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Job Title US Licensed CPA Needed – Complex Individual Tax Return Preparation (1040, Schedule E, STRs, Multi-Property) Job Description Overview We are seeking a currently licensed US Certified Public Accountant (CPA) with extensive expertise in complex individual tax returns, real estate taxation, and active/passive loss rules to prepare and file our Federal individual income tax return (Form 1040). We require a licensed professional who will review all supporting documentation, optimize our deductions and loss allocations, provide advice on tax positions, and officially sign the return as the Paid Preparer using an active PTIN. Scope of Work & Return Complexity The tax return involves the following components and tax schedules: Form 1040 (Married Filing Jointly) Real Estate & Rental Income (Schedule E): Long-term rental properties Short-term rental (STR / Airbnb) operations, including relevant expense categorization, depreciation, and short-term rental loss rules Carry-forward losses W-2 & 1099 Income Streams: Multiple earned income sources, 1099-MISC/NEC consulting/business income, and pension/IRA distributions Itemized Deductions (Schedule A) & Charitable Contributions: State and local taxes, mortgage interest across multiple properties, and charitable tithes/donations Tax Planning & Review: Reviewing prior-year returns, advising on depreciation strategies, and ensuring full compliance with current IRS regulations Responsibilities Review provided tax organizers, prior-year returns, 1099s, W-2s, and income/expense spreadsheets. Calculate accurate depreciation schedules (including Section 179 / Bonus Depreciation considerations if applicable). Identify all allowable real estate, self-employment, and personal tax deductions. Draft the Form 1040 and all associated schedules for client review and approval. Provide an active PTIN, sign as the Paid Preparer, and submit/e-file the finalized return directly to the IRS (or provide the e-file package for signature). Incorporate AI tools for maximum efficiency and accuracy. Mandatory Qualifications (Strict Screening) Active US CPA License: Must hold an active license in good standing with a state Board of Accountancy (license number and state will be verified via [login to view URL] prior to contract award). Active IRS PTIN: Must possess an active Preparer Tax Identification Number. Real Estate Tax Expertise: Demonstrated experience handling multi-property Schedule E filings, short-term rentals (STRs), depreciation schedules, and passive activity loss limitations (Form 8582). Data Security & Privacy: Must agree to sign a standard Non-Disclosure Agreement (NDA) and communicate/transfer documents via secure, encrypted channels. Communication: Clear, responsive communication via text/chat or video call to clarify line items. Proposal Requirements (Please Answer in Your Application) State of CPA Licensure & License #: (Will be kept strictly confidential and used solely for verification). Real Estate Experience: Briefly describe your experience with real estate taxation, specifically short-term rentals vs. long-term rentals. Software Used: Which tax software do you use to prepare and e-file returns? Turnaround Time: What is your estimated delivery time upon receiving all organized tax documents? Fee Structure: Please quote a fixed price bid for the complete return. Budget & Engagement Terms Project Type: Fixed Price Estimated Budget: $400 – $900 Milestones: Milestone 1: Document Review & Preliminary Draft Presentation (50%) Milestone 2: Final Review, Paid Preparer Signature, and Successful E-File/Submission (50%).
Project ID: 40721887
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15 freelancers are bidding on average $456 USD for this job

Hi, I am a licensed US CPA with an active PTIN and over 7 years of experience in preparing complex individual tax returns, including those involving multiple real estate properties and short-term rentals. I will meticulously review all provided documentation, calculate depreciation schedules, optimize deductions using the latest IRS regulations, and draft Form 1040 and relevant schedules for your approval. I primarily use ProConnect Tax Online software to ensure efficient e-filing and compliance. I am committed to clear communication throughout the process and will adhere to your deadlines. Upon receiving the required tax documents, I can complete the return promptly. Could you please clarify if there are any specific areas of focus you would like me to prioritize in your tax filing?
$500 USD in 7 days
5.3
5.3

Hello Sir, Would you like to see a demo of my expertise in preparing complex individual tax returns before making any commitment? As an experienced CPA specializing in real estate taxation and tax optimization, I am well-equipped to handle the complexities of your 1040, Schedule E, and various income sources to maximize your deductions. Let’s discuss how I can assist you in navigating the intricacies of your tax return and prepare a tailored demo to showcase my approach to your specific needs. Regards, Smith
$500 USD in 7 days
4.5
4.5

Hi, ➡️ I read your project description, you want a licensed US CPA to handle a complex individual tax return involving multi-property Schedule E, STRs, and passive loss rules? ⏺️ I specialize in complex 1040 filings and real estate taxation. I am a licensed CPA with an active PTIN, experienced in optimizing depreciation and managing STR vs. long-term rental loss allocations. I will review your documentation, ensure full IRS compliance, and sign as the Paid Preparer. I use professional tax software to ensure accuracy and will provide a secure, encrypted workflow for your sensitive data. Regards, Muhammad Sabir
$250 USD in 7 days
3.4
3.4

Hi, We at FinTax Global Solutions LLC*l,a team of Qualified ACCA & Chartered Accountants with 7+ years of finance experience including 3.5+ years with Big4 firm KPMG, have reviewed your project and are confident it aligns perfectly with our core expertise in World-Wide Taxation (US Federal & All 50 States Taxation, UK HMRC, EU, GCC, Australia, Canada - Corporate Tax, Personal Tax, Sales Tax, VAT/GST, Tax Returns & Compliance), Financial Reporting, Financial Modelling, Business Analysis, Bookkeeping & Payroll. We are highly proficient in QuickBooks, Xero, SAP, Odoo, Microsoft Dynamics & Advanced Excel/VBA. To proceed, could you please share your principal business activity, specific reporting framework (IFRS/US GAAP), and preferred start date? We ensure Big4-standard precision, confidentiality, and timely delivery. Regards, Team FinTax Global Solutions LLC
$255 USD in 7 days
2.0
2.0

As an adept Certified Public Accountant, I'm confident in tackling your intricate individual tax return with precision and efficiency. My five-plus-year experience in handling both complex real estate taxation and active/passive loss rules make me well-versed in delivering the meticulousness required to optimize your deductions and loss allocations. I am also quite adept at maximizing the tax benefits for multiple income streams as detailed in your project. Regarding tax planning, my expertise spans beyond the confines of this job. Drawing from my exceptional knowledge of IRS regulations, I can offer valuable advice on depreciation strategies and streamline your tax planning process accordingly. Moreover, to ensure maximum efficiency, I leverage AI tools effectively without compromising accuracy in drafting your returns. In terms of software proficiency, my command over Intuit QuickBooks is extensive. It enables me to handle diverse tasks like reviewing tax organizers, calculating accurate depreciation schedules considering relevant provisions such as Section 179/Bonus Depreciation, preparing Form 1040 along with schedules, incorporating itemized deductions correctly, thus aligning well with your software requirements. What's more, is that being a stickler for data security myself, I am acquainted with secure channels that we can employ for communication and document transfer.
$250 USD in 7 days
2.0
2.0

Drawing on my experience as a seasoned CPA, heavily focused on real estate taxation and active/passive loss rules in complex individual tax returns, I am confident that I can assist you proficiently. Over the years, I have earned a solid reputation for meticulously reviewing supporting documents, optimizing deductions and loss allocations, providing tax advice and ensuring full compliance with constantly-changing IRS regulations. My knowledge in handling multi-property Schedule E filings, specifically short-term rentals like Airbnb operations and relevant expense categorization and depreciation aligns seamlessly with your needs. Furthermore, I possess the requisite skills to calculate accurate depreciation schedules including Section 179/Bonus Depreciation considerations where applicable. Utilizing AI tools to ensure maximum efficiency and accuracy is second nature to me. Moreover, my effective communication skills will ensure a hassle-free process for you. I have used various prominent tax software including but not limited to TurboTax Lacerte, ProConnect Tax Online, ProLink, UltraTax CS, Intuit ProSeries within which I am confident I can adapt to suit your specific preference.
$500 USD in 4 days
1.2
1.2

With nearly two decades of experience as a US Certified Public Accountant (CPA), I am well-versed in the intricacies of complex individual tax returns and real estate taxation. This project is one I'm particularly excited about because it aligns perfectly with my specialty of active/passive losses, which includes Form 8582 and the nuances of dealing with rental properties as depicted on Schedule E. Whether it's long-term rental properties or Airbnb operations (STRs), I've spent countless hours navigating depreciation, expense categorization, and short-term rental loss rules. Having handled returns with multiple earned income sources, 1099-MISC/NEC consulting/business income, pension/IRA distributions, and more, like yours quite often before, I can assure you that I'm adept at optimizing deductions across different income streams such as yours. My ability to review prior-year returns demonstrates my proficiency at identifying areas for potential improvement in accordance with current IRS regulations.
$250 USD in 7 days
1.4
1.4

As a US Licensed CPA, I've dedicated my career to handling even the most complex of individual tax returns. Alongside my experience in real estate taxation and in-depth knowledge of active/passive loss rules, I'm absolutely poised to make the best of your Federal individual income tax return (Form 1040). Over the years, I have dealt with clients' taxes that include multi-million dollar real estate properties to various streams of earned income from multiple W-2 & 1099 sources. Therefore, your complex blend of rental incomes and diverse income streams is right up my alley. On top of having all necessary credentials like an active US CPA License and IRS PTIN, I am keen on maintaining client confidentiality as well as the security of their data. And since effective communication is key in this collaboration, clarity and regularity will definitely be upheld when clarifying line items or discussing progress updates. With all these factors working in tandem, selecting me as your licensed CPA would certainly be a choice you wouldn't regret.
$500 USD in 7 days
1.2
1.2

Hello, I’m interested in handling this complex individual tax return and understand that the engagement requires careful treatment of multiple rental properties, short-term rental activity, depreciation, passive activity rules, and multiple income sources. Qualifications CPA license: [State] — License #[Actual License Number] IRS PTIN: [Active PTIN] Real estate tax experience: [Briefly describe your actual experience with Schedule E, long-term rentals, STR/Airbnb activity, depreciation, Form 8582, and passive/active activity rules.] Tax software: [Actual software used, e.g., ProSeries, UltraTax CS, Lacerte, Drake, TaxSlayer Pro]
$400 USD in 4 days
0.0
0.0

Hi I am a CPA in California. I worked as tax manager in a top 20 public accounting firm and then started on my own. I am experienced in complex individual tax returns and enjoy the proactive tax planning discussion with clients.
$900 USD in 2 days
0.0
0.0

Hi, This is a complex 1040 return, and I understand the importance of having the final return reviewed and signed by an active US CPA with a valid PTIN. I work in bookkeeping and US tax support and have 5+ years of accounting experience, including real estate-related bookkeeping, rental income and expense categorization, reconciliations, depreciation-related records, and preparation of clean financial data for tax filing. For this engagement, the CPA on our team would handle the tax position review, final preparation, Paid Preparer signature, and e-file requirements. I can support the engagement with the underlying bookkeeping, transaction review, reconciliations, and documentation. We can work securely under an NDA and are comfortable reviewing prior-year returns, W-2s, 1099s, property records, and supporting schedules. Before submitting the final bid, I would provide the CPA's verified license state/number, PTIN status, tax software used, and a fixed fee based on the complete document set. Thanks, Manan
$250 USD in 7 days
0.0
0.0

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