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Joe D.
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Joe D.

Tax Return Preparer | Tax Advisory & Planning | Tax Law Consultant

I am a Certified Public Accountant (CPA License #CA066000) with 13+ years of corporate accounting and tax advisory experience. Using my expertise and skills, I help business owners and individual employees to minimize their tax liability, to reach their strategic goals and get their financial records in order. I have filed hundreds of tax returns over the years for individuals tax payers and small entities alike. My top skills include, but are not limited to: 1. Preparation of state & federal tax return forms for Individuals (1040), Partnerships (1065), S-Corp (1120S) and Corporations (1120). 2. Tax Advisory and Submission of Tax Returns complying with US Tax Laws 3. Tax Provision Services - Providing estimates of tax liability and planning for future years I have a Bachelor of Science degree from the University of Delaware (Accounting & Finance - Double Major) and have an active PTIN (#P03120025) and EFIN (#233252). I will provide timely, efficient, and unparalleled work to each of my clients in order to fulfill each of their specific and unique needs.

🇺🇸Philadelphia, United States$60/hr100% JSS5.00 (12)Since Jun 2023

Earnings and projects

MRR
$906

Last 6 months ÷ 6

World#52,514 / 412k
🇺🇸Country#8,559 / 62.1k
Revenue, last 30 days
$0

Last 6 months: $5.4k

Total earnings
$36k

Billed in all: $37k

World#96,689 / 412k
🇺🇸Country#16,948 / 62.1k
Per project
$760

$777 in the last 6 months

World#145,911 / 412k
🇺🇸Country#24,817 / 62.1k
Projects, last 6 months
7
100% fixed0% hourly
World#28,826 / 412k
🇺🇸Country#4,152 / 62.1k
Projects in all
48

Across 52 contracts

69% fixed31% hourly
World#63,651 / 412k
🇺🇸Country#9,676 / 62.1k

Earnings, last 30 days

$37.3kNothing earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$36.5k$37.0k$37.5k$38.0kOct 8Oct 23Nov 7

Skill rankings: Top 12% in Excel Macros

Ranked by MRR among everyone on Upwork with the skill.

  1. #6Tax Refund Submission42 freelancers · 🇺🇸 #3Top 14%
  2. #21IRS Income Tax Audits124 freelancers · 🇺🇸 #12Top 17%
  3. #25Tax Preparation Software154 freelancers · 🇺🇸 #13Top 16%
  4. #28Tax Law Compliance206 freelancers · 🇺🇸 #16Top 14%
  5. #32Taxes183 freelancers · 🇺🇸 #20Top 17%
  6. #42Tax Strategy181 freelancers · 🇺🇸 #31Top 23%
  7. #63Tax Law447 freelancers · 🇺🇸 #29Top 14%
  8. #76Tax Planning & Advisory383 freelancers · 🇺🇸 #44Top 20%