Description:
We’re a small SaaS company and need an experienced tax advisor or CPA to handle both the business and possibly personal returns, advise on conversion-related tax implications, and structure our company for QSBS eligibility.
Responsibilities:
- Review our past 2 years returns (company) and lead discussion about our conversion from being taxed as LLC to S-Corp. I would like a 2nd set of eyes this was done correctly.
- Advise on tax implications of LLC/S-Corp → C-Corp conversion.
- Prepare and file business tax return
- Optionally prepare individual returns (single owner).
- Coordinate with our corporate attorney to align legal and tax strategy.
Qualifications:
- Licensed CPA or Enrolled Agent in the U.S.
- Experience with startups, corporate conversions, and QSBS.
- Ability to provide clear, practical advice.
- Excellent communication and documentation habits.
Please mention whether you currently collaborate with a corporate attorney or have handled joint legal/tax startup projects — this is a plus.
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