I will organize US tax documents and expense records

United States

I speak English

Hi, I'm Simon Mary, a dedicated professional committed to helping individuals an

Hi, I'm Simon Mary, and I help individuals and small businesses organize US tax documents, manage bookkeeping records, categorize expenses, and maintain accurate financial information. I am committed ...
About this Gig

Looking for reliable help organizing your US tax documents and financial records? I can help you sort, arrange, and organize your documents into a clear, structured format that makes your records easier to review.


I provide US tax document organization and bookkeeping support for individuals, freelancers, self-employed professionals, and small businesses.


  • MY SERVICES INCLUDE:

  • ️ Organizing W-2 and 1099 documents  
  • ️ Sorting receipts and financial records  
  • ️ Organizing income and expense information  
  • ️ Categorizing business expenses  
  • ️ Creating organized Excel or Google Sheets spreadsheets  
  • ️ Arranging records by tax year or category  
  • ️ Identifying missing or unclear information  
  • ️ Organizing documents for review by a qualified tax professional  


WHY CHOOSE MY SERVICE?


I focus on accuracy, clear organization, attention to detail, and professional communication. Every project is handled according to your instructions, with the goal of making your records easier to understand and manage.


Whether you have a few documents or hundreds of transactions, I will work with you to organize your information based on the package you select.



Entity type:

Corporation

•

LLC

Income type:

Business

•

Employment

•

Self-Employment

•

Investment

•

Rental

Target country:

US - Federal

Industry:

Business services & consulting

•

E-Commerce

Gigs are not screened

Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.