Can a financial planner give tax advice jobs

I need assistance in creating a specialized budgeting spreadsheet focusing on drivers license renewal costs. As someone who understands the intricacies of financial data, your task encompasses the following: - Developing a budgeting spreadsheet with an emphasis on renewal fees. - Including a feature for expense tracking and an income versus expenses comparison. - Incorporating a mechanism for budget forecasts to plan my finances better. The ideal freelancer for this task should excel in financial data management and have a comprehensive understanding of Excel or similar platforms. Previous experience in creating budget planning or financial management tools would be a significant advantage. Let's simplify my financial...

As a real estate investment professional, I'm seeking a skilled communicator to tactfully reach out to pre-foreclosure property owners and distressed property owners. The goal is not only to gain understanding about their current circumstances but also propose potential alternatives to foreclosure. Desired outcomes: - Collect data about the owners' current financial status and property specifics. - Determine if the owner is open to exploring unconventional financing solutions. - Encourage follow-up discussions to further delve into these options. You should be knowledgeable about foreclosure processes and creative financial solutions such as lease purchase agreements and title sales. Mastery of persuasive communication, excellent negotiation skills...

...pitch deck. For the pitch deck, we need to go to the next level by improving the general design, and also making more clear what the investor will gain from this project. We would like an investor focused pitch deck with a compelling presentation regrouping facts and figures A timeline with milestones on market number and our financial analysis Ensure clarity and simplicity by using clear and simple charts to present financial data, avoiding information overload on a single slide. Utilize data visualizations like bar charts, line graphs, pie charts, and infographics (you can redesign the charts already put in the model). Incorporate interactive visuals for digital presentations if possible. Highlight key figures with distinct colors and larger ...

I need a tutor who can read my book on U.S. TAX Book on FATCA. And can give me tutoring on this book.

I'm in need of a veterinarian who can provide a virtual consultation to discuss various aspects of dog health and nutrition. Estimated time for the consultation would be ~30 minutes. All questions would be provided in advance. Key Requirements, all specific to Pitbull breed: - Conduct a thorough and informative session on dog health and nutrition - Familiarity with various dietary requirements and common health issues related to dogs - Knowledge of supplements and vitamins that can enhance a dog's health The ideal candidate should be a skilled veterinarian with a strong background in dog health and nutrition. Experience in conducting virtual consultations is a plus. This is an opportunity to showcase your expertise...

As a non-US resident, I need assistance from a Notary Public with specific knowledge in US federal tax laws. Your task will be to fill out a form and sign it, notarizing that I am not liable for US federal taxes. This process will be done remotely. Key Requirements: - Proven experience as a Notary Public with a thorough understanding of US federal tax laws. - Ability to assist and complete the notarization process remotely - Deliver the notarized document in a digital format. Please note: Given the specificity of this task, only Notary Publics with ample experience in US federal tax laws should apply.

Is it possible to create a video using Artificial Intelligence? If yes, I will provide the texts (around 300 words each) and you will do it Voices need to be male and female This is for a business website If you can do the voiceovers as well, let me know I need around 100 of them; 3 to 5 minutes each

Is it possible to do voiceover using Artificial Intelligence? If yes, I will provide the texts (around 300 words each) and you will do the voiceover Voices need to be male and female This is for a business website If you can create the videos themselves, let me know I need around 100 of them

Hello, I currently have a website built with WordPress and WooCommerce and I'm looking for a freelancer to integrate it with KuantoKusta for orders management purposes. I need the integration to be done through API and for all new orders received in our store within KuantoKusta to be automatically replicated in our WooCommerce. After that, when we mark the order as shipped in WooCommerce and add the tracking number, it should also be automatically updated in our KuantoKusta store. Key Responsibilities: - Implementing seamless integration between my WordPress/WooCommerce website and KuantoKusta - Ensuring that all order management functionalities are correctly synced between both platforms - Providing advice on any additional configurations that can be ...

...on a small-scale boutique pasta production venture and I need a consultant to guide me through the pasta production process. Key Areas: - Pasta Production Process: I need expert advice on setting up a small-scale pasta drying process. This includes guidance on the temperature and humidity algorithm to achieve the best pasta outcome, along with equipment options that can be used in a small-scale operation. Ideal Skills and Experience: - Experience in pasta manufacturing is a must, and specifically in the small-scale boutique production sector. - Deep understanding of pasta production process. The focus of this consultancy is mainly on the pasta production process itself. You'll be expected to provide detailed guidance on how to set...

Detail financial analysis of different companies

I am looking for an expert in SSRS to set up a solution to track our daily financial transactions. The primary goal for this solution is to provide us with a simple, user-friendly way to access and track these transactions on a daily basis. Key requirements include: - Set up and customize the SSRS solution to track daily financial transactions - Ensure the solution is optimized for daily use and can handle the volume of transactions - Implement a system that would automatically send the daily reports to a specified email address Ideal skills and experience: - Proven experience with SSRS and setting up similar solutions - Strong understanding of financial data and tracking requirements - Ability to create automated reporting ...

...looking for an experienced freelancer who can help me get my Facebook page verified specifically to increase credibility. Here are some key details about my social media presence and goals: - I already have a significant following and a strong online presence - The main content that's posted on my Facebook page is health-related. _ issue: I tried many times by filling out the form and putting in the relevant information, but every time Facebook told me in my support inbox, we could not verify it. Key responsibilities for this project include but are not limited to: - Applying for Facebook Page verification - Ensuring all necessary information is provided to increase chances of successful verification - Providing advice and guidance on how to maintai...

I'm looking for an Asana Team Manager who can help me keep track of various tasks assigned to my team. This role is crucial because it will allow me and my assistant to concentrate on managing the financial aspects of our expanding business. Key responsibilities: - Creating and managing tasks on Asana - Assigning and monitoring tasks to team members - Ensuring deadlines are met Important notes: - You'll be working with just one business for the time being - I'm looking for someone with a beginner's level proficiency in Asana, as this role will be more about managing tasks rather than setting up complex projects. Ideal Skills: - Proficient in Asana - Basic project management skills - Excellent task assignment and tracking capabilities - Ability to...

I'm seeking a logo designer to craft a captivating symbol that represents brand recognition. This logo should encapsulate our core values: trust, reliability, stoicism, power, sisu, professionalism and quality. I have in mind color schemes that either pairs black and gold together or combines blue, gray and white. The ideal freelancer for this job would be experienced in branding and potentially marketing, with a sophisticated understanding of color psychology and simplicity. I'm aiming for a logo that not only distinguishes our brand but also resonates with our audience on a deeper level. Connect with me if you're ready to create a memorable design that conveys trust and quality. The company is a one stop financial ma...

I'm looking for an experienced accountant who can help me manage my business's accounting and tax preparation for French company SAS LEOPRIX (948 375 274) Key Tasks: - Tax Preparation: Ensuring that my business is tax-compliant and helping me file my business taxes accurately and on time. Experience Required: - Solid understanding of business accounting principles and practices. - Proficiency in tax laws and regulations. - Previous experience with tax preparation for small businesses. Please note: This role does not require assistance with payroll processing.

For my company, I require a proficient accountant with an expertise in bookkeeping and tax preparation. The candidate must be adept at maintaining and recording financial transactions, as well as preparing financial statements. Ideally, the freelancer should be experienced with: - Monthly, quarterly, and annual bookkeeping - Preparing tax returns and financial analysis reports Since we don't use any specific accounting software, the professional should either be well-versed with manually maintaining records or capable of suggesting and operating an effective accounting software for business.

I am seeking advice to expand my current small taco catering business to an in-person location. Key Aspects: - The project includes finding a suitable location to set up my restaurant. - I aim for a modern and trendy atmosphere, appealing to a young, fast-paced crowd. - In addition to our renowned tacos, the menu plans to include additional Mexican dishes. Skills and Experience Requirements: - A strong background in restaurant business planning. - Proven experience in Mexican cuisine menu development. - Proficiency in establishing modern and trendy restaurants. - Expertise in location scouting would be a great advantage. I look forward to your valuable inputs that would help me shape my dream restaurant.

...experienced professional who can develop a comprehensive and strategic business plan for my beauty products business. The ultimate goal of the business is to establish brand recognition and secure a unit in a prime location within a mall. - Focus on Skincare: The business will primarily focus on skincare products, so the plan should reflect an understanding of this market niche. - Target Audience: Our target audience is middle-aged adults (26-45), so the plan should include detailed strategies for engaging and appealing to this demographic. - Brand Recognition: A key part of the plan will be how to build and establish the brand as a go-to for high-quality skincare products. - Mall Unit Leasing: Part of the plan will include the strat...

...Nurse Yard Overview: Nurse Yard, a leading compression sock manufacturer, and e-commerce company is seeking to expand its market by targeting hospital gift shops and independent pharmacies across North America. We are seeking a consultant to generate a comprehensive list of potential leads. This list will be used primarily for email and calling campaigns to promote and sell Nurse Yard's compression socks. Target Details: Independent Pharmacies 1. Type of Pharmacies: • Privately owned pharmacies that operate independently. • Small chains or groups of pharmacies under a single ownership. 2. Location Criteria: • Urban and suburban areas with high foot traffic. • Pharmacies located near medical centers or hospitals. 3. Service Offerings...

...complexities associated with expanding to Uruguay. We are seeking a knowledgeable professional to provide assistance in navigating the business registration and legal set up. The ideal candidate will possess: - Understanding and familiarity with Uruguayan business laws & procedures applicable to foreign investors establishing their presence locally, including but not limited to taxation (RUT), labor legislation through CASMU registration process as well as relevant permits/licenses based on our intended scope of operation. - Exceptional communication skills both in English and Spanish for seamless collaboration with US executives while representing us effectively towards authorities responsible for granting approvals. Some of our team can speak Spanish but we prefer c...

I'm in need of an experienced Java Script developer that can resolve a peculiar issue with my implementation. Here are the specifics: - All of the data I'm showcasing are ALL DAY events. - The events are not appearing in the Week and Day views, however, they do display as expected in the Month and List views. - I am using a version of that's not the latest. I'm looking for a professional who can: - Investigate the issue and implement a fix to ensure the ALL DAY events are correctly displayed across all views. - Offer advice on whether updating to the latest version of would help address the problem. The ideal candidate should have: - Profound experience in Java Script development. - A deep understanding of ...

I'm in urgent need of an expert in revenue summary analysis for my accounts assignment, to be completed ASAP. Areas of focus include: - Deciphering and...an expert in revenue summary analysis for my accounts assignment, to be completed ASAP. Areas of focus include: - Deciphering and analyzing an Excel file, which contains base financial data. - Providing a thorough understanding of the balance sheets, income statements, and cash flow statements in relation to the given data. Ideal qualifications: - Strong accounting background. - Proficiency in financial analysis and interpretation. - Familiarity with balance sheets, income statements, and cash flow statements. - Proficient in Excel data manipulation and interpretation. - Must be able to work fast as this task ...

i am looking for a solana dev requirements: •⁠ ⁠create a solana token that automatically sends a small amount of SOL to the token owners wallets on every transaction •⁠ ⁠⁠implement lock wallet feature, to stop someone from selling •⁠ ⁠create the token similar to SOLBULL, and with the functions mentioned above. idea: collect fees as token on each tx, these tax tokens need to be withdrawn separately into the wallet, so a script to withdraw tax tokens every X amount of time, then maybe once a day the wallet owner can sell tokens to get SOL or another automation can be created to sell tokens to get SOL if there is a better way you can think of, i would be open to hearing it.

I'm looking for a skilled designer to transform a video script into an engaging infographic. The key content for this project is expert advice on the subject matter. Requirements: - You will need to create the infographic in Canva (editable Canva file to be shared with me), using the provided colour palette and logo. - The design should be visually appealing and easy to grasp. - The expert advice should be presented in a high-level overview format. This means you should distill the advice into brief, impactful insights. Ideal Skills and Experience: - Proven experience in infographic creation. - Familiarity with Canva. - Ability to interpret and present expert advice. - Attention to detail and creativity to make the design visually ap...

I'm in need of a Zoho Expert who can create a custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campa...

We are a start-up and looking for a Chartered Accountant with Zero Attitude. Core Skills Required: Cloud Busy, GST Reconciliation, Adjusting Non-GST Purchases, RCM, Invoicing and Bookkeeping. Core Experience Required: Atleast 2-3 years of experience in handling annual turnover of 5 Cr + preferably in e-Commerce sector. And, someone who can take complete responsibility of owning, managing and supervising all tax related work. Please only apply if you can work dedicatedly and for long term.

I'm in need of a skilled project administrator with a solid understanding of Deltek Ajera. The main responsibilities for this role will revolve around supporting key financial functions and project setup. Key Responsibilities: - Monthly data entry support for accounts payable and accounts receivable - Proficiency in using Deltek Ajera for seamless setup of project tasks and projects Communication: I prefer to have updates on tasks communicated through project management software. Being able to track progress and have a clear overview of ongoing activities is crucial. Ideal Candidate: - Proficient in Deltek Ajera - Strong experience in data entry, particularly in accounts payable - Excellent project administration skills - Proven experience ...

I'm looking for an experienced developer who can create a web and mobile application for a community-based project. This is a multifaceted project with a variety of requirements that aim to promote user interaction and engagement within the platform. Features & Modules: - User Registration & Login: A seamless process that allows users to sign up and access the platform with ease. - Messaging System: A built-in messaging system that enables users to communicate with each other. - Forums for Discussions: A space where users can create and participate in discussions, fostering a sense of community and collaboration. Third-party Integrations: - Payment Gateway: Integration of a payment gateway to facil...

I'm a service provider looking to enhance my online visibility in the local area and improve my customer reviews through a better Google Map ranking. My primary goal is to rank in the top 3 results. Key requirements include: - Expertise in Google Maps SEO and ranking algorithms - Proven track record of improving local businesses' visibility - Strategies to enhance online reputation and customer review scores - Ability to secure a place in the top 3 results I also would like to improve my GMB and any insight or advice re: report of findings to and steps to take next. This project demands a freelancer with a deep understanding of local SEO and the Google Maps platform. The ideal candidate will have a strong portfolio of similar ...

I'm in need of a highly skilled R&D accountant with a deep understanding of UK Corporate Tax law, specifically in the area of amending the original Corporation Tax (CT600) return when applying R&D relief. The primary goal for your services will be to efficiently and accurately amend the CT600 return for R&D tax relief. Key Responsibilities: - Amend original Corporation Tax (CT600) return when applying R&D relief - Ensure all necessary documentation and calculations are accurate and prepared in accordance with UK Corporate Tax regulations - Identify and mitigate potential risks of non-compliance Ideal Skills and Experience: - Proven experience in successfully amending CT600 returns for R&D tax relief - Stron...

We need an expert to produce content for our card-based learning platform. The content will specifically focus on: - Banking procedures Ideal skills should include: - Expertise in banking and financial services - A profound understanding of card-based learning and content creation - Ability to impart complex procedures in a detailed, yet easy-to-understand manner Our focus is for learners to grasp fully optimised banking operations. We require a detailed walkthrough, so freelancers would be providing comprehensive, step-by-step guides on various banking procedures. This is a creative yet strategic role, perfectly suited for someone well-versed in both the banking industry and engaging content creation.

Project Overview: We are in need of a skilled backend developer to implement the necessary functions for our financial services website. The primary goal is to ensure smooth operation and functionality across various sections of the site. Project Details: Functionality Scope: Implement backend functions to support the frontend interface. Develop APIs for data retrieval and manipulation. Ensure seamless integration with the chosen frontend framework. Sections Requiring Backend Functionality: User Authentication and Authorization Data Retrieval for Services Newsletter Subscription Management Interactive Content Management Blog and Opinion Management Event Management Comment Section Functionality Social Media Integration Contact Form Submission Handling Specific Requirements...

I need a skilled analyst to provide a set of comparable listed companies for my generative AI business with a focus on investment decision-making. This analysis will be crucial for my strategic planning and decision-making process. Key Deliverables: - A list of technology companies that are comparable to my business - Detailed financial metrics for each company including EV/Revenue, P/E Ratio, Debt to Equity Ratio, and Gross Margin Ideal Candidate: - Experience in financial analysis, specifically with a focus on technology companies - Strong understanding of investment decision-making processes - Proficiency in evaluating and interpreting a range of financial metrics - Familiarity with generative AI businesses and the techno...

...seeking a freelancer experienced in developing customized dashboards for organizational management, proficient in data visualization tools, possessing strong analytical skills, and capable of creating a creative dashboard with three reports. Key Requirements: Customized Dashboard: Create a creative dashboard consisting of three reports: Financial Analysis by Region: Generate a detailed report analyzing financial performance across different regions, focusing on sales and profit metrics. Category Sales and Profit Report: Design a report to analyze sales and profit data across various product categories, facilitating trend identification and opportunity assessment. Cumulative Analysis Report: Develop a comprehensive report consolid...

Heading into a sponsorship agreement, I'm in need of a knowledgeable attorney. Your role is to draft a robust corporate sponsorship contract that addresses my major concerns: - Exclusivity Clause: The agreement must ensure that the sponsor will not sponsor similar ventures during our partnership period. - Termination Clause: A straightforward exit strategy if either party needs to back out. - Payment Terms Clause: Clear, concise provisions detailing all aspects of financial compensations. The contract needs to delineate a 6-month term. Lastly, it should expound on the sponsors' obligations, mainly focusing on financial support and promotional services. Suitable candidates have a deep knowledge of corporate law and experie...

I'm seeking a skilled and experienced professional to develop a Detailed Project Report (DPR) for a real estate project in Lucknow. This report is primarily for potential investors, therefore it should be extensive, informative, and compelling. Key tasks and requirements: - Develop a comprehensive DPR that clearly outlines the potential of the project, its financial viability, and the predicted return on investment. - The DPR should be structured in a way that is easy to understand for investors with varying levels of real estate knowledge. - Conduct a thorough market analysis specifically focusing on Lucknow real estate market. - Recommend the most suitable real estate project type (residential, commercial, mixed-use) based on the mar...

This project entails the creation of an intuitive mobile application available on both iOS and Android pla...Task-wise inventory functionality - Task completion insights - Features to highlight incentives, with filtering options based on locality Additionally, a functional CRM system is desired for: - Monitoring customer interactions - Generating sales reports - Streamlining contact management, and - Real-time tracking of earnings and redemptions. Ideal candidates for this project should have experience in mobile app development, CRM systems, and a deep understanding of customer operations. Proficiency in developing across both iOS and Android platforms is critical. Experience with user notification systems, in-app messaging, and financial reporting functional...

Financial model changes as per the scope discussed over chat

...the header, invoice, PO, and credit notes templates. Key Customizations: - **Layout and Formatting:** I need the layouts of these reports to align with our company branding and reflect a professional appearance. - **Adding Fields:** The reports need additional fields to provide comprehensive information to our clients and internal teams. - **Removing Unnecessary Sections:** Some sections or fields in the default templates are not relevant to our business; those need to be removed. Additional Fields: - **Product Details:** Include details about the products in the reports. - **Tax Information:** Ensure tax details are clearly visible on the reports. - **Payment Terms:** Add the payment terms that are agreed upon. Ideal Skills: - Proficiency in Odoo development and...

I'm in need of a concise, professional, and information-packed PowerPoint presentation to market my mutual fund advisory business. The target audience for this presentation includes retirees and individuals planning for their child's future. Key Points: - The presentation should focus on the Services offered by my business. - It should maintain a Professional and Informative tone throughout. - Data and statistics should be presented in the form of Infographics. Skills/Experience: - Proficient in creating engaging PowerPoint presentations. - Previous experience in financial services or mutual fund marketing would be a plus. - Ability to distill complex information into clear, accessible points. - Design skills for creating visually appealing and ef...

I'm in need of a professional who can create a comprehensive business plan, focused on the educational industry. Key Responsibilities: - Develop a detailed business plan tailored for an educational product/service. - Incorporate market research, competitor analysis, and financial projections. - Highlight the unique selling points and value proposition of the educational product/service. Ideal Skills: - Proven experience in business plan writing, particularly for the educational sector. - Strong understanding of market research methods and financial analysis. - Excellent communication skills to effectively present complex information. - Knowledge of investor perspectives and their expectations in the educational sector. Your work will be...

I'm seeking a skilled data entry analyst with the ability to create comprehensive data visualizations on Excel. The successful candidate will be tasked with: - Creating a variety of visualizations including charts, graphs, and dashboards from our data sets. - Visualizing key data elements like sales data, customer demographics, website traffic, and financial performance. - Updating the visualizations on a weekly basis to maintain relevance and accuracy. Ideal candidates should have a strong background in data entry and analysis, as well as exceptional proficiency in Excel and data visualization tools. Skills: - Data entry and analysis - Proficiency in Excel - Experience with data visualization tools Additional Skills: - Good understanding of char...

I'm in need of an individual with significant expertise in multinational broking quality assurance and internal control s...an internal control framework for my organization, which operates across more than 5 locations around the globe. Key Responsibilities: - Design of an internal control framework addressing risks arising from multi-location operations. - Focus on Financial Reporting, Operational Processes, Compliance and Legal aspects. Ideal Skills and Expertise: - Extensive experience in multinational broking quality assurance. - Proficiency in designing and implementing internal control frameworks for international organizations. - Strong understanding of financial reporting, operational processes, compliance and legal requirements. - Excellent communication and...

I'm seeking someone to create a top-notch business plan report for me. The main focus should be on establishing key targets and making sound, applicable recommendations. Key Requirements: - Extensive experience in compiling business reports, particularly business plan reports. - Insight into effective tactics for target identification and building actionable recommendations. - Proficient research skills in the business field, able to access a good range of business resources. - Solid understanding of business planning, market strategy, financial analysis, and competitive analysis. Ideal Skills: - Excellent writing and editing skills, as well as strong communication abilities. - An analytical mindset with an attention to detail. - Familiarity with the latest b...

I am in need of a Python developer with a focus on automation scripting. The primary task involves the creation of an algorithmic trading script with a specific functionality, particularly: - Automated Trading Execution: The script should be capable of executing trades automatically, given the parameters I set. Ideal candidates possess extensive experience in Python development, preferably in the field of financial algorithmic trading. Informative knowledge of trading principles and hands-on experience in script development are highly desirable. I'm looking forward to hearing from passionate individuals who are eager to take on this exciting challenge.

...need of an experienced mobile application developer who can assist me with a trading application project. Key Requirements: - The application needs to be compatible for both iOS and Android platforms. - Proficient in delivering high-quality mobile applications with optimal user experience. This project includes three main features: - Real-time stock prices: The app should provide real-time updates for stock prices. - Portfolio management: It should assist users in managing their investment portfolios efficiently. - In-app trading: Users should be able to execute trades within the app. Additional Features: - Price alerts: The app must send out alerts about significant price changes. - News alerts: Notifications for essential financial news. - Social trading: It ...

I invested few lakhs to acquire a 1.02% stake in an SPV. Despite the overall sale price appreciation over five years, I'm facing a loss upon exit, contrary to expected gains. I'm seeking a forensic audit service to conduct a thorough analysis of this matter. I will provide my observations along with the Audit report and Bank statements. Before bidding, please ensure you have experience in conducting forensic audit investigations and the ability to observe irregularities (which will enable me to engage in a more informed dialogue with the SPV team). Key responsibilities: - Focus is primarily on the review of financial statements - Identify any signs of financial fraud - Deliver a comprehensive report of your findings Ideal...

I'm looking to improve my job search in the Information Technology industry. I need some help navigating the job market and identifying suitable opportunities. Key tasks and responsibilities include: - Suggesting relevant job search platforms and resources - Assisting with refining search criteria and keywords - Helping identify and approach potential employers The ideal candid...responsibilities include: - Suggesting relevant job search platforms and resources - Assisting with refining search criteria and keywords - Helping identify and approach potential employers The ideal candidate would have: - Prior experience in the Information Technology sector - Familiarity with current job market trends - Strong research and communication skills - Ability to provide practical job searc...

Only developer who can work with ftp. Follow to solve issue one by one, not asking to share all :) Work is estimated 1-2days depends on how fast you fix it. Fixing issue in one and related module. Thanks.