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I will provide expert tax planning to minimize your tax liability
United States
I speak English
Professional Tax Prep, Planning and Bookkeeping
As a licensed CPA with over 15 years of experience in tax preparation, tax planning, and bookkeeping, we help individuals and small businesses stay organized, compliant, and confident about their fina...
About this Gig
Our firm brings over 15 years of tax planning experience helping individuals and business owners legally reduce what they owe and keep more of their money. We focus on strategy, not just filing.
Choose the level that fits your needs:
Essential Tax Strategy: For W-2 earners and freelancers. Full tax review, top savings opportunities, deduction & credit optimization, and a written summary of strategies.
Advanced Tax Strategy: For business owners, rentals, and higher-income filers. Everything in Essential plus entity structure review (LLC, S-Corp, Partnership, etc.), multi-year projections, and quarterly tax estimate planning.
Proactive Annual Strategy: For multi-entity owners and investors. Year-round planning with a full business tax efficiency audit, wealth-focused planning, regular strategy sessions, and email support.
Every package is tailored to your situation with two primary goals: protecting your profit and minimizing your tax liability.
Message us before ordering and we'll recommend the right fit for you.
Tax planning objective:
Minimization
•
Income planning
Entity type:
Individual
•
LLC
Target country:
US - Florida
Industry:
Business services & consulting
•
Financial services
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.
