I will optimize your business tax return for savings as a CPA

Vetted Pro

5.0
5.0

United States

I speak English

353 orders completed

Expert CPA helping businesses stay compliant, profitable and organized

I'm Brandon Underwood, CPA, MAcc, founder of Lucerna Financial Solutions. With over a decade of experience, I specialize in tax preparation, bookkeeping, financial reporting, and outsourced CFO servic...
Vetted by Fiverr Pro

Brandon was selected by the Fiverr Pro team for their expertise.

Vetted for

  • Accounting

  • Tax Consulting

About this Gig

Vetted Pro

Welcome to my business tax return gig!


So, you've successfully gotten your business off the ground, and boom the uncertainty of tax season is looming over your fresh finances.


Lets set your business up for success with a strong financial foundation!

I'm an active CPA with over 10 years of professional tax and accounting experience, specializing in business tax returns for Partnerships, C-Corporations, and S-Corporations.

NO MORE tax season headaches!

 

I rely on the trusted TaxDome client portal to confidentially handle all your tax-related documents and information.

 

Important deadlines:

  • Partnership Returns: 3/15
  • Corporate Returns: 4/18

 

Lets get those taxes filed well before the deadline!

 

When you choose my services, you'll receive a comprehensive package that includes:

  • Thorough questionnaires and engagement letters
  • Inclusion of all respective Schedule K-1s
  • Instant e-filing of both Federal and state tax returns

 

Place your order today and experience the peace of mind that comes with entrusting your tax matters to a seasoned professional!

Entity type:

Partnership

LLC

Income type:

Business

Self-Employment

Investment

Rental

Target country:

US - Ohio

Industry:

Business services & consulting

E-Commerce

Real estate

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.

Gig milestonesNEW

Choose to pay for your project per milestone by only paying when it’s time to start a new one or decide on a 1-time payment.

    Basic Package.
    These are the steps we’ll follow to complete your project.
  • 1st Milestone: Preparation
    14-day delivery · No revisions
    $400Pay now

    I will prepare any necessary forms and/or documents.

  • 2nd Milestone: Approval & Filing
    7-day delivery · No revisions
    $100
    Pay later

    Upon your approval, I'll file the forms and/or documents.

Other Tax Consulting Services I Offer

Reviews

14 reviews for this Gig
5.0

(14)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
Sort By
Most relevant
  • V
    image-docs

    vladbahtjak436

    Repeat Client

    US

    United States

    5

    I’ve had the pleasure of working with Brandon for the past four years, and he has consistently been exceptional. He is knowledgeable, reliable, and always professional in his work. I truly value the experience and support he has provided throughout our time working together.

    $800-$1,000

    Price

    4 weeks

    Duration

    Helpful?
    Yes
    No
  • H

    heteptheclef

    Repeat Client

    US

    United States

    5

    Seamless transaction, will definitely come back next year!

    $600-$800

    Price

    2 weeks

    Duration

    Helpful?
    Yes
    No
  • G
    image-docs

    gtg155a

    Repeat Client

    US

    United States

    5

    Brandon, and his team at Lucerna, did a wonderful job for us with our business returns. We had complicated business returns with a large amount of data, and they were able to assist effectively, quickly, and precisely. Thank you for your help and look forward to working with you further.

    $1,500-$2,000

    Price

    4 weeks

    Duration

    Helpful?
    Yes
    No
  • D
    image-docs

    drewarmstrong

    US

    United States

    5

    Professional and easy to work with. Product delivered as promised.

    $600-$800

    Price

    4 months

    Duration

    Helpful?
    Yes
    No
  • I
    image-docs

    iareharry34

    US

    United States

    5

    Highly highly recommend! I was so nervous about having someone else do my small business taxes but the professionalism of the work and security was an immediate relief! They were so great with answering my questions at least within a days time… they were quick to work once they received everything they...

    $1,000-$1,500

    Price

    3 weeks

    Duration

    Helpful?
    Yes
    No
Reviews

14 reviews for this Gig
5.0

(14)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
Sort By
Most relevant
  • V
    image-docs

    vladbahtjak436

    Repeat Client

    US

    United States

    5

    I’ve had the pleasure of working with Brandon for the past four years, and he has consistently been exceptional. He is knowledgeable, reliable, and always professional in his work. I truly value the experience and support he has provided throughout our time working together.

    $800-$1,000

    Price

    4 weeks

    Duration

    Helpful?
    Yes
    No
  • H

    heteptheclef

    Repeat Client

    US

    United States

    5

    Seamless transaction, will definitely come back next year!

    $600-$800

    Price

    2 weeks

    Duration

    Helpful?
    Yes
    No
  • G
    image-docs

    gtg155a

    Repeat Client

    US

    United States

    5

    Brandon, and his team at Lucerna, did a wonderful job for us with our business returns. We had complicated business returns with a large amount of data, and they were able to assist effectively, quickly, and precisely. Thank you for your help and look forward to working with you further.

    $1,500-$2,000

    Price

    4 weeks

    Duration

    Helpful?
    Yes
    No
  • D
    image-docs

    drewarmstrong

    US

    United States

    5

    Professional and easy to work with. Product delivered as promised.

    $600-$800

    Price

    4 months

    Duration

    Helpful?
    Yes
    No
  • I
    image-docs

    iareharry34

    US

    United States

    5

    Highly highly recommend! I was so nervous about having someone else do my small business taxes but the professionalism of the work and security was an immediate relief! They were so great with answering my questions at least within a days time… they were quick to work once they received everything they...

    $1,000-$1,500

    Price

    3 weeks

    Duration

    Helpful?
    Yes
    No