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We are a US based venture capital firm. Our GP entity is a US C corporation and its owner is a UAE tax resident, a nonresident alien for US purposes. We are deciding how to structure our management business and the firm's own investments going forward, and we want an experienced US cross border tax specialist to guide us on the smart way to set it up, why, and how to execute it, including the entities to form and the forms and filings involved. We are hiring for your ideas and expertise.

You should be an active US CPA or US tax attorney with real experience in nonresident alien taxation, foreign owned US entities, and fund or GP structuring. The work is a few advisory calls to start, with a short written memo only if needed.

Full details, scope, and how to apply are in the attached JD.

Summary
About us:
Outsource Orlando LLC

Need someone to reconcile my books for 2025 to current.

Services and deliverables:
- Income and expense analysis. Making sure the proper entries are categorized to the right account.
- Reconciliation.
- Other tasks as applicable.

Need a tax professional to help efile SCORP taxes within two days. The business has zero revenue and $1,250 in losses. Looking for someone who can handle the filing quickly and accurately, with a clear understanding of SCORP tax requirements. Please share your availability and fixed-price quote for this urgent request.

We are looking for a **Senior Accountant / UAE Tax Consultant** to support YAG Accounting & Tax Consultancy and Datavaura projects.
**Requirements:**
* Minimum **5 years accounting experience**
* Strong UAE **VAT and Corporate Tax** knowledge
* Good understanding of financial statements, GL, TB and reconciliations
* Experience with accounting software such as QuickBooks, Odoo, Zoho, SAP or similar
* Strong Excel and English communication
* UAE tax consultancy experience preferred

**Main work:**

* Corporate Tax and VAT working papers
* Financial statement and ledger review
* Tax reconciliations and client queries
* Transfer Pricing support
* Accounting-system review
* Support e-invoicing GAP assessments, testing and client training

**Engagement:** Remote, part-time, 30-day paid trial.

Please send your **CV, location, availability, hourly rate and earliest start date**.

Looking for an accountant for a contracting company located in Edmonton, AB, Canada. Must be a certified CPA within Canada. Looking to hire immediately.

## Tax Professional Needed – Corporate Tax Filings 2022–2025

**Client:** Haight Rock Ledge
**Owner:** Narbeh
**Engagement:** Corporate Tax Preparation & Catch-Up Filing
**Tax Years:** 2022, 2023, 2024, and 2025

### Job Overview

Haight Rock Ledge is seeking an experienced tax professional, CPA, or Enrolled Agent to assist with bringing the corporation's tax filings fully up to date.

The company needs its outstanding corporate tax returns prepared and filed for tax years **2022 through 2025**. The goal is to complete the filings accurately and as quickly as reasonably possible so the corporation can return to good standing with its tax obligations.

This is **not a bookkeeping clean-up project starting from scratch**. Year-end financial statements for the applicable periods have already been completed by the company's longtime accountant, who has since retired. The selected professional will be provided with the available year-end financials and supporting documentation needed to prepare the outstanding returns.

### Background

The owner, Narbeh, fell behind on the company's tax filings after dealing with unexpected medical matters and other significant personal circumstances. During that period, filing the corporate returns unfortunately fell by the wayside.

The delay was not an attempt to avoid the company's tax obligations. Narbeh is now in a much better position personally, and Haight Rock Ledge is thriving. His priority is to proactively address the outstanding years, get everything properly filed, resolve any associated tax obligations, and ensure the company remains current going forward.

### Scope of Work

The selected tax professional will be expected to:

* Review the company's completed year-end financial statements and available tax records for 2022–2025.
* Identify any additional documentation required to prepare accurate corporate returns.
* Prepare and file all outstanding federal and applicable state corporate tax returns for 2022, 2023, 2024, and 2025.
* Determine any outstanding tax liabilities, penalties, or interest associated with the late filings.
* Advise the owner regarding any notices, compliance issues, or additional filings that need to be addressed.
* Identify whether reasonable-cause penalty abatement or other available relief should be pursued based on the circumstances surrounding the late filings.
* Help establish a clear path for keeping the corporation current with its tax obligations moving forward.

### Ideal Candidate

We are looking for someone who is experienced with **delinquent or multi-year corporate tax filings** and is comfortable stepping into an engagement where a prior accountant has retired.

The ideal professional will be responsive, organized, and capable of moving through the outstanding years efficiently while ensuring everything is filed correctly.

**Timing is important.** Narbeh is prepared to provide the existing financials and requested supporting documents promptly and would like to begin immediately.

Please provide your availability, estimated turnaround time, experience handling multi-year corporate catch-up filings, and an estimated fee or fee structure for completing the engagement.

Client: Haight Rock Ledge
Owner: Narbeh
Engagement: Corporate Tax Preparation & Catch-Up Filing
Tax Years: 2022, 2023, 2024, and 2025

Job Overview

Haight Rock Ledge is seeking an experienced tax professional, CPA, or Enrolled Agent to assist with bringing the corporation's tax filings fully up to date.

The company needs its outstanding corporate tax returns prepared and filed for tax years 2022 through 2025. The goal is to complete the filings accurately and as quickly as reasonably possible so the corporation can return to good standing with its tax obligations.

This is not a bookkeeping clean-up project starting from scratch. Year-end financial statements for the applicable periods have already been completed by the company's longtime accountant, who has since retired. The selected professional will be provided with the available year-end financials and supporting documentation needed to prepare the outstanding returns.

Background

The owner, Narbeh, fell behind on the company's tax filings after dealing with unexpected medical matters and other significant personal circumstances. During that period, filing the corporate returns unfortunately fell by the wayside.

The delay was not an attempt to avoid the company's tax obligations. Narbeh is now in a much better position personally, and Haight Rock Ledge is thriving. His priority is to proactively address the outstanding years, get everything properly filed, resolve any associated tax obligations, and ensure the company remains current going forward.

Scope of Work

The selected tax professional will be expected to:

Review the company's completed year-end financial statements and available tax records for 2022–2025.
Identify any additional documentation required to prepare accurate corporate returns.
Prepare and file all outstanding federal and applicable state corporate tax returns for 2022, 2023, 2024, and 2025.
Determine any outstanding tax liabilities, penalties, or interest associated with the late filings.
Advise the owner regarding any notices, compliance issues, or additional filings that need to be addressed.
Identify whether reasonable-cause penalty abatement or other available relief should be pursued based on the circumstances surrounding the late filings.
Help establish a clear path for keeping the corporation current with its tax obligations moving forward.
Ideal Candidate

We are looking for someone who is experienced with delinquent or multi-year corporate tax filings and is comfortable stepping into an engagement where a prior accountant has retired.

The ideal professional will be responsive, organized, and capable of moving through the outstanding years efficiently while ensuring everything is filed correctly.

Timing is important. Narbeh is prepared to provide the existing financials and requested supporting documents promptly and would like to begin immediately.

Please provide your availability, estimated turnaround time, experience handling multi-year corporate catch-up filings, and an estimated fee or fee structure for completing the engagement.

We are a small investment management firm in Toronto. We require an opinion letter from an independent CPA or tax lawyer regarding one of our fund’s eligibility to accept registered account investments (i.e. TFSA, RRSP, RESP, etc.). Our fund is an exempt-market product, structured as a Canadian trust, and has an Offering Memorandum.

The firm we are sending this to requires a Canadian licensed CPA or Canadian licensed tax lawyer.

I need a seasoned U.S. CPA firm that can step in immediately, treat my file as top-priority, and finish a full set of consolidated corporate returns on a very tight clock.

Who we are
• An LLC that owns several disregarded entities and files on a consolidated basis.
• We have 2–3 open years that must be closed out quickly.

Scope of work
Your engagement covers federal Consolidated Form 1120, all related state returns, and the full GILTI / foreign tax credit (FTC) package for each year. Experience with multi-state apportionment, Schedule UTP, Form 8992, 8993, 1118 (or 1116 if applicable), and the nuances of disregarded entities inside a consolidated group is essential.

Deliverables (all years)
1. Completed, review-ready Consolidated Form 1120 with supporting schedules.
2. State income/franchise returns for every filing jurisdiction.
3. GILTI and FTC calculations, worksheets, and forms.
4. Workpapers in Excel or comparable software, clearly cross-referenced.
5. A short hand-off call to walk through assumptions, risks, and next steps.

Acceptance criteria
• Returns pass your firm’s quality control and are e-file-ready.
• All consolidating and elimination entries tie back to trial balances.
• GILTI inclusion and FTC computation reconcile to the international trial balance.
• Any open issues or elections are flagged with clear recommendations.

Deadline
Our statutory due dates are looming, so I will award quickly and expect the first draft package shortly after kickoff. Only bid if your team can give this immediate, uninterrupted attention.

Please outline your consolidated-return experience, preferred software, and typical turnaround time in your proposal.

Seeking a CPA or experienced tax preparer to assist with the 2025 tax return. The ideal candidate should have strong experience preparing taxes for rental real estate and LLCs. Responsibilities include reviewing financial records, preparing accurate tax filings, and providing clear guidance on deductions and compliance. This is a part-time project for someone who can work independently and deliver reliable tax support.

Seeking a professional to assist with UK tax filing for a small business. The role involves preparing and submitting accurate tax returns, ensuring compliance with HMRC requirements, and providing clear guidance on tax obligations. You should be comfortable handling business-related tax matters and able to communicate effectively with the client throughout the process. Experience supporting small businesses with tax compliance is preferred.

Need CPA help filing an S Corp business tax return by September 14. Profit and loss is already on file, quickbooks, so I’m looking for a final review, guidance, and support to complete. I also need assistance with my personal tax return. Please share your experience with S Corp and personal tax filings, and let me know how you can help ensure everything is accurate and submitted on time.

We are seeking a skilled tax preparer to assist with preparing tax return forms 1040, 1120, and 1120S. The ideal candidate will have experience in tax preparation and be able to accurately complete these forms. Familiarity with Intuit QuickBooks and corporate tax is a plus. This is a part-time role with a project scale of small, expected to last less than a month.

Canadian Accountant / Tax Preparer Needed – 17 Nil Corporate Tax Returns for 3 Corporations

I am looking for an experienced Canadian accountant or corporate tax preparer to complete 17 outstanding corporate tax returns for three Canadian corporations.

These corporations have had no business activity during the relevant years, so the returns are expected to be nil/zero corporate tax filings.

Scope of Work

The successful freelancer will:

Prepare approximately 17 T2 Corporate Income Tax Returns covering three corporations and multiple tax years.
Prepare any required provincial corporate tax returns, including Alberta AT1 returns where applicable.
Have access to CRA-certified corporate tax software capable of preparing and electronically filing both current and prior-year returns.
Review basic corporate information to ensure the nil returns are prepared correctly.
Electronically file the returns with CRA and the applicable provincial authority.
Provide copies of all completed returns and filing confirmations.
Requirements

You should have:

Experience preparing Canadian T2 corporate tax returns.
Familiarity with filing returns for inactive/dormant corporations.
Your own CRA-certified T2 tax preparation software capable of filing older tax years.
Experience with Alberta corporate tax filings is preferred.
Ability to complete the work accurately and efficiently.
Good communication and willingness to confirm successful filing of each return.

The corporations have no operating income, and this is intended to be a relatively straightforward catch-up filing project.

Budget

Fixed budget: CAD $350 for all 17 corporate tax returns.

Please apply only if you are comfortable completing the entire project within this budget.

Opportunity for Ongoing Work

This is intended to be the first assignment. Upon successful and satisfactory completion of these filings, additional accounting and corporate tax work will be available for active Canadian corporations.

I am therefore looking to establish a long-term working relationship with a reliable Canadian tax professional rather than hiring someone for only a one-time project.

When submitting your proposal, please confirm:

Your experience with Canadian T2 corporate returns.
Which tax software you use.
Whether you can electronically file prior-year T2 returns.
Whether you can prepare/file Alberta AT1 returns if required.
That your quoted price covers all 17 returns for CAD $350.

I am looking for someone dependable, responsive, and knowledgeable who can complete these filings properly and potentially assist with our active corporations going forward.

We need a tax accountant to assist with tax-related tasks, including preparing and reviewing tax documents, ensuring compliance, and providing clear guidance on tax matters. The ideal freelancer should be detail-oriented, reliable, and able to communicate complex tax information in an easy-to-understand way. This is a part-time role with potential for ongoing work for the right fit.

We need a tax professional to prepare and file a C Corp tax return for 2025 with the IRS.
Balance sheet & Income statement is ready.
No payroll. straight forward return.

Seeking a US CPA or Enrolled Agent specialising in expatriate/international tax to prepare my 2025 US filings. Please only apply if nonresident and foreign-owned-corporation work is your specialty.

Scope: confirm 2025 residency status; prepare personal return (anticipated 1040-NR) with correct 401(k) treatment; prepare or advise on corporate filings (1120 + 5472).

In your proposal, please tell me: (1) your credentials and specific experience with 1040-NR and Form 5472; (2) whether you handle both personal and corporate, or one; (3) startup/Delaware C-corp experience; (4) fees and turnaround.

We are looking for an experienced UAE accountant / tax specialist to reconstruct our company's accounting records for 2025 and prepare and file the UAE Corporate Tax Return through FTA / EmaraTax.
Scope:
-Reconstruct 2025 accounting based on bank statements, invoices and available records
-Categorise and reconcile transactions
-Prepare Corporate Tax calculations
-Prepare and submit the Corporate Tax Return through EmaraTax
-Provide confirmation of successful filing
Requirements:
-UAE accounting experience
-UAE Corporate Tax experience
-Previous experience filing CT Returns through EmaraTax
-Experience reconstructing accounts from bank statements
-Good attention to detail
Please provide your experience, estimated timeframe and fixed-price quote.

Seeking a USA-based tax professional to assist a small US-registered single member LLC with tax return preparation. The company operates remotely from South Africa but is registered in the US. The ideal freelancer should be able to handle US tax obligations, provide guidance on filing requirements, and support accurate return preparation. This is a part-time project for someone who can work independently and communicate clearly throughout the process.

Seeking an EA, CPA or Tax Professional to provide an initial tax prep consultation for 2025 filing. Hoping to develop ongoing working relationship, and support filing amended returns for 2023/2024.

Single filer, S-Corp, Federal + State (Arizona/Washington)

All transactions are categorized for deductions. Initial consultation would be to look over 2025's numbers to see if there are any major issues, and estimate costs & potential return on amendments required for overpaid '23/'24.

Seeking guidance on calculating proper Federal and/or state quarterly tax payments for an LLC formed last year

Quarterly payments have been made this year, might need to make up for underpaying them.

Deliverables are:
1 - calculating any catch up amount and instructions to pay it
2 - Choosing go forward amount.

I've been using taxact software to file this April and make quarterly payments this year, so familiarity with taxact is required.

Job is half hour to an hour.

We are seeking a qualified tax accountant to assist with the 2025 tax filing for our corporation. The books are simple and well-organized, making this a straightforward task. The ideal candidate will have experience in corporate tax filings and be able to ensure compliance with all tax regulations. This is a part-time, short-term engagement.

I’m looking for an experienced tax professional to assist with both my personal and small-business tax matters.

My tax situation is relatively straightforward. I don’t have a large number of investments or properties, and my business finances are not overly complex.

I need help preparing and filing my 2025 personal tax return. The work includes reviewing my documents, organizing the necessary information, completing the return accurately, and submitting it on time. I’m looking for someone who can explain the process clearly and help ensure everything is handled correctly. Please share your experience with personal tax filings and your availability for this task.

We are seeking an experienced U.S.-based CPA or tax accountant for a long-term relationship covering accounting oversight, tax planning, tax preparation, payroll coordination, and tax-aware investment guidance.

This is not a basic bookkeeping or once-a-year tax-filing engagement. We need someone who can understand our complete financial picture, coordinate across several businesses and investments, and provide proactive advice throughout the year.

OUR FINANCIAL ACTIVITIES INCLUDE

* Farm and ranch operations reported on Schedule F
* Agricultural land, livestock, equipment, depreciation, and farm-related expenses
* A social media and influencer business operated through an S corporation
* Multiple creator-income sources, including online platforms, subscriptions, sponsorships, brand partnerships, and digital products
* At least one employee, along with payroll and employment-tax requirements
* Owner payroll and distributions from the S corporation
* A whiskey company with inventory, cost of goods sold, wholesale activity, and alcohol-industry considerations
* A separate real estate LLC
* Real estate, agricultural land, business equity, and other investments
* Multiple related businesses and family business interests that must be accounted for correctly across the entire financial picture

WHAT WE NEED

We want someone who can serve as our long-term accounting and tax advisor, including:

* Review our current tax returns, business entities, accounting systems, payroll structure, and financial records
* Identify cleanup or corrective work that may be needed
* Maintain or oversee accurate accounting across multiple entities
* Properly classify income, expenses, owner contributions, distributions, loans, and related-party transactions
* Prepare or review monthly or quarterly financial statements
* Oversee or coordinate payroll for the owner and at least one employee
* Review reasonable compensation, payroll, distributions, and tax withholding for the S corporation
* Ensure payroll filings, W-2s, 1099s, estimated payments, and other tax obligations are handled correctly
* Handle Schedule F farm and ranch accounting and tax preparation
* Track depreciation, basis, equipment, livestock, land improvements, and other agricultural assets
* Understand social media and creator income received through multiple platforms and payment processors
* Properly account for sponsorships, subscriptions, digital products, contractors, travel, content-production costs, and platform-issued tax forms
* Provide accounting guidance for the whiskey company, including inventory, cost of goods sold, wholesale revenue, and coordination of relevant excise-tax obligations
* Handle or oversee accounting and tax filings for the real estate LLC
* Advise on the tax consequences of buying, selling, financing, or improving real estate and agricultural land
* Prepare applicable business and individual federal and state tax returns
* Develop a proactive annual tax strategy rather than waiting until tax season
* Advise on retirement plans, depreciation strategies, entity structure, cash deployment, and other legitimate tax-planning opportunities
* Provide tax-aware guidance concerning land, real estate, business equity, and investment decisions
* Coordinate with an investment advisor, attorney, payroll provider, or other professional when an issue falls outside the accountant’s licensing or specialty
* Be available throughout the year for questions, planning, and major financial decisions

IDEAL EXPERIENCE

* CPA or Enrolled Agent with substantial business-tax experience
* Strong experience preparing Schedule F returns and advising farm or ranch clients
* Experience with S corporations, including reasonable compensation, payroll, shareholder distributions, and basis
* Experience with employees, payroll taxes, W-2s, 1099s, and employment-related filings
* Experience with multi-entity or family-owned businesses
* Familiarity with influencers, content creators, subscriptions, digital products, and online-platform income
* Experience with inventory-based companies; alcohol, spirits, beverage, manufacturing, or wholesale experience is strongly preferred
* Strong knowledge of real estate LLCs, depreciation, asset basis, land, equity, and investment taxation
* Experience with multi-state tax matters is preferred, particularly Nebraska and Kansas
* Comfortable identifying problems, recommending solutions, and explaining complicated issues in plain language
* Proactive and responsive throughout the year
* Proficient with QuickBooks Online or a comparable accounting platform

ENGAGEMENT

We expect the engagement to begin with a comprehensive review of our current entities, books, payroll, prior returns, assets, and investments. From there, we want an ongoing monthly or quarterly relationship that includes accounting oversight, tax planning, annual tax preparation, and consultation before major business or investment decisions.

This is intended to be a lasting professional relationship, not a one-time cleanup project.

TO APPLY

Please answer each of the following:

1. Are you a CPA or Enrolled Agent? Please list your credentials and the states in which you are licensed.
2. What experience do you have preparing Schedule F returns and advising farm or ranch operations?
3. What experience do you have with S-corporation owner payroll, reasonable compensation, distributions, shareholder basis, and employees?
4. Have you worked with influencers, content creators, subscription businesses, or clients receiving income through multiple online platforms?
5. Have you worked with a whiskey, alcohol, beverage, manufacturing, wholesale, or inventory-based company?
6. What experience do you have with real estate LLCs, agricultural land, depreciation, business equity, and related-party transactions?
7. Do you prepare both business and individual tax returns?
8. Do you provide year-round tax planning and consultation?
9. What type of investment or financial-planning guidance are you licensed and qualified to provide?
10. How would you begin reviewing a financial situation involving multiple businesses, payroll, agricultural operations, real estate, and investments?
11. How do you normally structure and price an ongoing relationship of this type?

Please do not apply if your experience is limited to basic bookkeeping, individual W-2 returns, or tax-season-only preparation. We need someone capable of understanding the entire financial picture and helping us make better long-term business, tax, and investment decisions.

Looking for someone to build out an amortization schedule for several million dollars of fees to be capitalized annually. The key for the project is the schedule would be compliant with IRS guidelines and defensible in the case of an audit.

The industry is debt restructuring so there is significant variability in terms of the time for the fees to be converted to revenue.

Thank you for your time.

We are a US company with a wholly owned Estonian subsidiary seeking a US international tax specialist to review and correct our 2025 filings. This is time-sensitive so need someone who can start immidiatelly.

The subsidiary was acquired in 2025, but its ownership may not have been properly reflected in our tax returns.

We would like to split the work into 2 paid stages:
1. Review the documents and identify what needs to be done:
- Confirm the subsidiary’s US tax classification and whether a Forms 8832, 5471, 5472, 8992, 8858, 926, and 8938 are required.
- Review Subpart F/GILTI calculations, FBAR requirements, and related-party transactions.
- Check expense and asset classifications, California filings, and state nexus.
- Provide the proposed corrections, timing, and cost.

2. Complete the required filings and amendments, address any penalties or available relief, and provide supporting documents and a short summary for investors.

We will provide existing returns, financial statements, and supporting records. We are foreigners and first time founders so we need a specialist who is ready to lead the process, determine which filings apply and handle all the work profeessionally from start to finish.

We need a CPA to prepare and file two years of business tax returns for our company. The work includes reviewing financial records, organizing documentation, preparing accurate filings, and ensuring compliance with tax requirements. This is a part-time project for an experienced professional who can handle the process efficiently and communicate clearly throughout the engagement.

Hello! I have done a large amount of work on creating cash flow projections for a new business. It is for a restaurant/cafe style establishment selling high tea. However I know that it is not all formatted into a proper cash flow projection Financial document for me to submit to the bank. I need someone who will do this for us, for a 2-year period period. I have all the numbers available and have done significant amounts of research.

1. Who I am

One-person software company in Gatineau, Québec, federally incorporated in March 2024. I am the owner and the only employee.

2. The situation, in plain facts:

The company was incorporated with an Ontario registered office and an Ontario address in its books, purely in error. It has always operated in Gatineau. That address drove everything from 2024 until now: payroll was withheld Ontario-style and remitted to CRA, invoices charged 13% HST instead of GST + QST, and corporate tax was filed as an Ontario T2. Revenu Québec received nothing.

I found the error myself and took it as far as I could without professional help. A voluntary disclosure was filed with Revenu Québec in May 2026, an initial amount was paid and receipted in July, and payroll was corrected at source in July. The disclosure still needs to be coordinated: much of what is outstanding appears to fall outside the program's protection, and the unit is waiting on documentation that has to flow through an authorized representative. On the federal side, payroll and corporate tax went to the wrong province from 2024 on, so there are overpayments to recover from CRA and cross-provincial corrections to make on both sides.

What I need, in one sentence: a CPA who takes ownership of the whole position, gets the company completely up to date and compliant, federal and Québec, and saves and recovers as much money as possible along the way.

Records are reconciled, a written scope and a complete handover package are ready to send, and funds to settle the outcome are set aside.

3. The engagement: fixed price, staged milestones

Milestone 1: Establishment position and compliance map. The one question most of the money rides on: where was the business established for tax purposes since incorporation? The filed T2 says Ontario; the voluntary disclosure says Québec. Both cannot be right, and I have deliberately claimed nothing in writing until a CPA tests it. I need a written position with reasoning, plus a full federal + Québec compliance map: where I am and am not compliant, and the path to fully compliant.

Milestone 2: Authorizations and VDP strategy. MR-69 and CRA Represent a Client filed immediately on award. Then take over the disclosure: establish what it actually covers and what falls outside it, coordinate directly with the unit on the outstanding documentation, and recommend how to handle anything the program does not protect.

Milestone 3: Catch-up filings. Roughly 17 outstanding Québec returns, almost all already assessed at $0 (source-deduction periods plus an RL-1 pair), and the late CO-17.

Milestone 4: Recovery claims, federal and provincial. Recover the overpayments on both sides of the provincial line: a CPP-to-QPP transfer (PD24), a section 232 credit note for over-remitted HST, an amended T2 Schedule 5 for the Ontario tax, a loss carryback, and whatever else the cross-provincial cleanup surfaces.

4. Hard requirements: please do not apply if any of these is a no

* CPA in good standing with a Canadian provincial order, based in Canada. Québec tax competence is essential; CPA Québec membership is ideal but not required.
* Direct experience with a Revenu Québec voluntary disclosure. RQ's program, not CRA's; they are different programs run by different bodies.
* CO-17 prepared and filed by you or in-house, not outsourced.
* Willing to put the establishment position in writing.
* Fixed price against a written scope, billing staged against milestones. Hourly-only proposals with no cap will not be considered.
* Able to start within two weeks.

Seeking a professional to assist with estate planning and related tax matters. The role involves reviewing estate documents, advising on tax-efficient strategies, and helping clients understand the implications of their planning decisions. Experience with wills, trusts, and inheritance planning is important. This is a part-time, ongoing opportunity for someone who can provide clear guidance and support throughout the planning process.