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I am looking for a licensed Enrolled Agent (EA), CPA, or Tax Attorney to handle my case from start to finish. Current Situation: • SBA-related debt showing with Bureau of Fiscal Service and Office of Debt Recovery • Previous tax refund was offset through Treasury Offset Program (TOP) • Possible IRS balance due • Multiple tax years still need to be filed Goal: Determine the best resolution strategy, prevent future tax refund offsets if possible, resolve outstanding federal debt issues, and properly prepare and file outstanding tax returns. Milestone 1 – Debt & Offset Investigation ($30) • Verify all balances and debts • Identify all agencies involved • Confirm Treasury Offset Program status • Identify any additional debts subject to offset • Provide written findings report Milestone 2 – Resolution Strategy ($50) • Review hardship, repayment, settlement, recall, and other available options • Recommend best strategy • Provide written action plan and timeline Milestone 3 – Representation & Submission ($100) • Prepare and submit all required forms • Communicate with agencies on my behalf • Obtain all available resolution options • Provide proof of submission Milestone 4 – Follow-Up & Final Status ($100) • Follow up with agencies • Obtain status updates • Confirm a no offset status with agencies • Provide final written report and recommendations Milestone 5 – Tax Preparation & Filing ($175) • Review outstanding tax years 3-4 • Prepare returns correctly • Explain expected refund or balance due • Advise whether refunds may be subject to offset based on current account status • File returns after approval one at a time Requirements: • Must be a licensed EA, CPA, or Tax Attorney • Experience with Treasury Offset Program cases required • SBA debt resolution experience preferred • Must be willing to work under Form 2848 (Power of Attorney) if necessary Please provide: • Credentials • Years of experience • Similar case experience • Estimated timeline
Project ID: 40535211
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11 freelancers are bidding on average $373 USD for this job

Drawing on my extensive experience in finance, accounting, and tax resolution, I humbly offer myself as the ideal professionals for your project. As a licensed Enrolled Agent and finance specialist, I understand the complexities of cases like yours with the SBA debt and Treasury Offset Program (TOP). My familiarity with these issues makes me well-positioned to complete your project in an efficient and effective manner. In similar cases, I've helped clients navigate through complex tax situations, uncovering outstanding debts, resolving them amicably with the relevant agencies, and ultimately prevent further offsets on their tax refunds. Backed by excellent data analytic and financial modeling skills, I can provide you with precise insights into your debt situation to develop a comprehensive resolution strategy best tailored to your needs. I recognize the need for ongoing support even after the project is done. That's why my commitment to your satisfaction extends far beyond mere task completion. By choosong me as your representative in dealing with the SBA, TOP, and IRS, you're making a decision that ensures not only professional expertise but also a partner that continues to assist you even after our mandated is completed. I eagerly await the opportunity to disentangle your tax troubles effectively and efficiently – giving you peace of mind over impending matters leaving you to engage on other equally pressing issues. Don't hesitate; let's get started!
$250 USD in 1 day
7.6
7.6

With nearly a decade in the industry and as a Chartered Accountant, ACA qualified professional, I am confident in my ability to handle your project with the utmost skill and efficiency. My specialization in accounting, finance, tax planning, and tax compliance directly aligns with the requirements of your project. I have extensive experience and understanding of the Taxation laws—especially within treasury offset program cases, SBA debt resolution, and IRS balance reconciliations. Having catered to various startups and growing businesses, I've also developed an adeptness at strategic financial planning and management that could play a crucial role in successfully navigating your existing federal debts and losses. Your satisfaction is paramount for me. Consequently, I consistently provide clear and comprehensive financial solutions tailored to the exact needs of each client. In terms of a timeline, it is difficult to give an accurate estimate upfront without reviewing your specific case details. However, rest assured that I not only meet deadlines diligently but keep my clients thoroughly informed on project progress at every step. By choosing me, you gain unrivaled expertise paired with an unwavering commitment to your best interests; together we can build a strong financial foundation on which your business can thrive!
$455 USD in 7 days
6.4
6.4

CPA License holder Hi, I am an experienced Associate Member the Certified Cost and Management Accountant (ACMA), a Financial Analyst and a Certified Public Accountant (CPA) with more than 7+ years' experience in finance. I have gone through your project with interest, and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing financial modelling, business analysis, business plans, financial analysis, financial forecasting, Excel, advanced Excel, Visual Basic, payroll, data processing, data entry, finance, accounting, and financial research services and have more than 3+ years with a top-rated audit firm (KPMG), during which I have dealt with a number of clients and provided them extremely satisfactory services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advanced Excel, QuickBooks, Intuit QuickBooks, Xero, Microsoft Dynamics, Enterprise and more. I am a fast learner, problem solver, detail-orientated and highly organised. Looking forward to hearing from you soon! Looking forward to hearing from you Best regards. Zakwan
$750 USD in 1 day
6.6
6.6

Hi there, I can assist with your Treasury Offset Program, SBA debt, and outstanding tax filing issues by conducting a thorough debt investigation, identifying all agencies involved, verifying balances, reviewing offset status, and developing a clear resolution strategy based on your financial situation. With experience handling federal tax matters, debt resolution, IRS communications, Form 2848 representation, and tax return preparation, I can help manage the process from investigation through submission and follow up while providing detailed written reports at each milestone. I have experience working with IRS balance due cases, delinquent return filings, hardship evaluations, payment arrangements, and federal debt resolution matters. I will provide timely updates, maintain complete documentation, and deliver all required reports, action plans, submissions, and filing guidance throughout the engagement. Based on the complexity of agency responses and outstanding tax years, the estimated timeline is approximately 4 to 8 weeks.
$250 USD in 1 day
3.2
3.2

Hi, I read through your project for EA, CPA, or Tax Attorney Needed – SBA Debt, Treasury Offset & Tax Resolution. You need help with ea, cpa, or tax attorney needed – sba debt, treasury offset & tax resolution. I can build and deliver this efficiently based on the job requirements. This fits well with my experience in Accounting, Business Analysis, and Finance. I can take what you outlined and turn it into a clean final delivery, with attention to Accounting and Business Analysis and the details in your brief. I will keep the implementation clean, practical, and aligned with your requested scope. Send me the details and I can start immediately.
$250 USD in 1 day
3.4
3.4

Few min job, will edit your your file complete now, Final file you will be received high-Resolution Vector Ai, Eps, Svg, Pdf & PNG Format Please send me a message, that we can discuss more. Thank you
$250 USD in 1 day
0.1
0.1

Hi, there. I’m Susie Kalson, a licensed EA with over 7 years of experience in tax resolution and debt management. I understand the complexities you're facing with SBA-related debt and the Treasury Offset Program, which can significantly impact your financial stability. My expertise in navigating these challenges will help you achieve a resolution. ✅ Verify all outstanding balances and debts with relevant agencies. ✅ Develop a tailored resolution strategy, including hardship and settlement options. ✅ Prepare and submit necessary forms while representing you in communications. ✅ Conduct thorough follow-ups to ensure no future offsets and obtain status updates. ✅ Prepare and file outstanding tax returns accurately, advising on potential offsets. I leverage tools like IRS e-Services and tax preparation software to ensure compliance and efficiency. My focus is on providing clear, actionable steps to resolve your issues effectively. I am looking forward to work with you. Best Regards, Susie Kalson
$250 USD in 5 days
0.0
0.0

**Hey, I think you would like to read this:** I specialize in tax resolution and debt management, and I understand the complexities of SBA-related debts and Treasury Offset Program cases. With over 8 years of experience as a licensed EA, I am well-equipped to handle your situation effectively. **Here's what you can expect from my service:** - Thorough investigation of all balances and debts - Tailored resolution strategy with a written action plan - Representation and submission of required forms - Ongoing follow-up with agencies and status updates - Precise tax preparation and filing for outstanding years I would like to discuss more about the project. You lose nothing. If we create milestones, your payment will be fully protected, and you can use this message as proof for a full refund if needed. **Kind Regards, Riyaat**
$400 USD in 7 days
0.0
0.0

Hello, I am interested in assisting with your SBA debt, Treasury Offset Program, and tax resolution matter. With experience handling complex tax issues, debt negotiations, and government collections, I understand the challenges individuals and businesses face when dealing with federal agencies. I can help assess your situation, identify available resolution options, and develop a strategy aimed at reducing financial burdens while ensuring compliance with applicable regulations. My background includes working with tax debt resolution, installment agreements, penalty abatements, offer-in-compromise evaluations, Treasury Offset disputes, and SBA-related debt matters. I am skilled in reviewing financial records, communicating with government agencies, preparing supporting documentation, and advocating for clients throughout the resolution process. My approach focuses on accuracy, confidentiality, and achieving the most favorable outcome possible. I am committed to providing responsive communication, thorough case analysis, and professional guidance from start to finish. I would welcome the opportunity to discuss the details of your case, review your objectives, and determine the best path forward. Thank you for your consideration, and I look forward to helping you resolve these matters efficiently and effectively.
$250 USD in 7 days
0.0
0.0

Hello, I hope you are doing well. I am a professional accountant with over 5 years of experience in bookkeeping and financial management. I specialize in maintaining accurate financial records and helping businesses stay organized and compliant. I can assist you with: • Bookkeeping (daily, weekly, or monthly) • Bank & credit card reconciliation • Preparation of monthly financial statements • Accounts payable & receivable management • Payroll processing • Month-end and year-end closing entries • Expertise in QuickBooks and NetSuite I focus on accuracy, timely delivery, and clear communication to ensure your financial data is always up to date and reliable. I would love to discuss your requirements in detail and understand how I can add value to your business. Looking forward to working with you. Best regards, Samriti G.
$250 USD in 7 days
0.0
0.0

Denham Springs, United States
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