Ezra Kimalel O.

Accountant with over nine years of experience in financial reporting, taxation, tax planning and advisory, and bookkeeping. Expert in preparing individual and business tax returns, with deep proficiency in QuickBooks and financial reporting and analysis. Skilled in proactive tax planning to reduce current and future liabilities, enhance cash flow, and drive long-term, sustainable business growth. Why Hire Me I have prepared over 400 individual tax returns, including Form 1040 and Schedules 1, 2, and 3, as well as Schedules A, B, C, D, E, F, and SE, Form 1040-X, and Form 941. My experience spans itemized deductions, self employment income and tax, capital gains, and a wide range of credits such as ACTC, EIC, CTC, and more. I have also prepared over 150 business tax returns, including Forms 1120, 1120S, 1065, K-1s, Form 7004, and related filings for small and mid sized businesses. I have extensive experience with multi state tax filings and compliance, including New York, Illinois, California, Indiana, Michigan, Tennessee, Hawaii, and other states. This includes resident and nonresident returns, state level business filings, and coordination of credits across multiple jurisdictions. In addition, I regularly handle multi year tax filings, including catch up filings, amended returns, and prior year compliance. I also have experience supporting tax resolution work, assisting clients with notices, balances due, and resolving outstanding tax issues through proper documentation, corrections, and strategic planning. Beyond tax preparation, I specialize in tax planning and advisory. I help individuals and business owners identify opportunities to reduce current and future tax liabilities through proactive strategies, entity level planning, timing of income and expenses, and long term planning that supports business growth and wealth building. My objective is not just accurate filing, but sustainable tax savings year after year. I am proficient in the following tools and platforms: Tax software including ProSeries, ProConnect, TaxSlayer Pro, and MyTaxPrepOffice Tax support and planning software including TaxDome, TPIQ for tax planning, ADP Accountant Connect, QuickBooks Online, ClickUp, and Microsoft Office Suite Tax resolution software including PitBull I have hands on experience with the full U.S. tax workflow process, from engagement letters and administrative setup to deadline management, extensions, and end to end tax return preparation. I also bring strong expertise in bookkeeping and bookkeeping clean up, including QuickBooks implementation, chart of accounts setup, correcting miscategorized transactions, reconciling accounts, and preparing accurate monthly, quarterly, and annual financial statements. Clean, reliable books are the foundation of accurate filings and effective tax planning. I can help streamline your individual and small business tax operations or serve as a dependable addition to your tax team. I welcome the opportunity to discuss your project and help you achieve lasting results.