Find Corporate Tax Projects on Upwork

I need experienced tax attorneys and enrolled agents as well as business (dispute resolution) attorneys to assist with my growing law practice. The ideal candidates will have a strong background in tax law and corporate tax, with excellent accounting skills. This role requires a high level of expertise to provide top-notch legal support and advice.

UK Accountant Needed for Limited Company Tax Return

I’m looking for an experienced UK accountant to prepare and file my Limited Company Annual Accounts and Corporation Tax Return.

I have all the relevant financial documents available, including bank statements, invoices and business expenses.

Requirements:

* Experience with UK Limited Companies
* Knowledge of HMRC and Companies House requirements
* Able to identify all allowable business expenses
* Reliable, accurate and responsive

Please send your experience, fixed price and estimated turnaround time.

Job Overview

We are looking for an experienced U.S. tax accountant or CPA with strong knowledge of California Franchise Tax Board (FTB) matters to assist our Delaware LLC in resolving a California tax issue.

The ideal candidate has previous experience handling California Notice of Proposed Assessments, nexus determinations, Form 568 filings, and FTB disputes.

About Our Company
Delaware LLC
Amazon FBA wholesale business
No California incorporation
No employees or office in California
Registered with California CDTFA (sales tax permit)
We have received a California Franchise Tax Board Notice of Proposed Assessment regarding a prior tax year.
Scope of Work

The selected accountant will:

Review all notices received from the California Franchise Tax Board.
Determine whether our company had a California filing requirement.
Analyze California nexus for the relevant tax year.
Review our business activities and supporting documents.
Determine whether Form 568 or any other California return was required.
Prepare and file any required California tax returns, if appropriate.
Prepare and submit a protest or response to the Notice of Proposed Assessment if justified.
Communicate with the California Franchise Tax Board on our behalf (if authorized).
Recommend the most cost-effective resolution.
Advise on preventing similar issues in future years.

## QuickBooks Online Consultant — Ongoing, As-Needed Support

We are looking for an experienced QuickBooks Online consultant to provide ongoing support on an as-needed basis each month.

Our bookkeeping is already set up in QuickBooks Online, but we want an expert to periodically review our account and make sure everything is structured correctly for our business.

### Responsibilities

* Review our current QuickBooks Online setup
* Confirm that transactions, income, expenses, and payment accounts are mapped correctly
* Review our chart of accounts and recommend any necessary changes
* Ensure financial reports are generating accurately
* Confirm that our Profit and Loss, Balance Sheet, and other key reports are categorized properly
* Identify and help correct any setup or reporting issues
* Answer occasional QuickBooks-related questions
* Advise us on best practices as our business grows

This is not intended to be a full-time bookkeeping position. We are looking for someone we can consult with periodically each month when questions arise or when we need our setup reviewed.

### Ideal Candidate

* Strong experience with QuickBooks Online
* Experience working with growing service-based or software businesses
* Strong understanding of transaction categorization, account mapping, reconciliations, and financial reporting
* Able to clearly explain QuickBooks and accounting concepts to a non-accountant
* Responsive and comfortable working on an ongoing, as-needed basis
* U.S. accounting experience preferred

Please include a brief overview of your QuickBooks Online experience, the types of businesses you typically work with, and your hourly rate.

Financial Wizards Inc. is a modern, Toronto-based virtual bookkeeping and accounting firm serving small and medium-sized businesses across Canada.

We are looking for an ambitious, entrepreneurial Business Development & Sales Representative who enjoys building relationships, creating opportunities, and closing bookkeeping clients. This is not a cold call-only sales role, you will become the face of our firm's business development efforts. NO MARKETING AGENCIES STRICTLY.

If you have experience selling accounting, bookkeeping, financial services, SaaS, or B2B professional services, we'd love to speak with you.

What You'll Do -
Convert qualified inbound leads generated through our Meta advertising campaigns.
Conduct discovery calls and understand each prospect's bookkeeping needs.
Build relationships with business owners through LinkedIn and other organic outreach.
Generate your own pipeline using ethical, organic business development strategies.
Represent Financial Wizards on podcasts, webinars, networking events, and online communities.
Create LinkedIn content that builds authority and attracts business owners.
Follow up consistently with prospects until they become clients.
Work closely with our CPA team to ensure a smooth client onboarding experience.
Maintain a CRM and sales pipeline.

We Already Provide
Qualified leads from our Meta advertising campaigns.
A professional website and established brand.
Marketing materials and service information.
Discovery call support when required.
High-quality bookkeeping, payroll, tax, and advisory services that clients value.

Your focus is generating and closing business not delivering bookkeeping services.

We're Looking For Someone Who -
Has experience selling bookkeeping, accounting, payroll, tax, or other B2B professional services.
Is confident speaking with business owners.
Is active on LinkedIn and understands personal branding.
Can build trust through networking rather than relying only on cold calling.
Is comfortable hosting discovery calls and closing deals.
Is self-motivated and entrepreneurial.
Has excellent English communication skills.

Bonus if you have:

Existing network of Canadian business owners.
Experience with podcasts, webinars, or public speaking.
Knowledge of bookkeeping or accounting services.
Experience using CRM systems such as HubSpot, Pipedrive, or GoHighLevel.
Compensation

This is primarily a commission-based opportunity designed for high performers.

We are open to discussing:

Attractive recurring commission on every client you bring in.
Performance bonuses.
Long-term growth opportunities.
Potential transition into a salaried leadership role as the firm expands.

If you believe in building long-term client relationships instead of making one-time sales, this role offers significant earning potential.

About Financial Wizards Inc.

Financial Wizards is a Toronto-based virtual bookkeeping and accounting firm helping Canadian businesses simplify their finances. We provide:
Monthly Bookkeeping, Payroll Services, GST/HST Compliance, Corporate Tax (T2), Personal Tax (T1), Financial Reporting, Advisory & CFO Support.

Our goal is to become one of Canada's most trusted virtual accounting firms by combining exceptional client service with modern technology.

How to Apply

Please include:

1) A brief introduction about yourself.
2) Your sales or business development experience.
Any experience SELLING accounting, bookkeeping, payroll, or financial services.
3) Links to your LinkedIn profile (and any podcasts, webinars, or content you've created, if applicable).
4) Why you believe you'd be a great fit for helping grow Financial Wizards.

We're looking for someone who wants to grow with us not just sell for us.

We are seeking an experienced freelancer to assist with US Tax filing for our business. The role involves preparing and filing tax returns, ensuring compliance with tax laws, and managing financial documents. The ideal candidate will have a strong understanding of corporate tax and accounting principles. This is a part-time engagement with a project scale of small, expected to last less than a month.

We are looking for a remote tax preparer for a part-time role. We work with tThomson Reuters products so experience with UltraTax is strongly preferred.

From February thru April 15th, we would need about 15-30 hours per week. From April 15th thru October 15th, we would need around 20 hours per week. From October 15th through the end of January, we don't anticipate having any returns to be prepared, so there would be no hours available during that time.

We prepare 1040, 1041, 1065, 1120-S, and 1120 tax returns and would prefer to hire someone with experience with a wide variety of tax return preparation.

We need someone that is fast-paced and can learn quickly. The hours are flexible as long as the returns are prepared in a timely fashion.

We are seeking an experienced professional to assist with the liquidation of a UAE company and ensure all tax obligations are met. The ideal candidate will have a strong understanding of UAE laws and regulations, particularly in corporate tax and accounting. Responsibilities include managing the liquidation process, preparing and filing tax returns, and ensuring compliance with all legal requirements.

## About the role

We're a UAE-registered boutique consultancy that delivers client projects through a network of vetted freelancers. We're looking for a reliable, detail-obsessed Operations Coordinator to run our day-to-day back office and keep everything moving.

You're the person who makes sure contracts go out, freelancers are onboarded properly, hours and invoices reconcile, and nothing slips through the cracks. As you go, you'll document how we work, turning our processes into clean SOPs that become the backbone of how we scale.

Part-time, around 10 hours per week to start, ongoing, with room to grow as you take on more.

## What you'll do

**Contracting (execution)**
- Prepare and issue client contracts and proposals from our templates using DocuSign
- Prepare and issue freelancer MSAs, engagement schedules, and confidentiality/data agreements
- Track everything from sent to signed, and chase what's outstanding

**Freelancer & client coordination**
- Onboard new freelancers and keep their records clean and current
- Be the reliable point of contact who keeps engagements organized

**Finance & admin coordination**
- Follow up on expense submissions and enforce our input protocol
- Check freelancer hours against invoices and flag any discrepancies
- Keep the flow from freelancer hours to bookkeeping to client invoicing on track
- Coordinate with our bookkeeper and keep records tidy

**Compliance coordination (tracking, not filing)**
- Maintain a compliance calendar and make sure deadlines are met
- Coordinate UAE corporate tax and quarterly VAT filings with our agency (they file, you keep it on schedule)

**Documentation & systems upkeep**
- Document each process as a clear SOP as you learn it
- Build out our internal knowledge hub in Notion (or similar) so policies and processes live in one place
- Maintain simple trackers (Google Sheets or Airtable) for things like commissions and engagement status

Over time, these documented processes are what we'll systematize and automate, so there's a clear path to grow the role.

## Who we're looking for

- Proven experience as an Executive Assistant, Operations Coordinator, or similar, ideally supporting a small agency, consultancy, or founder-led business
- Comfortable handling contracts and e-signature tools like DocuSign
- Confident with basic finance coordination (invoices, expenses, reconciling hours), even if you're not an accountant
- Organized to a fault, proactive, and great at chasing loose ends without being asked twice
- A natural documenter who likes turning messy processes into clean, repeatable steps
- Fluent in tools like Notion, Google Workspace, and Airtable
- Excellent written English and trustworthy with confidential information

## Nice to have

- Familiarity with UAE business compliance (corporate tax, VAT, e-invoicing)
- Experience coordinating freelancer or contractor networks
- Some overlap with UAE / Gulf Standard Time hours (helpful, not required)

## Details

- Part-time, roughly 10 hours per week to start, ongoing
- Fully remote
- Hourly, long-term relationship preferred

## How to apply

1. Start your message with the word **"ANCHOR"** so we know you read this.
2. In two or three sentences, describe a back-office process you owned or ran end to end, and how you kept it organized.
3. Tell us which tools you work in daily, and note any UAE compliance exposure.
4. Share your weekly availability and hourly rate.

We reply to strong fits quickly.

Canadian CPA Needed – Corporate Tax Return, GST/HST Filing & Compliance Support

**Description**

We are seeking an experienced Canadian CPA or tax professional to assist with tax compliance for a foreign-owned Canadian corporation.

The company is a Canadian subsidiary of an international technology business and has relatively straightforward operations with limited transaction volume. We are looking for a professional who can provide practical, cost-effective compliance support and potentially serve as our ongoing Canadian tax advisor.

**Scope of Work**

1. Preparation and filing of 2025 Canadian Corporate Income Tax Return (T2)
2. Preparation and filing of 2025 GST/HST Return
3. CRA authorization and account access setup
4. Review of current Canadian tax compliance requirements
5. Identification of any additional filing or compliance obligations
6. General consultation regarding ongoing Canadian tax obligations

**Company Background**

* Foreign-owned Canadian corporation
* Incorporated in Canada
* Limited operating history
* Limited transaction volume
* Technology/SaaS-related business
* Cross-border operations with parent entities in other jurisdictions

**Requirements**

* Canadian CPA designation preferred
* Experience with foreign-owned Canadian corporations
* Experience with technology, SaaS, or digital businesses is an advantage
* Strong knowledge of CRA compliance requirements
* Ability to work remotely and communicate clearly

**When Applying, Please Provide**

1. CPA designation and province of registration
2. Years of Canadian tax experience
3. Experience with foreign-owned Canadian subsidiaries
4. Fixed-fee quote for:

* T2 Corporate Tax Return
* GST/HST Return
* CRA Authorization Setup
* Initial Compliance Review
5. Estimated turnaround time
6. Examples of similar engagements completed

**Budget**

Please submit a fixed-fee proposal. We are seeking competitive pricing and are open to establishing a long-term relationship for future Canadian compliance and advisory work.

Only applicants with demonstrated Canadian corporate tax experience will be considered.

We are a foreign-owned Wyoming single-member LLC operating an international e-commerce business selling consumer products to customers in the US and globally. We need an experienced US CPA for ongoing tax consultation and to handle all required annual filings. The LLC is owned by a non-US resident and has recently commenced US business operations.

Scope of Work:

Initial Consultation
Review our LLC structure, operations and intercompany transactions. Advise on US tax obligations, compliance requirements and best practices for a foreign-owned single-member LLC operating in e-commerce.
Ongoing Tax Advisory
Answer questions as they arise throughout the year regarding US federal and Wyoming state compliance. Advise on any changes in tax law that may affect our structure.
Annual Filings — When Required
Form 5472 + Pro Forma 1120 (first filing due April 15, 2027)
Wyoming Annual Report (due May 1, 2027 — ~$62 fee)
Any additional federal filings as required
Intercompany Transaction Review
Review and advise on intercompany transfers between our US LLC and related foreign entity to ensure proper reporting on Form 5472.

Requirements:

Proven experience with foreign-owned US LLCs — mandatory
Form 5472 filing experience — mandatory
E-commerce business experience — preferred
CPA credentials — mandatory
Available for ongoing consultation throughout the year
Responsive and communicates clearly
Start immediately

Budget: $200-400 for initial consultation + filing fees TBD

In your proposal include:

Experience with foreign-owned single-member LLCs
Number of Form 5472 filings handled
E-commerce clients you have worked with
Your hourly or fixed rate for consultation
Your filing fee structure
Confirm availability for ongoing advisory

We are looking for an experienced Canadian tax consultant or bookkeeper with expertise in GST/HST compliance for foreign entities.
This is a small project, so we're looking for an independent professional or boutique firm rather than a large accounting firm. Our needs are straightforward, and we hope to build a long-term working relationship with someone who can support us on an ongoing basis.

Scope of Work
Assist with GST/HST registration for a foreign entity operating in Canada
Prepare and file GST/HST returns
Advise on any ongoing GST/HST compliance requirements
Answer occasional tax-related questions as they arise

Ongoing Work
After the initial setup, we anticipate recurring work including:
Quarterly GST/HST filings
Annual compliance support
Occasional bookkeeping or tax consultation as needed

Ideal Candidate
Experience with Canadian GST/HST regulations, particularly for foreign or non-resident businesses
CPA or equivalent accounting/tax background is preferred but not required
Familiar with CRA processes and filings
Responsive, detail-oriented, and able to explain requirements clearly
Interested in a long-term working relationship

To Apply
Please include:
A brief summary of your experience with GST/HST registrations and filings for foreign entities
Your hourly rate
Whether you've worked with non-resident companies before
Your availability for an initial consultation
We're looking to get started as soon as possible.

# RAK ICC Approved Registered Agent Required for Ongoing Property RPC Work

We are seeking an experienced **RAK ICC-approved registered agent** to establish a standardised Restricted Purposes Company structure for UAE property ownership.

This is not a one-off company-registration assignment.

We are building a repeatable property ownership framework that may require a separate RAK ICC RPC for each property or investor group. The successful provider will have the opportunity to become our preferred registered agent and receive the ongoing company formation, renewal and administration work generated through our clients.

## Proposed company structure

The expected structure will generally include:

* RAK ICC Restricted Purposes Company
* One property held by each RPC
* Generally up to four individual shareholders
* Typically 25% ownership per shareholder
* No UAE residence visas required
* No operational trading activity
* No physical office beyond the required registered office
* Standardised documentation capable of being reused for future RPCs
* Ongoing registered-agent, renewal and compliance services

The exact structure must be reviewed and confirmed by the successful applicant before implementation.

## Initial assignment

The first stage of the engagement will be to:

1. Review the proposed property ownership structure.
2. Confirm whether a RAK ICC Restricted Purposes Company is appropriate.
3. Identify any regulatory, property ownership, tax, compliance or banking considerations.
4. Establish the first RPC.
5. Create a compliant standard template and process that can be efficiently replicated for future clients and properties.
6. Provide a clear schedule of establishment and annual renewal costs.

The structure and templates must be practical, compliant and suitable for repeated use, while allowing the shareholder names, ownership percentages and property details to be updated for each new company.

## Ongoing opportunity

The provider selected for the initial structure will be considered for appointment as our preferred provider for:

* future RAK ICC RPC formations;
* registered-agent services;
* registered-office services;
* annual company renewals;
* beneficial-owner and KYC administration;
* shareholder and director updates;
* share transfers;
* corporate-tax registration and compliance;
* accounting and annual reporting;
* bank-account assistance, where required; and
* ongoing support for our clients.

Our intention is to develop a long-term relationship with one reliable provider rather than using different agents for each company.

Subject to competitive pricing, service quality, compliance and responsiveness, the successful provider will earn the opportunity to handle the RAK ICC company work generated through our client network.

## Required experience

Applicants must have direct experience with:

* RAK International Corporate Centre;
* Restricted Purposes Companies;
* property-holding companies or SPVs;
* multi-shareholder company structures;
* registered-agent and registered-office services;
* UAE beneficial-ownership and KYC requirements;
* UAE corporate-tax obligations; and
* annual company administration and renewals.

Preference will be given to applicants who are directly listed as an approved RAK ICC registered agent.

Accountants, tax advisers and corporate-services professionals may apply only where they work directly with an approved RAK ICC registered agent. You must clearly identify the approved agent who will formally establish and maintain the companies.

## Pricing requirements

We require transparent and commercially competitive fixed pricing.

Please provide a separate breakdown for:

* RAK ICC government incorporation fees;
* registered-agent fees;
* registered-office fees;
* KYC and compliance fees;
* document preparation fees;
* first-year total cost;
* annual renewal cost;
* accounting and corporate-tax compliance;
* share transfers or shareholder changes;
* corporate bank-account assistance, if offered; and
* discounted pricing for repeat or volume company formations.

We are not seeking a heavily marked-up retail company-formation package.

The selected provider will have access to ongoing work, so pricing should reflect the potential for a repeat-volume relationship.

## Application questions

Please answer each of the following:

1. Are you or your firm an approved RAK ICC registered agent?
2. What is the exact legal name of the approved registered-agent firm?
3. Can you provide a link to your listing in the official RAK ICC agent directory?
4. How many RAK ICC companies have you established?
5. How many Restricted Purposes Companies have you established?
6. Have you established RPCs or SPVs that hold UAE real estate?
7. Can you create a standardised company structure and document template for repeated use?
8. What is your complete first-year establishment cost?
9. What is your complete annual renewal cost?
10. What government, agent or third-party costs are excluded?
11. What repeat-volume pricing can you offer?
12. What is the expected incorporation timeframe after receiving complete KYC documents?
13. Can you provide ongoing accounting and UAE corporate-tax support?
14. Can you assist with company bank-account establishment if required?

Please include a written fee breakdown with your application.

Generic proposals, referral-only providers and applications stating only “contact us for pricing” will not be considered.

Hi — I have a two-member Wyoming LLC (partnership). One partner is a US citizen (has an SSN), the other is a non-US person, and the 2025 Form 1065 is late. I need the late 1065 + two K-1s, Schedules K-2/K-3, and a written Section 1446/ECI position on the foreign partner, all e-filed. I'd also want the late-filing penalty handled — a First-Time Abatement request once the IRS assesses it.

Can you file all of that, and are you a US EA/CPA who can represent us if the IRS sends a notice? Please quote your all-in fee (including the abatement) and turnaround.

Location requirements
India
We are seeking experienced Indian domestic tax specialists to review AI-generated tax research involving Indian domestic taxation. Experts will assess tax accuracy, statutory references, supporting authorities, and grading rubrics. This role focuses exclusively on Indian domestic tax law.

Responsibilities
Review Indian tax research questions and model answers.

Validate statutory interpretation and supporting authorities.

Improve technical accuracy of tax analyses.

Update answers based on recent legislative developments.

Refine grading rubrics where necessary.

Required Qualifications
5+ years of Indian tax experience.

Chartered Accountant (CA), Advocate, Cost Accountant, or equivalent tax qualification.

Deep expertise in Indian domestic taxation.

Experience interpreting the Income-tax Act, GST legislation, CBDT circulars, and judicial precedents.

Experience preparing tax opinions, litigation support, or advisory memoranda.

Strong written communication skills.

Preferred Qualifications
Corporate Tax

Direct Tax

GST

TDS/TCS

Tax Litigation

Assessments and Appeals

Domestic tax advisory experience

Engagement Details
Remote

10–20 hours/week

Short-term engagement

Competitive hourly compensation

Skills: Accounting, Tax, Research Writing, Tax Law, Tax Compliance, Tax Reporting, Tax Risk Management, Tax Preparation

We are seeking the services of a tax resolution attorney and/or CPA to provide consultative guidance and assistance for our company. The ideal candidate will have extensive and documented experience and expertise in tax resolution and advisory support. This project requires strong analytical skills and the ability to navigate complex tax issues effectively.

I need an experienced Canadian corporate tax preparer to file nil (dormant) corporate tax returns for my Quebec corporation.

Scope:

- T2 returns for 2023, 2024, and 2025
- CO-17 (Quebec) returns for 2023, 2024, and 2025
- Corporation has had no business activity. Very simple filings.
- I have all CRA and Revenu Québec access codes.

Please provide:

- Your fixed price
- Estimated turnaround time
- Experience filing Quebec corporate returns

Budget: CA$100–200 total. If you've handled dormant corporations before and can complete this efficiently, I'd love to hear from you.

Accounting Technician – Tax Preparation and File Finalization
Reports To: Principal CPA (Owner)
About the Role:
We are seeking a detail-oriented and analytical Accounting Technician to support the end-to-end process of finalizing year-end bookkeeping, inputting financials into accounting and tax software, and delivering final client packages for submission. This is a deadline driven role that require a high attention to detail.
Key Responsibilities:
• Review bookkeeping entries completed in Excel by bookkeeper.
• Ensure proper categorization and HST application across all income/expense categories.
• Validate that transactions match bank and credit card statements.
• Confirm accuracy of revenue entries (identify non-revenue deposits).
• Review and verify double-entry coding file (Chart of Accounts alignment).
• Upload finalized data to Sage50 Accounting software.
• Prepare and enter corporate tax return data into CCH iFirm.
• Generate tax packages (T2, T183, invoices) for client distribution.
• Communicate clearly and professionally with internal team.
• Track progress using internal tools (excel and email).
Skills and Qualifications:
• Diploma or degree in Accounting, or related experience.
• 2+ years working in public accounting or bookkeeping preferred.
• Familiarity with Sage50 and CCH iFirm or other Canadian tax software is a strong asset.
• Understanding of double-entry bookkeeping and HST rules.
• Strong attention to detail and ability to spot inconsistencies.
• Comfortable working with Excel (filtering, formulas, lookups).
• Ability to manage multiple client files and deadlines.
• Strong written communication for client correspondence.
Nice to Have:
• Prior experience in a Canadian public accounting firm.
• Familiarity with tax deadlines and filing procedures (T2, T183).
• Ability to interpret financial statements and journal entries.

We are seeking an experienced CPA, CA, Tax Agent, or Tax Advisor to join our team on a flexible basis. The role involves handling tax preparation, corporate tax, and tax law matters on a project-by-project or hourly basis. The ideal candidate will have a strong background in tax and accounting, with the ability to work independently and manage multiple projects effectively.

Here's the line to add — it sets the low-volume expectation while flagging the intercompany/inter-country and agency work that remains. I'd put it in the Overview and echo the specifics in the scope:

Transaction and admin volume is expected to be low; however, there are intercompany and inter-country invoices and agreements to sign or review, and letters to agencies to manage or send as needed.

Full post with it worked in:

Title: US CPA — Corporate Tax & Entity Management (Multi-Entity, Ongoing)

Overview

We're a private client with cross-border operations (US, Canada and a winding-down India entity) looking for a licensed US CPA to fully own the US entities — tax, compliance, incorporations and entity administration. Work is coordinated through our accountant, who acts as the single point of contact; you'd own all US matters and review intercompany items at a high level. Transaction and admin volume is expected to be low, however there are intercompany and inter-country invoices and agreements to sign or review, and letters to agencies to manage or send as needed. Like the Canada and India CPAs, you're expected to organise and maintain your files, own intercompany and inter-country liability, and review, correct and inherit all past work — although no issues are known and the books are to be 95% accurate, which you verify. Both an MSA and an NDA are required before access is shared.

Scope — Year 1

Own the existing US entity end-to-end: tax, compliance and entity administration.
Prepare and file the US corporate return (Form 1120 / 1120-S), including on extension or catch-up if needed.
Manage rental / real-estate matters and tenant accounts; provide real-estate sales assistance as needed.
Review or sign intercompany and inter-country invoices and agreements; draft, manage or send letters to agencies as needed.
Handle US admin and correspondence — bank account opening/closing and related communication, and essentially manage all US-related dealings with banks, the IRS, New York State (NYS), and the registered agent (RA).
Incorporate 3 new US entities (a holding LLC, a fund/SPV-type entity, and a personal LLC) — an additional $200 for the incorporations.
Assign a client-owned digital registered agent across the entities.
Close a past Delaware entity (Certificate of Cancellation + mailed closure letter).
Coordinate with our India point of contact and Canada CPA.

Scope — Normal annual (recurring, Year 2 onward)

Management and annual filings for 4 entities + 1 personal filing (5 total).
Annual corporate tax filing (1120 / 1120-S) per entity, plus the personal return.
Ongoing intercompany / inter-country invoices and agreements to review or sign, and agency letters as needed.
Ongoing US admin and correspondence — banks, IRS, NYS and the registered agent.
Rental / property and tenant matters kept current.

Budget & structure

Milestone-based via Upwork. Year 1: $1,200 (US ownership, tax and cleanup — including the +$200 to incorporate the 3 new entities). Year 2 onward: $1,000/year to manage the 4 + 1 personal filings. Low transaction volume. Open to a per-entity or flat quote — propose what works. Third-party filing fees (state incorporation, registered agent, Delaware cancellation) are reimbursed separately.

Requirements

Active US CPA license.
US corporate tax (1120 / 1120-S) and multi-entity management experience.
Delaware / multi-state incorporation, registered-agent setup, and entity cancellation experience.
Comfortable reviewing/signing intercompany and inter-country invoices and agreements, and drafting agency correspondence.
Experience handling bank, IRS, NYS and registered-agent correspondence.
Rental / real-estate and personal-filing experience.
Comfortable working with an offshore point of contact and signing an MSA and NDA.

Screening questions (5)

Are you an actively licensed US CPA? Please state your license state(s) and years of experience.
Describe your experience preparing and filing Form 1120 / 1120-S for LLCs and corporations, including any catch-up or extension filings.
Have you incorporated Delaware or multi-state LLCs and handled registered-agent setup and an entity dissolution/cancellation? Please give a specific example.
What is your experience reviewing/signing intercompany and inter-country agreements and handling bank, IRS and state (NYS) correspondence?
Are you comfortable signing an MSA and an NDA and coordinating with an India-based point of contact and a Canada CPA? Please share your availability and whether you'd quote per-entity or flat.

Seeking a registered agent to file an LLC and provide a professional address. Responsibilities include filing the Articles of Organization (Form LLC-1) and ensuring compliance with legal requirements. The ideal candidate will have experience in legal documentation and a strong understanding of corporate law.

Looking for an experienced CPA or tax accountant to help me establish the right tax strategy from the start.
My goal is to find a trusted, long-term advisor—not just someone for a one-time consultation. I'm looking for someone who can provide ongoing guidance as my business grows.

Scope of Work
Recommend the optimal LLC tax structure, including whether an S-Corp election makes sense
Advise on the best entity and tax strategy during my transition from W-2 employment to business ownership
Calculate and plan my 2026 estimated quarterly tax payments
Develop a proactive tax strategy to legally minimize taxes
Identify deductions, credits, and other tax-saving opportunities
Provide guidance on bookkeeping, recordkeeping, and tax compliance
Be available for ongoing tax planning and advisory throughout the year
Optional: Provide tax-efficient investment and retirement planning guidance, or coordinate with a financial advisor if appropriate

Ideal Candidate
Licensed U.S. CPA or Enrolled Agent
Extensive experience with LLCs, S-Corps, and small business taxation
Experience helping professionals transition from W-2 employment to self-employment
Proactive, responsive, and able to explain tax concepts in plain English
Interested in building a long-term client relationship

Deliverables
Recommended business/entity structure
2026 estimated quarterly tax payment plan
Written tax strategy with actionable recommendations
Bookkeeping and recordkeeping best practices
Ongoing tax planning and advisory support (preferred)

To Apply
Please include:
Your CPA or EA credentials.
Your experience advising LLCs and small businesses.
A brief example of how you've helped a client optimize their tax strategy.
Your hourly or fixed-price rate and your availability for ongoing advisory services.

We’re looking for an experienced CPA or international tax advisor to work with our growing e-commerce business.

Our business structure:

* Wyoming LLC (United States)
* UAE Free Zone Company
* Shopify e-commerce business
* International customers
* Remote/non-U.S. founder

We’re looking for someone who has extensive experience with:

* U.S. federal tax
* Wyoming LLCs
* Foreign-owned LLCs
* UAE corporate tax
* Cross-border U.S.–UAE tax planning
* Shopify businesses
* E-commerce accounting
* Sales tax compliance
* Bookkeeping
* Annual tax filings
* Business structuring as we scale

Responsibilities:

* Review our current structure
* Advise on the most tax-efficient setup
* Ongoing bookkeeping
* Tax preparation
* Sales tax guidance
* International tax planning
* Ensure compliance in both the U.S. and UAE

Please include:

* Your CPA or EA credentials
* Years of experience
* Similar clients you’ve worked with
* Experience with Shopify businesses
* Experience with foreign-owned Wyoming LLCs
* Experience with UAE businesses
* Your hourly or monthly pricing

We’re looking for a long-term advisor rather than someone who only files taxes once a year.

We are seeking a skilled professional to assist with U.S. tax preparation. The ideal candidate will have experience in handling tax returns and ensuring compliance with all tax regulations. Responsibilities include preparing and filing tax returns, providing tax advice, and ensuring all documentation is accurate and complete. The candidate should be detail-oriented and have strong communication skills.

We are seeking an experienced professional to assist with filing the necessary paperwork for our US C-Corp to receive a loan from a foreign private entity. The ideal candidate will have expertise in corporate law and international finance, ensuring all legal and financial documents are accurately prepared and submitted. This role requires attention to detail and the ability to manage complex financial transactions.

We are an Australian and New Zealand based technology group with a small Delaware registered entity. Very low transaction volume, no employees, no US premises. Books are maintained in Xero and are up to date.

We need a US CPA or Enrolled Agent to prepare and e-file our returns.

Scope

Review the trial balance and general ledger in Xero and raise any queries

Prepare the federal return, including Form 5472 and all schedules required for a foreign owned entity
Prepare the Delaware franchise tax filing and annual report
Flag anything outside this scope before you begin
Provide the returns for our review and signature, then e-file
Send filing confirmations plus a short summary of tax payable, due dates, and how to pay

Requirements

Active US CPA or IRS Enrolled Agent with a valid PTIN, able to e-file as a paid preparer
Experience with foreign owned US entities and Form 5472
Comfortable working in Xero
Clear written English, responsive across time zones

Engagement

Fixed price preferred. Please quote a fixed fee for the scope above and your hourly rate for anything outside it. Small job, clean books, ongoing annual engagement available if this goes well.

We are a US Delaware C-Corporation (100% foreign-owned by three individuals, all based in Egypt) that operates through a structure of Delaware C-Corp → Egyptian operating subsidiary → Saudi Arabian operating subsidiary. We need a US tax attorney (not a CPA/bookkeeper - must be a licensed attorney) to advise on and manage remediation of a Form 5472 compliance gap.

Background:

- Our current CPA firm has identified that Form 5472 (Information Return of a 25% Foreign-Owned US Corporation) was not filed in the prior tax year, despite reportable related-party transactions (an intercompany loan to our Saudi affiliate, and founder capital contributions).
- We need an attorney to independently assess the scope of exposure, advise on the correct remediation path, and manage the late-filing process - rather than relying solely on our accounting firm's recommendation.

Scope of work:

- Delaware to Saudi entity transaction happened only in year 2024, so we will need to submit year 2024 as late submission with reasoning and 2025
- Advise on late-filing strategy, including preparation of a reasonable cause statement to support penalty abatement (IRC §6038A penalty framework —- $25,000 per form, per related party, per year, with escalation for continued non-filing).
- Advise on personal exposure for the majority foreign shareholder/officer, separate from corporate exposure.
- Coordinate directly with our existing CPA firm to prepare and file any outstanding Form 5472s correctly, under attorney supervision (to preserve privilege where applicable).


Ideal candidate:

- Licensed US tax attorney (JD + relevant bar admission), with specific experience in IRC §6038A / - Form 5472 compliance for foreign-owned US corporations.
- Experience with reasonable cause penalty abatement requests to the IRS.
- Familiarity with MENA-region founder/ownership structures a plus.
- Comfortable working with an existing outside CPA firm rather than replacing them.

I’m looking for an accountant with expertise in Australia–UK cross-border tax and business structures for a one-off consultation (60–90 minutes).

Background

I established an Australian Pty Ltd company before moving to London. Prior to launching the business, I incurred significant startup costs through the Australian company, including branding, product development, legal, trademarks, samples, website development and other pre-launch expenses.

I now intend to incorporate a UK limited company and operate the business from the UK, with products sold primarily to customers in the UK and Europe.

What I need advice on

My main objective is ensuring I don’t lose the tax benefit of the startup costs already incurred and that the business is structured correctly going forward.

Specifically, I’d like advice on:

* Whether the business assets and intellectual property should be formally transferred from the Australian company to the new UK company (e.g. through an IP or asset transfer agreement).
* Whether doing so allows the UK company to benefit from the pre-incorporation expenditure and claim any available UK corporation tax deductions.
* Whether there are any Australian or UK tax implications of transferring those assets.
* Whether I need to keep the Australian company active after the transfer, or whether it can be wound up without creating adverse tax or compliance consequences.
* The most tax-efficient way to transition from the Australian company to a UK company while preserving the value of the expenses already incurred.
* Any other cross-border tax or legal considerations I should address before launching.

Ideal experience

Please only apply if you have experience advising clients on:

* Australia–UK cross-border tax
* Australian Pty Ltd companies
* UK limited companies
* Asset and IP transfers between companies
* Startup businesses and pre-incorporation expenditure

When applying

Please briefly describe:

1. Your experience with Australia–UK business restructures.
2. Similar clients you’ve advised.
3. How you would approach this consultation.
4. Your availability over the next month

This is initially a one-off consultation, but I’m looking to build an ongoing relationship with the right accountant as the business grows.

Bookkeeper / Ecommerce Operations Assistant (Xero, Link My Books, Veeqo)

Job Description:

We're a small, family run ecommerce business selling across Amazon, Etsy, eBay, and TikTok Shop. We're looking for a detail oriented person to keep our books accurate.

Responsibilities:

- Manage day to day bookkeeping in Xero
- Oversee Link My Books to reconcile payouts, fees, refunds, and taxes across all four sales channels
- Calculate SKU level profit margins, including size variants
- Track monthly expenses
- Manage basic sales tax tracking
- Keep us on schedule for corporate tax deadlines
- Flag stock discrepancies or reconciliation errors as soon as they appear

Required Skills:

- Direct experience with Xero
- Direct experience with Link My Books
- Direct experience with Veeqo

Nice to have:

- Familiarity with Amazon, Etsy, eBay, and TikTok Shop seller fee structures
- Experience with product variants and bundle/kit inventory setups

Who we are:

- We're a small family operation, not a large enterprise. Please price your bids accordingly.

Who we need:

- Someone who double checks their own work without being asked
- Someone comfortable flagging errors or inconsistencies proactively
- Strong attention to detail is required, not optional

If accuracy and thoroughness aren't your strong suit, please don't apply. We've had repeated issues with careless work on this platform, so this is a hard requirement, not a preference.

Thank you for your bidding!

We are seeking a detail-oriented professional to assist with delinquent state filing for sales tax and periodic reports. This is a one-time project that will involve online and phone communications with multiple state entities and is expected to take less than a day. The ideal candidate will have experience in government sales tax compliance, ensuring all filings are accurate and submitted on time. The candidate must have experience filing sales tax online.

Need assistance preparing my books for my Canadian accountant to submit my corporate tax return.

What I need prepared:
- reconcile books
- Trial Balance
- General Ledger
- AP Summary
- AR Summary as of the YE date

All bookkeeping has been organized by expense type in excel spreadsheets (no QBO or Xero at this time)

This is my first tax filing for this company so I need to balance proficiency and budget.

Thank you!