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We are looking for an experienced QuickBooks expert to extract financial data and complete a detailed Tax Organizer Worksheet based on our QuickBooks account. The worksheet includes: Personal & general tax information (we will provide separately) Income details (business, rental, etc.) Expense categorization (very detailed – 100+ categories) Profit & Loss mapping Business expenses (Schedule C style) Vehicle & mileage details (if available) Additional tax-related sections (charity, taxes, medical, etc.)
Project ID: 40388707
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11 freelancers are bidding on average $5 USD/hour for this job

Hi, I can help you extract and organize your QuickBooks financial data into a fully completed Tax Organizer Worksheet with accuracy and consistency. I have strong experience working with QuickBooks-based tax support, including detailed income and expense mapping, Schedule C-style categorization, and year-end tax preparation support for both individuals and small businesses. I will carefully review your QuickBooks account to extract all relevant income streams, rental or business activity, and expense transactions. Each expense will be properly categorized across your provided tax organizer structure, including detailed classifications where there are 100+ categories, ensuring nothing is missed or misclassified. I can also map Profit & Loss data directly into the worksheet, reconcile totals back to QuickBooks, and ensure all figures align cleanly so your tax preparer can use the file without adjustments. If vehicle, mileage, charitable, medical, or other deductions are present in your records, I will ensure they are correctly identified and placed in the appropriate sections. My focus is accuracy, completeness, and ensuring the worksheet is fully tax-ready with no gaps or inconsistencies. I’m comfortable working directly in QuickBooks and handling detailed categorization work at scale. I’m ready to begin as soon as access and the organizer template are provided. Thanks, Mussadiq Hussain
$5 USD in 40 days
6.9
6.9

As a Chartered Accountant with nearly a decade of experience under my belt, I've dealt with various aspects of accounting and finance including, most importantly, tax compliance. My intimate knowledge of Intuit QuickBooks, the software you're using for your accounts, and Xero, an appropriate alternative if necessary, allows me to promise you a quick and efficient completion of your Tax Organizer Worksheet. With over a hundred categories for expenses and extensive profit & loss mapping involved in this worksheet, accuracy and attention to detail are paramount. Driving this point home is my deep understanding of International Financial Reporting Standards (IFRS) which compels me to always deliver work that stands up to even the most rigorous scrutiny. Additionally, my familiarity with US Accounting practices makes me uniquely capable of effectively navigating the tax requirements specific to your location. In hiring me, you won't just be getting someone skilled at crunching numbers; you'll be gaining a financial consultant who can help guide your business toward sustainable growth. My experience supporting startups and growing businesses has honed my ability to provide practical and tailored solutions - whether it be budgeting advice, strategic financial decision-making or investor pitch deck support. I look forward to leveraging my expertise for your benefit!
$6 USD in 40 days
6.3
6.3

With over 15 years as a CPA and a Top Preferred Freelancer, my commitment to providing more than just accounting tasks sets me apart. I am not only proficient in using QuickBooks, Xero, Odoo, and Excel for bookkeeping but I also have extensive experience with US Accounting including tax return preparation. My goal is to transform your numbers into accurate insights that will not only make filing your tax returns easier, but will also provide meaningful financial data for efficient decision-making. The level of detail required for this project is something I am comfortable with. My experience in categorizing expenses across 100+ categories and mapping Profit & Loss is what I've utilized efficiently over the years. Furthermore, my ability to handle multiple tax-related sections, such as charity and medical expenses, adds value to my service. It's important to note that my expertise extends beyond traditional business accounting. I have a deep insight into cryptocurrency transactions and multi-currency reporting which might be beneficial in this project. Let's collaborate to take full control of your financials and optimize the tax position of your organization while adhering heavily to compliance throughout the entire process.
$8 USD in 40 days
5.9
5.9

Hello there, I am a seasoned QuickBooks expert with a proven track record of efficiently extracting financial data and completing detailed Tax Organizer Worksheets. I specialize in organizing personal & general tax information, income details, expense categorization, profit & loss mapping, business expenses, vehicle & mileage details, and other tax-related sections. I am confident in my ability to deliver accurate and thorough results for your project. Regards, CA. Swati Jain, CPA | Indian CA & CS
$5 USD in 44 days
4.6
4.6

Hi, I have carefully read your project. I’m able to do this. I’m pro advisor of Quickbook and certified accountant of xero. I’m also expert in wave accounting, sage, kashflow, kashoo, zoho, odoo, MYOB and Appfolio. I have four years of experience in Bookkeeping, financial reporting, financial management, budgeting & forecasting and tax. I’m ready to provide you a quality work with perfection. I’m committed to deliver a quality work with perfection. Experience the difference today by choosing us as your bookkeeping partner. Please open the chat for further discussion. Thanks & Regards Humayun Khan
$3.50 USD in 40 days
4.6
4.6

Hello, Hardworking finance professional with 20+ years of accounting experience. Xero Advisor Certified QuickBooks Certified ProAdvisor Experience in most accounting packages including Sage Accounting and Exchequer Enterprise. ▶Accounting is my specialty and I am Accountant▶ ⇛ Accounting ✸ Business Analysis ✸ Financial Analysis ✸ Finance Consulting Standards & Analysis ✸ Bookkeeping ✸ Bank Reconciliations ✸ QuickBooks ✸ Cost Accounting and Balance sheet ✸ Please leave a message here so that we can discuss it more. Regards, Shajalal
$3 USD in 3 days
3.8
3.8

Hi There I can extract and map your QuickBooks data into a complete Tax Organizer Worksheet with accurate income, detailed expense categorization, and Schedule C–style reporting. I have strong experience in QuickBooks and tax-ready financial preparation, ensuring all 100+ categories and sections are properly aligned. I will deliver a clean, structured, and accountant-ready worksheet with full accuracy and consistency. Thanks & Regards Hafiz Muhammad Iqbal
$3 USD in 40 days
3.6
3.6

As someone running a financial service platform specifically designed to aid in automating bookkeeping and enhance the standard of compliance, I believe strongly that my extensive background in QuickBooks, paired with my robust understanding of US taxation, makes me uniquely qualified for this task. At FinxisAI, we are committed to providing businesses not just automation but also trusted financial insights. We can unleash that same powerful automation into your project which would enable us to extract the necessary financial information accurately and efficiently from your QuickBooks account and neatly map them onto the detailed Tax Organizer Worksheet as required. It is also noteworthy that our platform works harmoniously with other leading accounting systems, thus making collaborations seamless. In hiring me, you're getting an expert who understands the nuances of your project's requirements and is capable of delivering clean, accurate, real-time financial insights allowing you to make informed decisions moving forward. Choose FinxisAI and step into a future-ready way of managing your finances.
$8 USD in 40 days
2.9
2.9

Hi, I can assist you with extracting, organising, and mapping your QuickBooks financial data into a complete and accurate Tax Organizer Worksheet. I’m a Financial Accountant with over 10 years of experience in financial reporting, reconciliations, and detailed expense classification. I’ve worked extensively with systems such as QuickBooks, Sage, and Excel, and I’m highly skilled in translating financial data into structured, tax-ready formats. For your project, I will: ✔ Extract and organise all relevant financial data from QuickBooks ✔ Accurately map income streams (business, rental, etc.) ✔ Categorise expenses across detailed categories (including Schedule C style) ✔ Prepare a clean Profit & Loss structure aligned to your worksheet ✔ Incorporate additional tax-related sections (vehicle, charity, medical, etc.) ✔ Ensure all data is verified, consistent, and ready for tax submission I understand the importance of accuracy and confidentiality when handling financial and tax-related information, and I will ensure everything is completed with a high level of precision. I am comfortable working with detailed datasets and complex categorizations, and I can deliver a clear, well-structured output that simplifies your tax preparation process. I am available to start immediately and would be happy to review your QuickBooks file and worksheet before beginning. Looking forward to working with you. Best regards, Mziyanda
$4 USD in 40 days
0.0
0.0

Hi Sir, I have reviewed your requirements and understand the need to extract and organize financial data from QuickBooks into a detailed Tax Organizer Worksheet. I can accurately map income, expenses, and P&L data, categorize over 100 expense types, and structure everything in a clear, tax-ready format. I am detail-oriented, experienced with financial data handling, and will ensure accuracy and completeness across all sections, including business, vehicle, and additional tax-related entries.
$5 USD in 40 days
0.0
0.0

I am a remote professional and been working as a Bookkeeper / Financial Controller for almost 15 years now. I am a detail-oriented Virtual Bookkeeper / Financial Controller with nearly 8 years of hands-on experience using XERO, QuickBooks Online and MYOB supporting businesses ( USA,AU, NZ, UK and Canada based) with accurate, compliant, and well-organized financial records. My core expertise includes bank and credit card reconciliations, including cleaning up historical backlogs of up to 3 years, transaction categorization and re-categorization, and invoicing and payment tracking within QuickBooks Online. I specialize in historical cleanup projects, applying and maintaining bank rules for consistent categorization, attaching receipts, adding clear transaction notes, and flagging unclear items for client review rather than guessing. I am experienced in Full Accounting Cycle, Year-End reporting and maintaining strict separation between multiple business entities and providing clear status updates to ensure transparency and accuracy. In addition, I have extensive experience implementing financial data privacy and confidentiality best practices, ensuring sensitive information is handled securely at all times. I also specialize in creating SOPs, trackers, and cash-flow monitoring tools that simplify bookkeeping workflows and make ongoing financial management easier and more efficient for business owners.
$8 USD in 40 days
0.0
0.0

New Delhi, India
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Member since Nov 21, 2013
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