I will review bank statement, identify tax write offs and maximize deductions

United States

I speak English, German, Italian, French, Spanish, Dutch

LICENSED CPA

I am Doris, a tax and financial analysis specialist helping individuals and businesses maximize deductions and stay compliant. I review bank statements and expenses to identify eligible tax write-offs...
About this Gig

Are you a business owner, freelancer, or self-employed professional looking to reduce your tax burden and better understand your expenses?

I will professionally review your bank statements and financial transactions to help you identify eligible tax write-offs, categorize expenses, and maximize your de ductions legally and efficiently.


My Services Include:

  • Bank Statement Review & Analysis
  • Business Expense Categorization
  • Tax Write-Off Identification
  • De duction Optimization Report
  • Profit & Loss Expense Breakdown
  • Personal vs Business Expense Separation
  • Bookkeeping Cleanup Support
  • Financial Summary Report

Why Choose Me?

  • Focused on Maximizing Legal Tax De ductions
  • Accurate & Organized Financial Analysis
  • Professional Accounting & Finance Experience
  • Clear, Easy-to-Understand Reports


I will carefully analyze your bank statements and provide a clear, professional report showing exactly where you can optimize expenses and maximize tax de ductions legally.

Financial statement type:

Balance sheet

Income statement (P&L)

Accounting standards:

US GAAP

Service type:

Pro-forma financial statements

Reporting frequency:

Monthly

Quarterly

Annually

Ad-hoc

Industry:

Business services & consulting

E-Commerce

Target country:

United States

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.