Skip to content
BackNov 7
Shubham S.
Upwork badge

Shubham S.

US CPA & CA | Business Tax Filing, Planning & Bookkeeping

US CPA & Chartered Accountant | PwC & Deloitte | 500+ Returns Filed | 7+ Years | Clean books. Lower taxes. With 7+ years across PwC, Deloitte, and my own firm (Meraki Finserve LLC), I have prepared and filed 500+ US business and individual returns. I handle the full accounting and tax cycle — clean books every month, returns filed on time, and a tax strategy that actually reduces what you owe next year. ✅ TAX FILING — Federal & State S-Corps (1120-S) · Partnerships (1065) · C-Corps (1120) · Sole Proprietors (Schedule C) · Multi-state filings · Estimated tax payments · IRS/state notice resolution ✅ TAX PLANNING & ADVISORY Entity structure analysis (LLC vs S-Corp vs C-Corp) · Quarterly planning & projections · Owner compensation optimisation · Retirement plan strategies · Exit & succession tax planning · Year-end tax minimisation ✅ BOOKKEEPING & CONTROLLER SERVICES Monthly/quarterly close · QuickBooks Online setup & cleanup · Financial statements (P&L, Balance Sheet, Cash Flow) · Bank & credit card reconciliation · Accounts payable/receivable · Payroll recording · Catch-up bookkeeping WHY CLIENTS CHOOSE ME 🎯 500+ returns filed across S-Corps, Partnerships, C-Corps, and individuals — the volume means I've seen most scenarios already. 🎯 CPA-level thinking, not just data entry — every return comes with a debrief on what to do differently next year. 🎯 Dual credentials (US CPA + Indian CA) mean international context when your business has cross-border dimensions. 🎯 Big 4 rigour (PwC, Deloitte) at boutique firm responsiveness — you always deal directly with me. 🎯 100% remote-ready — cloud accounting, secure portal, async-friendly across US time zones. HOW WE WORK TOGETHER 1. Discovery call — 20 min to understand your entity, state(s), and goals. 2. Document checklist — clear, organised list sent the same day. 3. Prep & review — draft delivered with a plain-English summary of every material line. 4. Filing & follow-up — e-file, confirmation, and proactive planning notes for the next period. TOOLS: QuickBooks Online · Drake Tax · Intuit ProConnect · Xero · Microsoft Excel INDUSTRIES: Professional services · E-commerce · Real estate & rental · Technology & SaaS · Consulting & freelancers · Restaurants & hospitality · Healthcare practices Send me a message with your entity type and state — I'll tell you exactly what I can do and what it would cost. Most projects get a same-day response.

🇮🇳Pune, India$35/hr100% JSS5.00 (11)Since Oct 2025

Earnings and projects

MRR
$1.8k

Last 6 months ÷ 6

World#26,160 / 412k
🇮🇳Country#3,188 / 45.9k
Revenue, last 30 days
$4.2k

Last 6 months: $11k

World#7,587 / 412k
🇮🇳Country#878 / 45.9k
Total earnings
$17k

Billed in all: $18k

World#152,875 / 412k
🇮🇳Country#20,307 / 45.9k
Per project
$502

$509 in the last 6 months

World#182,344 / 412k
🇮🇳Country#22,657 / 45.9k
Projects, last 6 months
21

Across 24 contracts

79% fixed21% hourly
World#5,539 / 412k
🇮🇳Country#850 / 45.9k
Projects in all
34

Across 38 contracts

71% fixed29% hourly
World#87,477 / 412k
🇮🇳Country#13,544 / 45.9k

Earnings, last 30 days

$17.5k+$4.2k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$12.5k$15.0k$17.5k$20.0kOct 8Oct 23Nov 7

Skill rankings: Top 8% in Tax Law

Ranked by MRR among everyone on Upwork with the skill.

  1. #14IRS Income Tax Audits124 freelancers · 🇮🇳 #1Top 11%
  2. #24Tax Strategy181 freelancers · 🇮🇳 #3Top 13%
  3. #35Tax Law447 freelancers · 🇮🇳 #6Top 8%
  4. #37Corporate Tax411 freelancers · 🇮🇳 #4Top 9%
  5. #52Tax Accounting516 freelancers · 🇮🇳 #8Top 10%
  6. #52Tax Planning & Advisory383 freelancers · 🇮🇳 #13Top 14%
  7. #63Tax Return779 freelancers · 🇮🇳 #12Top 8%
  8. #123Financial Planning1,216 freelancers · 🇮🇳 #15Top 10%