Mo K.
US - IRS Enrolled Agent | Tax Return Filing | QBO Bookkeeping Expert
🌟 Enrolled Agent | Small Business Tax Expert | Bookkeeping & Payroll Specialist Helping Business Owners Save Tax, Stay Compliant & Get Clean Books They Can Trust Hi there! 👋 I’m Mo — an IRS Enrolled Agent (EA) and full-service tax & bookkeeping professional with years of experience helping small businesses all across the U.S. (and overseas!) stay compliant, organized, and profitable. I specialize in working with S-Corps, C-Corps, Partnerships, Single-Member LLCs, restaurants, contractors, media companies, and e-commerce sellers, providing accurate books and strategic tax planning that actually saves money — not just prepares forms. 🔥 What I Can Help You With 📘 Tax Preparation & Filing • Form 1040, 1120, 1120-S, 1065 • Multi-state filings (CT, NY, NJ, CA, WA, TX, VA, AZ, etc.) • Late returns, amended returns (1040-X), and IRS/State notices • S-Corp/LLC setup, reasonable compensation planning, year-end tax strategies • 5472, 5471, foreign reporting, FBAR, expat tax 📒 Bookkeeping (QBO & QBD) • Monthly bookkeeping • Clean-ups & catch-ups • Chart of accounts setup • Class/location tracking • P&L by department • Bank/credit card reconciliations • Inventory & COGS setup (restaurants, e-commerce, retail) 💼 Payroll & Sales Tax • ADP, Paychex, Gusto setup & management • Multi-state payroll compliance • Sales tax registration & filing • MyConneCT setup & troubleshooting 📊 CFO-Style Support • Cash flow planning • Forecasting & budgeting • Year-end tax projections • Owner distribution planning & compensation strategies 💡 Why Clients Love Working With Me ✔ Fast, clear, and friendly communication ✔ Extremely detail-oriented (I catch mistakes others miss!) ✔ Deep knowledge of both tax + bookkeeping → no conflicting advice ✔ I explain things in simple language — no confusion, no stress ✔ I treat your business like my own and always protect your best interest 🧾 Tools I Work With QuickBooks Online (QBO), QuickBooks Desktop (QBD), ADP, Gusto, Paychex, CCH Axcess Tax, CCH Workpapers, Excel advanced functions, MyConneCT, state payroll portals, FBAR systems, and more. ✔️ Let’s Make Your Finances Easy Whether you need ongoing bookkeeping, tax filing, an S-Corp setup, a messy clean-up, or complete bookkeeping + tax support, I’m here to help so you can focus on growing your business. Send me a message — I’d be excited to support you and your business! 🚀
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $840
$840 in the last 6 months
Earnings, last 30 days
Skill rankings: Top 31% in VLOOKUP
Ranked by MRR among everyone on Upwork with the skill.
- #31IRS Resolution79 freelancers · 🇺🇸 #18Top 39%🇺🇸#18 of 49
- #51IRS Income Tax Audits124 freelancers · 🇺🇸 #24Top 41%🇺🇸#24 of 63
- #62VLOOKUP201 freelancers · 🇺🇸 #8Top 31%🇺🇸#8 of 36
- #62Tax Preparation Software154 freelancers · 🇺🇸 #27Top 40%🇺🇸#27 of 72
- #80Taxes183 freelancers · 🇺🇸 #35Top 44%🇺🇸#35 of 85
- #87Certified Tax Preparer209 freelancers · 🇺🇸 #35Top 42%🇺🇸#35 of 91
- #142Sales Tax332 freelancers · 🇺🇸 #56Top 43%🇺🇸#56 of 148
- #267CPA703 freelancers · 🇺🇸 #105Top 38%🇺🇸#105 of 307