Hire the Best US Taxation Professionals

Note - my job success score dropped below 100% for the first time (after almost 5 years on Upwork) recently due my first negative review, which I felt was a bit unreasonable. I am working hard to get it back to 100%. Paid initial * 30-minute and 1-hour consultations are available for $89 / $178 respectively. I’m a California CPA & CFP® professional with a Master's Degree in Tax Law, and I provide tax consultations and tax planning services to individuals, freelancers, businesses, and trusts. I would love to help you with tax saving strategies and/or help with specific tax issues (e.g. how to report a sale transaction, verify TurboTax numbers, etc...). Current Projects (outside of Upwork) Include: -Serving as the Tax Director for an Orange County, California wealth advisory firm (RIA) with over $1 billion in AUM -Serving as an expert technical resource for a boutique Orange County, California CPA firm with high-net-worth clientele *Please note the hourly rate above only applies to initial consultations, and future work is subject to a rate of $250 per hour. Do not hesitate to reach out with any questions. California CPA License Number: 138960 CFP® Board Number: 428287

Hello, It's great to meet you here. I would be happy to work together with you. I have over 10 years of experience in providing exceptional Tax Advisory, IRS Representation, Tax Planning, Accounting, Bookkeeping and Payroll services for both Federal and State requirements across the U.S. 🟥Why pay IRS more? I will offer you legal and compliant ways of paying less or nil taxes. I can do a 15 minutes free discovery call for us to see if we are a good fit and then you can book a 30 or 60 minutes consultation, I will run your numbers and we can start working together. I also work with individuals, LLCs (single-member and multi-member), S-Corps, C-Corps, partnerships, non-resident owned LLCs, non-profits, foreign-owned U.S. entities, international clients under treaty rules, startups, small businesses, e-commerce sellers, real estate investors, freelancers, and 1099 contractors. ✅ Tax Preparation (Federal & State) ✅ Individual and Business taxes (Partnership, S-Corporation, C-Corporation, Foreign-owned) ✅ All IRS Forms: 1040, 1065, 1120, 1120-S, 5471, 5472, 941, 940, W-2, 1099, and more ✅ Schedule A, Schedule B, Schedule C, Schedule D and Schedule E ✅ Tax Compliance & Advisory ✅ Tax Planning & Strategy ✅ Tax Help & IRS Representation ✅ Tax Debt Negotiation & Resolution ✅ Entity Tax Support (LLCs, Corps, Partnerships, Foreign-Owned) ✅ Non-Resident Tax Filings & Treaty Analysis ✅ Business Registration & Entity Structuring ✅ Business Startup Advisory Services ✅ QuickBooks Online Setup and customized Chart of Accounts ✅ Bookkeeping & Catch-Up Accounting - affordable packages ✅ Payroll Services - affordable packages ✅ Financial Planning ✅ Wealth Management Guidance ✅ Insurance Advice & Risk Review ✅ Business Registration and filing in all states 🟥 Are you struggling with tax issues or overwhelmed by IRS letters? 🟥 Would you like to save on taxes and plan ahead before the next tax season catches up with you? 🟥Do you owe back taxes and need someone to walk you through it all, fight on your behalf, and get the IRS off your back? 🟥Do you want to structure your business in a way that legally maximizes your deductions and minimizes your tax burden? 🟥Are you looking to file your business taxes accurately and on time and discover every deduction you’re entitled to? 🟥Need reliable monthly or catch-up bookkeeping with an affordable, customized package for your business? 🟦 If you're dealing with IRS and unresolved tax issues, planning for growth, or simply want to ensure you're making the most of every opportunity, I'll provide the expertise, strategy, and support you need to move forward with confidence. 🟦 If your books are behind, incomplete, or you’re looking to improve financial clarity as your business grows, I’ll provide the accuracy, structure, and insight you need to stay on track and make confident financial decisions. 🟦 If you're struggling with payroll accuracy, compliance requirements, or keeping up with quarterly tax forms, I’ll provide the systems, support, and peace of mind you need to run payroll smoothly and stay fully compliant. 🟪You will get IRS-Compliant US tax filing Pro Forma 1120+ Form 5472 for Foreign-Owned LLC LATE filing with a Reasonable Cause Statement at $500. Consider it done...

Hello! My name is Bhargav Patel, a Licensed CPA with 5+ years of experience in U.S. tax preparation, filing, and compliance. I have successfully prepared and filed 1,000+ federal and state tax returns for individuals, businesses, partnerships, corporations, trusts, and estates. 🔹 US Tax Services ✅ Individual Tax Returns (Form 1040, Schedule C, D, E & F) ✅ Partnership Returns (Form 1065) & K-1 Allocations ✅ S-Corporation Returns (Form 1120-S) ✅ C-Corporation Returns (Form 1120) ✅ Trust & Estate Returns (Form 1041) ✅ Multi-State Tax Filing ✅ Tax Planning & Compliance ✅ IRS Notices & Resolution Support ✅ Prior Year & Amended Returns ✅ Tax Audit Preparation & Support 🔹 Why Work With Me? ✔️ Licensed CPA ✔️ 5+ Years of US Tax Experience ✔️ 1,000+ Tax Returns Filed Successfully ✔️ Strong Knowledge of IRS Rules & Regulations ✔️ Accurate, Confidential & Timely Service ✔️ Client-Focused Communication I help individuals and businesses stay compliant, minimize tax liabilities, and file with confidence. My goal is to provide reliable, accurate, and stress-free tax services tailored to your needs. 📩 Let's connect and get your U.S. taxes done right!

Foreign-owned U.S. LLCs have unique tax and compliance obligations — and many business owners don’t realize it until they receive IRS penalties, notices, or discover they missed important filing requirements. As an Enrolled Agent, I help international entrepreneurs establish, manage, and keep their U.S. companies fully compliant with confidence. I specialize in working with non-U.S. residents who own U.S. LLCs and need reliable support navigating the American tax system. Over the past few years, I have helped entrepreneurs from Latin America, Europe, and Asia successfully form and maintain their U.S. businesses. I have prepared 100+ Form 5472 and pro-forma Form 1120 filings for foreign-owned single-member and multi-member LLCs, while also supporting clients with bookkeeping, annual compliance, and tax planning. My goal is not only to prepare forms, but to help business owners understand their responsibilities, avoid costly mistakes, and build a solid structure for long-term growth. I provide end-to-end support for international business owners, including: ✅ LLC Formation & U.S. Business Setup • Single-member and multi-member LLC formation • EIN applications with the IRS • BOI Report filing (FinCEN requirements) • State registrations in Wyoming, Delaware, Florida, New Mexico, and more • Annual reports and ongoing compliance guidance ✅ U.S. Tax Compliance & Advisory • Form 5472 & pro-forma Form 1120 filings • Form 1065 partnership tax returns • Individual tax returns (Form 1040 & 1040-NR) • Federal and state compliance support • IRS notices assistance • Tax planning for international entrepreneurs and online businesses ✅ Bookkeeping & Financial Management As a Certified QuickBooks Online ProAdvisor, I help businesses maintain clean and accurate financial records through: • Monthly bookkeeping and reconciliations • Catch-up and clean-up bookkeeping • Financial reporting and month-end close • E-commerce, consulting, and online business bookkeeping • Customized accounting solutions based on your business model I combine technical expertise with a modern and practical approach. Many traditional accountants still struggle to understand how international online businesses operate today. I work closely with digital entrepreneurs, remote business owners, agencies, freelancers, and e-commerce sellers who need clear communication, fast support, and a long-term compliance partner. Why clients choose to work with me: ✔ Enrolled Agent (EA) authorized to represent taxpayers before the IRS ✔ Specialized in foreign-owned U.S. LLC compliance ✔ 4+ years of bookkeeping experience and 100+ LLC formations completed ✔ Fluent in English, Spanish, and Portuguese ✔ Fast communication and client-focused support ✔ Long-term strategic approach, not just form preparation If you are looking for a reliable partner to help you manage your U.S. business properly — from LLC formation to bookkeeping, tax filings, and ongoing compliance — I’d be happy to discuss your situation and help you find the best solution for your business.

U.S. Tax Filing for Foreign-Owned LLCs • Done Accurately • Fully Compliant • No Penalties Filing Form 5472, 1120, 1120S, 1065, 1040 incorrectly can trigger automatic IRS penalties. I help non-U.S. founders, foreign-owned LLCs, and small businesses prepare and file U.S. tax returns with CPA-level accuracy and an Enrolled Agent-focused compliance-first approach, no confusion, no surprises. I focus specifically on nonresident and foreign-owned LLC Tax filing and state annual report filing, where accuracy is critical. My Credentials Hi, I’m Somaiya, a U.S. tax preparer with: • IRS-Registered Tax Preparer • IRS Preparer Tax Identification Number (PTIN) • IRS Authorized to prepare and sign U.S. tax returns • IRS Certifying Acceptance Agent (CAA for ITIN processing) • IRS Authorized e-File Provider (EFIN) (via a U.S. Tax Compliance Firm) • Enrolled Agent (EA) Candidate • IRS Annual Filing Season Program participant • Trusted by a U.S. Tax Compliance Firm for LLCs, S-Corps & C-Corps clients I support U.S. and non-U.S. clients with accurate, structured, and compliance-focused US LLC, C Corporation, and S Corporation tax preparation and filings. My Core Specialization I specialize in foreign-owned U.S. LLC tax compliance, including: • Form 5472 + Pro-Forma Form 1120 • Form 1065 + Schedule K-1 (+ 8804/8805) • Form 1040 / 1040-NR • ITIN applications (Form W-7 – CAA process) My Core Services 🛡 LLC Filings • Foreign-Owned Single-Member LLC → Form 5472 + 1120 • U.S.-Owned Single-Member LLC → Schedule C • Multi-Member LLC → Form 1065 + K-1 (+ 8804/8805) 🛡 Corporation Filings • C-Corporation → Form 1120 • S-Corporation → Form 1120-S + K-1 • Foreign-owned U.S. Corporation → Form 1120 + 5472 • Foreign corporation doing business in the U.S. → Form 1120-F 🧾 U.S. Personal Tax Returns • Form 1040 – U.S. residents • Form 1040-NR – nonresidents • Form 1040 + Schedule C – Freelancers & Online Businesses • Form 1099, W-2 – Mixed Income • State Income Tax Returns – U.S. Citizens 📚 Tax-Ready Bookkeeping • Year-end book Cleanup • Profit & Loss Statement • Balance Sheet preparation • Financials prepared for filing 🏢 Business Support • Change Registered Agent Filing in all U.S. States (via a US Tax Firm) • U.S. Apostille Services in all U.S. States • Name and Address change to EIN • EIN for non-U.S. residents (Form SS-4 – no SSN/ITIN required) • Custom Member or Manager Managed Operating Agreement • Resolution to Open Bank Accounts • Corporation / LLC Formation • Corporation / LLC Reinstatement • Corporation / LLC Dissolution 📬 Compliance Support • Late filings & penalty mitigation • Amended returns (Form 1040-X, 1120-X) • IRS notice response • Rejected return fixes • State Annual Report Filings Whom I Work With • Non-U.S. LLC owners • Foreign founders entering the U.S. • Ecommerce sellers (Amazon, Shopify, Etsy) • U.S. citizens with business income How It Works 1) You share your documents 2) I review and identify gaps 3) Your tax return is prepared accurately 4) You review and approve 5) I file the prepared return via Fax, IRS e-File, or USPS Certified Mail® with tracking and provide confirmation No confusion. No hidden fees. No rushed work. Why Clients Choose Me • Compliance-first, IRS-aligned approach (no shortcuts) • Clear communication without confusing tax language • CPA-level accuracy in preparation and filings • Accurate, audit-ready documentation • Reliable delivery and structured process Engagement Clarity • Fixed pricing based on complexity • Clear document checklist before work begins • No filing without your review and approval Get Started Send me a message with: • Entity type (Individual / LLC / Corporation) • Ownership structure • Tax year(s) • Bookkeeping status 👉 I’ll review your case and provide clear next steps for IRS-compliant U.S. tax filing and State Compliance.

𝗨𝗦 𝗟𝗶𝗰𝗲𝗻𝘀𝗲𝗱 𝗖𝗣𝗔 (𝗖𝗔) | 𝗘𝗙𝗜𝗡 & 𝗣𝗧𝗜𝗡 𝗛𝗼𝗹𝗱𝗲𝗿 | 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝘂𝗱𝗶𝘁 & 𝗥𝗲𝘃𝗶𝗲𝘄 | 𝗤𝗕𝗢 𝗣𝗿𝗼𝗔𝗱𝘃𝗶𝘀𝗼𝗿 | 𝗖𝗣𝗔 𝗹𝗲𝘁𝘁𝗲𝗿𝘀 | 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 | 𝗖𝗣𝗔 𝗨𝗦 𝗔𝘂𝗱𝗶𝘁 𝗥𝗲𝘃𝗶𝗲𝘄 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀 | 𝗦𝗶𝗴𝗻 𝗖𝗣𝗔 𝗟𝗲𝘁𝘁𝗲𝗿 | 𝗔𝘂𝗱𝗶𝘁𝗼𝗿 Looking for a 𝗨𝗦 𝗟𝗶𝗰𝗲𝗻𝘀𝗲𝗱 𝗖𝗣𝗔 who delivers tax-ready, IRS-compliant financials or Audit/Review/Compilation and Agreed Upon Procedures or CPA Letters & Certifications with the precision of Big Four training? I am Abdul Mannan, an 𝗔𝗰𝘁𝗶𝘃𝗲 𝗨𝗦 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗣𝘂𝗯𝗹𝗶𝗰 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁 𝗹𝗶𝗰𝗲𝗻𝘀𝗲𝗱 𝗶𝗻 𝗖𝗮𝗹𝗶𝗳𝗼𝗿𝗻𝗶𝗮 (𝗖𝗣𝗔 𝗟𝗶𝗰𝗲𝗻𝘀𝗲 #𝟭𝟲𝟮𝟳𝟬𝟲), an EFIN & PTIN holder, and a QuickBooks Online (QBO) ProAdvisor with 10+ years of experience in US tax preparation, QBO bookkeeping, tax planning, and ERP implementation. As a trusted 𝗨𝗦 𝗟𝗶𝗰𝗲𝗻𝘀𝗲𝗱 𝗖𝗣𝗔, I help freelancers, remote workers, high-net-worth individuals, startups, and small businesses across the United States and internationally simplify their accounting, optimize tax outcomes, and stay fully IRS-compliant. I serve clients across 𝗲𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲, 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲, 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲, 𝗮𝗻𝗱 𝗖𝗼𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻, building scalable QBO financial systems backed by proactive, defensible tax strategies. ✅ 𝑪𝒐𝒓𝒆 𝑼𝑺 𝑪𝑷𝑨 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 🛡️ 𝗖𝗣𝗔 𝗔𝘁𝘁𝗲𝘀𝘁𝗮𝘁𝗶𝗼𝗻, 𝗔𝘀𝘀𝘂𝗿𝗮𝗻𝗰𝗲 & 𝗥𝗲𝘃𝗶𝗲𝘄 𝗘𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 Performed by a licensed US CPA under applicable AICPA and state-board professional standards (SSARS / SSAE). • Review Engagements — limited-assurance financial statement reviews (SSARS) for lenders, investors, and stakeholders • Compilation Engagements — CPA-prepared financial statements with a compilation report (SSARS) • Attestation & agreed-upon procedures (SSAE) • CPA-prepared GAAP financial statements (balance sheet, P&L, cash flow) • CPA Mortgage / Comfort Letters — lender-requested verification letters (self-employment, income, business existence) • Self-employment & income verification letters (mortgage, lease, visa) • Business verification & P&L certification letters • CPA Letters for Lenders, Underwriters & Third Parties • Contract bidding requirements • Regulatory and compliance matters • Financial condition confirmations • State licensing requirements • Net Worth & Personal Financial Statement Preparation • Bookkeeping & Accounting Verification for audit, financing, or investor due diligence 📈 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 & 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 — 𝗤𝗕𝗢 (𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗢𝗻𝗹𝗶𝗻𝗲) 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁 • QBO (QuickBooks Online) setup, cleanup, catch-up, and optimization • QBO monthly bookkeeping, bank & credit card reconciliation, and payroll processing • QBO account cleanup and historical reconstruction • ERP system implementation (SAP, Microsoft Dynamics 365) with QBO integration ⚖️ 𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 & 𝗧𝗮𝘅 𝗣𝗿𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻 — 𝗯𝘆 𝗮 𝗟𝗶𝗰𝗲𝗻𝘀𝗲𝗱 𝗨𝗦 𝗧𝗮𝘅 𝗖𝗣𝗔 • Individual returns (1040, 1040-NR), ECI analysis, Form 5472 • Business tax returns for C-Corp, S-Corp, and Partnerships (1120, 1120-S, 1065) • Federal and state tax filings, including multi-state compliance and nexus considerations • Informational return compliance (1099 filings and related reporting requirements) • Payroll tax filings and reporting (941, W-2) and year-end compliance • Tax review, accuracy checks & proactive tax-saving strategies 💡 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆 & 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗲𝗱 𝗧𝗮𝘅 𝗖𝗣𝗔 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 • Cryptocurrency taxation (Intuit-certified) • Equity compensation tax planning (Intuit-certified) • Tax strategy development and optimization • Fractional CFO and financial controller support • Entity selection and business structuring (LLC, S-Corp, C-Corp, Partnership) • IRS & state notice response and representation support • Funding-readiness and investor-ready financial packages • Internal controls review and process improvement 🏆 𝗖𝗿𝗲𝗱𝗲𝗻𝘁𝗶𝗮𝗹𝘀 (𝗖𝗿𝗲𝗱𝗹𝘆-𝗩𝗲𝗿𝗶𝗳𝗶𝗲𝗱) • Active US Licensed CPA — California (#162706) • Chartered Accountant (CA) • EFIN & PTIN Holder • QBO ProAdvisor (Advanced) & QBO Payroll Certified • Intuit Tax Level 2, Cryptocurrency Tax & Equity Compensation Tax exams 𝗪𝗵𝘆 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗮 𝗟𝗶𝗰𝗲𝗻𝘀𝗲𝗱 𝗨𝗦 𝗖𝗣𝗔, 𝗤𝗕𝗢 𝗣𝗿𝗼𝗔𝗱𝘃𝗶𝘀𝗼𝗿 & 𝗔𝘁𝘁𝗲𝘀𝘁𝗮𝘁𝗶𝗼𝗻 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁 Whether you need a review or compilation report, mortgage/income verification letter, tax preparation, QBO cleanup, or strategic tax planning, I deliver accurate, compliant, defensible CPA work that holds up with the IRS, lenders, and investors. 📩 Message me to discuss your US tax, QBO bookkeeping, attestation, or CPA letter needs — fixed or hourly pricing with clear upfront estimates.