I will tax assistant for busy CPA firms, 1040 prep, cleanup
Professional Bookkeeping Tax Support Reliable Financial Specialist
About this Gig
I provide professional tax preparation support for CPA firms, Enrolled Agents, and busy tax offices during the peak season. My role is to help you manage workload efficiently by preparing accurate, organized, and review ready individual tax returns.
I assist with gathering client information, reviewing documents, entering data, preparing Form 1040 and related schedules, and organizing files so your team can finalize and efile with confidence. I work with confidentiality, precision, and fast turnaround times to help your firm stay ahead during tax season.
What I can help with:
- Preparation of Form 1040 and supporting schedules
- W2, 1099, interest, dividend, and selfemployment income
- Credits, deductions, dependents, and adjustments
- Document review and data entry
- Organizing tax files for CPA/EA review
- Preparing PDF returns ready for final signature and efiling
- Communicating missing items or inconsistencies
- Light bookkeeping cleanup if needed
Important:
I prepare and organize tax returns for CPA firms and Enrolled Agents. Final review and efiling are completed by the licensed professional or EFIN holder. This keeps the process fully compliant.
Entity type:
Individual
•
Partnership
Income type:
Employment
•
Self-Employment
•
Retirement
Target country:
US - Florida
Industry:
Financial services
•
Other
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.
My Portfolio
FAQ
Do you e‑file the return?
No. I prepare the complete return and provide it ready for review and e‑filing by the CPA, EA, or EFIN holder.
Can you work directly with my clients?
Yes, if you prefer. I can communicate professionally and securely to gather documents or clarify missing information.
Can you handle multiple returns during tax season?
Absolutely. I support firms with ongoing or high‑volume work.

