Samiksha P.

CLEAN BOOKS. ACCURATE TAX RETURNS. CONFIDENT FINANCIAL DECISIONS. Need someone who can handle both the accounting behind your numbers and the tax work that follows? I help U.S. businesses, entrepreneurs, and CPA firms with full-cycle accounting, bookkeeping, U.S. tax preparation, tax return review, filing/e-filing support, and compliance - so your books and tax work stay connected instead of being handled as separate pieces. With 80+ successful freelancing projects, I’ve worked across bookkeeping, accounting cleanup, financial reporting, tax preparation and review, audit support, reconciliations, and U.S. tax compliance. I don’t just enter numbers or prepare forms. I review the bigger picture - how the books support the tax return, where issues may exist, what needs to be corrected, and what information is needed to complete the work properly. ACCOUNTING & BOOKKEEPING ➤ Full-cycle bookkeeping for U.S. businesses and accounting firms ➤ Cleanup & catch-up of messy, incomplete, or outdated books ➤ Bank & credit card reconciliations and discrepancy resolution ➤ AP/AR, invoicing, expenses, bills, and cash-flow tracking ➤ Month-end & year-end closing ➤ P&L, Balance Sheet, Cash Flow, and management reporting ➤ Accruals, depreciation, prepaid expenses, deferred revenue, and adjusting journal entries ➤ E-commerce, real estate, SaaS, agency, and multi-entity accounting 🇺🇸 U.S. TAX PREPARATION & REVIEW ➤ Preparation and review support for 1040, 1040NR, 1065, 1120, and 1120-S ➤ Tax return review and identification of accounting/tax inconsistencies ➤ Book-to-tax reconciliation and year-end tax adjustments ➤ Tax workpapers, supporting schedules, and K-1 preparation support ➤ Federal and state tax compliance support ➤ 1099, sales tax, and payroll-related tax compliance ➤ Tax-ready financial statement review before return preparation ➤ Tax filing and e-filing workflows, including coordination of required filing documentation ➤ Identifying missing information and following up on items required to complete a return 📊 WHY THE ACCOUNTING + TAX COMBINATION MATTERS Good tax preparation starts with good accounting. Because I work across both areas, I can review the financial records with the tax return in mind — helping identify misclassifications, missing transactions, unusual balances, owner transactions, year-end adjustments, and other issues before they create problems during tax preparation or filing. This means cleaner books, smoother tax preparation, and fewer last-minute surprises. 🛠️ SOFTWARE & TOOLS ➤ QuickBooks Online | QuickBooks Desktop | Xero | Wave ➤ Gusto | ADP | Bill com | Dext | Hubdoc ➤ Stripe | Shopify | PayPal | A2X ➤ Microsoft Excel | Google Sheets WHY CLIENTS WORK WITH ME ➤ 100+ completed projects across accounting, bookkeeping, and U.S. tax ➤ Active U.S. PTIN Holder ➤ QuickBooks Online ProAdvisor ➤ Xero Certified - Level 1 & Level 2 ➤ Hands-on experience with U.S. businesses, CPA firms, and tax professionals ➤ Detail-oriented approach to both accounting records and tax returns ➤ Proactive communication when information is missing or something needs attention ➤ Comfortable working independently and taking ownership of the complete workflow 💬 LOOKING FOR ACCOUNTING OR TAX SUPPORT? Whether you need clean bookkeeping, a QBO/Xero cleanup, tax preparation or review, tax-ready financials, filing support, or ongoing accounting and tax assistance, I can help. Send me a message with a little information about your business and what you need help with. I’ll review your situation and we can discuss the most practical way forward.