CPA for S-Corp & Personal Tax Filing, Bookkeeping, and Compliance Advisory

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About Us: I run Break Bread Consulting, an S-Corp based in Missouri that provides IT consulting to the hospitality industry. We are a small but growing firm in need of a long-term, reliable CPA or accounting firm to manage tax filings, bookkeeping, and compliance—with bonus points if you also offer financial advisory or wealth management services. Scope of Work: Business Tax Services: File 2024 corporate taxes for Break Bread Consulting (S-Corp). File back taxes for 2023 (zero revenue year, but taxes were not filed). Resolve an unfiled return following a missed filing by Bench Accounting, despite an extension. Ensure full compliance with IRS and Missouri state tax laws. Personal Tax Services: File 2024 personal taxes for myself and my husband (joint return). Include W-2 income, S-Corp pass-through income, and other personal tax considerations. Bookkeeping & Financial Management: Provide monthly or quarterly bookkeeping support as needed. Ensure clean, reconciled books and proper categorization for audit-readiness and tax planning. Advisory Services (Preferred): Offer strategic tax planning and wealth management recommendations. Advise on optimal income structuring and planning for multiple business income streams. Legal and Corporate Compliance: Monitor and file state-level compliance documents, including annual reports or renewals to maintain good standing for our Missouri S-Corp. Manage or advise on LegalZoom-style alerts, ensuring no legal deadlines are missed. Coordinate or serve as registered agent, if applicable. Keep business documentation (S-Corp election status, corporate standing) up to date. Ideal Candidate or Firm: Licensed CPA or Enrolled Agent with a strong track record. Deep understanding of S-Corp taxation, especially for service-based or consulting businesses. Familiarity with Missouri business law and state-level compliance requirements. Capable of supporting both business and personal filings. Offers or partners with advisory and wealth management services (preferred but not required). Comfortable taking over from a past provider and cleaning up outstanding issues. Communicates proactively, meets deadlines, and is detail-oriented and trustworthy. To Apply: Please send: A resume or overview of your firm. A brief cover note highlighting relevant experience (especially with S-Corps and compliance). Information about bookkeeping and advisory services. Your typical pricing (hourly or flat-fee structure). Note: I’m looking for someone I can rely on long term, not just for a one-time filing. I value transparency, expertise, and consistency.

Keyword: Business Consulting

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