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Fiverr Pro
English
$
USD
I will optimize your books for taxes
About this Gig
Tax time is stressful when your records are a mess. I'll turn your receipts, bank statements and paperwork into a clean, organized tax folder, so you (or your tax preparer) can file with confidence. With selected packages I also provide bookkeeping services.
What I do:
- Sort and categorize your income and expenses
- Build a simple, easy-to-read bookkeeping spreadsheet
- Organize your documents into a tax-ready checklist
- Flag missing paperwork so nothing gets left out
- Explain common forms in plain English (W-2, 1099, and more)
Why work with me:
- Detail-oriented and accurate, with a background in reviewing documents for compliance
- Friendly, patient and easy to talk to
- Clear turnaround times, from 24 hours to 6 days depending on the package
What I don't do: I don't prepare or file tax returns, and I don't give formal tax advice; I am not a licensed tax professional.
Service type:
Full-service bookkeeping
•
Clean up
•
Other
Financial software:
QuickBooks
•
Other
Industry:
Business services & consulting
•
Other
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.
FAQ
Do you file tax returns?
No. I organize and explain your records so you or your tax preparer can file accurately.
Is my information safe?
I only use your files to complete your order, and I never share them. Please redact sensitive numbers before uploading. I do not save your data after completion all documents are deleted. I do have extensive training in data security such as HIPPA, FERPA, and state/federal document safety for taxes.
What if I need changes?
Standard and Premium include a revision.
What software do you use?
I use the free basic version of Quickbooks, excel or google sheets. I can also use your company's preferred software but you must provide me a log in or access to the software.
Are you a CPA?
No. I'm a tax professional with experience in tax examination and document review. I don't give formal tax advice.
What if my records are a mess?
That's what I'm here for. I'll tell you up front if I need more time or a higher package.
Can you work with my accountant?
Yes. I can format everything so they can use it right away.
