Need a CPA/Accountant for LLC to S Corp Transition, Taxes, etc.

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Hi there, I'm looking for an individual to replace my current CPA (they've out-priced me quite a bit as they're focused on large family offices now). Tasks include: - Ongoing consultations on an adhoc basis with regard to tax law, deduction best practices, etc. - Tax prep (annually) & submission - Transition from LLC to S Corp (underway, just need someone looking over my shoulder) - Proper setup of Gusto/payroll for the above (I'm 90% there) -- it's only my wife and I. - Help reviewing tax deductions, home office setup, etc. - Ability to work with Freshbooks reports - Ability to work within TurboTax - Prefer efficiency and expert knowledge -- not looking for long drawn out hours, don't mind paying a higher hourly if you're more efficient with your time. I'm fairly organized so that will hopefully help. My complexities are really just focused on a single business I own that provides Web Development / Digital services. I have a few DBA's and a few different stripe/Freshbook accounts I run things from, but everything is the same entity. I keep most of my business purchases consolidated to two differerent cards. I go through annually and "remove" personal purchases from these, there aren't many. Personal taxes are super simple, no investment outside of a few stocks, crypto is minor and run through Fidelity, no foreign assets, pretty basic stock investments, no 401K, no oddball left field things like rental properties, no retirement of any kind. If things go well, would consider a monthly retainer to simply review and categorize expenses / reconcile if need be and just a onceover for the month to ensure nothing weird is happening with my accounts, taxes, etc.

Keyword: Business Consulting

Price: $60.0

CPA Tax Preparation Accounting Corporate Tax Tax Return Certified Tax Preparer Tax Planning & Advisory