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Steven E.

Steven E.

Accountant

Experienced Accountant & Tax Specialist - Individual & Business/Quickbooks & Payroll Reliable accountant and tax preparer delivering accurate bookkeeping, timely tax fillings, and clear financial advice for individuals business entities. I work with individuals, entrepreneurs, and businesses to simplify their accounting, reduce tax exposure, and turn financial data into actionable decisions. My services include bookkeeping, bank reconciliations, payroll setup and processing, monthly and year-end closes, and full individual and business tax return preparation and filing for both United States and Puerto Rico. I am comfortable with QuickBooks Online and Desktop, Excel (advanced), and popular tax platforms. Whether you need a monthly bookkeeping system, quarterly tax estimates, or full year-end tax filling and audit support, I'll tailor a workflow that fits your business and keeps you compliant. Services I offer: -Individual tax returns - federal & state, including Puerto Rico -Business tax returns and tax planning -Monthly bookkeeping & bank reconciliation -QuickBooks Online setup, cleanup and maintenance -Payroll setup and processing (ADP/Gusto/QuickBooks Payroll guidance) -Sales tax filling and compliance support -Year-end closing and financial statement preparation -Audit support Accuracy first - Timely delivery - Clear communication

🇵🇷San Juan, Puerto Rico$26/hr85% JSS5.00 (1)Since Jun 2023

Earnings and projects

MRR
$634

Last 6 months ÷ 6

World#67,985 / 412k
🇵🇷Country#12 / 70
Revenue, last 30 days
$0

Last 6 months: $3.8k

Total earnings
$14k

Billed in all: $15k

World#168,268 / 412k
🇵🇷Country#26 / 70
Per project
$7k

$3.8k in the last 6 months

World#24,162 / 412k
🇵🇷Country#4 / 70
Projects, last 6 months
1
0% fixed100% hourly
World#128,092 / 412k
🇵🇷Country#17 / 70
Projects in all
2

Across 4 contracts

0% fixed100% hourly
World#328,886 / 412k
🇵🇷Country#39 / 70

Earnings, last 30 days

$14.8kNothing earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$14.6k$14.8k$15.0k$15.2kOct 8Oct 23Nov 7

Skill rankings: Top 18% in Small Business Administration

Ranked by MRR among everyone on Upwork with the skill.

  1. #43Taxes183 freelancers · 🇵🇷 #1Top 23%
  2. #44Small Business Administration244 freelancers · 🇵🇷 #1Top 18%
  3. #95Tax Planning & Advisory383 freelancers · 🇵🇷 #2Top 25%
  4. #112Tax Accounting516 freelancers · 🇵🇷 #2Top 22%
  5. #234Financial Statement1,060 freelancers · 🇵🇷 #1Top 22%
  6. #303Tax Preparation1,478 freelancers · 🇵🇷 #1Top 21%
  7. #308Compliance1,250 freelancers · 🇵🇷 #1Top 25%
  8. #506Computer Skills2,550 freelancers · 🇵🇷 #1Top 20%