
Closed
Posted
I’m a sole-proprietor who keeps day-to-day records in QuickBooks, but I need an experienced bookkeeper to turn that data into an accurate, compliant tax return. Your job is to review and reconcile my QuickBooks file, flag any inconsistencies, and then prepare the full set of schedules and forms required for annual filing. The file is current through the year; bank and credit-card feeds are connected, yet some transactions still need proper categorisation and matching. Once everything balances, I’ll rely on you to generate the final tax package, along with a brief summary of deductible items you’ve optimised so I understand the numbers before submission. Deliverables: • Reconciled QuickBooks file through year-end • Completed tax return (sole proprietor forms and schedules, ready for e-filing) • One-page explanation of key figures and deductions Accuracy, confidentiality, and clear communication are essential. If you’ve handled similar projects for freelancers in QuickBooks and can turn this around efficiently, let’s get started.
Project ID: 40285574
32 proposals
Remote project
Active 28 days ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
32 freelancers are bidding on average $19 USD/hour for this job

Hi do you have iif file or backup file of QB, Please share. Which QB version you are using for your books Further please share previous year tax return Thanks Javed
$20 USD in 40 days
8.2
8.2

Hello Sir, Hope you are doing well, You need a professional book keeper & accountant with expertise in quick books Desktop/online and accounts & finance for your assignment. I am Quick Books Online Certified professional book keeper & accountant with MBA/MS finance; Member of Institute of Chartered Accountants having more than 10 years of experience in book keeping in: 1. Quick books online /Desktop book keeping & customisation, 2. Accounts & Finance. 3. Balance Sheet 4. Profit & Loss 5. Cash flow 6. Budget 7. Audit 8. Bank/Credit card reconciliations 9. Microsoft office I am providing book keeping services in quick books online /desktop and accounts services in many organization. I will do your task according to your expectations and accuracy with unlimited revisions. I can assure you best of my services in my field. I am available for more than 40 hours in a week. If you choose me for your project, I guarantee that you will receive a professional and high-quality work in a timely manner. However, if you have any questions, please feel free to ask! I am welcoming. Anxious to hear a positive response from your side Regards, Tahir
$15 USD in 40 days
6.7
6.7

Hi, I have carefully read the project. I’m able to do this. I’m CBA and CPA qualified. I’m pro advisor of Quickbook and certified accountant of xero also expert in wave, sage, kashflow, kashoo, zoho, odoo, MYOB and Appfolio. I have four years of experience in bookkeeping, financial reporting, financial modelling, budgeting & forecasting and tax. I’m ready to provide you a quality work with perfection. Please open the chat for further discussion. Thanks & regards Mussadiq Hussain
$15 USD in 40 days
6.8
6.8

Hi, I am an experienced Associate Member of certified Cost And Management Accountant (ACMA), Financial Analyst and Certified Public Accountant (CPA) having more than 7+ years' experience in finance. I have gone through your project with interest and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing Financial Modelling, Business Analysis, Business Plan, Financial Analysis, Financial Forecasting, Excel, Advance Excel, Visual Basics, Payroll, Data Processing, Data Entry, Finance, Accounting, Financial Research services and serve my more than 3+ years with top rated Audit firm (KPMG) during which I have dealt with a number of clients and provided them extremely satisfied services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advance Excel, Quick Book, Intuit Quick Book ,XERO, Microsoft Dynamic, Enterprise and more. I am a fast learner, problem solver, detail oriented and highly organized. Looking forward to hearing from you soon! Looking forward to hearing from you Best Regards. Zakwan
$15 USD in 40 days
6.3
6.3

Hello, I am Mohmed, with over 8 years of experience in Accounting, Intuit QuickBooks, and Bookkeeping. I have carefully reviewed your project requirements. To assist you with the QuickBooks Tax Prep, I will start by reviewing and reconciling your QuickBooks file, ensuring all transactions are accurately categorized and matched. I will then prepare the necessary schedules and forms for your annual tax filing, providing a detailed summary of deductible items optimized for your understanding. I have successfully handled similar projects for freelancers, ensuring accuracy, confidentiality, and efficient communication throughout the process. Let's discuss further details in chat. Best regards, Mohmed
$25 USD in 40 days
5.7
5.7

With over five years of experience in bookkeeping, I have perfected my skills in handling QuickBooks, Xero, NetSuite, Sage Intacct and Microsoft Excel, alike. My data entering expertise combined with my meticulousness ensure a clean, well-categorized file for easy access and management. Your satisfaction is paramount to me, so I'll not only reconcile your accounts but also track expenses and provide customized financial reports to help you make informed decisions. Being an Efficiency Enthusiast and detail-oriented, rest assured there won't be any inconsistency or discrepancy in your tax return. In collaboration with you and after thoroughly optimizing deductible items, I'll generate a clear one-page analysis summarizing all the crucial numbers for your understanding before submission. Confidentiality is my priority. Your data's security is assured when working with me. Let's transform your daunting tax season into a hassle-free experience together! I’m just a message away from helping you make sure you keep more of what you earn this tax season!
$20 USD in 40 days
4.1
4.1

Having used QuickBooks for more than half a decade, I can confidently assure you that my expertise in this accounting software is unmatched. My proficiency extends to important tasks like data entry and categorization, accurate account reconciliation, and financial reporting - everything necessary for creating an organized tax return. As for meeting the demands of a freelancer's financial cycle, I've been down that road before! Having worked extensively with freelancers and small businesses, including sole-proprietors like yourself, I understand the precise needs and deadlines that come with tax preparation. Efficiency is my second nature, allowing me to get your project done swiftly without sacrificing precision. The confidentiality of your information is of the utmost importance to me. You can trust that your financial data is secure in my hands as we work together to optimize your deductible items to minimize tax liabilities. Let's streamline your finances and ensure you're fully compliant with all tax regulations in the most efficient way possible. With my skills and experience combined with our effective communication, we'll make this filing season as stress-free as possible for you. Let's get started right away!
$18 USD in 40 days
3.0
3.0

As an experienced Chartered Accountant with over a decade of experience, I am well-equipped to provide the accurate and efficient QuickBooks tax preparation assistance you're looking for. My substantial expertise in financial reporting and audit assurance has given me a keen eye for detail and an ingrained focus on maintaining compliance with regulations. I have also mastered a range of data analysis tools that will prove invaluable in tackling any inconsistencies in your QuickBooks file. Throughout my career, I've consistently displayed a commitment to delivering high-quality results while fostering strong client relationships. I understand the need for performance under pressure, especially when dealing with financial matters as critical as tax preparation. My skills extend beyond mere number crunching into strategic planning, budgeting, and forecasting - aspects that would be useful in providing a detailed breakdown of your deductions. Confidentiality is key in projects like these and rest assured, it's a principle I not only abide by but one that forms the backbone of my professional ethics. Being fluent with Intuit QuickBooks provides me an edge over others as I can work seamlessly and efficiently to ensure your file is accurately balanced and ready for e-filing. Trust me to deliver accurate results, optimize deductions, and provide detailed explanations of the relevant numbers. Let's get started!
$19 USD in 40 days
2.7
2.7

Hi there! I'm Neelam Zia, a seasoned Certified QuickBooks and Xero ProAdvisor with extensive experience in bookkeeping, financial analysis, and, most importantly, tax preparation. Your project aligns perfectly with my expertise as I have successfully handled similar tasks for clients before. By revising and reconciling your QuickBooks file meticulously, I will ensure accurate reports that will yield a seamless tax-filing process. Confidentiality and clear communication are my top priorities. With regard to any inconsistencies or categorization issues you might have, rest assured that I'll tackle them with precision and promptness. My goal is to not just provide a completed tax return but to also empower you with crucial insights about your deductible items so you can understand and optimize your numbers. I am genuinely eager to collaborate with you on this project. It would be an honor to support you in preparing an error-free, compliant tax return while optimizing eligible deductions along the way. Let’s turn your meticulous day-to-day accounting into a triumphant annual filing!
$18 USD in 40 days
2.2
2.2

Hi, I’m a qualified Chartered Accountant from India experienced in year‑end QuickBooks cleanup and preparing complete, compliant tax returns for sole proprietors. I’ll review and reconcile your QuickBooks file, correct any uncategorised or mismatched transactions, and ensure the year‑end balances tie cleanly to your bank and credit‑card statements. Once the books are accurate, I’ll prepare the full tax return with all required schedules and provide a one‑page summary explaining key figures and optimised deductions so you’re fully confident before filing. I look forward to understand your transaction volumes for the year so that I can prepare a robust timeline for the effort. Best Regards, CA. Sreedeep Chennamangalam
$22 USD in 25 days
1.4
1.4

As a seasoned bookkeeper with a comprehensive understanding of QuickBooks, I'm confident in my ability to turn your daily records into an accurate, compliant tax return. My wealth of experience means that no discrepancy will go unnoticed as I review and reconcile your QuickBooks file. Furthermore, having worked with similar projects for freelancers in QuickBooks in the past, I can confidently say that I understand the unique needs and challenges that you face as a sole-proprietor. Your satisfaction is my highest priority; therefore, you can be assured of accurate paperwork and meticulous attention to detail as I prepare the full set of schedules and forms required for annual filing. Additionally, my ability to generate concise summaries will allow you to get a quick understanding of the key figures and deductions before the submission. One aspect that sets me apart from others is my knowledge of basic Python. This enables me to not only handle large datasets proficiently but also automate simple tasks- making the whole process even more efficient. I assure you of utmost confidentiality in handling your data and a high degree of professionalism throughout our engagement. Looking forward to collaborating with you on this important task!
$20 USD in 40 days
0.0
0.0

I am writing to apply for bookkeeping and accounting work using QuickBooks. I provide professional bookkeeping services including recording financial transactions, maintaining sales and purchase records, bank reconciliation, and managing accounts payable and receivable in QuickBooks. I assist businesses in maintaining accurate books of accounts and preparing financial reports so that financial information is properly organized and up to date. I am committed to delivering reliable and timely accounting support. I would welcome the opportunity to assist your business with bookkeeping and accounting services using QuickBooks. Thank you for your consideration.
$20 USD in 40 days
0.0
0.0

With over 8 years of experience in US and Indian Accounting, I am well-versed in navigating the intricacies of QuickBooks. My skills in bookkeeping, accounting, and tax preparation make me the ideal candidate to handle your current tax project. I understand that your data entails specific categorizations and matching transactions before reconciliation; my proficiency in Intuit QuickBooks allows me to undertake these tasks effortlessly. Confidentiality is a cornerstone of my practice. Trusting someone with your financial data isn't easy, but rest assured that I have a proven track record of discretion and complete adherence to ethical standards. My expertise in financial consulting goes beyond just preparing numbers; I can also provide value by optimizing deductions that suit your unique situation. Lastly, as an experienced freelancer, I know how crucial it is to meet deadlines effectively. I've successfully handled similar projects for freelancers like you, making me quick to understand and actualize your requirements. My commitment to accuracy and clear communication will ensure that you are at ease throughout this process. Let's leverage my skills for a seamless and optimized tax preparation journey!
$15 USD in 40 days
0.0
0.0

As a meticulous bookkeeper with extensive experience in Intuit QuickBooks, I am confident I can provide the accurate and confidential tax assistance you require. Throughout my 5+ years in accounting, I have excelled in transforming complex financial data into organized, understandable formats that meet legal requirements. My proficiency in QuickBooks Online, along with other accounting software, means your file will be reconciled to perfection, ensuring a hassle-free tax return. I understand that as a freelancer, you require someone who can work efficiently and effectively within tight deadlines. My track record showcases my ability to deliver high-quality work quickly without sacrificing accuracy or attention to detail. Additionally, thanks to my broad knowledge of tax rules and deductions, I will ensure every possible opportunity for optimisation of your deductible items is seized upon and explained clearly in the one-page report. Your peace of mind is paramount to me. I will handle your data with utmost confidentiality and maintain clear communication as we progress through the project. My goal is to simplify your financial journey while allowing you to stay focused on what matters most - your business. Let's team up and let me put my skills to work for you!
$16 USD in 40 days
0.0
0.0

As an accomplished Finance Manager and CFO, I understand the paramount importance of accurate and compliant financial reporting as it forms the backbone of informed decision-making. Drawing on my cutting-edge skills in QuickBooks, tax preparation, and compliance, I am confident that I can turn your current records into a comprehensive and precise tax return. Throughout my career, I've relentlessly pursued financial integrity, optimized performance, and fortified internal controls for clients across diverse sectors. Your project aligns perfectly with the core of my expertise - making data work and producing meaningful financial insights. Trust that my responsible, diligent, and result-oriented work ethic will ensure that in receiving a reconciled QuickBooks file through year-end, a completed tax return primed for e-filing, and a one-page breakdown of significant figures and deductions prepared to enhance your comprehension prior to submission. Put simply, hiring me means securing accuracy,enfolding influence,& fostering confidence in your future proprietorial endeavours through optimized financial management. Together we’ll navigate your business towards profitability while fully adhering to all regulatory standards. P.S: The confidentiality of your business remains solid as granite; you have my professional word on this.
$16 USD in 40 days
0.0
0.0

With my thorough knowledge of QuickBooks Online and over five years of experience in bookkeeping, I am perfectly equipped to tackle each aspect of your project. I have a keen eye for detail ensuring every transaction is accurately entered and categorized, even for those that currently need proper matching and classification. My swift yet meticulous approach promises to promptly reconcile your accounts, leaving no room for confusion. Not only will I deliver a reconciled QuickBooks file through year-end and complete tax return package, but I will also provide you with a one-page explanation of the key figures and deductions. My goal is to ensure your understanding of these numbers optimally helps you comprehend and make the most out of your tax return submission. Most crucially, as a finance professional with a strong commitment to client confidentiality, you'll have peace of mind knowing that your financial info is safeguarded underst Vanessa with me. Let's collaborate to simplify your financial journey together; just send me a message and let's get started!
$15 USD in 40 days
0.0
0.0

With a deep understanding of how QuickBooks works and the tax regulations surrounding sole proprietorships, I believe I am the ideal candidate to ensure a seamless, efficient, and compliant tax return for your business. Having worked with QuickBooks for several years, I can promptly identify inconsistencies or errors in your data, matching them to appropriate categories with precision, an essential step towards accurate tax filing. My knowledge of financial analysis will not only reconcile your file but also ensure that no deducted expense is overlooked and that you understand key figures before submission. Confidentiality is given topmost importance when it comes to handling financial data, and having worked extensively in the field, I respect this matter dearly. Moreover, my utmost dedication towards accuracy combined with my experience in financial bookkeeping for small businesses in QuickBooks deeply prepares me to offer the best possible service for your project. To go beyond just 'helping' you file taxes I promise to provide one-page explanation of key figures and deductions so that you can appreciate what's going on under the hoods! I always strive to not just 'be' an accountant but be a partner in your success by offering strategic finance guidance. Together, let's simplify your financial operations and empower your business for tremendous growth!
$17 USD in 40 days
0.0
0.0

As a Certified Remote Bookkeeping Expert, I believe I'm the perfect fit to take your QuickBooks data and transform it into a thoroughly reconciled, accurate, and compliant tax return. I have vast experience in handling multi-client, high-volume projects with meticulous attention to detail like yours. My Xero certification, QuickBooks Online Accountant Certification, and extensive experience with bank feeds, journals, and reconciliations will enable me to expertly review and reconcile your QuickBooks file. Moreover, I understand that the key to successfully managing financials for sole-proprietors is not just about filing taxes but also about optimizing deductions responsibly. To this end, I can provide you with a comprehensive summary of all the deductible items I've optimized from your data before submitting your tax package for e-filing. My reporting skills will come in handy in ensuring you get a clear picture of the figures and deductions on your return. Lastly, my commitment to professionalism will ensure that not only are your files kept confidential but also that we maintain effective communication throughout the project. Let me bring my expertise and commitment to accuracy to your business financials. Choose me for this project and let's simplify your tax preparation process!
$20 USD in 40 days
0.0
0.0

Amman, Jordan
Payment method verified
Member since Mar 8, 2026
$15-25 CAD / hour
₹600-1500 INR
₹1500-12500 INR
$250-750 USD
$250-750 USD
$250-750 USD
₹1500-12500 INR
$30-250 USD
£20-250 GBP
$25-50 USD / hour
$30-250 USD
$250-750 USD
$250-750 USD
£10-15 GBP / hour
$30-250 USD
$30-250 USD
$8-15 USD / hour
£20-250 GBP
$2-8 USD / hour
€8-30 EUR