Streamline Tax Law Projects with Vollna

We're expanding into Pakistan and need an experienced local professional to register our company and then stay on as our resident director with ongoing compliance support. This is a long-term engagement, not a one-off task.

PHASE 1: COMPANY SETUP
- Prepare the incorporation documents and file with the SECP
- Obtain the certificate of incorporation and the NTN
- Assist with opening a corporate bank account

PHASE 2: ONGOING SUPPORT (ANNUAL)
- Act as the company's local resident director
- Bookkeeping and tax filings with the FBR
- Review of our agreements with advertising networks
- Handling disputes over invalid or fraudulent ad traffic

WHO WE'RE LOOKING FOR
- Top Rated or Top Rated Plus freelancer/agency
- More than $50K earned on Upwork

CONTRACT STRUCTURE
Phase 1 is paid through fixed-price milestones; Phase 2 runs as quarterly contracts. Everything stays on Upwork, and we leave detailed feedback after each contract.

TO APPLY, PLEASE ANSWER:
1. How many companies have you registered?
2. What is your estimated timeline for Phase 1?
3. What is the total cost of Phase 1 (your fee + government fees), and your fee for Phase 2?

We're Zmartly, a UK accountancy firm. We regularly hear from early-stage founders who want to raise money under SEIS and EIS, and we're looking for a specialist to partner with us long term on the applications.
We hold the client relationship and look after the accounts, Corporation Tax and bookkeeping. What we need from you is the SEIS and EIS work itself:
• advance assurance applications to HMRC, including a review of the business plan and investment documents
• handling HMRC's questions on each application
• the SEIS1 and EIS1 compliance statements after the round, and the SEIS3 and EIS3 investor certificates
• a view on eligibility points such as convertible loan notes, advance subscription agreements and equity for advisors
We have one founder ready now, a pre-revenue tech start-up planning an angel round with a possible accelerator loan note. More will follow.
To move quickly, please reply with:
• how many hours an SEIS advance assurance application usually takes you, and the same for an EIS one and a combined SEIS and EIS one
• how many hours the compliance statement and investor certificates take after the round
• how many advance assurance applications you've submitted in the last 12 months, and how many were approved
• your qualifications (for example CTA, ACCA or ICAEW) and whether you hold professional indemnity insurance
• your turnaround from receiving the business plan to submission
UK-qualified specialists only, please, as the work is under UK tax law.
Thanks

We are looking for an experienced US sales tax expert to help with state tax registrations and tax optimization for our Shopify dropshipping business.

We operate through a UK LTD and sell to customers across the United States. We need someone with proven experience handling US sales tax registrations for foreign businesses, ideally UK limited companies.

Your role will include:

Reviewing our sales and business setup to identify our tax obligations in each state.

Checking state sales tax thresholds and confirming where registration is required.

Handling the registration process, including applications, supporting documents, and follow-ups.

Reviewing our tax setup and recommending compliant ways to reduce unnecessary tax costs, including applicable exemptions and resale certificates.

Helping configure Shopify sales tax collection correctly.

Explaining filing deadlines, payment requirements, and ongoing responsibilities for each registered state.

We need strong knowledge of state-specific rules and how sales tax applies to dropshipping, supplier purchases, and sales to US customers. You should know the steps required in each relevant state and provide practical, hands-on support.

Please include the following in your application:

Your experience helping UK LTDs or other foreign businesses selling in the USA.

Examples of US state sales tax registrations you have completed.

Your experience with tax optimization for Shopify dropshipping businesses.

Your proposed approach, estimated timeline, and fees.

We are looking for a specialist with a proven history of completing similar projects successfully.

Please write your application in your own words. Generic, copied, or AI-generated applications will be rejected.

Start your application with “BLUE MAPLE” so we know you read the full post.

Describe one US sales tax registration you personally completed for a UK LTD or another foreign business. Include the state, the steps you handled, and one problem you solved.

We will shortlist applicants based on relevant experience and clear, specific answers.

Jose, my daughter and I would like to establish a new business in Mexico, specifically Playa del Carmen. We also need an opinion on a trademark that we would like to get for Mexico use.

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

# Irish VAT Specialist – Written VAT Classification Assessment for Childcare Startup

About Us

We are an Irish childcare company providing professionally managed childcare services to families and organisations.

We are seeking an experienced Irish VAT adviser or appropriately qualified accountant to provide a concise, independent written assessment of the VAT treatment of our core childcare business model, considering both Irish and relevant EU VAT legislation.

We are a small startup with a limited advisory budget and want to keep this engagement focused and proportionate.

Business Model

- We directly employ childcare professionals under PAYE.
- Clients (primarily families) contract directly with our company for a managed childcare service. We retain responsibility for supervising, directing and managing our employees and do not supply staff for employment by families.
- We are responsible for recruitment, safeguarding, Garda vetting, payroll, care coordination and service oversight.
- Childcare is delivered primarily in clients' homes.
- We operate commercially on a for-profit basis.
- We have previously consulted the relevant regulatory authorities and understand that our existing in-home service model falls outside the applicable childcare registration requirements.

Specific Questions to Address

We require a focused assessment addressing the following questions:

1. Irish VAT Classification: Does our directly employed, managed childcare service qualify for VAT exemption under Irish legislation, particularly Schedule 1, paragraph 4 of the Value-Added Tax Consolidation Act 2010?

2. For-Profit Status and Regulatory Requirements: How does our commercial, for-profit status and position outside the relevant childcare regulator's registration remit affect eligibility for VAT exemption?

3. Managed Childcare versus Supply of Staff: What is the VAT significance of providing childcare services as principal, with responsibility for service delivery, supervision and management, rather than supplying personnel to clients?

Does this distinction affect the applicable VAT classification, and what additional conditions must be satisfied for an exemption?

4. EU VAT Legislation and Relevant Case Law

How should the Irish VAT provisions be interpreted in light of:
- Article 132(1)(h) of Council Directive 2006/112/EC concerning services closely linked to the protection of children and young persons.
- Relevant Court of Justice of the European Union (CJEU) case law, including *Kingscrest Associates* (Case C-498/03).
- The principles governing recognition of private, profit-making organisations as bodies devoted to social wellbeing, including any relevant implications of fiscal neutrality.

In particular, could the EU VAT framework materially affect the assessment of exemption eligibility for a for-profit childcare provider operating outside the relevant domestic regulatory registration regime?

We require a proportionate assessment of these considerations, not an extensive EU law research exercise.

5. Recommended VAT Treatment
Based on the analysis, what VAT treatment should we adopt for our core childcare services?
Please identify the legal basis, material conditions, uncertainties and whether further clarification from Irish Revenue is recommended.

Deliverables
We require a concise written assessment (approximately 1–2 pages, or longer where reasonably necessary) containing:
- A clear conclusion on the applicable VAT treatment, including whether exemption is available and on what conditions.
- References to relevant Irish VAT legislation, Revenue guidance and applicable EU legislation or case law.
- Brief supporting reasoning and key factual assumptions.
- Any significant risks, alternative interpretations or unresolved uncertainties.
- A recommendation on whether formal clarification from Revenue is advisable.

The assessment should be suitable for retention as part of our internal tax compliance documentation.

A concise professional assessment is sufficient. We do not require a lengthy legal memorandum or comprehensive legal opinion.

Exclusions

To keep the engagement proportionate, the following are outside scope:
- VAT registration applications or VAT return preparation.
- Comprehensive VAT compliance or accounting reviews.
- Contract drafting or detailed contractual amendments.
- Separate classification of corporate/event childcare, healthcare or other ancillary services.
- Detailed international VAT analysis beyond the relevant EU exemption provisions.
- Preparing or submitting correspondence to Revenue.

Qualifications
Applicants must demonstrate relevant experience advising on Irish VAT legislation, particularly VAT exemptions.

Experience involving childcare, home care, welfare services or comparable managed-service business models is highly desirable.

CTA (Irish Tax Institute), ACA, ACCA or equivalent relevant professional qualifications are preferred.
Familiarity with EU VAT legislation and relevant CJEU case law is important.

Applying

Please provide:
1. Your relevant Irish VAT advisory experience, particularly involving exemptions or comparable service businesses.
2. Your professional qualifications.
3. Your proposed fixed-price quotation.
4. Confirmation that your fee includes a written assessment with supporting legal references.
5. Your estimated turnaround time.

We will provide a concise description of our operating model and relevant supporting documentation to minimise onboarding and research time.

Our priority is obtaining clear, independent and proportionate professional advice on the VAT classification of our core childcare services, supported by the relevant Irish and EU legal framework.

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,

Georgian lawyer/accountant to register my Individual Entrepreneur + 1% Small Business Status (I provide the apostilled POA)

I'm an Indian national. I want to register as an Individual Entrepreneur (IE) in Georgia (the country) and get Small Business Status (1% tax). I'll handle all document preparation in India myself. I need you to handle everything in Georgia.

MY PART (done in India):
- Sign the Power of Attorney in front of an Indian notary, using the text you send me
- Get state attestation and an MEA apostille on the POA and a copy of my passport
- Courier the originals to you in Georgia
- Send you scans, my contact details and a description of my business activity

YOUR PART (done in Georgia):
1. Before I start my part, confirm my activity qualifies for Small Business Status and choose the correct activity code.
2. Send me the POA text in English and Georgian, limited to IE registration, the legal address, Revenue Service registration and Small Business Status, with an end date. No banking or general powers.
3. Provide a legal address in Georgia for 12 months, with the property owner's written consent and the registry extract in a form NAPR accepts.
4. Receive my apostilled documents and arrange the certified Georgian translation and notarization.
5. Register my IE at the Public Service Hall / NAPR and send me the registry extract.
6. Activate my rs.ge account, apply for Small Business Status and send me the approval certificate and login details.
7. Advise me on opening a bank account in Georgia.
8. Optional, quoted separately: monthly 1% declarations and the annual declaration.

REQUIREMENTS:
- You are based in Georgia and are a licensed lawyer or accountant (please share your Georgian Bar Association membership or company registration).
- You have registered IEs with Small Business Status for foreigners before, ideally using apostilled documents from India.
- You speak English fluently.

PLEASE INCLUDE IN YOUR PROPOSAL:
- A fixed price for items 1–7, with government, translation, notary and legal address fees listed separately
- The address you'll send the courier to
- A realistic timeline from receiving my documents
- Your monthly fee for item 8

Payment: fixed price through Upwork, in milestones:
(1) POA text approved and activity code confirmed
(2) IE registered and extract sent
(3) Small Business Status approved

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.

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.

My GST returns for India have piled up and I need them filed in one shot to bring my account completely up to date. The work involves a regular GST return filing rather than a fresh registration, and it is strictly a one-time catch-up exercise for the pending period.

All purchase and sales data, invoices, and previous payment challans are already organised in Excel along with access credentials for the GST portal. I simply need a qualified Chartered Accountant—registered in India and familiar with the GSTN system—to review the data, prepare the correct GSTR-3B and GSTR-1 where due, reconcile any differences, and submit the return successfully.

Deliverables
• Validation of my bookkeeping data and tax liability
• Preparation and e-filing of the required GST return(s) for the pending period
• Download of the filed acknowledgement and a brief summary of liabilities, interest, or late fees (if any)

Completion is expected within three working days once the source documents are shared. Prompt communication through chat and a quick hand-over of the final GST portal acknowledgements will mark the job as done.

Skills: Accounting, Excel, Intuit QuickBooks, Tax Law, Bookkeeping, Tax Compliance, Financial Accounting, Tax Preparation

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

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.

I need consulation regarding German and US tax in the years 2023-2025. Specifically where to pay what tax, in Germany or US or both.

I lived in Germany full-time from 2023 onward, with a US single-member LLC in California and a greencard until 2025.

I am working with an expert on the US tax returns, but need to understand double taxation and where to pay what tax.

Neither US nor German tax returns from 2023-2025 have been filed yet.

I’m looking for a licensed CPA or enrolled agent to prepare and file a late final return for a dissolved single-member S-corporation, plus my personal 2025 return.

Background
NC-based single-member LLC taxed as an S-corp, dissolved with the state. I mailed the IRS a closure notice in October 2025.
No 2025 extension was filed for either return.
2023 and 2024 returns were filed.
Income is recorded in QuickBooks Online. A small number of expenses may be missing and need reconstructing from statements.
Personal 2025 income includes W-2 and unemployment.

Scope
- Final federal Form 1120-S with a final K-1
- NC S-corp return (CD-401S) and any other required NC filings
- Personal 2025 Form 1040 and any state return
- Request first-time penalty abatement if eligible

Requirements
- Active CPA or EA license, with the license number and issuing state in your proposal
- Will sign returns as the paid preparer with a PTIN
- Uses a secure portal for sensitive documents, with no bank logins and no SSN by chat
- Fixed price in milestones
- Will help respond to IRS or NC notices on these returns

In your proposal, please tell me:

How many late-filed S-corp final returns have you handled?
What documents do you need from me first?
What is your flat fee and your timeline?

Title: Seeking U.S.–Mexico Cross-Border Tax Advisor — LLC Formation, Stripe Payments & Vacation Rental Business

I'm looking for an experienced cross-border CPA or tax advisor with expertise in U.S. and Mexican taxation, LLC formation, and international payment processing.

The project involves an established vacation rental management business operating in Mexico that is exploring the formation of a U.S. LLC to facilitate online reservations, USD payment collection, and distributions to property owners.

We are evaluating two potential payment structures:

Option 1 — Stripe Connect / Split Payments

A direct-booking website processes guest reservations through Stripe Connect or a custom API integration. Payments are allocated between the property management business and individual property owners, potentially allowing owners to receive their rental proceeds directly.

Option 2 — U.S. LLC / Centralized Payment Collection

A U.S. LLC receives reservation payments through Stripe into a dedicated U.S. business bank account, retains its management commission, and subsequently distributes the remaining funds to property owners.

We need professional guidance regarding:

1. The most appropriate U.S. LLC structure and state of formation, considering Wyoming, New Mexico, and other alternatives.
2. U.S. and Mexican tax implications of an LLC whose operations are primarily managed from Mexico.
3. Federal and state reporting requirements, including cross-border tax residency considerations.
4. Tax treatment of gross reservation payments, management commissions, and funds collected on behalf of third-party property owners.
5. Differences in tax exposure and reporting between Stripe Connect split payments and centralized LLC collections.
6. Mexican IVA, lodging tax, and ISR obligations associated with vacation rental reservations.
7. Tax withholding and reporting requirements when distributing payments to U.S., Canadian, and Mexican property owners.
8. Potential payment-intermediary, money-transmission, or other regulatory considerations.
9. Banking, invoicing, accounting, and compliance requirements for the proposed structures.
10. Estimated setup costs, ongoing compliance expenses, and recommendations for the most efficient legally compliant structure.

The objective is to develop a transparent, scalable, and tax-compliant payment system for a vacation rental booking platform serving international guests and property owners.

We are specifically seeking someone who has practical experience with both U.S. and Mexican tax systems. Experience with Stripe Connect, international payment platforms, hospitality businesses, or marketplace payment structures would be highly desirable.

Please include the following in your proposal:

- Your relevant cross-border tax experience and professional credentials.
- Whether you can advise on both U.S. and Mexican taxation or collaborate with a qualified professional in the other jurisdiction.
- Your experience with LLC structures, international payments, and third-party fund distributions.
- Your consultation fee and availability.
- Whether you can provide a written assessment comparing the proposed payment models.

This engagement would begin with a paid consultation, with the possibility of additional advisory and implementation work.

Thank you.

I'm a UK resident and sole owner of a US (Wyoming) single-member LLC that will drop-ship high-ticket products to US customers through Shopify.

I need a UK-qualified accountant or tax adviser who has dealt with UK residents who own US LLCs, to advise on the UK side.

A separate US-based Enrolled Agent will handle the US filings (Form 5472 and the pro-forma 1120), so I need someone happy to coordinate with them.

WHAT I NEED
1. How HMRC treats my LLC: as transparent (profits taxed on me directly) or as a company, and what that means for how I'm taxed.
2. How and where profits would be taxed in the UK, what I must register for, and the deadlines.
3. How the UK-US double tax treaty and any US tax credits apply, so I don't pay tax twice.
4. Whether the LLC could count as UK tax resident because it's run from the UK, and what follows if so.
5. How to take money out of the LLC (drawings, dividends or otherwise) and the tax on that.
6. Any UK VAT questions for selling goods to US customers.
7. Bookkeeping and currency (USD/GBP) record-keeping that works for both HMRC and the US filings.
8. Whether I should restructure later (for example a UK company in place of or above the LLC) as the business grows.

WHAT I'M LOOKING FOR
- A UK qualification (ACA, ACCA, CTA or similar). Please state it and your registration or membership number.
- Real experience with US LLCs owned by UK residents (please be specific, no need to name clients).
- Clear, plain-English advice. I'm not a tax specialist.
- Willingness to read a short note from my US adviser and work with them.

HOW TO APPLY
Please answer the screening questions and tell me whether you'd quote a fixed fee for an initial advisory report and, separately, a yearly fee for ongoing tax return and bookkeeping support.

A short intro call first would be welcome.

I run a small psychotherapy practice in New York City and use Gusto for payroll. One employee moved to Philadelphia in mid-July 2026 and works remotely. I’ve registered for Pennsylvania withholding, unemployment, and Philadelphia Wage Tax, but Gusto didn’t file our Q3 2026 New York return.

I need a CPA or EA to:

Prepare and file our Q3 2026 NYS-45 by October 30
Review, and file if needed, our Q3 Pennsylvania UC-2/UC-2A and PA W-3, including how to handle Pennsylvania withholding for the part of Q3 when New York tax was still being withheld
Advise briefly on New York vs. Pennsylvania withholding going forward, including the convenience-of-the-employer rule

I’d also welcome ongoing help after this, but the Q3 filings come first.

Requirements: active CPA or EA license, hands-on experience with NY and PA payroll filings, and availability this week. Please include your rate and a sentence on similar multistate payroll work you’ve done.

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.

I'm a US citizen that wants to move to Romania

I have an S corp in the US, and want to limit any additional taxes I have to pay in Romania

I want to see my options, and want someone to help me with this

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.

**Tax & VAT Opinion Needed – Romanian Sole Trader Operating Affiliate Coupon Website Targeting Czech Consumers**

### Summary

Hello,

I own a Romanian affiliate coupon website and operate as a Romanian sole trader (PFA) in Romania.

### Current Situation

* I run a coupon/deals website in Romania.
* I promote merchants through affiliate networks such as Dognet, Awin, and similar platforms.
* I receive affiliate commissions from these networks and invoice through my Romanian PFA.
* I have no employees or office outside Romania.

### Expansion Plan

I want to launch a Czech version of my coupon website targeting customers in the Czech Republic.

I would promote Czech merchants available through the same affiliate networks I already use.

The affiliate links, tracking, payments, and commissions would still be managed through the affiliate networks.

The work would continue to be performed entirely from Romania.

I would not have employees, office space, warehouse, inventory, servers under my control, or any physical presence in the Czech Republic.

### Questions I Need Answered

1. Can I legally operate this Czech affiliate website through my existing Romanian PFA?
2. Would affiliate commissions generated from Czech merchants create any corporate income tax or personal income tax obligations in the Czech Republic?
3. Would I be required to register a company, branch, or sole proprietorship in the Czech Republic?
4. Could this activity create a Permanent Establishment (PE) in the Czech Republic?
5. Are there any VAT registration requirements in the Czech Republic for this business model?
6. Does the Romania–Czech Republic Double Tax Treaty affect this situation?
7. Under what circumstances would I actually need a Czech company, branch registration, or Czech tax registration?
8. Are there any withholding tax implications on affiliate commissions paid by Czech merchants or affiliate networks?
9. Are there any specific reporting obligations when earning affiliate commissions related to Czech merchants while being established in Romania?
10. Are there any local Czech digital services, e-commerce, advertising, or consumer protection regulations that could affect this affiliate coupon website?

### Deliverable Required

I require a written tax opinion explaining:

* Whether a Romanian sole proprietor (PFA) operating an affiliate coupon website targeting Czech consumers must register a business in the Czech Republic.
* Whether Czech taxes would apply to affiliate commissions earned from Czech merchants.
* Whether Czech VAT registration is required.
* Whether a Permanent Establishment risk exists.
* How the Romania–Czech Republic Double Tax Treaty applies.
* Any relevant compliance, reporting, or registration requirements.

Please include references to:

* Czech income tax legislation
* Czech VAT legislation
* Czech tax authority guidance (if applicable)
* EU VAT rules
* EU cross-border services regulations
* The Romania–Czech Republic Double Tax Treaty
* OECD Permanent Establishment principles (where relevant)

### Consultant Requirements

* Experience with Czech tax law, international taxation, EU VAT, and cross-border digital businesses.
* Ability to provide a professional written tax opinion in English.
* Ability to legally issue an invoice (company invoice or freelancer invoice) for the services provided.
* Payment will be made exclusively through Upwork.
* No off-platform work or payments.
* I require a valid invoice/receipt suitable for accounting and tax purposes in Romania.

### Preferred Experience

* Cross-border EU taxation
* Affiliate marketing businesses
* Digital publishers
* Online advertising businesses
* VAT compliance for online businesses
* International tax advisory

Please briefly describe your experience with Czech tax matters and similar cross-border digital business structures when submitting your proposal.

I need a CPA or Enrolled Agent to bring a two-member LLC and its two members back into filing compliance, and then to deal with the penalties and the balance owed.

READ THIS BEFORE YOU BID

Neither member of the partnership has filed a personal return for 2021, 2022, 2023, 2024 or 2025. The partnership has not filed for 2021, 2022 or 2023. Roughly $1.48M of gross receipts moved through the business over three years.

I am telling you this up front because it changes the engagement and I do not want to waste your time or mine. I am looking for someone who does non-filer and tax-resolution work, not seasonal return preparation.

An Enrolled Agent is equally welcome. EAs have the same IRS representation rights as CPAs and are often better priced for this kind of work.

THE ENTITY

A political and public-affairs consulting LLC in Nashville, Tennessee (NAICS 541990). Two 50/50 members. Cash basis. Partnership by default - no Form 8832 or 2553 was ever filed and the IRS filing requirement on file is 1065. Thirteen client engagements. Operations ceased August 2023.

WHAT I NEED

1. Forms 1065 for 2021, 2022 and 2023, with Schedules K-1 to both members
2. My personal Forms 1040 for 2021 through 2025
3. Tennessee franchise and excise returns for all three years
4. Build the penalty-abatement case - see below
5. Advise on collection alternatives - instalment agreement, offer in compromise, or currently-not-collectible. Cash is my constraint.
6. Advise on late Forms 1099-NEC, and on sales tax that was collected from clients but never remitted
7. Review the reconstruction below and tell me where you disagree

THE WORK IS ALREADY DONE ON MY SIDE

I am not handing you a shoebox. What exists:

- Four bank accounts fully reconstructed from statements and registers, 2021 through 2026
- 74 written workpapers documenting every finding, with source citations
- A three-column tax model setting out three reporting positions, by year, with assumptions documented
- A 154-invoice register, fully reconciled - every gap in the number sequence individually identified, dated and attributed
- 16 signed client agreements
- A complete QuickBooks audit log, 5,341 events
- A complete 2021 Form 1065 and TN FAE 170, professionally prepared in October 2022 but never filed
- A written question list of about two dozen open judgment calls, with the authority cited for each

ON PENALTIES - BE REALISTIC WITH ME, NOT OPTIMISTIC

Because neither partner has filed personally, I understand Rev. Proc. 84-35 is unavailable and First-Time Abatement is doubtful. So the case rests on general reasonable cause under 6651(a) and 6724.

One fact against me, so you are not surprised by it: a firm prepared a complete 2021 return in October 2022 and I did not sign the e-file authorisation, so it was never filed. I am told that makes reasonable cause for 2021 weak.

Facts I think are genuine:
- My former business partner has withheld records; the correspondence is documented
- No return was ever prepared for 2022 or 2023 and the records were not available - one operating bank account was not even identified until this reconstruction
- The QuickBooks file contains a documented phantom receivable and a write-off of an invoice that had actually been paid
- I reconstructed three years of books from bank records before any IRS contact

Tell me what you would plead, for which years, and what else you need. A candidate who promises the penalties will be waived is one I will pass on - nobody can promise that.

And tell me straight if abatement is not realistic. If it is not, I would rather spend the fee on getting filed and negotiating what I can actually pay.

YOU WILL HAVE TO DEAL WITH MY FORMER PARTNER'S CPA

This is a firm requirement, not a possibility.

I sent a detailed information request to my former partner's attorney in September 2026. Her counsel has confirmed it is substantially complete and will be released only once her CPA is in contact with mine. There is no other way to get these records, and they are material - roughly $71,000 of payments with unidentified recipients and a $149,000 schedule of claimed business expenses paid from her personal accounts.

That same contact is how we find out whether she filed her own returns.

Please tell me you are comfortable corresponding with the other member's accountant in a live partnership dispute, and how you would approach it. If that is not something you want to take on, this is not the right job for you, and I would rather know now.

OTHER COMPLICATIONS, STATED UPFRONT

- Substantiation is the main exposure. Roughly $363K of deductions are supported by bank records but not full documentation. I will need your judgment on the Cohan reasonable-estimate doctrine.
- No vendor W-9 was ever collected. There are no TINs and no addresses for any contractor, against about $187K of contract labor.
- Both members were issued W-2s through a payroll provider while the partnership reported guaranteed payments - the same dollars documented twice under incompatible characterisations.
- Sales tax was charged to clients and collected (~$8.3K Tennessee, $400 Pennsylvania) and never remitted.
- Possible out-of-state nexus - Pennsylvania, Michigan, possibly California.
- The LLC may be administratively dissolved in Tennessee for unfiled annual reports.
- Do not rely on the QuickBooks file. The bank reconstruction is the authority.

REQUIRED EXPERIENCE

- CPA or EA, active, authorised to e-file and to represent before the IRS on a Form 2848
- Demonstrable non-filer / tax-resolution experience - multi-year unfiled personal and entity returns
- Delinquent multi-year partnership returns
- Partnership taxation: 704(b) capital accounts, 707(c) guaranteed payments, 708 termination, 731 distributions, 706 allocations
- Penalty abatement - First-Time Abatement, Rev. Proc. 84-35, 6698, and 6724 reasonable cause
- Collection alternatives - 6159 instalment agreements, 7122 offers, currently-not-collectible
- Tennessee franchise and excise
- Information-return penalties - 6721, 6722
- Multi-state nexus

Useful but not required: experience with political committees, PACs or campaign vendors; familiarity with agency/conduit treatment of client funds.

HOW I WOULD LIKE TO WORK

Everything is in an organised Google Drive folder. Start with the engagement brief and the question list - between them they will tell you in about thirty minutes whether this is a fit and what it should cost. I will share the folder with shortlisted candidates.

I am responsive, I have done the preparation, and I will not waste your time. I am looking for someone who will tell me plainly where I have got something wrong.

Project Overview

We are seeking an experienced tax strategist (CPA or Enrolled Agent) to develop and help implement a comprehensive tax strategy for a married couple with W-2 income and business interests who reside and file taxes in California.

Our primary objective is to identify legal, supportable tax strategies that can be implemented before the end of 2026 to reduce our federal and California tax liabilities.

We are looking for more than general tax advice. We want a proactive, resourceful strategist who will explore a broad range of approaches, challenge conventional assumptions where appropriate, and work diligently toward our tax goals while staying firmly within the law. The engagement should include a written tax strategy and a clear implementation roadmap so we understand which opportunities are available, what each requires, and how to put the strategies we select into action.

Primary Scope of Work
Comprehensive Written Tax Strategy

Review our financial and tax situation and prepare a written tax-planning report that:

• Identifies the tax strategies available to us for 2026
• Explains why we qualify for each strategy, or what we would need to do to qualify
• Estimates the deduction or loss each strategy could generate and how much of it could legally offset our W-2 income
• Estimates the resulting federal and California tax savings separately, distinguishing savings available in 2026 from those deferred to a future year
• Shows the projected combined effect of the recommended strategies on our 2026 federal and California tax bills, accounting for how the strategies interact
• Identifies risks, compliance requirements, and recordkeeping obligations
• Explains whether each strategy produces permanent tax savings or primarily defers taxes
• Prioritizes the strategies based on projected savings, cost, complexity, timing, and audit risk; and
• Gives us enough information to decide which strategies we want to implement.

The analysis must account for both federal law and California tax treatment. Please clearly explain any differences in deductions, depreciation rules, or limitations on business losses.

Before Engagement: Proposal and Fees:
Provide a strategy-by-strategy or service-by-service list of implementation fees, with pricing tied to each strategy or service, along with any anticipated filing or third-party costs. Please also list any expected recurring fees for ongoing support.

After Engagement: Expected Deliverables:
We are looking for tax planning, implementation support, and tax-return preparation. We expect the selected professional or their firm to prepare and file our 2026 federal and California income tax returns, incorporating the strategies we implement.

In addition to the written tax-strategy report, the selected professional should provide:
• A clear implementation roadmap showing the steps, required documents, deadlines, and expected deliverables for each recommended strategy
• An assessment of which strategies can realistically be implemented in time to affect our 2026 taxes, including a list of actions that must be completed before December 31, 2026; and
• Direct assistance implementing the strategies we select, with a clear explanation of which implementation services you would perform, which you would coordinate, and which would be outside your scope.
• A written projection of the expected federal and California tax filing results, followed by a summary of the actual results after filing, along with clearly defined support for any tax notices or audits and support for the following filing year.

Qualifications
The ideal candidate should have experience with:
• Federal and California tax planning
• Business expense deductions and the rules determining whether business losses can offset W-2 income
• Home-office and Augusta Rule strategies
• Section 179, bonus depreciation, and heavy business vehicles
• Solo 401(k) and SEP IRA planning
• Charitable donation deductions
• Real estate cost segregation; and
• Business acquisitions and purchase-price allocations.

To Apply
Please share your credentials, relevant federal and California tax-planning experience, proposed approach, estimated fees or fee ranges for each type of service typically provided, expected timeline for the work, and availability to complete time-sensitive work before the end of 2026.

Please also share your availability for an introductory call in the upcoming week to discuss the scope of work in detail and determine whether we are a good fit.

A virtual accounting firm based near Washington, DC is looking for a Tax Advisory Expert. This is not your everyday tax filer role. This someone who will work directly with our clients, determining the client’s goals (save for the future, reduce taxes, large charitable contributions, etc.), develop a tax plan for them, with the goal of aligning their goals with tax savings. We have used this approach to save other clients $10,000s+. After some training, this person will independently handle communications with clients, setting meetings, determining their goals, developing a tax plan, and monthly/quarterly check-ins with the client. Of course, any report that goes out to the client will be reviewed by management, but other than that, the goal of this position is to work independently, aligning client’s goals with tax strategies.

For this role, we are looking for someone with-
• 5+ years’ experience with tax filings
• Prior experience with tax planning
• Team player-someone who is willing to help out with other areas of the business like tax filing or resolution when needed.
• EA or CPA designation
• US Based

We are not looking for a team, we are looking for an individual who wants to go with our team.

What you get from us-
• $50-$100 a hour, DOE
• Remote work environment
• Flexible hours, as long as our clients’ needs are being met, we don’t have strict hours
• Ability to train under a CPA with 15+ years of experience
• Even though we are virtual, we come together once a month virtually and once a year, in-person

Thank you for your time!

already discussed during other conversations from my telstar account

I am looking for a qualified U.S. tax professional with experience handling foreign-owned, single-member LLCs to review and complete the required federal tax filings for the 2025 tax year.

The LLC was formed in Wyoming on November 11, 2025. It has a single foreign owner who resides and operates the business from India. The LLC is treated as a disregarded entity for U.S. federal tax purposes, according to its EIN application, and no corporate tax election is known to have been made.

The Wyoming annual report has been filed and the state registration is current. However, the LLC's federal tax return and information reporting have not been filed, and I need professional assistance determining the applicable requirements and completing any outstanding filings.

Scope of Work

The selected professional will be responsible for:

1. Reviewing the LLC's federal tax classification and determining its applicable U.S. federal filing obligations for tax year 2025.
2. Determining whether Form 5472 is required for a foreign-owned U.S. disregarded entity.
3. Preparing Form 5472 and the required pro forma Form 1120, if applicable.
4. Reviewing owner-related and formation-related transactions, including:
- LLC formation fees paid directly by the owner using personal funds.
- Registered-agent and virtual mailbox fees paid by the owner.
- Client payments received into the LLC's U.S. bank account.
- Transfers from the LLC's U.S. bank account to the owner's personal bank account in India.
5. Preparing any required statements or supporting schedules for reportable transactions.
6. Reviewing whether any additional U.S. federal tax forms or filings are required based on the LLC's activities and circumstances.
7. Advising on the appropriate procedure for submitting any overdue filings and whether reasonable-cause penalty relief may be appropriate.
8. Providing copies of the completed forms, filing instructions, and proof of submission once filed.

Business Details

- Entity type: Wyoming single-member LLC
- Formation date: November 11, 2025
- Owner: One foreign individual residing in India
- Business operations: Conducted from India
- Federal tax classification: Disregarded entity, according to the EIN application
- Revenue: Client payments received in U.S. dollars
- Owner transactions: Personal funds used for formation and business expenses; transfers made from the LLC's U.S. bank account to the owner's personal Indian bank account
- Wyoming annual report: Filed; state registration is current
- Federal filings for 2025: Not yet filed
- EIN: Already assigned

Additional financial records and supporting documents will be provided securely to the selected professional.

Required Qualifications

- Demonstrable experience with foreign-owned U.S. LLCs.
- Strong knowledge of IRS Form 5472 and pro forma Form 1120.
- Experience with nonresident foreign owners and cross-border tax reporting.
- Familiarity with late filings and reasonable-cause penalty relief procedures.
- Ability to explain filing requirements clearly and identify any additional compliance obligations.

A CPA, enrolled agent, or other appropriately qualified U.S. tax professional with relevant experience is preferred.

Deliverables

- Review of applicable federal filing requirements.
- Completed and reviewed Form 5472 and pro forma Form 1120, if required.
- Any required transaction statements or attachments.
- Guidance on late filing and potential penalty relief.
- Submission of the required forms using the applicable IRS procedure, if included in the agreed scope.
- Copies of filed documents and confirmation of submission.

Proposal Requirements

Please include the following in your proposal:

1. Your experience preparing Form 5472 for foreign-owned, single-member LLCs.
2. Whether you have handled cases involving owners residing in India.
3. Your fixed fee for reviewing, preparing, and filing the required forms.
4. Whether your fee includes late-filing assistance and reasonable-cause penalty relief support.
5. Your estimated turnaround time.
6. Confirmation that you will handle the work personally or identify the qualified professional who will perform it.

Please provide a clear breakdown of your fees and any additional charges before work begins.

I am looking for an experienced professional who can handle this matter accurately, explain the requirements, and help bring the LLC into federal tax compliance.