US Tax Accountant (Individual Filing – W-2 + Investments) | Long-Term Collaboration
Profile:
•Individual filing (relatively straightforward case)
• Income + brokerage investments (Fidelity – ETFs, stocks, dividends, capital gains)
• Bank interest income
• No complex business income for this year
The main goal is to ensure accurate filing, optimization of deductions/credits where applicable, and full compliance with US tax regulations.
Scope of Work (Current Year)
• Preparation and filing of federal tax return
• Massachusetts state tax filing
• Handling brokerage statements (1099-DIV, 1099-B, 1099-INT, etc.)
• Review for any applicable tax credits or deductions
• Brief explanation of tax outcomes and optimization opportunities
• Guidance throughout the process – answer to any Qs
Future Collaboration (Potential – not in scope for the current engagement)
Subject to a successful first engagement, I would be interested in building a long-term working relationship instead of a one-off tax filing.
Potential future scope includes:
• Annual personal tax filings (recurring)
• Strategic tax planning (investments, tax efficiency)
• Possible business tax filing starting next year (LLC)
• Guidance on cross-year tax optimization
Preferred Qualifications
• CPA, EA, or licensed US tax professional
• Strong experience with investment income (stocks, ETFs, brokerage accounts)
• Experience with Massachusetts state taxes
• Familiarity with platforms like Fidelity (a plus)
• Excellent communication and responsiveness
Nice to Have (Bonus)
• Experience with international clients or dual-country tax situations
• Advisory mindset (not just compliance)
Deliverables
• Filed federal and MA state tax returns
• Clear summary of filings and tax position
• Recommendations for future tax optimization
Apply Now
Apply Now
•Individual filing (relatively straightforward case)
• Income + brokerage investments (Fidelity – ETFs, stocks, dividends, capital gains)
• Bank interest income
• No complex business income for this year
The main goal is to ensure accurate filing, optimization of deductions/credits where applicable, and full compliance with US tax regulations.
Scope of Work (Current Year)
• Preparation and filing of federal tax return
• Massachusetts state tax filing
• Handling brokerage statements (1099-DIV, 1099-B, 1099-INT, etc.)
• Review for any applicable tax credits or deductions
• Brief explanation of tax outcomes and optimization opportunities
• Guidance throughout the process – answer to any Qs
Future Collaboration (Potential – not in scope for the current engagement)
Subject to a successful first engagement, I would be interested in building a long-term working relationship instead of a one-off tax filing.
Potential future scope includes:
• Annual personal tax filings (recurring)
• Strategic tax planning (investments, tax efficiency)
• Possible business tax filing starting next year (LLC)
• Guidance on cross-year tax optimization
Preferred Qualifications
• CPA, EA, or licensed US tax professional
• Strong experience with investment income (stocks, ETFs, brokerage accounts)
• Experience with Massachusetts state taxes
• Familiarity with platforms like Fidelity (a plus)
• Excellent communication and responsiveness
Nice to Have (Bonus)
• Experience with international clients or dual-country tax situations
• Advisory mindset (not just compliance)
Deliverables
• Filed federal and MA state tax returns
• Clear summary of filings and tax position
• Recommendations for future tax optimization
Apply Now
Apply Now