I deliver meticulously reconciled financials, clean tie-outs, and dependable review-ready tax workpapers. Combining 8+ years of institutional accounting and audit discipline with active US tax training, I serve as a dedicated remote contractor for US CPA/EA firms, small businesses, expats, and individual filers.
Transparent flat-fee proposals • Bank-grade encrypted document portals • Direct responses within 1 to 2 business days
CPA (Philippines) • Enrolled Agent Candidate
Metro Manila, PH • Active US Overlap
Calm, step-by-step U.S. expat tax filing and foreign asset reporting explained in plain English—no matter what time zone you call home. I eliminate double-taxation anxiety, evaluate your exclusions and credits, and deliver organized, stress-free compliance under active Enrolled Agent mentorship.
Know exactly which foreign bank statements, local income slips, and housing receipts to gather without confusing IRS jargon.
I evaluate Form 2555 (Foreign Earned Income Exclusion) and Form 1116 (Foreign Tax Credit) to ensure you never pay tax twice on the same dollar.
Accurate FinCEN 114 (FBAR) and Form 8938 threshold checks for your foreign bank accounts to prevent aggressive IRS penalties.
Smooth remote communication via encrypted portals, structured emails, and Loom video walkthroughs that match your schedule.
A clear, agreed-upon price quote based on your specific foreign income and filing complexity. No open-ended hourly billing, and no surprise add-on fees.
Tell me where you live and your current filing situation. I will review your details and send an upfront, fixed-fee proposal within 1–2 business days.
Multi-month QuickBooks Online cleanups, shareholder distribution reconciliations, and early tax filings that eliminate March 15 panic. Every number ties cleanly to your general ledger and source statements.
Bank feeds caught up, unreconciled deposits cleared, and general ledgers balanced to penny-level accuracy in QuickBooks Online.
Clear calculation of net corporate income passed through to shareholder personal returns, preventing unexpected tax bills.
Proactive year-end workflows that wrap up bookkeeping early so corporate returns are filed comfortably before the deadline.
Fixed-asset registers and MACRS write-offs tied directly to tax schedules for maximum legitimate tax deductions.
Share your ledger status, software, and approximate transaction volume. Get a transparent flat-rate cleanup and preparation proposal within 48 hours.
Tax filing doesn't require confusing acronyms or generic software that leaves you wondering if you missed something. I provide personalized, careful Form 1040 preparation backed by organized checklists, credit maximization, and clear communication.
Comprehensive individual returns for professionals, remote workers, freelancers, and dual-income households with zero corporate jargon.
Claiming every eligible dollar—including Child Tax Credit, Education Credits (AOTC/LLC), and Itemized vs. Standard Deduction optimization.
Plain-English document checklist tailored to your situation so you know exactly what W-2s, 1099s, and receipts to provide without stress.
Bank-grade encrypted uploads, an upfront flat quote, and a plain-English explanation of your final numbers before transmission.
Send a brief overview of your filing status, forms, and questions. Get a transparent flat-fee quote within 1–2 business days.
Cleanly indexed, bookmarked PDF workpapers tied directly to source documents—saving senior reviewers billable hours by eliminating messy balance sheets and unverified entries.
8+ years of accounting and reconciliation rigor. I never force numbers to balance—I verify general ledgers and tie out equity and basis first.
Active US tax scholar and EA candidate training daily in Drake Tax, ProConnect, and QBO to hit the ground running in your firm's stack.
Fast learner who strictly adheres to your firm's specific SOPs, workpaper naming conventions, and tick-mark systems with zero friction.
I proactively log missing documents, open items, and clarifying questions early rather than guessing or leaving surprises for senior review.
Best for: Unpredictable workflow spikes
Pay only for completed, review-ready return workpapers. Clear flat rate per return complexity tier.
Best for: Guaranteed busy-season coverage
Dedicated weekly production hours reserved exclusively for your firm through the April and October deadlines.
Let’s discuss your current review queue, tax software stack, and weekly volume requirements.
No complicated onboarding or messy handoffs. Here is how I get your returns completed accurately and on time:
I review your exact tax situation—whether that is overdue returns, disorganized bookkeeping, or firm busy-season overflow. I confirm the scope, provide a transparent flat-fee quote, and set expectations.
Upload your tax documents and prior returns via a 256-bit encrypted portal. I clean up general ledgers, tie out deductions line-by-line, and assemble complete return workpapers in Drake or ProConnect.
Alongside the reviewing Enrolled Agent, I walk you through the numbers, answer any questions, and transmit your return electronically with verified confirmation.
"Most tax mistakes happen not because the tax code is complicated, but because basic workpaper reconciliation was rushed."
My approach to tax and bookkeeping is built on 8+ years of institutional accounting discipline—directing general ledger reconciliations, monthly close procedures, and internal controls for multi-million-dollar operating budgets. Having maintained a consistent 100% statutory compliance record with zero critical balance sheet discrepancies across external regulatory audits, I approach every tax engagement not as fast data entry, but as an uncompromising commitment to complete financial integrity.
To ensure every return meets rigorous IRS standards, I actively prepare US tax files under the continuing technical mentorship of Chris Ayade, EA and the Borderless Accountants network. In addition, I am actively studying for the Special Enrollment Examination (SEE) to earn the IRS Enrolled Agent designation. Whether supporting CPA and EA firm owners with review-ready tax files, helping expats stay compliant abroad, or untangling backlogged small business books, I bring structured communication, coachability, and meticulous care to your numbers.
Full preparation and technical review for Forms 1040, 1065, and 1120-S. Comprehensive handling of Schedules C (Business), E (Rental Real Estate), K-1 pass-through items, Form 1116 Foreign Tax Credit, and Form 2555 Foreign Earned Income Exclusion.
Full-cycle general ledger management, high-volume bank feed categorizations, and chart of accounts tax-mapping. Expertise in multi-month catch-up cleanups, depreciation schedule tie-outs, and advanced spreadsheet modeling.
Subcontractor W-8BEN compliant with zero domestic payroll overhead. Bookmarked and cross-referenced PDF workpaper binders, systematic diagnostic clearance, Form 8867 preparer due diligence, and strict encrypted portal protocols.
Remote Contractor / Firm Support
Regional Public Healthcare Facility
Regional Public Healthcare Facility
De La Salle Araneta University
City Accounting Department
Professional Regulation Commission (PRC)
University of Caloocan City - Camarin
Graduated 2017 • 4-Year BS Accountancy
Mentored directly by Chris Ayade, IRS Enrolled Agent (EA)
Advanced immersion in US federal taxation mechanics (Forms 1040/1065/1120-S), Drake Tax workflows, and multi-tier workpaper review.
US Tax Training Coach (Annalyn Dacutanan, CPA, MBA)
Click to view certificate & course scope
Hands-on training in U.S. individual tax compliance (Form 1040) using Drake Tax Software. Practiced end-to-end return preparation, source document reconciliation (W-2, 1099, 1098), and schedule workflows across Schedule A (Itemized Deductions), Schedule C (Sole Proprietorship), and Schedule E (Rental Real Estate). Emphasized diagnostic error resolution, statutory limitation checks, and workpaper tie-outs to deliver accurate, audit-ready returns for remote U.S. tax workflows.
Mentored Practical Training Modules
Hands-on Drake Tax return mechanics, book-to-tax adjustments, and workpaper tie-outs under Chris Ayade, EA.
Swiss IT Academy
Advanced financial modeling, spreadsheet data reconciliations, and structured workpapers.
Development Academy of the Philippines (DAP)
Institutional financial management, capital allocation controls, and executive budget defense.
The following scenarios are comprehensive practical training case studies and simulated complex returns developed during advanced US tax training with Borderless Accountants to prove tax logic, software accuracy (Drake Tax / QBO), and tie-out integrity.
QuickBooks Online • Chart of Accounts Restructuring • Tax-Ready Financials
An operating small business client was 8 months behind on reconciliations, accumulating 600+ uncategorized bank feed transactions, co-mingled personal expenses, and an unresolved $14,200 equity mismatch. The CPA firm partner could not prepare the federal tax return without hours of unbillable bookkeeping cleanup.
Delivered a fully reconciled general ledger, balance sheet, and income statement 5 business days ahead of filing deadline. The CPA partner prepared the return directly from finalized numbers without a single client inquiry loop.
Drake Tax • Form 1040 • Due Diligence & Multi-Credit Ordering Mechanics
Completed as an advanced technical return simulation under Borderless Accountants training.A high-earner joint return with multi-schedule complexities (Schedules A, C, E) and conflicting multi-credit claims (Form 8863 AOTC, Form 8839 Adoption, Form 5695 Clean Energy) was generating diagnostic ordering warnings and an artificially reduced refundable credit figure.
Successfully unlocked $3,400 in Additional Child Tax Credit (ACTC) on Form 1040 Line 28, elevating the client refund from $19,960 to $23,360. Final file handed to partner with zero diagnostics and ready for immediate e-file transmission.
Tested and validated in simulated firm environments using Drake Tax
Modeled $99,905 medical consulting profit, Section 179 depreciation ($6,300), Form 8582 passive rental loss limitation phase-out ($16,374 suspended carryover), Section 199A QBI deduction ($19,656), and high-income surtaxes (0.9% Additional Medicare + 3.8% NIIT).
Evaluated federal vs California state conformity adjustments on Schedule CA (540), reconciling differences in depreciation rules, state adjustments to income, and allocating joint self-employment taxes (Schedule SE).
Clear answers about my preparation process, contractor workflow, and rates.
I work as an independent remote contractor under a signed Form W-8BEN and mutual NDA. I log in directly via your firm's secure cloud or remote desktop environment (Drake Hosted, Intuit ProConnect, or remote desktop). I prepare complete returns, assemble bookmarked PDF workpaper binders tied out to source documents, clear all diagnostics, and leave clear self-review notes so your senior reviewers and partners can review without friction.
Yes. Multi-month cleanups are a core specialty. I audit backlogged bank feeds, clear uncategorized expenses, separate personal expenditures from business distributions, and reconcile balance sheet equity accounts down to an exact $0.00 discrepancy so your books are audit- and tax-ready.
I hold an active Philippine CPA license (PRC No. 0184090) with 8+ years of institutional audit and accounting experience, and I am an Enrolled Agent (EA) Candidate actively studying for the Special Enrollment Examination. I prepare returns and tie-outs as an independent tax contractor under the active mentorship of Chris Ayade, EA (Borderless Accountants network). For CPA and EA firm clients, your firm's licensed partner or EA provides the final review and electronic signature. For direct individual and small business engagements, returns undergo senior review alongside aligned licensed US practitioners (IRS Enrolled Agent or US CPA).
Don't panic—the IRS offers administrative programs for non-willful late filers (such as Streamlined Foreign Offshore Procedures). I help you organize your foreign income, evaluate whether Form 2555 (FEIE) or Form 1116 (Foreign Tax Credit) maximizes your tax savings, prepare foreign asset disclosures (FBAR / FinCEN 114 and Form 8938), and complete your returns under senior EA mentorship.
You don't need a spotless paper trail before reaching out. I provide an organized, plain-English digital checklist tailored to your situation (W-2s, 1099s, family credits, or business income). If you run an S-Corp or small business, I can clean up and reconcile your QuickBooks Online ledger first so every deduction is backed by clean, defensible source records.
I have direct, hands-on production fluency in Drake Tax and Intuit ProConnect for federal tax preparation (Forms 1040, 1065, 1120-S), alongside QuickBooks Online, Zoho Books, and advanced Excel workpapers for accounting and financial models.
Every engagement operates on a clear, upfront flat fee agreed upon before work begins. For bookkeeping cleanups, quotes are based on transaction volume and number of un-reconciled months. For CPA/EA firms, I offer predictable flat per-return tiers or dedicated weekly hourly capacity blocks. No open-ended hourly billing surprises.
Whether you are an expat looking for stress-free filing or a US firm needing reliable 1040 preparation support, let’s connect. Send a message below or book a quick, no-pressure 15-minute call.