Job Description
Overview:
I’m a high-income entrepreneur (e-commerce + W-2 income) looking for a top-tier tax professional to take full control of my tax situation.
I want someone who is highly strategic and knows how to legally minimize tax liability to the fullest extent possible — not just prepare returns.
Current Situation:
Years involved: 2019–2024
Multiple returns have been prepared but need expert review and validation
Significant outstanding tax liability (~$300K+ range)
California has already taken collection action (bank levy)
Mix of W-2 income (with taxes withheld) and substantial business income
Strong cash flow and ability to resolve quickly
What I Need:
Deep review of all prior returns
Identify missed deductions, inefficiencies, or errors
Determine if any income is overstated or expenses underutilized
Maximum legal tax reduction
Apply all legitimate deductions across business activity (COGS, ad spend, contractors, etc.)
Identify opportunities to amend prior returns
Ensure everything is optimized but still fully defensible
Tax resolution strategy
Handle IRS + California Franchise Tax Board correctly
Prevent further levies or enforcement
Structure payments intelligently
Forward-looking strategy
Build a system to minimize taxes going forward
Entity optimization (if applicable)
Ongoing planning so this never happens again
Ideal Candidate:
CPA, EA, or Tax Attorney with strong tax resolution experience
Has handled six-figure+ tax liabilities
Deep understanding of business deductions and tax optimization strategies
Experience with California FTB enforcement and collections
Thinks strategically — not just compliance
Knows how to push deductions to the limit without creating audit risk
What I’m Looking For (Important):
I want someone who:
Actively looks for every legitimate deduction and optimization opportunity
Understands how to structure things to minimize taxes long-term
Can clearly explain what is aggressive but safe vs what is risky
What I’m NOT Looking For:
Basic tax preparers
Slow or unresponsive firms
Anyone who cannot think strategically or explain decisions
To Apply:
Please include:
Your experience with multi-year tax cleanup / back taxes
Example of how you legally reduced a client’s tax liability
How you would approach a situation like mine
Goal:
Get fully compliant, reduce my tax burden as much as legally possible, and build a long-term optimized tax strategy.
Budget:
Flexible — I will pay for real expertise and results.
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