Jason J.
Expert Small Business and Individual CPA
CPA | Multi-State Sales Tax (SALT) | HOA Financial Oversight | Business Advisory I’m a U.S. CPA who works with businesses and organizations that need help navigating multi-state tax compliance, financial oversight, and operational accounting systems. Much of my work focuses on helping clients address complex issues such as: • Sales tax nexus analysis and multi-state compliance • Economic nexus exposure after the Wayfair decision • Sales tax registrations, filings, and compliance strategy • eCommerce and marketplace facilitator tax rules • HOA accounting oversight and financial review • QuickBooks structure, financial reporting, and process improvement I regularly assist businesses that operate across multiple states and need a clear roadmap for managing their tax obligations while minimizing risk and administrative complexity. For homeowners associations and small organizations, I provide independent financial oversight and accounting reviews that help boards maintain transparency with their members while strengthening financial governance. My approach is practical and structured. Most engagements begin with a diagnostic review that identifies exposure areas, compliance requirements, and opportunities to improve financial processes. From there, I help clients implement systems that make compliance and reporting easier going forward. Typical engagements include: • Multi-state sales tax nexus analysis and compliance planning • Sales tax cleanup projects for businesses with overdue filings • HOA financial review and governance reporting • Accounting system and QuickBooks process improvements • Ongoing advisory support for growing businesses If you're looking for a CPA who understands multi-state tax obligations, eCommerce sales tax rules, and financial oversight for organizations, I'd be happy to discuss your situation..
Earnings and projects
An estimate from an earlier read
Last 6 months: $869
Billed in all: $5,536$5.5k
$124 in the last 6 months
Across 8 contracts
Across 14 contracts
Earnings, last 30 days
No data since Nov 5, 2026.
Skill rankings: Top 28% in Sage 50cloud
Ranked by MRR among everyone on Upwork with the skill.
- #32Sage 50cloud114 freelancers · 🇺🇸 #5Top 28%🇺🇸#5 of 20
- #264CPA703 freelancers · 🇺🇸 #103Top 38%🇺🇸#103 of 307
- #568Tax Preparation1,478 freelancers · 🇺🇸 #177Top 38%🇺🇸#177 of 514
- #850Financial Accounting2,249 freelancers · 🇺🇸 #161Top 38%🇺🇸#161 of 426
- #1,986Intuit QuickBooks5,208 freelancers · 🇺🇸 #406Top 38%🇺🇸#406 of 1,303
- #3,611Bookkeeping9,317 freelancers · 🇺🇸 #629Top 39%🇺🇸#629 of 1,888