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My small business needs its federal and state quarterly taxes calculated and filed accurately each quarter. I’m not on QuickBooks, Xero, or any other platform, so you’ll be working directly from the raw source material I supply—PDF-scanned receipts and client invoices. Here’s what I expect from you each filing period: • A clean working spreadsheet or tax-prep file that shows how every receipt and invoice flows into the return. • Completed forms (or e-file confirmations) for federal and relevant state quarterly submissions. • A short summary of allowable deductions and any red-flags you spot so I can address them before year-end. If you can also weave my personal return into the process later in the year, let me know; for now the focus is strictly on the business quarterlies. Clear communication, an eye for record-keeping gaps, and punctual delivery before each due date will decide success. My partner and I operate a small training gym with a Pro Shop where we sell retail products in California. His accountant retired 2021 and I have had the worst of luck finding someone local to get us on track. He would like me to get trained by someone on how to competently budget and book keep for our business. Let me know if you have time or interest in our project. Best!
Project ID: 40441560
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43 freelancers are bidding on average $431 USD for this job

Are you an entrepreneur looking to streamline your offshore tax filings and ensure strict compliance with Romanian regulations? Allow me to introduce myself, I'm Ioana Dumitrescu, a skilled tax professional proficient in providing tailored, accurate, and timely financial services. My vast experience in bookkeeping, accounting, financial planning, and tax preparation will enable me to handle your company's tax filing needs smoothly. Why Choose Me for Your Tax Filings? ✔️ Local Expertise: As a native Romanian expert familiar with the local regulations and offshore tax systems, I understand the nuances that others may miss. ✔️ Detail-Oriented Approach: My eye for detail guarantees precise calculations and meticulous filing that reduces the possibility of red-flags or errors during audits. ✔️ Seamless Communication: I prioritize clear communication with my clients. Count on me to keep you updated at every stage of the process regarding deductions, potential issues, or opportunities to optimize your taxes. ✔️ Personalized Training: In addition to quarterly filings, I can provide tailored training sessions where I'll walk you through effective budgeting and bookkeeping practices to empower you in managing your business proficiently. Let me take off the burden from your shoulders ensuring reliable and accurate quarterly filings while you focus on growing your gym business. Get in touch today to get started on securing a prosperous financial future for your company!
$750 USD in 7 days
9.0
9.0

As a seasoned data analyst with extensive experience in accounting, bookkeeping, and tax preparation, I feel uniquely suited to handle your small business's quarterly tax filings. Though you rely on PDF-scanned receipts and client invoices rather than software platforms like QuickBooks or Xero, my expertise in Excel and ability to create organized, clean-working spreadsheets tailored to your needs will ensure every receipt and invoice flows seamlessly into the return. Furthermore, my familiarity with federal and state tax laws guarantees accurate and timely filing for each quarter. One aspect that sets me apart is my capacity to identify allowable deductions and highlight any red flags in your tax return. This proactive approach enables you to address potential issues well before year-end, resulting in a more efficient process overall. Moreover, if you're open to it, I'm willing to incorporate your personal return into the equation later in the year as a value-added service. Your predicament with finding a reliable accountant resonates with me greatly. My name is Rabbia for a reason - I am eager to help clients overcome obstacles and achieve success. I strive for clear communication, meticulous record-keeping, and punctual delivery - values that align perfectly with your pressing needs. Let's make sure your small training gym and Pro Shop business is back on track by ensuring airtight quarterly taxes and subsequently compent bookkeeping!
$250 USD in 1 day
7.7
7.7

Hello! As a seasoned tax preparer and bookkeeping coach with over 9 years of experience, I'll accurately file your gym's quarterly taxes and train you to budget and bookkeep confidently. Here's how I can help: - Calculate and file federal and CA state quarterly taxes from your PDF receipts and invoices - Provide a clean spreadsheet showing how every item flows into your return - Summarize allowable deductions and flag any red flags before year-end - Train you step-by-step on competent bookkeeping and budgeting for your gym and pro shop - Later integrate your personal return if needed I'll work directly from your source materials. Quick question: do you have any prior tax filings from 2021 onward, and how many monthly transactions (receipts + invoices) do you typically have?
$500 USD in 7 days
7.3
7.3

As a seasoned Chartered Accountant with nearly a decade of experience, I am confident I am the ideal fit to handle your small business's quarterly tax needs. My well-rounded background, which encompasses accounting, financial consulting, and tax planning, equips me with the knowledge and skills to work efficiently with any raw financial data, no matter the format. Given that you're not on QuickBooks or Xero, my ability to adapt and operate outside those platforms becomes particularly valuable. In running my own businesses and assisting startups like yours over the years, I've become adept at spotting and addressing record-keeping gaps efficiently; a skill that is crucial in ensuring accurate filing in your case. Additionally, my familiarity with relevant state tax regulations will ensure we stay compliant beyond the federal level. Each quarter, I'll provide you with a clean working spreadsheet or tax-prep file detailing every receipt and invoice flow into the return. Accompanied by completed forms or e-file confirmations for federal and state submissions as well as identifying potential deductions or red-flags.
$250 USD in 7 days
6.3
6.3

Hello, I am Mohmed, with over 8 years of experience in Accounting, Bookkeeping, Xero, Tax Accounting, and Financial Planning. I have carefully reviewed your project requirements for preparing small business quarterly tax filings. I will meticulously analyze the PDF-scanned receipts and client invoices provided by you to create a comprehensive working spreadsheet showcasing the flow of each transaction into the tax return. I will ensure accurate completion of federal and state quarterly submissions and provide a summary of deductions and potential red flags for your attention. If required, I can also incorporate your personal return into the process later in the year. Please initiate a chat to discuss your project further. Best regards, Mohmed
$335 USD in 7 days
5.8
5.8

Hello, I can calculate and file your federal and state quarterly taxes using your PDF receipts and invoices delivering a clean working spreadsheet, completed filing forms or e-file confirmations, and a summary of deductions and red flags. I am also available to train you on budgeting and bookkeeping for your training gym and Pro Shop in California. Please share your historical documents and any specific questions, I am ready to start immediately. Regards, Zafar
$250 USD in 1 day
6.2
6.2

Hi, I am a bookkeeping and tax preparation specialist with 8 years of rich experience with a background in accounting, Excel, tax preparation, bookkeeping, budgeting, financial analysis, and quarterly tax filings. For this project, the most important part is creating a clean and traceable bookkeeping workflow because quarterly filings, deductions, and future year-end taxes all depend on organized records and accurate categorization from the start. I can organize the receipts and invoices into structured spreadsheets, prepare the quarterly tax filings, identify deduction opportunities and record gaps, and also help train you on practical bookkeeping and budgeting processes for managing the gym and Pro Shop more confidently going forward. I'm an individual freelancer and can work on any time zone you want. Please contact me with the best time for you to have a quick chat. Looking forward to discussing more details. Thanks. Emile.
$250 USD in 7 days
5.1
5.1

With extensive experience in small business tax preparation, I understand the importance of accurate federal and state quarterly filings directly from source materials like PDF-scanned receipts and client invoices. I have successfully handled similar projects, ensuring clean working spreadsheets and timely submissions. Could you clarify if there are specific deductions or categories you prioritize for tracking purposes? Regards, CA. Swati Jain, CPA | Indian CA & CS
$500 USD in 5 days
4.6
4.6

Hello, I understand you need reliable quarterly federal and California tax preparation for your training gym and Pro Shop, working directly from scanned receipts and invoices instead of QuickBooks or Xero. You’re also looking for someone who can organize the bookkeeping process clearly, identify deduction opportunities and record-keeping gaps, and help bring the business back on track after losing your long-term accountant. For each quarter, I can prepare a clean reconciliation spreadsheet showing how every receipt and invoice flows into the filings, calculate and prepare the required federal and state submissions, and provide concise summaries of deductions, liabilities, and any issues that should be corrected before year-end. I can also help establish a practical bookkeeping and budgeting workflow so you and your partner have a repeatable system instead of relying on scattered records. Your project sounds like it needs both accuracy and ongoing communication, especially with mixed service and retail sales involved. I’m available to support the quarterlies consistently and can also help train you on bookkeeping fundamentals so the process becomes easier and more organized over time. Thanks, Asif
$750 USD in 14 days
4.3
4.3

As a seasoned bookkeeper with over five years of experience, I understand the complexities involved in preparing and filing taxes for small businesses like yours. My proficiency extends beyond accounting platforms like QuickBooks, Xero, to handling raw data as well. Working directly from your scans, rest assured I'll develop a comprehensive spreadsheet or tax-prep file that showcases the clear flow of all your receipts and invoices into the returns. Understanding that punctuality and clear communication are critical in meeting quarterly deadlines and spotting red flags, I assure you meticulous attention to detail in my submissions and will provide a summary of the allowable deductions. Moreover, if you're interested, I'd be more than willing to help weave your personal return into the process later in the year. Having worked with similar businesses in California before, I appreciate your unique needs as a training gym with a Pro Shop. I come both as an accountant to meet your immediate need and as an educator who can train you on competent budgeting and bookkeeping moving forward. Choosing me means gaining an efficiency enthusiast, detail-oriented professional, collaborative partner, tech-savvy expert, and above all, a trustworthy protector of your privacy. With me by your side, stay assured about maintaining accurate financial records to make informed decisions for your business success. Reach out soon—let's simplify this financial journey together!
$400 USD in 7 days
4.1
4.1

Hi There, I will calculate and file your federal and California quarterly taxes accurately using your scanned receipts and invoices, while preparing a clear spreadsheet that tracks every transaction and deduction. I am an experienced bookkeeper and tax professional with expertise in small businesses, including gyms and retail Pro Shops, and I can also train you step by step on budgeting and bookkeeping so you can manage your records confidently. Each quarter, you will receive completed tax filings, deduction summaries, and recommendations to address any bookkeeping gaps before year-end. I am available to help get your business fully organized and can later integrate your personal tax return into the process as needed. Thanks & Regards Hafiz Muhammad Iqbal
$250 USD in 7 days
3.9
3.9

Hi, I want to be upfront with you: I'm an actuarial analyst, not a licensed CPA, so I can't sign off on or formally file US tax returns. I'd be doing you a disservice by taking that on. What I can genuinely help with is the bookkeeping and budgeting side you mentioned — building you a clean, organised spreadsheet system from your PDF receipts and invoices that flows properly into categories, tracks your Pro Shop inventory vs. service revenue, and makes it simple for a CPA to handle the actual filing each quarter. I can also walk you through how to maintain it yourself going forward, which sounds like exactly the training you mentioned wanting. If that's useful, I'm happy to start with a free 30-minute call to understand your setup. If you need someone who can handle the full filing end-to-end, I'd recommend finding a California-licensed CPA — but I can make their job much easier and cheaper.
$500 USD in 7 days
3.7
3.7

With over 7 years of experience streamlining financial processes for small businesses like yours across the United States, you can count on me to tackle your quarterly tax filings with the utmost care and diligence. While I'm proficient in platforms like Xero and QuickBooks, I'm also at ease working from raw source materials. Your PDF-scanned receipts and client invoices? They're in safe hands. Moreover, my expertise extends beyond just filing taxes. I can guide you in budgeting and bookkeeping if you'd like, ensuring streamlined financial operations throughout your business. My aim is to simplify complex financial matters, help minimize errors, and ultimately save valuable time and costs for my clients. Lastly, punctuality and open lines of communication are my non-negotiables. You'll receive clear working spreadsheets, completed forms (or e-file confirmations) for federal and state submissions, along with a concise summary of allowable deductions well before the due dates. So let's move forward together, strengthening your financial backbone while reducing stress sounds like a win-win to me!
$400 USD in 7 days
3.7
3.7

With my 5+ years of experience in bookkeeping and tax accounting, I am confident in my ability to provide you with the necessary support for your quarterly tax filings. Despite not being on QuickBooks, Xero, or any other accounting platform, I assure you that I can competently handle your raw material, such as PDF-scanned receipts and client invoices. My proficiency in Microsoft Excel will enable me to provide you with clean, organized spreadsheets that demonstrate how every transaction flows into the return. Additionally, my experience using a variety of accounting software ensures adaptability to different systems and makes me proficient at preparing tax forms for federal and relevant state quarterly submissions. As a fellow small business owner myself, I understand the importance of precise financial record-keeping and timely tax filings. I have directly experienced the difficulties faced by small businesses when they don't have reliable professionals to rely on. Moreover, regarding your interest in personal returns later in the year; yes, I can seamlessly weave both your personal and business returns into the process. Overall, choosing me means collaborating with an efficient, detail-oriented partner who values your privacy and guarantees accurate results each and every time. Let's simplify your financial journey together!
$450 USD in 7 days
3.5
3.5

I can support your business within your budget by organizing and preparing your quarterly federal and state tax filings using only the raw receipts and invoices you provide, even without QuickBooks or Xero. I will systematically convert your PDFs into a clean, audit ready spreadsheet that clearly maps every transaction to income, expenses, and deductible categories, ensuring your quarterly tax position is accurately calculated and easy to trace. I can also provide completed filing summaries and structured documentation ready for submission, along with a clear breakdown of allowable deductions and any potential compliance red flags you should address in advance. If needed, I can also guide you and your partner through a simple bookkeeping system so you can maintain cleaner records going forward, and ensure each quarter is delivered on time with clear communication and consistent financial visibility.
$250 USD in 1 day
2.9
2.9

As a seasoned Chartered Accountant with over a decade of experience, I understand the importance of accurate and timely tax filings for small businesses. I've led financial reporting and audit assurance for numerous organizations, ensuring compliance with strict GAAP and IFRS regulations. My background in using sophisticated data analysis tools - including Excel, which you specified as your platform of choice - also means that I can comfortably work with raw source material like your PDF-scanned receipts and invoices, delivering a comprehensive view of your finances. In addition to my tax preparation skills, I believe my broader abilities will be especially useful to you. My proficiency in financial analysis will enable me to not only calculate and file your taxes but also provide you with valuable insights into allowable deductions and potential red flags well in time for year-end assessments. Though I'm based in Pakistan, technology allows me to easily bridge the geographical distance; many of my satisfied clients are abroad. With me on board, you'll have efficient, effective record-keeping paired with clear communication without lengthy meetings or appointments. Together, we'll streamline your books and ensure everything is in order come tax season. Let's take charge of your finances and make sure your small business thrives!
$500 USD in 7 days
2.8
2.8

Hello, I understand you need an experienced professional to accurately calculate and file your small business's quarterly taxes from raw data, providing clear documentation and flagging potential issues. I am Taiwo, a UK-based Senior Software Developer with 10 years of experience and a Master's in Cyber Security. I’ve worked with top companies including IBM, UK Government, BMW, and Sky. My expertise includes data processing, financial system development, and meticulous record-keeping, ensuring accuracy and compliance. My experience with bookkeeping systems and automation will ensure a smooth process in preparing your taxes. I have a keen eye for detail, and I can provide a clean, well-documented spreadsheet outlining all calculations, completed tax forms, and a summary of deductions and potential red flags. Relevant projects: ⏺ IMS Team – built a project and timesheet management system that improved collaboration and workflow efficiency. ⏺Equity Share – built backend functionality for a US real estate crowdfunding platform with a focus on secure, scalable application logic. My approach includes thoroughly reviewing your provided documents, creating a structured spreadsheet, completing the required forms, and providing a summary of key findings. I am also happy to discuss how I can train you to manage your bookkeeping and budgeting competently. If this approach aligns with your needs, I am available to start immediately.
$600 USD in 7 days
2.3
2.3

With extensive experience in tax preparation and accounting, I am confident in my ability to fulfill all of your small business's tax filing requirements. Despite being on a different platform from what I'm accustomed to, I assure you that my profound understanding of tax laws and regulations will allow me to work effectively from the raw source material you provide. Moreover, my meticulous approach will ensure that every receipt and invoice is accurately accounted for and duly reflected in the returns. Beyond just completing the necessary paperwork, I believe in providing value-added services that can truly help businesses thrive. Hence, I will not only deliver clean working files and tax forms but also provide you with a comprehensive summary of allowable deductions and any potential red flags. Furthermore, as a Certified QuickBooks & Xero ProAdvisor, I am well-versed in these platforms and can assist with integrating your personal return process later on if needed. Your success is my priority, clear communication, identifying record-keeping gaps accurately, and punctual delivery will be central to our collaboration. I understand the frustrations you've faced so far but let's turn it around with efficient management and dependable service! Let's get your small business back on track and give your partner peace of mind.
$400 USD in 7 days
2.2
2.2

As an experienced financial professional with a deep understanding of small business operations, I am convinced I would be the best fit for your project. Your business, being a training gym and retail shop in California, is unique. So it requires someone who can comprehend the intricate details and tailor solutions accordingly. My demonstrated expertise in financial management and corporate consulting positions me perfectly to navigate the complexities of your operations. Moreover, having served as a Finance Manager and CFO, I am well-versed in preparing robust financial statements, complying with taxes, and maintaining auditable documentation. I bring an unrivaled level of transparency, accuracy, and compliance to my work. Additionally, I also specialize in budgeting and bookkeeping; skills you expressed interest in developing for your business. If you are open to it, I can educate and train you on how to competently handle these aspects for increased independence going forward. Let's discuss further on how my data-driven approach with Xero accounting comes into play to ensure punctual delivery while keeping a tight leash on tax expenses and creating room for sustainable growth.
$350 USD in 7 days
2.4
2.4

As a certified Chartered Accountant with extensive experience aiding companies in streamlining their financial reckoning processes, including quarterly tax filings, I strongly believe that my expertise will be an ideal fit for your business. Though not an exclusive user of software such as QuickBooks or Xero, my proficiency in managing raw data, like the receipts and client invoices you've mentioned, ranks me above the rest. With each filing period, I assure you of a well-structured file that articulates every detail on how these records flow into your returns. Furthermore, it's worth noting that even though we aren't based locally in California, our professional services have thrived across various jurisdictions globally. This implies that we are adaptable and versed with conforming to different state regulations and tax requirements. Ultimately, partnering with me will not only provide you with efficient financial management solutions but also guarantee a stress-free experience for your business finances.
$400 USD in 7 days
1.8
1.8

Modesto, United States
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