CPA S-Corp & Personal Tax Filings

I need an experienced CPA (5+ years) to take my books from QuickBooks and the payroll records in Gusto and turn them into filed tax returns for both my business and me personally.

Scope of work
• Prepare and file the 2023 S-Corporation return for my single-employee brokerage.
• Handle my 2023 personal return and then formally close the S-Corp.
• Prepare and file my personal returns for 2024 and 2025 after the business is dissolved.

Key facts you’ll work with
– Everything is already reconciled in QuickBooks; income comes from one brokerage source.
– No dependents, no investments, no additional assets, not married.
– Gusto covered 2023 payroll; there will be no payroll after the entity closes.
– I welcome CPAs from any country as long as you are licensed and can e-file U.S. returns.

Proposed fees
2023 S-Corp + 2023 personal: $1,100
2024 personal: $500
2025 personal: $500
Let me know if those numbers feel appropriate to you or if you’d suggest a different structure.

Deliverables
1. Accepted e-file confirmations for each return.
2. Clear closing documentation for the S-Corp.
3. A brief summary of any carry-forwards or notes that will affect future years.

If this looks like a straightforward engagement for you, please outline your credentials, timeline, and whether my proposed pricing aligns with typical rates. I look forward to working together.