What is your current level of experience in freelance work?
Hi! I need someone with payroll filing expertise and capacity to jump in and help a small business owner get caught up and compliant. I have the data to help make this as straightforward as possible :) Objective: File delinquent Q3 & Q4 2024 Form 941s, correct supporting Schedule B, transmit returns, and set up IRS/State installment agreements for one small business with two employees (TX & NC). Core Responsibilities Review & Correct Returns Re‑calculate line items, verify Schedule B, and finalize PDFs or e‑file drafts for Q3 & Q4 2024 Form 941. Electronic Filing & Payment Schedule initial trust‑fund payments via EFTPS. Installment Agreement Setup Apply online for an In‑Business Trust‑Fund Express agreement (≤ $25 k, 24‑mo DDIA) once balances post. Draft client‑ready payment schedule. State Compliance File late NC‑5Q / NCUI‑101 and TX TWC C‑3/C‑4; initiate state payment plans. Documentation & Handoff Provide signed returns, confirmation receipts, IA acceptance letter, and a one‑page “next steps” memo. Must‑Have Qualifications Valid PTIN. 3+ yrs hands‑on payroll tax prep for small businesses; proven Form 941 & Schedule B expertise. Experience with IRS EFTPS, online payment agreements, and state portals (NCDOR eBusiness, NCSUITS, TWC UTS). Working knowledge of trust‑fund rules and penalty abatement. Strong attention to detail; able to meet a 48‑hour turnaround. Bonus: Active EFIN & Reporting‑Agent PIN, EA or CPA license.