I will organize US tax documents and expense records
Hi, I'm Simon Mary, a dedicated professional committed to helping individuals an
About this Gig
Looking for reliable help organizing your US tax documents and financial records? I can help you sort, arrange, and organize your documents into a clear, structured format that makes your records easier to review.
I provide US tax document organization and bookkeeping support for individuals, freelancers, self-employed professionals, and small businesses.
- MY SERVICES INCLUDE:
- ️ Organizing W-2 and 1099 documents
- ️ Sorting receipts and financial records
- ️ Organizing income and expense information
- ️ Categorizing business expenses
- ️ Creating organized Excel or Google Sheets spreadsheets
- ️ Arranging records by tax year or category
- ️ Identifying missing or unclear information
- ️ Organizing documents for review by a qualified tax professional
WHY CHOOSE MY SERVICE?
I focus on accuracy, clear organization, attention to detail, and professional communication. Every project is handled according to your instructions, with the goal of making your records easier to understand and manage.
Whether you have a few documents or hundreds of transactions, I will work with you to organize your information based on the package you select.
Entity type:
Corporation
•
LLC
Income type:
Business
•
Employment
•
Self-Employment
•
Investment
•
Rental
Target country:
US - Federal
Industry:
Business services & consulting
•
E-Commerce
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
What types of tax documents can you organize?
I can organize W-2s, 1099s, receipts, income records, expense records, and other financial documents you provide.
Do you work with individuals and small businesses?
Yes. I can help individuals, freelancers, self-employed professionals, and small businesses organize their financial records.
What format will I receive my organized records in?
Depending on your needs, I can deliver organized records in Microsoft Excel or Google Sheets. Please specify your preferred format before ordering.
Can you organize documents for a specific tax year?
Yes. I can arrange your documents by tax year, document type, or category based on the instructions you provide.
Do you prepare tax returns or file taxes with the IRS?
This gig focuses on document organization and bookkeeping support. Tax-return preparation, tax advice, and IRS e-filing are not included.

