Cost & Management Accountants), so I understand accounting logic, not just data entry.
- Secure: I do not download your client data. I work strictly within your secure environment.
Let's partner up for a smooth Tax Season! Message me to discuss your volume.
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
Do you have your own license for Drake or ProConnect?
No, I work as a Subcontractor/Virtual Assistant. I require access to your software license via Remote Desktop (RDP), AnyDesk, TeamViewer, or a Cloud User Login. I perform the data entry and preparation within your secure environment.
How do you ensure my client's data security?
I take data security seriously. Since I work remotely on your desktop or cloud portal, I do not download any sensitive client files (like SSNs) to my local machine. All data remains on your server. I am also willing to sign a Non-Disclosure Agreement (NDA).
Which Tax Forms are you familiar with?
I am trained on Form 1040 (Individual) and its associated schedules, including Schedule C (Business Profit/Loss), Schedule A (Itemized Deductions), Schedule B (Interest/Dividends), and Schedule E (Rentals).
Do you sign or E-File the returns?
No. I act as a "Preparer" or "Data Entry Specialist" only. I prepare the return to the draft stage for your final review. You (the CPA or ERO) are responsible for reviewing the return and legally signing/E-filing it.
