About

I’m looking for a Philippines-based CPA experienced in United States tax law to assist with tax preparation and financial recordkeeping guidance for an individual with mixed income sources. I am a U.S. taxpayer with: 1. A W-2 position (employee income) 2. 1099 contract work 3. A single-member LLC registered in Texas (taxed as a sole proprietorship) 4. Stock market investments I need someone who can: 1. Prepare and file my U.S. federal and state taxes accurately and on time 2. Provide professional advice on how to structure and track income and expenses across these sources 3. Guide me through quarterly estimated tax calculations and payments to ensure compliance and avoid penalties 4. Review and advise on recordkeeping best practices for my LLC and personal income 5. Offer ongoing tax planning support for future filings Ideal Candidate: 1. Licensed CPA based in the Philippines, familiar with U.S. taxation for individuals and small businesses 2. Strong understanding of self-employment tax, LLC taxation, and IRS quarterly estimated tax requirements 3. Experience working with clients who have multiple income streams (W-2, 1099, LLC) 4. Excellent communication and availability for questions via Upwork messages or video call 5. Detail-oriented, trustworthy, and able to explain tax concepts clearly This will be a long-term hourly project. The budget is just a placeholder so please include your ideal rate. Be sure to write "PH" at the start of your proposal.