
Gerald
US Tax Preparation and Business Tax Consultant
Skills

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Work experience
Tax Preparation & Accounting Consultant
Freelance • Self-employed
Jan 2015 - Present • 11 yrs 9 mos
Provide accounting, tax preparation, and business tax compliance services to individuals, entrepreneurs, LLC owners, startups, and small businesses. Specialize in US business tax reporting, foreign-owned LLC compliance, individual tax returns, bookkeeping, financial statement preparation, and tax consulting within my professional qualifications. Responsibilities include reviewing financial records, organizing tax documents, reconciling bank statements, classifying business transactions, preparing tax return information, and supporting applicable federal tax filing requirements. Assist clients with Forms 5472, 1120, 1040, and 1040-NR where relevant to their circumstances and within my authorized scope of practice. Help business owners understand their tax reporting obligations, identify missing documentation, maintain organized financial records, and prepare for filing deadlines. Emphasize accuracy, confidentiality, attention to detail, and clear communication throughout each engagement. Work closely with clients to understand their business structure, review project requirements, identify the documents needed, and deliver organized work according to the agreed scope and timeline. Provide practical guidance to help clients improve recordkeeping and understand their tax compliance responsibilities. Core expertise includes US taxation, business tax preparation, individual tax preparation, LLC tax reporting, bookkeeping, bank reconciliation, financial reporting, and accounting support.