If you are a CPA or EA firm
I take assigned files during busy season, prepare them to your templates and your software, and return a reviewable package with open points listed. You review, sign and file. No permanent headcount, no seasonal hiring.
United States · US
Prepared, reconciled and ready for review.
I work with US business owners and with CPA and EA practices, doing the preparation that sits underneath a filed return: the books, the reconciliations, the schedules and the completed form set. Signature and e-filing stay with your licensed preparer.
Scope
How the arrangement usually works
If you are a business owner
I keep the books clean through the year and hand your preparer a year-end package they can work from without chasing you. If you do not have a preparer yet, say so in your enquiry and I will be straight with you about what I can and cannot sign.
US · 01
Tax preparation
- Form 1040 — individuals, including Schedule C for sole proprietors and Schedule E for rentals.
- Form 1065 — partnerships and multi-member LLCs, with K-1 preparation and basis tracking.
- Form 1120-S — S corporations, including reasonable compensation working and shareholder basis.
- Form 1120 — C corporations, with book-to-tax reconciliation.
- State returns — resident, part-year and multi-state apportionment schedules.
- Quarterly estimates — 1040-ES computation and revision through the year.
- Payroll returns — Form 941 and 940 preparation from your payroll provider's data.
- Sales tax — nexus tracking and periodic return preparation.
US · 02
Bookkeeping
- Monthly close — bank and card reconciliation, accruals, prepaid and depreciation schedules, closing checklist.
- Catch-up and clean-up — neglected or half-done books brought current and made defensible.
- Software — QuickBooks Online, Xero and Odoo, including migrations between them.
- Real estate — property-level profit and loss, owner statements, security deposit tracking.
- Accounts payable and receivable — bill entry, ageing review and collection follow-up lists.
- Reporting — a monthly pack with the statements, the variances and a short note on what moved.
Practicalities
Working across the time difference
Overlap hours
India is nine and a half to twelve and a half hours ahead of the US mainland. I hold early-morning IST hours so there is live overlap with your morning, and work filed overnight is on your desk when you start.
Data and access
Access through your own systems with a named user, or through a shared secure folder. No client data leaves the tools you already control.
Engagement terms
Scope, turnaround and fee agreed in writing before work starts. Monthly retainer for recurring books; fixed fee per return for seasonal preparation work.
Next step
Busy season coming?
Tell me the entity types, the volume and the software you run. I will come back with turnaround times, a fee per return or per month, and a sample of how the file is handed back.