Find Corporate Tax Projects on Upwork

We are looking for an experienced Enrolled Agent (EA) or CPA to handle U.S. tax compliance and restructuring for our foreign-owned Wyoming LLC.

Company details:
- Name: Amber Creator Studio LLC (Wyoming)
- Formed: November 4, 2025
- Owners: Two non-US residents (non-US citizens/tax residents)
- Operations: Digital content creation/streaming platform revenue generated entirely outside the U.S. No U.S. physical office, employees, or ECI.

Scope of work required:
1. 2025 Form 1065 & K-1s: Review whether a return is required for the zero-revenue period following formation in late 2025, and prepare/file if necessary (including guidance on any late-filing relief).
2. Ownership Transfer: Support with transferring the spouse's membership interest to make it a single-member LLC, including drafting the transfer agreement and determining the effective date.
3. 2026 Final Partnership Return: Prepare the final Form 1065 and K-1s for 2026 up to the effective date of the ownership transfer.
4. Subsequent Reporting: Guidance and initial setup for single-member LLC reporting (Form 5472 and pro forma Form 1120).

Please provide your fixed-price quotation covering the complete package above, distinguishing professional fees from any government costs, and outline your expected timeline.

Upwork Project: UAE Free Zone Company — 4-Year All-Inclusive Quotation
1. Project Requirements ( Mid November needed to start after all finalised quotes)
I am seeking an experienced UAE accounting, legal or company formation firm to quote for establishing, maintaining and liquidating a company after four years.

Please provide separate quotations for:

Ajman Free Zone
A suitable Sharjah free zone (please specify which one)
SHAMS (Sharjah Media City)
All quotations must be in euros (€) and separate costs into three columns:

Government / Free Zone Fees
Legal / Accounting Fees
Flexi-Desk Fees
2. Company Profile
One shareholder, operating a service-based business invoicing EU customers.
No employees, inventory or dedicated office.
Flexi-desk arrangement.
Four years of operation, followed by voluntary liquidation.
Limited transactions and no outstanding debts at closure.
Residence visa not required initially unless mandatory.
3. SBR, Tax and EU Invoicing
Please include the cost of applying for the relevant Small Business Relief (SBR) arrangement and clarify whether this refers to a free zone package or UAE corporate tax Small Business Relief.

Include corporate tax registration and annual returns, accounting, mandatory audit requirements, and applicable UAE VAT and EU VAT compliance for invoicing EU business customers.
Please confirm the proposed company's eligibility requirements, permitted activities and any additional registrations or filings. Quote EU-specific services separately where applicable.
4. Four-Year Cost Breakdown
Please complete this table separately for each of the three jurisdictions, itemising costs and providing annual subtotals.
see snippet example
5. Liquidation at the End of Year 4
Please quote the full cost of closing the company, including all mandatory government and professional fees. Do not exclude liquidation or leave the entire cost unspecified.
Liquidation item Government Fees (€) Legal / Accounting Fees (€) Flexi-Desk Fees (€)
Licence cancellation and deregistration
Liquidator and closure report, if required
Final accounts and audit, if required
Final corporate tax return and deregistration
Final UAE / EU VAT filings, if applicable
Legal closure and certificate of closure
Other mandatory costs
Total liquidation cost
Please confirm the expected closure timeline, whether the liquidation quote is fixed or indicative, and any potential additional charges.

6. UAE Residency and Salary in Year 4
I may fund the company during Years 1–3 and obtain UAE residency and pay myself a salary in Year 4.

Please quote for the residence visa, Emirates ID and Tax Residency Certificate, and advise on:
The minimum number of days I must physically spend in the UAE to qualify for tax residency, including whether the 90-day route is available or 183 days are required.
Whether I can pay myself a salary without UAE personal income tax and the necessary employment and payroll arrangements.
Whether company funding should be structured as capital or a shareholder loan.
Whether my current country of residence could still tax my salary.
Please separate government fees from professional fees and clarify that residence visa eligibility does not automatically establish tax residency.

I’m new to ERO in the tax business and need help attracting potential clients. I’m looking for someone to support client acquisition efforts and manage posting on my new Facebook personal page and a group page. The right freelancer should be able to help grow my presence, reach the right audience, and support ongoing outreach for my tax business.

Seeking a consultant to advise on equity structure, share setup, and company formation in Florida. The ideal freelancer should understand U.S. business requirements, tax implications, and how to structure ownership for clarity and compliance. Experience with tax credit programs and company setup in Florida is important. This project involves reviewing current plans, recommending the best structure, and providing guidance on next steps for a smooth setup process.

Hi, I'm Adam, founder of APG Software, a small AI consultancy and software company based in Sydney (Pty Ltd). We build AI agents, automations and plugins for construction, manufacturing and home services businesses in Australia, the UK and the US. I'm the sole director, and we have one employee and a few overseas contractors.

I'm looking for a registered tax agent I can work with long term. You know Australian tax for small companies and their directors, you've worked with the R&D Tax Incentive and the Export Market Development Grant (EMDG), and you're comfortable working with an AI company.

HOW WE KEEP OUR BOOKS

AI agents do our bookkeeping. The books are in Xero and reconciled to the bank. Every transaction is coded, and every judgement call is written down with the evidence behind it. The records are kept as plain text in a private GitHub repository, and every figure traces back to a bank export.

The agents prepare. They never lodge, pay or make a tax call. That part is yours. I want someone who will review the work critically rather than redo it from scratch, and who will tell me straight when something is wrong.

WHAT NEEDS DOING NOW

Company income tax return for FY2025-26 (due 2 March 2027 under self-lodgement).
Taxable payments annual reports (TPAR) for FY2024-25 and FY2025-26. Neither has been lodged, so either lodge them or confirm they aren't required.
An amendment to my FY2025-26 individual return. One income item was left off.
An amendment to the company's FY2024-25 return to claim the R&D tax offset. Registration is already done.
Your sign-off on a short list of judgement calls, each written up with its evidence:
director payments treated as contractor fees in FY2025-26
Division 7A and my director salary for FY2026-27
GST on overseas sales
business travel and FBT

WHERE I'D ALSO LIKE YOUR HELP (please quote separately)

R&D Tax Incentive. Review what we've logged for FY2025-26 and FY2026-27, tell me what genuinely qualifies, then handle the AusIndustry registration and the claim. I want a claim that holds up if it's reviewed, not the biggest possible number.
EMDG. We invoice clients in the UK and the US. Tell me whether we're eligible, and prepare the application if we are.
Ongoing work: a review of each quarterly BAS, end-of-year payroll and STP finalisation, and advice on the mix of salary and dividends I take as director.

WHAT YOU'LL GET FROM ME

Read access to the records repository
A Xero advisor login
A one-page summary for each return, with the figures already worked out and your questions listed

WHAT I NEED FROM YOU

Your TPB registration number (I'll check it on the TPB register), and whether you're a CA, CPA or IPA member
Your experience with R&D Tax Incentive claims for software companies, and with EMDG
A fixed quote for items 1 to 5, and how you'd price items 6 to 8
Lodgement through your agent portal. I'll add you as my agent in ATO Online services.

ABOUT YOU

You're a registered Australian tax agent and fluent in English. Ideally you're in Sydney, so we can meet in person now and then. You don't need to know anything about AI, but it shouldn't put you off.

Happy to start with a 20-minute call.

Adam

We are seeking a US citizen professional to help register a company and obtain the necessary merchant and travel industry certifications, including ARC and VTC. The initial scope includes opening a company bank account and completing the required formalities. After the setup is complete, there will be no major responsibilities until the end of the financial year. At that time, the freelancer will assist with tax filings and related compliance requirements. We will cover all applicable taxes, registration fees, and filing charges. This is a part-time role focused on initial setup and annual compliance. We can offer fix 1000$ per month or we can do it on 10% profit sharing.

Hello,

I’m reaching out on behalf of Cleansis, Inc., a U.S. C corporation with three foreign shareholders.

We recently received an IRS CP215 notice assessing a total penalty of $75,000 under IRC §6038A, relating to three late-filed Forms 5472 for the 2025 tax year.

Given the amount involved, we are looking for an independent tax professional with specific experience in Form 5472 / §6038A penalties and IRS controversy matters to review the case and prepare the reasonable-cause / penalty-abatement response to the IRS on our behalf.

Could you please confirm:

whether you have personally handled Form 5472 / §6038A penalty-abatement cases;
Your experience with CP215 notices and reasonable-cause submissions;
Whether you would be available to review the underlying Form 1120, three Forms 5472, IRS notices and supporting documentation, and prepare the response to the IRS; and
Your expected fees and availability.
The IRS notice is dated October 5, 2026, so the matter is time-sensitive, and we must submit our response by November 2, 2026.

If this is within your area of expertise, I can share the relevant documents immediately.

Thank you,

We need a CPA to support US tax filing for LLCs and small businesses. The role includes preparing and reviewing tax returns, ensuring compliance with IRS requirements, and helping clients understand their filings. You will also assist with bookkeeping support, organize financial records, and provide clear guidance on tax-related matters.

I’m looking for assistance with US tax preparation, tax return filing, and LLC tax compliance. The work may involve Form 5472, Form 1120, Pro Forma 1120, Form 1040, Form 1040-NR, Form 1065, and Form 1120-S.

asks may include foreign-owned LLC tax filing, nonresident tax returns, IRS filing requirements, tax document review, prior-year tax returns, bookkeeping for tax preparation, and federal or state tax compliance.

Knowledge of international tax compliance, FBAR, Form 5471, QuickBooks, EIN applications, and IRS tax notices is a plus.

This is a part-time, ongoing role for someone who can work independently, communicate clearly, and maintain accurate records. Experience supporting small businesses and handling tax filings is important.

I am looking for a qualified US CPA or tax professional with extensive experience handling Multi-Member LLCs owned entirely by non-U.S. residents, registered in Texas.

Background:
Entity Type: Multi-Member LLC registered in Texas (Partnership taxation).
Partners: 2 non-U.S. resident partners.
Age: Active for over 1 year.
Financial Status: Active with operational/setup expenses and capital contributions, but zero revenue to date.

Scope of Work / What I Need:
Partnership Compliance Assessment: Determine all federal IRS requirements for a foreign-owned Multi-Member LLC (including Form 1065, Schedules K-1, and any associated international information returns if applicable).
Texas State Obligations: Advise and handle Texas Franchise Tax reports and Secretary of State filings.
Guidance on Expenses & Capital: Review how initial out-of-pocket expenses and capital contributions by the partners should be booked and reported.
Ongoing Strategy: Ensure proper structuring and compliance as we move toward generating revenue.

Requirements for Applicants:
Deep, proven experience with US partnership taxation (Form 1065) for non-resident-owned entities.
Familiarity with Texas state tax laws and Comptroller requirements.
Clear, structured communication.

When applying, please briefly mention your experience with foreign-owned Multi-Member LLC partnerships and handling zero-revenue / pre-revenue entities with multiple partners.

We're looking for a CPA or EA to handle our company's 2025 US tax filings. We'd like to get started soon and keep the process straightforward.

A few details:
- Romanian company owning 50% of a Florida partnership.
- Form 1120-F and Florida F-1120.
- Draft returns, partnership K-1, Form 8805 and Florida K-1 are available.
- Extensions have been filed; the prior-year return is also available.
- Points to review include partnership income, Section 179 deductions, Florida adjustments and any applicable US-Romania treaty treatment.

We'd like you to review the work, make any necessary corrections, sign and file, and handle technical questions with the partnership's CPA.

Please share your relevant experience, availability and a fixed-fee estimate for both returns.

We’re a small UAE business with simple finances and no employees, looking for a reliable bookkeeper to get our books up to date and keep them that way.

What we need:

Catch-up: reconcile the last 3 months of financials
Ongoing monthly maintenance: record transactions, keep ledgers accurate, reconcile bank accounts, and track expenses and invoices
A short monthly financial report so we can see where things stand

You’ll be a good fit if you:

Have bookkeeping experience with small businesses
Work independently and keep records organised and up to date
Are consistent, accurate and responsive
Are familiar with UAE VAT and corporate tax requirements (a plus)

This is a part-time, flexible role. The catch-up is a one-off project, followed by a few hours a month.

To apply, send a short note about your experience, the software you use (e.g. Xero, QuickBooks, Zoho), and your rate for the 3-month reconciliation and for monthly maintenance.

Seeking an Ontario-based tax lawyer to collaborate with a CPA firm on personal and corporate tax matters, including section 85 rollover transactions. The role involves reviewing files, providing legal advice, and supporting ongoing tax planning and compliance work. We are looking for someone who can work on a fixed-fee basis per file, communicate quickly during business hours, and build a long-term working relationship. Experience with both personal and corporate tax matters is important, and responsiveness is key to success in this role.

I need help preparing and filing taxes for both Canada and the USA. I am a Canadian citizen with a US ITIN, and I need someone who can handle the process accurately and efficiently. The work includes reviewing income and deductions, preparing the necessary tax forms, and ensuring everything is filed correctly. Please have experience with cross-border tax matters and be comfortable answering questions about the process.

You don't need to have tech background. Looking for someone locally to attend AI event on behalf of our company. Dates are October 28th and 29th from 1pm to 5pm.

Will be compensated for time for 10 hours of attendance and attendance to the venue/event is free

I am looking for an experienced freelancer familiar with Florida business registration and sales tax requirements to assist with obtaining a Florida Annual Resale Certificate for Sales Tax for my business.

Looking for a call for someone who has extensive experience in UK VAT specifically for properties owned by landlord registered as an SPV.

I am looking for a call on Sunday 25th October - ideally before 14:00.

Please let me know costs associates for advice and recommendations.

Hello,

I’m looking for an Ontario-licensed lawyer to prepare and formally issue a demand letter on their law firm’s letterhead to my former accounting firm.

The firm handled accounting and tax filings for my Canadian corporation and its U.S. subsidiary. My new CPA has identified potential errors and concerns regarding previous accounting treatments and tax filings. Despite repeated requests, the firm has not provided satisfactory explanations.

I’m seeking a fixed-fee service that includes drafting the demand letter, one round of revisions, and sending it directly to the accounting firm on my behalf.

Please confirm whether you can provide this service, your fixed fee, and estimated turnaround time.

Thank you.

Hello,

I am looking for an affordable freelance or part-time accountant to assist with the preparation, review and filing of statutory accounts and Corporation Tax returns for UK limited companies.

The companies are micro-entities and are not VAT-registered. I intend to prepare much of the accounting work myself using IRIS Elements / IRIS Accounts, which should reduce the workload for you. However, I would like to arrange online meetings with screen sharing to discuss the accounts, review the work, clarify any accounting treatments or requirements, and make any necessary adjustments or corrections. Although I can assist in preparing some part of the accounting work but preparation of the full accounts will be in your scope of work.

Once the draft accounts and Corporation Tax computations are ready, we would have a further online meeting to review and finalise them before submission to Companies House and HMRC.

Nature of the Work
Most of the micro-companies we deal with are involved in project based work such as software or research. Unlike retail or other businesses with a high volume of daily transactions, these companies generally have relatively few accounting transactions. Therefore, the bookkeeping and accounting records are usually less, although some transactions may require specific accounting or tax treatment.

Fees and Working Arrangements
Could you please let me know your fixed fee per micro-entity limited company (not VAT-registered, with no ongoing bookkeeping or payroll services required)?

Alternatively, we could work on an hourly basis if that suits you better.

The agreed work would include the final review, any necessary corrections, completing the preparation and submission of the statutory accounts to Companies House and Corporation Tax returns (CT600) to HMRC.

We would initially start with one company and, upon satisfactory completion, consider engaging your services for other UK micro-companies.

Experience
Could you also confirm whether you have previous experience preparing and submitting statutory accounts to Companies House and Corporation Tax returns (CT600) to HMRC?

I am particularly interested in establishing a cost-effective, flexible and ongoing working relationship with an accountant who is approachable, willing to discuss the accounts, and happy to explain any adjustments or corrections when required.

I look forward to hearing from you.

Kind regards,

AHK

Urban Financial Solutions is seeking an experienced tax preparer to support our financial services team. We offer credit repair, tax services, and USDA loan 502 services, and we need someone with at least eight years of experience in tax preparation. The ideal candidate should be comfortable handling client tax needs with accuracy and professionalism. This is a part-time opportunity for someone who can contribute to our growing business and help ensure tax-related tasks are completed efficiently.

Hello, I hope you're doing well.

I'm looking for professional assistance regarding an IRS Notice of Deficiency I recently received for my 2025 tax return.

I'm an international student from Pakistan who entered the United States in December 2023 on an F-1 visa. I graduated from Carolina University in May 2026.

For the 2025 tax year, I filed Form 1040 and claimed an education tax credit. However, the IRS has now issued a Notice of Deficiency proposing a $1,000 adjustment related to the American Opportunity Tax Credit. I never received that $1,000 refund.

I also have my Form 1098-T from Carolina University showing $32,946 in tuition payments and $5,788 in scholarships.

I'm concerned that I may have filed the wrong tax form, as I recently learned that F-1 students are generally considered nonresident aliens for tax purposes during their first five calendar years.

I would appreciate your help reviewing my tax return, determining whether I need to amend it using Form 1040-NR, and advising me on how to respond to the IRS notice before the deadline.

Could you please let me know if you handle cases like this, what documents you would need, and how much you charge for a consultation?

Thank you for your time. I look forward to hearing from you.

Hi! I'm reaching out to a few professionals to find someone who can help me complete my nonprofit's 2025 Form 990, including Schedule F for international activities.

Our nonprofit, People Bridge, had approximately $220,000 in revenue in 2025. I've already filed an extension, so my deadline is November 16, 2026.

I've already paid for Tax990.com and started the filing process. I'd like to finish using that platform rather than starting over.

I have our financial records organized in QuickBooks, including our Profit & Loss and year-end reports. I've also been using ChatGPT to help prepare the information, but I'd appreciate someone experienced with nonprofit tax filings, particularly Form 990 and Schedule F, to help me complete everything accurately.

My budget is $250, and ideally I'd like to finish within one week. I'm happy to do some of the work myself, so you wouldn't necessarily need to prepare everything from scratch. We can work together using Tax990.com.

Would you be interested in helping me complete this within my budget and timeline? Please don't get back to me with a $600 offer or similar. I am looking for help and on a budget and hope to find the right person.

Thank you!

Brian Clark
Founder, People Bridge
people-bridge.com

We are seeking an experienced Dutch tax accountant or payroll tax specialist to resolve an unexpected payroll tax assessment (naheffingsaanslag loonheffingen) issued by the Dutch Belastingdienst to our Netherlands-registered B.V.

Background:

Our company has never had employees or operated a conventional payroll. We previously filed VAT returns but have since deregistered our VAT number.

We recently received our first payroll tax assessment for August 2026. We believe this may be related to an incorrect or unnecessary payroll tax registration. We have no employees, never had employees, never have received this request before or files these taxes.

Scope of Work:

Review the Belastingdienst assessment and identify why it was issued.

Verify our company's payroll tax registration status and any director-related obligations.

Prepare and submit the necessary objection (bezwaarschrift) to challenge the assessment and penalties.

Address the payment deadline and request payment suspension where appropriate.

Submit any necessary nil payroll declarations, if legally required.

Arrange deregistration from payroll taxes if appropriate, preventing future unnecessary assessments.

Confirm the actions completed and whether any further obligations remain.

Requirements:

Demonstrated experience with Dutch taxation and Belastingdienst procedures.

Knowledge of loonheffingen, naheffingsaanslagen, and payroll tax registration/deregistration.

Experience working with Dutch B.V. companies.

Ability to communicate in English.

Ability to act promptly due to the November 6, 2026 payment deadline.

Job Post: SPOC & Lead Accountant (Indian CA) — Multi-Entity India, US & Canada (Recurring, Annual)
Fixed price per year · Milestone-based via Upwork · 7–10 live entities across India, US and Canada (most historical entities are closed)
Project overview
A private holding client with cross-border operations is hiring a qualified Indian CA to act as the single point of contact (SPOC) and lead accountant for its India, US and Canada entities. Only 7–10 entities are live; most of the group's historical entities are already closed, but their past records and filings remain in scope for review. This is not basic bookkeeping. It involves complex intercompany administration, deep books and ledgers, analytics, documentation, training videos, hiring, coordination and day-to-day operations, working through CPAs, a books support assistant and subcontractors.
The India company closing is about 80% done and must be completed. Transaction volume is low, but the structuring, coordination and administrative depth are significant.
Project details
Transaction volume
About 60,000 transactions across all entities since 2018
Historical volume of 5,000–15,000 transaction lines
Current volume significantly reduced; operations are being actively streamlined
First 45 days — intensive phase
Complete the India company closing (about 80% done) and the ROC closeout
Finish the Zoho to Tally migration and data validation via remote access
3CEB and transfer pricing cleanup for all historical years
Resolve any regulatory gaps
Set up the complete data organisation and folder structure
Available resources
Complete data available via email, Zoho exports and video walkthroughs
Current system: Zoho (being migrated); target system: Tally for India
Full documentation and training provided
Budget and structure
Total: USD 3,600 per year (USD 3,800 with an optional controller), milestone-based via Upwork.
SPOC (you) — USD 2,000/year. Out of this you pay the books support assistant USD 600, so your own fee is USD 1,400/year. Covers coordination, deep books, intercompany admin, documentation, training, hiring and ops.
Books support assistant — USD 600/year, paid by you from the USD 2,000. A support role, not a bookkeeper.
CPA USA — USD 1,000/year (you engage and manage).
CPA Canada — USD 600/year (you engage and manage).
Controller (only if needed) — USD 200/year on top. Internal checker only.
Payment terms:
Fixed price for the full scope. No project is paid separately.
Fixing past mistakes and producing all deliverables are included at no extra cost.
Milestones are released only after each deliverable is complete and documented.
Third-party fees (government, state, registered agent) are reimbursed separately.
Penalties, interest and late fees caused by your delays are yours to pay.
Scope of work
SPOC and lead accountant (you)
Single point of contact: manage all work, communication and vendors. The client will not deal with the CPAs, books support or subcontractors directly.
Project management: own the master task list, milestones and timetable; send a written status update every week.
Hiring and paperwork: hire and onboard the CPAs, books support and controller; prepare contracts, MSAs, NDAs and NOCs on offboarding.
Deep books, ledgers and analytics: accurate ledgers, reconciliations and reporting across all entities.
Complex intercompany and inter-country admin: invoices, agreements and transactions to structure, review or sign; intercompany and reimbursement ledgers; letters to agencies.
Tax filed early: every return and compliance filing made 1–2 months before its due date, in India, the US and Canada.
India closing: finish the remaining ~20% of the India company closing — closing package, closing balances, signed letters and strike-off.
ROC and compliance: manage ROC and statutory compliance; advise and handle admin in all three countries.
Wires and payments: prepare wiring forms and coordinate wires with the bank; manage payroll.
Family-office work: coordinate valuations, wills and deal documentation with the relevant advisors.
Documentation and training: record Loom training and onboarding videos by folder and role; write SOPs, narratives and one-pagers.
File and folder administration: organised, audit-ready records across all entities.
Fix past mistakes in books, filings and folders.
CPA USA (you engage and manage)
4 US entities plus 1 personal return (Form 1120 / 1120-S and personal).
Bank, IRS, NYS and registered-agent (RA) correspondence; land, real-estate and tenant matters.
CPA Canada (you engage and manage)
Payroll, GST, corporate (T2) and personal tax.
CRA correspondence and entity updates.
Books support assistant (not a bookkeeper)
Downloads invoices from each platform, names and files them by wallet and year, sorts them by country, and reconciles old and new folders.
Collects statements and does data entry under your supervision.
Does not own or sign off the books and carries no liability for them.
Controller (only if needed)
Internal checker only: checks all books and folder arrangement, intercompany and reimbursement ledgers, and spot-checks invoices.
Records additional training videos where gaps are found.
Not liable for the books.
Projects in scope (8 workstreams)
Each project is complete only when its work and all deliverables listed further below are done. Names are withheld until the NDA is signed.
Tally and Indian books — finish the Tally setup in order (chart of accounts, director loans, narration, intercompany); bring in historical-entity data; label all entities with entity codes; arrange bank statements alongside the books; prepare Excel and money statements; file loan and reimbursement invoices; organise brokerage and stock records; write the Tally SOP.
India compliance and company secretarial — statutory audit and post-audit report, income tax and transfer pricing, DPT-3 and annual ROC filings, gift paperwork, board notes and resolutions, review of past filings, and full organisation of the CS work and folders.
India company closing (about 80% done) — GST closure is complete; finish the closing package checklist, closing balances framework and letter, exchange gain/loss backup, unreturned capital tracker, dates log, signed closure letters and strike-off.
Real estate sale — tax and wire transfers (India) — lower-deduction TDS certificate is in place; confirm and complete the remaining tax forms, prepare the tax adjustment and LUT benefit working, draft wire instructions, coordinate the bank wire and post the entries, and save all confirmations, with a one-pager, Loom and SOP.
Real estate and legal due diligence — property-by-property checklist, sale deed and sale agreement follow-ups with counterparties and brokers, a lawyer letter for legal due diligence, and an invoice and document folder for each property.
US and Canada entities — with the CPAs: US books, IRS and state filings, closure proof for a dissolved US entity, recreation of a lost invoice, a written books narrative from historical emails and letters; Canada CPA hire, books and invoices; CPA training folders and country tax explainers.
Folders, data, invoices and historical records — folder-by-folder arrangement, historical-entity folders, Drive upload of all work, return of all data and recordings from past contractors, entity list maintenance, new-entity folders, and invoice download, naming by wallet and year, sorting by country and reconciliation.
Governance, meetings, Looms and training — meeting schedule with recorded and filed notes, task lists with tick marks, milestones and payment tracker, reimbursement ledger, RACI per process, monthly timeline, controller role, master task list, onboarding and training of support staff, and finalising about 20 SOPs and the onboarding Looms.
Phase 1 — Handover, organisation and migration
Collect and organise all existing accounting data, records and documents from Zoho, emails and files.
Organise and categorise all financial records by entity and period.
Migrate complete data from Zoho to Tally for the India entity, via secure remote access with no downloads to external locations.
Clean up, validate and reconcile all migrated data.
Phase 2 — Regulatory cleanup and compliance
Tax Audit Reports and 3CEB preparation and filing for all required years.
Review, organise and file transfer pricing documentation for intercompany transactions (no current issues, but full compliance required).
Manage all ROC filings and regulatory requirements.
Resolve any compliance gaps or historical issues in filings, and confirm no outstanding concerns remain.
Phase 3 — Advisory and strategic services
Entity reduction strategy: advise on consolidating or dissolving entities to reduce regulatory burden and cost.
Form-based work: NRO account compliance, NRE conversions and tax implications, currency conversion and repatriation advisory, Form 10F, TCS forms and other resident/non-resident conversions.
Tax optimisation: recommend structure changes for tax efficiency across jurisdictions.
Ongoing strategic tax and compliance recommendations.
Phase 4 — Ongoing services
Books maintenance and accounting records for the US, Canada and any remaining India entities.
Tax preparation, filing and ongoing tax strategy across all three countries.
Filing invoices, ROC filings and corporate compliance on schedule.
After India closes: India deal and tax advisory, quarterly reporting on any India tax matters, and deal structuring for business and personal matters.
Specific tasks and deliverables
Indian company
Collect and organise signed audited financial statements and audit reports (last 5 years).
Prepare computations and income tax returns (last 5 years), with any corrections needed.
Prepare and file Tax Audit Reports and 3CEB for all 5 years.
Manage company law annual filings (AOC-4, MGT-7, DPT-3) and ROC compliance.
Complete the dissolution / closing and ongoing compliance until strike-off.
USA and Canada entities
Organise financial statements and tax documentation (last 5 years).
Prepare intercompany agreement documentation and transfer pricing support.
File personal and corporate tax returns, with advice on optimisation.
Manage cross-border tax compliance and reporting.
Annual tax planning and compliance in both jurisdictions.
Invoice management and organisation
Create and maintain manual invoices for all entities as needed.
Organise invoices by entity, date, category and project, and code them to the chart of accounts.
Maintain folder systems for invoices by entity and period, supporting documents and receipts, tax files and compliance records, and bank statements and reconciliations.
Keep all records easy to retrieve for audits, compliance and reporting, and update them continuously.
Personal and family-office services
Personal tax planning, valuations, estate planning and wills, and business deal structuring.
Payroll management and family-office accounting.
Deliverables required for every project
A project is complete only when all of these exist and are filed in the agreed Drive folders:
Letters and signed documents (resolutions, acknowledgements, closure letters, NOCs)
Loom walkthrough video
Written narrative of what was done and why
SOP or one-pager
Folder arrangement
Invoice against the agreed milestone
Responsibilities and liability
You, CPA USA and CPA Canada are responsible for the books, equally.
Each of you inherits responsibility for every entity's books and filings from the start of that entity, not only from the engagement start. Review, correct and own all past work and intercompany and inter-country liability. No issues are known; the books are expected to be about 95% accurate, which you verify.
Work already done on the India closing remains the past CA's liability; you complete the rest and own it.
You own all compliance and filing deadlines. Missed deadlines, breaches and penalties are yours to remediate.
The controller and books support assistant carry no liability for the books.
The handover date marks the start of your day-to-day ownership; liability for past books and filings is still inherited from each entity's start, as above.
All documentation is transferred to you on engagement, and you assume full liability for all compliance matters from then on.
A written agreement covers all tax and corporate matters.
Pricing scenarios and advisory independence
Pricing depends on the India entity's status:
Scenario 1 — India closing in progress (current): USD 3,600/year as set out above, plus USD 200 if a controller is needed.
Scenario 2 — India closed: pricing is revised for the reduced India scope and agreed in writing on Upwork.
You must accept both scenarios. Your tax advice must not be shaped by your own fees. A recommendation driven by fees rather than the client's best interest is a conflict of interest and will be treated as a serious professional violation.
Payment method
All payments processed through Upwork; monthly or quarterly instalments available.
Milestone-based: payment is released after quarterly or annual deliverables are completed to standard.
Quality standards must be met; delays result in penalty fee deductions.
Work model
Remote access to client systems; main tools are Google Drive and Tally. No external storage or data transfers.
Email-first, contained and confidential; occasional video calls for complex matters.
All communication and payments stay on Upwork.
No downloads, exports or external transfers; all work via secure remote access.
Weekly status updates during the first 45 days, then monthly touch-base calls.
All work documented and tracked in the shared drive.
Contract requirements
MSA and NDA signed by all parties — you, both CPAs, the books support assistant, the controller and any subcontractor — before any access or data is shared.
Order: SOW → MSA and NDA signed (all parties) → work begins.
A detailed SOW is required before contract execution.
The service agreement must set out deliverables, timeline and liability.
Confidentiality
This is an off-the-record, confidential engagement.
Content may not be shared, attributed or published without written approval.
The NDA is required before access to any sensitive information.
Required qualifications
Chartered Accountant (CA) or equivalent (India), working with CPAs (USA / Canada)
5+ years of multi-jurisdictional accounting
Expertise in India, US and Canada tax codes and compliance
Corporate tax and cross-border taxation experience
Proficiency with Tally; experience with Zoho Accounting or similar
Understanding of ROC filings and regulatory compliance
Experience hiring and managing junior staff and vendors
Disciplined documentation: folders, SOPs, Looms and task logs
Ability to advise on tax strategy and corporate structuring
Proven track record managing compliance across multiple jurisdictions
Preferred skills
Entity structuring and optimisation
Transfer pricing and intercompany transactions
Dissolution or restructuring experience
Document migration and systems implementation
Project management for accounting transitions
Screening questions — please answer all 5
Q1 — NDA and MSA We require a strong, binding NDA covering all client information, operations, financial data and strategy. Are you comfortable signing a detailed NDA, alongside the MSA, before any data or access, with your CPAs and subcontractors signing too? (243)
Q2 — Single point of contact (SPOC) We require ONE point of contact to manage all work, communication and vendors. You hire and manage the CPAs, books support and controller, incl. paperwork and training videos; the client won't deal with multiple parties. Comfortable as sole SPOC? (246)
Q3 — Qualifications and liability Confirm you're a qualified Indian CA, 5+ yrs cross-border, and will own all deadlines (tax filed 1–2 months early), inherit/correct past work and intercompany liability from each entity's start, and pay penalties you cause. Agreed? (231)
Q4 — Pricing (two scenarios) and independence $3,600/yr: SPOC $2,000 (you pay books support $600; net $1,400), US CPA $1,000, Canada CPA 600;controller+200 if needed. No per-project pay. Pricing may change once India closes; accept both scenarios, advice not swayed by fees. Clear? (239)
Q5 — Scope and confirm Clear on the full scope — deep books, India closing (80% done), coordination, managing the US/Canada CPAs, Looms, SOPs, and intercompany invoices and agreements to review or sign? Please write "I confirm" and list your questions 5–10, if any. (242)
How to apply
Submit your proposal on Upwork answering all five questions, with a short profile, cross-border case studies, how you would run the first 30 days, and the CPAs or books support you have in mind. All communication stays on Upwork.
Also include a timeline for each major deliverable and your annual cost structure and payment terms.
Next steps
Preliminary discussion call via Upwork messaging (15–20 min)
Data and documentation review
Detailed proposal refinement
MSA, NDA and agreement signing (all parties)
Work begins
Communication
All communication takes place through Upwork messaging. Do not share external contact details outside Upwork during the proposal and negotiation phase.
Why partner with us
Clear expectations: detailed SOW and written agreements from day one.
Manageable complexity: multi-jurisdictional, but transaction volumes are declining.
Ongoing relationship: not a one-time project; potential for long-term engagement.
Full transparency: complete access to all data, systems and documentation.
Structured environment: an experienced entrepreneur with a structured approach to accounting.
Important notes
This is a professional engagement requiring serious, experienced practitioners.
Multi-jurisdictional expertise is non-negotiable.
Clear contracts and responsibility documentation are essential.
The contractor assumes full liability for all compliance matters, including inherited past work.
Upwork posting settings
Budget: USD 3,600 fixed price per year (USD 3,800 with controller)
Experience level: Expert — willing to pay higher rates for the most experienced freelancers
Project type: Complex project, ongoing with annual renewal

Hello I need a liquidation report please for closing my company on Dubai I have a freezone at IFZA and it’s urgent please. Can you please help me with that ?

Job Overview

We are looking for an experienced U.S. Enrolled Agent (EA) specializing in small-business taxation, particularly S corporations, C corporations, and business expense reimbursements.

The engagement is for a paid, general consultation of approximately 1–2 hours to help us understand IRS rules and best practices for expense reimbursement arrangements, including accountable plans and owner-employee reimbursements.

We are looking for a knowledgeable tax professional who can explain the applicable rules clearly, address practical scenarios, and provide reliable guidance supported by relevant IRS regulations or authoritative sources.

Scope of Work

The consultation will focus on:

IRS accountable plan requirements, including business connection, substantiation, and return of excess reimbursements.

Expense reimbursement rules for S corporations and C corporations.

Reimbursements involving shareholder-employees and owner-employees.

Home office expenses and other common business expenses.

Tax treatment of reimbursements that do not meet accountable plan requirements.

Practical compliance considerations and common mistakes for small businesses.

Relevant IRS guidance, regulations, and other authoritative references.

The selected professional should be able to explain how the rules differ between S corporations and C corporations and identify relevant considerations based on the facts presented.

Mandatory Qualifications

Applicants must meet all of the following requirements:

Hold an active Enrolled Agent (EA) credential, verifiable through the IRS Directory of Federal Tax Return Preparers.

Have no sanctions identified in the IRS Office of Professional Responsibility (OPR) disciplinary announcements.

Have small-business S corporation and C corporation clients at the core of their practice, supported by a firm website or NAEA directory listing.

Have practical experience with business expense reimbursements, accountable plans, and owner-employee tax issues.

Be able to explain tax rules clearly and support their guidance with relevant authoritative sources.

Preferred Qualifications – Pro Candidates

We are particularly interested in highly regarded professionals who also have at least one advanced credential, such as:

CPA license

NTPI Fellow designation

Another relevant advanced tax credential or demonstrated specialist expertise

Three candidates with strong professional standing and advanced credentials will be prioritized for the Pro shortlist.

Deliverables

The selected professional will provide:

A 1–2 hour consultation addressing our questions and relevant fact patterns.

Clear explanations of the applicable IRS rules for S corporations and C corporations.

References to relevant IRS guidance, regulations, or other authoritative sources.

A concise written summary of the key conclusions and practical recommendations.

Please indicate whether you can provide the consultation by video call, phone, or written correspondence.

When Applying, Please Include

Confirmation of your active EA status and the name under which it appears in the IRS Directory.

Your experience advising small businesses on both S corporation and C corporation taxation.

Your experience with accountable plans, expense reimbursements, and owner-employee expenses.

Your firm website or NAEA directory listing supporting your corporate tax practice.

Confirmation that you have no OPR disciplinary sanctions, subject to independent verification.

Any additional credentials, such as CPA or NTPI Fellow.

Your rate for a 1–2 hour consultation, including whether a written summary is included.

Your availability over the next week.

A brief example of a similar reimbursement or accountable-plan issue you have handled, without sharing confidential client information.

Engagement Details

Engagement type: One-time consultation

Estimated duration: 1–2 hours

Client type: Small-business program / product team

Budget: Please provide your proposed fixed fee or hourly rate.

Timing: Flexible, with a preference for availability within the next week.

We look forward to working with a qualified tax professional who can provide clear, practical, and well-supported guidance on small-business reimbursement rules.

Job Title: Full-Stack Developer / No-Code Engineer (Bubble.io / Node.js + Make.com) – Automated Legal/Financial SaaS Build
Job Description:
We are seeking an experienced Full-Stack No-Code Developer or Software Engineer to build Compliance-Digital, an automated, asynchronous Web Application engineered to audit child maintenance calculations and compile high-stakes statutory variation briefs.
The entire logic framework, front-end data input matrix, mathematical validation layers, Stripe integration scripts, and output text strings are completely finalized and compiled into a master technical specification document. There are zero discovery hours required. You are being hired strictly to execute the functional wireframes and data routing pipelines detailed in the blueprint.

Core Technical Architecture Requirements


1. Front-End User Dashboard (Bubble.io or Softr.io)

• Implement a sleek, clinical, high-status B2B SaaS interface.
• The Entrance Gate: A conditional pre-qualification form filtering users into three distinct logical tracks based on their income profile (PAYE Salaried Employee, Self-Employed Sole Trader, or Limited Company Director).
• The Corporate Lookup Gateway: Integrate the free, official UK Companies House API to dynamically extract company_number, persons_with_significant_control registry data, and abridged balance sheet lines (Net Assets, Retained Reserves) directly into the user interface within 3 seconds of entry.

2. Backend Automation Engine (Make.com / Celery / Node.js)

• Map clean JSON ingestion payloads from front-end fields straight to our backend calculation routers.
• Hardcode strict algorithmic logic checks:
• Regulation 63 (Contact Travel): Calculate aggregated mileage against DWP mileage rate tables and enforce the £10/week statutory floor filter.
• Regulation 12 (Prior Debts): Execute chronological date validation to verify that liabilities pre-date the child support case opening date.
• Regulation 71 (Income Diversion): Run a binary filter on shareholding control data. If control is ≤ 50%, programmatically redirect the user journey into an aggressive shadow directorship data-extraction loop (MR v MS precedent).

3. Payment Processing & Tax Isolation (Stripe API)

• Deploy a multi-tier Milestone Pricing Checkout Funnel (£250/£450 Entry, £550 Upgrade, £950 Appeal Pack).
• VAT Rule Enforcement: All baseline pricing metrics are Net / VAT-exclusive. You must deploy a Node.js server script to programmatically calculate and append the 20% UK VAT supplement during the checkout intent phase, passing correct net/tax metadata under our corporate wrapper descriptor (Chipper Limited).
• Build a B2B Accountant Affiliate Portal (£49/annum license management, 10% client token discounts, and automated 10% commission payouts via Stripe Connect).

4. Automated Document Generation Pipeline

• Connect successfully completed transactional hooks to an HTML-to-PDF generation engine (e.g., Docmosis, Carbone, or native Bubble PDF tools).
• Programmatically drop the user's validated metrics into our hardcoded legal payloads (comprising Upper Tribunal case laws ROE v WSP, MR v MS, V v CMS) to deliver a clean, multi-page, court-grade PDF brief to the customer's dashboard and email inbox within 60 seconds of checkout.
• Incorporate a hidden [ DEVELOPER SCENARIO TEST MODE ] toggle and an accountant authorization token (KELLER-BETA-2026) to bypass the checkout gates entirely during our live beta phase.

Deliverables & Staging Environment

• Full development deployment within a private staging domain container (staging.compliance-digital.co.uk) for closed testing.
• Successful data validation execution across 5 historical client test scenarios.
• Clean handoff of all automation directories, API webhook keys, and source repositories.

Applicant Profile

You must possess explicit, verifiable experience deploying complex relational databases, handling multi-conditional logic pathways on Make.com, linking external REST APIs, and configuring Stripe Connect routing parameters. An understanding of UK corporate tax architecture, VAT returns, or micro-entity balance sheet tracking is highly advantageous.
To Apply: Please review the technical roadmap overview, provide examples of functional SaaS or automated document-generation workflows you have personally deployed, and submit your fixed-price bid for the MVE build phase.

TITLE:
International Tax Advisor (CPA/EA) – 50/50 US C-Corp for Owners in Indonesia & Italy - "CONSULTING NEEDED"

DESCRIPTION:
I'm looking for an experienced international tax advisor (US CPA, Enrolled Agent or tax attorney) who regularly works with foreign-owned US companies whose shareholders live in different countries. This is not a job for a general financial planner or bookkeeper.

CURRENT SITUATION
I am an Italian citizen and tax resident in Indonesia. I own a Wyoming single-member LLC (disregarded entity) 100%. My business partner is an Italian citizen and tax resident in Italy. We share the business 50/50 through a private agreement, but on paper the company is only mine. My partner must avoid "esterovestizione" risk (Art. 73 TUIR, where a foreign company is treated as Italian-resident because it is managed from Italy). The business is online publishing (ebooks, audiobooks, print), selling worldwide through digital platforms (Amazon KDP, Apple, Books . Google Play Books, Spotify for Authors and some distributor).

WHAT WE WANT (TARGET: 2027)
1. A proper 50/50 company with its own legal and tax identity in the US. Not a pass-through. We are considering a C-corporation, either by converting the LLC or through a C-corp tax election. Or another option...
2. A clear recommendation on the best structure for two non-US shareholders living in Indonesia and Italy.
3. Guidance on governance and management so the company is not treated as tax-resident in Italy or Indonesia (directors, where decisions are made, documentation).
4. How each of us can be paid: dividends, salary or service invoices (my partner could invoice through his Italian partita IVA).
5. Treaty analysis: US–Italy and US–Indonesia tax treaties, dividend withholding, and how dividends are taxed in each country.
6. Indonesian and Italian reporting obligations for owning shares in a US company.
7. US compliance: Form 5472, Form 1120, EIN/ITIN, and any state filings.
8. A step-by-step restructuring plan with estimated costs and timeline.

REQUIREMENTS
Proven experience with non-resident owners of US LLCs and C-corps. Working knowledge of US–Italy and US–Indonesia tax treaty issues, or trusted Italian and Indonesian tax advisors you collaborate with. Fluent English (Italian is a plus). Credentials stated clearly (CPA, EA or JD, with license state).

DELIVERABLES
1. Video call to review our situation.
2. Written recommendation memo comparing the options.
3. Implementation plan (to do later as a new work paid separately), with the option to handle the filings.

TO APPLY, PLEASE ANSWER:
1. How many clients have you advised who are foreign owners of US entities, and from which countries?
2. Have you worked with shareholders resident in Italy or Indonesia? What did you have to consider?
3. Would you recommend converting the LLC or electing C-corp taxation, and why? A short answer is fine.
4. How would you handle the risk of the company being considered tax-resident where the owners live?
6. What is your fee for the for full implementation?

Applications that do not answer these questions will not be considered.

Delaware C-corporation, incorporated May 2025, calendar tax year. Two non-resident founders living in India (50/50 in 2025). This is the first tax year; the 2025 return is overdue and has not been filed yet.

No revenue, payroll or loans, and no tax expected. Total 2025 bank activity: one small capital contribution from a founder and one ~$12 software charge. Founder stock was issued in exchange for contributed IP ($40 per founder).

Scope:
- Prepare and file the 2025 Form 1120, including Schedule G
- Determine whether Form 5472 is required, and prepare it if so
- Advise on the late-filing approach, including a reasonable-cause statement or first-time abatement if needed

Requirements: active Enrolled Agent or CPA with experience filing Form 5472 for foreign-owned corporations. Fixed price. All documents are ready: incorporation papers, stock agreements, bank statements.

I run a small digital design business in Abu Dhabi on a Tajer licence, along with a home business in Kuwait. My UAE business just made its first small sale.

I'm looking for a one-off consultation of one to two hours, paid hourly, to:

• Confirm my current UAE tax obligations and the thresholds I should watch
• Check that my setup and record-keeping are right from the start
• Advise on splitting shared costs between my two businesses

If the business grows, I'd like to continue with monthly check-ins.

Ideal candidate:

• Experience with Tajer or individual licence holders
• FTA-registered tax agent, or strong UAE tax knowledge
• Kuwait experience is a big plus

Please start your proposal with one sentence on how UAE corporate tax applies to Tajer licence holders, and include your hourly rate.

We are looking for a commercialista to handle tax and compliance for two holiday villas in Italy: one in the province of Viterbo (Lazio) and one in Sicily. The villas are rented short-term through Airbnb, Vrbo, Booking.com and our own website. The owner lives outside Italy, and our small team works remotely in English.

What we need help with

Property tax (IMU). Calculate what is due for both villas, prepare the F24 payment forms, assist with payment arrangements, ideally under a power of attorney (delega) where necessary, and make sure the 16 December instalment is handled.

Rental income. Advise on and file the Italian tax returns for short-term rental income earned by a non-resident owner, including how the withholding tax deducted from platform payouts is treated.

Paying Italian taxes from abroad. Tell us whether we need an Italian bank account, or the best way to pay from an international account.

Ownership and structure. Advise on the right long-term structure and account for receiving rental income and paying expenses.

Local hosts and suppliers. Confirm how we should pay and document our local co-hosts and suppliers, including any withholding and invoicing requirements.

Compliance calendar. Give us one list of all applicable taxes, filings, registrations and deadlines for each villa, including guest-registration obligations and short-term-rental registration codes.

Ongoing support. Answer questions from our bookkeeper, review our monthly records when needed, and flag any changes in the rules. Advisory on compliance, tax, and other recurring/regular business requirements

About you

Registered commercialista (Ordine dei Dottori Commercialisti e degli Esperti Contabili).

Experience with non-resident owners and short-term or tourist rentals (affitti brevi / locazioni turistiche).

Able to cover properties in both Lazio and Sicily.

Comfortable working in English, by email and video call, and with documents in Google Drive after the contract begins.

Able to start before December 2026.

How to apply

Please send:

A short description of your services for this kind of client.

Your fees: annual or monthly retainer, and any per-filing costs.

One or two examples of similar clients, non-resident owners or short-term rentals.

Your availability for a video interview through Upwork between 13 and 22 November 2026.

We need a CPA (US-licensed and familiar with US GAAP) to prepare and audit two years of comparative financial statements under US GAAP. The work includes reviewing historical records, creating accurate financial statements, performing audit procedures, and delivering a certified audit report. The freelancer should be able to identify discrepancies, ensure compliance, and provide clear documentation. This is a part-time project for an experienced professional who can deliver reliable, audit-ready financial reporting. This is for a small startup with zero revenue and start up expenes paid by the two owners with several contracted part-time assistants and several students as its for a very small online educational firm seeing a 4th accrediation and the accreditor requiring CPA audited comparative 2-year financial statements. There is the opportunity to receive continued and periodic work to maintain the books of our firm.