Posted: Feb 21, 2026
I’m a small business owner with an LLC (not taxed as an S-Corp) and I need support from an experienced U.S.-based tax advisor or CPA to reconcile and clean up my business records for tax years 2022, 2023, and 2024. I operated as a sole proprietor in 2022 and 2023 and officially transitioned to an LLC in 2024. I now use QuickBooks Online and have a separate business bank account. However, my previous bookkeeping needs professional reconciliation and tax review to ensure everything is accurate and compliant before I file. Scope of Work: Reconcile income and expenses for 2022, 2023, and YTD 2024 Separate personal vs. business expenses (especially for 2022–2023) Ensure all categories are properly labeled for tax filing purposes Provide a clean P&L and Balance Sheet for each year Help identify any missing write-offs or deductions Support proper setup for future quarterly estimated taxes Prepare a summary of red flags or risks if applicable Requirements: Proven experience with U.S. tax law and small business taxation (especially Schedule C and LLCs) Ability to work within QuickBooks Online Strong communication and integrity Comfortable working with entrepreneurs building growing businesses Ability to offer tax strategy suggestions and clean documentation Budget: -Open to fixed price or hourly depending on experience and turnaround time. Please include: -Your rate -Estimated timeline (approximately 2-4 weeks) -Sample report or past work if available ✅ Bonus if you can also: -Provide a summary of audit readiness for 2022–2024 -Help set up a clean financial system for 2025 onward -Offer basic tax strategy guidance for future quarterly planning (starting Q3 2025) -Ensure I’m aligned for 2025 tax prep and any upcoming estimated payments Apply Job!