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Tax filing and planning services for individual and business - Canada and US taxes

$1000-2000 CAD

Closed
Posted 4 months ago

$1000-2000 CAD

Paid on delivery
I need someone who has the following expertise: -BOTH US and Canada tax filing expertise including business partnership (Canada based business, US person owned) -Tax planning for partnerships and corporations involving Canadian and US tax law Immediate need: Refile US taxes back to 2020 for US person involving foreign partnership, including 8865, K1,2,3 and FBAR Future and ongoing needs: Tax planning advising for business restructuring in Canada involving US person owner, filing both Canada and US taxes individual and business Background: I am a US citizen living in Canada and have a partnership in Canada with my spouse (non-US person) and we are looking at incorporating a new business this year also in Canada. I need my taxes refiled for US back to 2020 including the 8865 and K1,2,3 forms for foreign partnership and FBAR. I will be providing my Canadian tax returns for those years. I especially need help with carrying forward any available business losses as I have an inherited (traditional) IRA in the US that I need to withdraw completely within 9 years. There is a possibility for ongoing work filing my Canadian and US taxes annually. I need someone who is very familiar with BOTH Canada and US tax planning to help me create a plan going forward for our future business restructuring, and in relation to reducing taxes in Canada and the US especially with regards to the upcoming IRA withdrawals.
Project ID: 37631319

About the project

15 proposals
Remote project
Active 3 mos ago

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15 freelancers are bidding on average $1,635 CAD for this job
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Offering extensive expertise in US-Canada tax laws, I specialize in immediate US tax refiling (back to 2020) involving foreign partnerships, including forms 8865, K1,2,3, and FBAR. I provide ongoing strategic tax planning for cross-border business restructuring and IRA withdrawals, focusing on optimizing tax liabilities in both countries. I look forward to addressing your immediate filing needs and establishing a tailored tax strategy for your upcoming ventures.
$2,000 CAD in 10 days
5.0 (98 reviews)
7.2
7.2
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Hello, US and Canada Tax Consultant here. I am an experienced Tax Consultant from one of the Big 4 Tax Consulting firms holding years of experience in assisting businesses in US and Canada with their Taxes and Financial Reporting. I will be happy to discuss in detail.
$1,000 CAD in 1 day
4.8 (226 reviews)
7.1
7.1
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I am a Chartered Accountant by profession having experience of more than 6 years in a reputed MNC as financial analyst. Proficient in accounting, bookkeeping, tax preparation and filing. Very hardworking and good communication skills Services Offered: • Bookkeeping, and Accounting • Prepared Tax returns of Businesses, Non Profit Organizations & Individuals. • Financial modelling with projections • Business Plans • Quickbooks, Xero, MYOB , Zoho • Proficiency in Drake, ProConnect, Ultra Tax, ProFX, Lacarte. • ‎Advanced Excel skills, Virtual Assistant Available 24/7 Looking forward to working with you.
$1,600 CAD in 7 days
4.9 (67 reviews)
6.6
6.6
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As a seasoned Chartered Accountant with deep-rooted expertise in both Canadian and US tax systems, I humbly step forward to provide the top-tier services you need for your complex tax situation. With hands-on experience in international and local tax matters, I am well-versed in filing income tax returns and handling complex partnerships similar to yours. My proficiency spans across sensitive forms such as 8865, K1,2,3 and FBAR, an immediate concern for you. Moreover, your requirement of carrying forward business losses is an area where my extensive knowledge on intricate financial planning can be highly valuable. Just like you, I understand the significance of strategic tax planning and structuring - especially with respect to your upcoming IRA withdrawals. My aim is not only limited to ensuring compliance but also to find creative avenues to minimize tax liabilities within legal frameworks. By choosing me, your tax worries become mine. As we proceed with refiling your US taxes back to 2020 incorporating accurate information from your Canadian tax returns, we will simultaneously focus on your future needs. Your plan to incorporate a new business this year in Canada adds another layer of complexity which I am both prepared and excited to address. Let's create a roadmap together that not only optimizes your existing businesses but also accommodates any changes happening in the future for guaranteed success and minimal taxation impacts.
$1,500 CAD in 7 days
5.0 (20 reviews)
5.5
5.5
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Hello. I will do your task as per your requirement. My area of specialization is tax filing, tax research, tax writing, tax drafting, and all tax cases. My experience is spread over 17 years. I am sure you will be completely satisfied with the level of my work. Regards.
$1,275 CAD in 1 day
4.0 (7 reviews)
4.9
4.9
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Given your complex tax needs as a US citizen living in Canada and a business owner, my unique blend of tax accounting and financial consulting experience makes me the perfect fit for this project. I've spent over a decade working on a wide spectrum of projects, including those that require knowledge of both US and Canadian tax codes — just like yours. I've provided tax services and advice to businesses spanning various industries, allowing me to grasp the nuances of both countries' tax laws effectively. My accounting skills go beyond mere filings, as I can provide you with expert guidance on tax planning for your future business restructuring in Canada. I understand the importance of reducing taxes and optimizing your financial strategies, especially with respect to the upcoming IRA withdrawals in relation to your Canadian and US taxes. Furthermore, as a Corporate Finance specialist, I bring additional value to your table. Having built numerous user-friendly financial models, valued businesses, raised capital, performed FP&A services - I have an exceptional level of business acumen necessary for providing holistic financial solutions to businesses like yours. With me, you get not just a meticulous tax accountant but a dynamic strategist and financial consultant who can help streamline your tax affairs while optimizing your business's performance overall. Trust me with your taxes; experience the difference!
$2,000 CAD in 7 days
5.0 (2 reviews)
3.8
3.8
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Hello, We are excited to submit a proposal for your IT solution requirements. With expertise in VBA, Excel, Access, Data Analysis, Programming, Bookkeeping, Dashboarding, and Data Entry, we can provide comprehensive IT solutions tailored to your needs. Our team of professionals follows industry best practices and stays updated with the latest technologies. We are committed to delivering high-quality solutions within agreed timeframes. Please find attached our portfolio and client testimonials. We invite you to review our work and contact our references for verification. We would be delighted to discuss your project further and provide a detailed proposal with budget and pricing. Please let us know your availability for a call or meeting. Sincerely, IT Solution Team.........
$2,250 CAD in 1 day
0.0 (0 reviews)
0.0
0.0
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With both Canadian and US tax expertise, there is no one better suited to handle your complex and nuanced tax situation than myself. Over the past 4 years, I have specialized in cross-border taxation, aiding individuals and businesses navigate the intricate tax landscape of both countries. My prior experience in re-filing US taxes back to 2020 for foreign partnerships ensures that IRS forms like 8865, K1,2,3 and FBAR will be handled accurately and promptly. My knowledge extends beyond simple filing, as I specialize in long-term tax planning. Your need to withdraw your IRA within 9 years is a crucial aspect that should be optimized with proper planning. I bring this long term approach to all my projects regardless of their size.
$1,000 CAD in 2 days
0.0 (0 reviews)
0.0
0.0
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Hi there, I am excited to submit my bid for your financial planning project. As an experienced CA with 5+ years of experience (with 2 years of experience with one of the big 4 EY), I am well-equipped to help you achieve your financial goals. My services include Bookkeeping , Financial statement preparation, tax related work, auditing including internal audit on going support. I am committed to delivering tangible results tailored to your unique needs. With a proven track record and a client-centric approach, I am confident in my ability to add significant value to your financial journey. I am eager to discuss how we can collaborate to create a solid financial foundation for you. Thank you for considering my bid. Let's discuss more on call/ chat. Best regards, CA Vikas Poonia
$1,000 CAD in 15 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of CANADA
Springdale, Canada
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Member since Dec 22, 2023

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