Project Description
My small business needs its federal and state quarterly taxes calculated and filed accurately each quarter. I’m not on QuickBooks, Xero, or any other platform, so you’ll be working directly from the raw source material I supply—PDF-scanned receipts and client invoices.
Here’s what I expect from you each filing period:
• A clean working spreadsheet or tax-prep file that shows how every receipt and invoice flows into the return.
• Completed forms (or e-file confirmations) for federal and relevant state quarterly submissions.
• A short summary of allowable deductions and any red-flags you spot so I can address them before year-end.
If you can also weave my personal return into the process later in the year, let me know; for now the focus is strictly on the business quarterlies. Clear communication, an eye for record-keeping gaps, and punctual delivery before each due date will decide success.
My partner and I operate a small training gym with a Pro Shop where we sell retail products in California. His accountant retired 2021 and I have had the worst of luck finding someone local to get us on track. He would like me to get trained by someone on how to competently budget and book keep for our business. Let me know if you have time or interest in our project. Best!