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Enrolled Agent available for tax prep/resolution/fiduciary acctg work (Gainesville and 100 miles vicinity)

I am enrolled agent with 18 + years of tax preparation experience working for SF Bay area CPAs and EAs (complex individual returns, all schedules (E, F, C, stock options, FBAR, FinCen, entities, trust/estate/gift tax returns). I used Lacerte tax software extensively for the last 13 years. I am very familiar with Drake tax software, CCH Axcess (not enamored with it), TaxWise online and TurboTax. I can prep your returns for you so you can take a break, or review already prepped tax returns. I moved from California 3 years ago and now live in Gainesville. I can help you with tax resolution work and take some stress off your hands. If you are a trustee or a fiduciary and need help with fiduciary accounting, I am happy to do that work for you.

I am meticulous, hardworking, totally reliable. I give 200% to work assigned to me and my clients. I can work in office a few days a week/hours a week if your office is in Gainesville. If your office is located outside of Gainesville proper (Jacksonville, Ocala, Orlando, St Augustine, Tallahassee, The Villages, Leesburg, Tampa or even as far as Savannah, GA) I am only looking for remote work (connecting to your servers where your software and client files and paperwork are located). Having said that I can make the drive to your office if there is an important meeting I must attend in person and cannot be done via Zoom or Google Meet.

I charge between $100/hr-150/hr (negotiable) depending on type of work needed and hours needed. I am open to 1099 or W2. I do not need any other company benefit,. If this is on W2, 401k match would be great. I work 7 days a week if there is work needed to be done, ten hours a day if that is what it takes to get things done on time.

I am a fast worker, it typically takes me between 1-1.5 hours to prep a standard tax returns accurately and 2-2.5 hours at most for more complex ones. I will prepare missing items/pending list for you or your admin to send to your clients and complete the outstanding items once they are received. The returns will be ready for your review and signature ready for e-file.

Email me if you have something in mind and I will reply with a phone number so we can chat more. I am available immediately.

Thank you.
JC
  • Principals only. Recruiters, please don't contact this poster.

post id: 7763241845

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