Cody B is unavailable until Jun 29, 2026

Hello - I am away until June 28th. I will get back to you when I return. Thanks! Cody

I will be your trusted CPA lawyer and tax advisor

4.9
4.9

United States

I speak English

398 orders completed

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...

What people loved about this freelancer

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

186 reviews for this Gig
4.9

(180)
(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
  • S
    image-docs

    scottwatkinsfl

    US

    United States

    5

    Cody was extremely knowledgable regarding tax laws and corporate operations. He was able to quickly understand our unique situation, and offered a perfect solution to our problem. Would hire him a hundred times over (and actually may do so). 😊

    $50-$100

    Price

    1 day

    Duration

    Helpful?
    Yes
    No
  • K

    kam_jam77

    Repeat Client

    US

    United States

    5

    I always hire Cody for my business and personal tax returns and have had a experience each time. Thanks for the great work!

    $600-$800

    Price

    3 days

    Duration

    Helpful?
    Yes
    No
  • R
    image-docs

    randallwoodard

    US

    United States

    5

    I needed tax advice prior to filing an upcoming tax return as a self-employed taxpayer and Cody's advice was absolutely vital in taking decisive action on a matter that saved me $25K in the process. I'd highly recommend to anyone needing professional and timely tax advice and I will certainly leverage his expertise when needed in the future.

    $50-$100

    Price

    1 day

    Duration

    Helpful?
    Yes
    No
  • B

    bibajohn

    Repeat Client

    US

    United States

    5

    Cody was very helpful. He helped clarify several items connected with my tax issues. He is very knowledgeable and trustworthy. Two character traits someone handling tax matters should have. I would use him again. Thank you, Cody.

    $50-$100

    Price

    7 days

    Duration

    Helpful?
    Yes
    No
  • E

    edgar_cerpa

    CO

    Colombia

    5

    Very knowledgeable and with attention to detail, would work with him again

    $50-$100

    Price

    2 days

    Duration

    Helpful?
    Yes
    No
Reviews

186 reviews for this Gig
4.9

(180)
(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
  • S
    image-docs

    scottwatkinsfl

    US

    United States

    5

    Cody was extremely knowledgable regarding tax laws and corporate operations. He was able to quickly understand our unique situation, and offered a perfect solution to our problem. Would hire him a hundred times over (and actually may do so). 😊

    $50-$100

    Price

    1 day

    Duration

    Helpful?
    Yes
    No
  • K

    kam_jam77

    Repeat Client

    US

    United States

    5

    I always hire Cody for my business and personal tax returns and have had a experience each time. Thanks for the great work!

    $600-$800

    Price

    3 days

    Duration

    Helpful?
    Yes
    No
  • R
    image-docs

    randallwoodard

    US

    United States

    5

    I needed tax advice prior to filing an upcoming tax return as a self-employed taxpayer and Cody's advice was absolutely vital in taking decisive action on a matter that saved me $25K in the process. I'd highly recommend to anyone needing professional and timely tax advice and I will certainly leverage his expertise when needed in the future.

    $50-$100

    Price

    1 day

    Duration

    Helpful?
    Yes
    No
  • B

    bibajohn

    Repeat Client

    US

    United States

    5

    Cody was very helpful. He helped clarify several items connected with my tax issues. He is very knowledgeable and trustworthy. Two character traits someone handling tax matters should have. I would use him again. Thank you, Cody.

    $50-$100

    Price

    7 days

    Duration

    Helpful?
    Yes
    No
  • E

    edgar_cerpa

    CO

    Colombia

    5

    Very knowledgeable and with attention to detail, would work with him again

    $50-$100

    Price

    2 days

    Duration

    Helpful?
    Yes
    No