I will be your trusted CPA lawyer and tax advisor
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
192 reviews for this Gig
| (186) | ||
| (5) | ||
| (0) | ||
| (0) | ||
| (1) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
D danellsworth283

United States
Very knowledgeable and helpful, highly recommend.
$100-$200
Price
9 days
Duration
Helpful?S sports12

United States
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?M miyaprojects

United States
He answered my questions promptly and with extensive knowledge. I’m very thankful for his help.
$100-$200
Price
12 days
Duration
Helpful?S 
solomonp003

United States
Very sharp straightforward and action oriented, giving me the clarity and confidence i need to navigate
$100-$200
Price
8 days
Duration
Helpful?T toddtalbot

United States
Ongoing collaborationCody's work continues to be thorough, accurate, and fast. Excellent experience. Thank you.
$200-$400
Price
3 days
Duration
Helpful?
192 reviews for this Gig
| (186) | ||
| (5) | ||
| (0) | ||
| (0) | ||
| (1) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
D danellsworth283

United States
Very knowledgeable and helpful, highly recommend.
$100-$200
Price
9 days
Duration
Helpful?S sports12

United States
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?M miyaprojects

United States
He answered my questions promptly and with extensive knowledge. I’m very thankful for his help.
$100-$200
Price
12 days
Duration
Helpful?S 
solomonp003

United States
Very sharp straightforward and action oriented, giving me the clarity and confidence i need to navigate
$100-$200
Price
8 days
Duration
Helpful?T toddtalbot

United States
Ongoing collaborationCody's work continues to be thorough, accurate, and fast. Excellent experience. Thank you.
$200-$400
Price
3 days
Duration
Helpful?
