I will be your trusted CPA lawyer and tax advisor

4.9
4.9

United States

I speak English

413 orders completed

Gig Summary

I'm one of the few people in this world that finds accounting and tax law fascinating. I've worked as a CPA for almost 10 years at Boston firm working with high net worth individuals, multigenerationa...
About this Gig

As a CPA with almost 10 years of experience working with high net worth individuals, financial advisors, attorneys, entrepreneurs, and business of all sizes, I want to be your trusted tax advisor! In addition to being a CPA, I am a licensed attorney with a focus on business/tax law and most recently completed a graduate tax law program (LL.M) at Georgetown Law.


Whether you are an individual needing tax returns filed, an entrepreneur wondering how to structure their business, or an established business looking for tax guidance, planning opportunities, or preparations services (e.g., tax, franchise taxes, income taxes), I will be a dependable partner. 


I can also assist with responding to tax notices, IRS payment plans or Offers in Compromise, S Corporation elections, operating agreements, Accountable Plans, and general coaching!


Anyone can prepare a tax return, but I will be more than that providing you with valuable insight and presenting a variety of tax planning strategies and ideas.


Since everyone's tax needs and situations are so unique, I do all custom gigs! Please shoot me a message with your situation and I will try to respond ASAP! Thank you!

Tax planning objective:

Minimization

•

Income planning

Entity type:

Sole Proprietorship

•

LLC

Target country:

US - Federal

Industry:

E-Commerce

•

Media & entertainment

•

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.

Other Tax Consulting Services I Offer

Reviews

192 reviews for this Gig
4.9

(186)
(5)
(0)
(0)
(1)
Rating Breakdown
  • Seller communication level
    4.9
  • Quality of delivery
    4.9
  • Value of delivery
    4.9
Sort By
Most relevant
  • D

    danellsworth283

    US

    United States

    5

    Very knowledgeable and helpful, highly recommend.

    $100-$200

    Price

    9 days

    Duration

    Helpful?
    Yes
    No
  • S

    sports12

    US

    United States

    5

    Thank you for the help on this project. First time customer but very impressed. I'll be back with more.

    $100-$200

    Price

    1 day

    Duration

    Helpful?
    Yes
    No
  • M

    miyaprojects

    US

    United States

    5

    He answered my questions promptly and with extensive knowledge. I’m very thankful for his help.

    $100-$200

    Price

    12 days

    Duration

    Helpful?
    Yes
    No
  • S
    image-docs

    solomonp003

    US

    United States

    5

    Very sharp straightforward and action oriented, giving me the clarity and confidence i need to navigate

    $100-$200

    Price

    8 days

    Duration

    Helpful?
    Yes
    No
  • T

    toddtalbot

    US

    United States

    Ongoing collaboration
    5

    Cody's work continues to be thorough, accurate, and fast. Excellent experience. Thank you.

    $200-$400

    Price

    3 days

    Duration

    Helpful?
    Yes
    No
Reviews

192 reviews for this Gig
4.9

(186)
(5)
(0)
(0)
(1)
Rating Breakdown
  • Seller communication level
    4.9
  • Quality of delivery
    4.9
  • Value of delivery
    4.9
Sort By
Most relevant
  • D

    danellsworth283

    US

    United States

    5

    Very knowledgeable and helpful, highly recommend.

    $100-$200

    Price

    9 days

    Duration

    Helpful?
    Yes
    No
  • S

    sports12

    US

    United States

    5

    Thank you for the help on this project. First time customer but very impressed. I'll be back with more.

    $100-$200

    Price

    1 day

    Duration

    Helpful?
    Yes
    No
  • M

    miyaprojects

    US

    United States

    5

    He answered my questions promptly and with extensive knowledge. I’m very thankful for his help.

    $100-$200

    Price

    12 days

    Duration

    Helpful?
    Yes
    No
  • S
    image-docs

    solomonp003

    US

    United States

    5

    Very sharp straightforward and action oriented, giving me the clarity and confidence i need to navigate

    $100-$200

    Price

    8 days

    Duration

    Helpful?
    Yes
    No
  • T

    toddtalbot

    US

    United States

    Ongoing collaboration
    5

    Cody's work continues to be thorough, accurate, and fast. Excellent experience. Thank you.

    $200-$400

    Price

    3 days

    Duration

    Helpful?
    Yes
    No