Independent US Tax Contractor & Remote Accounting Specialist • 8+ Years CPA Discipline

Clean Books. Meticulous Tax Preparation.
Dependable Review-Ready Workpapers.

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.

Book an Intro Call Chat on WhatsApp

Transparent flat-fee proposals • Bank-grade encrypted document portals • Direct responses within 1 to 2 business days

8+ Years
Institutional Accounting & Audit Discipline
Drake, ProConnect & QBO
Hands-On Production & Tie-Out Fluency
EA Mentored
Mentored by Chris Ayade, EA (Borderless Accountants)
Hazzle Marie L. Tutor, CPA (PH)
CPA (Philippines) • EA Candidate

Hazzle Marie L. Tutor, CPA (PH)

CPA (Philippines) • Enrolled Agent Candidate

Metro Manila, PH • Active US Overlap

Drake Tax & ProConnect Workpapers
Forms 1040, 1065, 1120-S, Diagnostic Error Resolution
General Ledger & Balance Sheet Cleanups
Multi-Month Catch-Up, Equity Reconciliations, $0 Discrepancy
Bookmarked PDF Workpapers
Cross-referenced source slips tied out for smooth senior review
Email: contact@hazzlemariecpa.com ● Open for Work
Cross-Border & Expat Tax Support

Stress-Free US Tax Filing from Anywhere in the World

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.

Plain-Language Checklists

Know exactly which foreign bank statements, local income slips, and housing receipts to gather without confusing IRS jargon.

Double-Taxation Relief

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.

FBAR & Asset Reporting

Accurate FinCEN 114 (FBAR) and Form 8938 threshold checks for your foreign bank accounts to prevent aggressive IRS penalties.

Async Across Time Zones

Smooth remote communication via encrypted portals, structured emails, and Loom video walkthroughs that match your schedule.

Transparent Flat Fee
Expat Filing
Upfront Flat-Fee Pricing

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.

Complete Federal Form 1040 preparation with Foreign Earned Income Exclusion (Form 2555)
Foreign Tax Credit calculations (Form 1116) to offset local taxes against U.S. tax
FBAR (FinCEN Form 114) electronic filing for foreign bank and financial accounts
Multi-year catch-up support for unfiled prior-year tax returns
100% secure, bank-grade encrypted document upload portal
Zero Surprise Invoices: You receive a clear, fixed quote before any work begins. No unexpected hourly charges.
Inquire via Main Intake Form →
Fast Expat & Tax Intake

Get Your Expat Tax Review

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.

🔒 Strict client data confidentiality • All inquiries answered personally within 1–2 business days.
Section • S-Corps & Small Business Compliance

Bridge the Gap Between Messy Bookkeeping and an Accurate Form 1120-S.

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.

Full QBO Cleanups

Bank feeds caught up, unreconciled deposits cleared, and general ledgers balanced to penny-level accuracy in QuickBooks Online.

Schedule K-1 & Basis Tracking

Clear calculation of net corporate income passed through to shareholder personal returns, preventing unexpected tax bills.

March 15 Deadline Management

Proactive year-end workflows that wrap up bookkeeping early so corporate returns are filed comfortably before the deadline.

Depreciation & Section 179

Fixed-asset registers and MACRS write-offs tied directly to tax schedules for maximum legitimate tax deductions.

Need Your QuickBooks Cleaned Up Before Tax Filing?

Share your ledger status, software, and approximate transaction volume. Get a transparent flat-rate cleanup and preparation proposal within 48 hours.

Request Business Proposal
Personal Form 1040 Preparation

Straightforward, Accurate Personal Tax Returns

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.

Accurate Form 1040 Filing

Comprehensive individual returns for professionals, remote workers, freelancers, and dual-income households with zero corporate jargon.

Credits & Deductions

Claiming every eligible dollar—including Child Tax Credit, Education Credits (AOTC/LLC), and Itemized vs. Standard Deduction optimization.

Organized Checklists

Plain-English document checklist tailored to your situation so you know exactly what W-2s, 1099s, and receipts to provide without stress.

Step-by-Step Review

Bank-grade encrypted uploads, an upfront flat quote, and a plain-English explanation of your final numbers before transmission.

Ready for an Organized, Stress-Free 1040 Return?

Send a brief overview of your filing status, forms, and questions. Get a transparent flat-fee quote within 1–2 business days.

Get Your 1040 Checklist
Capacity Support for US Practitioners

Tired of Cleaning Up Scrambled Workpapers? Get an Audit-Trained Preparer Who Respects Your SOPs.

Cleanly indexed, bookmarked PDF workpapers tied directly to source documents—saving senior reviewers billable hours by eliminating messy balance sheets and unverified entries.

Institutional Audit Discipline

8+ years of accounting and reconciliation rigor. I never force numbers to balance—I verify general ledgers and tie out equity and basis first.

Drake Tax & ProConnect

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.

Zero Ego on Review Notes

Fast learner who strictly adheres to your firm's specific SOPs, workpaper naming conventions, and tick-mark systems with zero friction.

Proactive Communicator

I proactively log missing documents, open items, and clarifying questions early rather than guessing or leaving surprises for senior review.

Capacity Options

Flexible Engagement Models

Model 1

Per-Return Subcontracting

Best for: Unpredictable workflow spikes

Pay only for completed, review-ready return workpapers. Clear flat rate per return complexity tier.

Model 2

Seasonal Capacity Blocks

Best for: Guaranteed busy-season coverage

Dedicated weekly production hours reserved exclusively for your firm through the April and October deadlines.

Quality Cap: I take on a limited number of partner firms each season to guarantee turnaround speed and quality.
Inquire About Firm Contractor Availability →
Practice Inquiry

Discuss Firm Support & Workpaper Samples

Let’s discuss your current review queue, tax software stack, and weekly volume requirements.

🤝 Form W-8BEN ready • Mutual NDA standard • Direct response within 1–2 business days.
How It Works

A Simple, 3-Step Process

No complicated onboarding or messy handoffs. Here is how I get your returns completed accurately and on time:

1

15-Minute Discovery Call

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.

Clear Scope • No Pressure Discovery
2

Secure Hand-Off & Reconciliation

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.

256-Bit SSL Portal • Clean Tie-Outs
3

EA Review, Walkthrough & E-File

Alongside the reviewing Enrolled Agent, I walk you through the numbers, answer any questions, and transmit your return electronically with verified confirmation.

Dual-Tier Review • Verified Submission
Quality Standard

Why Firms Choose a CPA Associate Over Generic Data Entry

Typical Raw Data Entry Clerks
  • Blindly key numbers into software without checking debit/credit logic.
  • Unindexed, chaotic source PDFs that take 30 minutes just to locate documents.
  • Ignore software calculation overrides and leave diagnostic warnings unresolved.
  • Senior partner loses 45 to 60 billable minutes per return fixing basic mistakes.
Working With Hazzle Marie, CPA (PH)
  • 8 years of institutional CPA accounting discipline applied to every balance sheet.
  • Cleanly bookmarked, indexed PDF workpapers tied directly to tax return line items.
  • Every diagnostic error cleared and verified before the file ever hits partner review.
  • Senior reviewers receive clean files with tied-out balance sheets, eliminating review friction.
About & Credentials

Institutional Discipline. Dedicated US Tax Training. Complete Transparency.

"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.

Data Security & Confidentiality Commitment
  • All files transferred strictly through 256-bit SSL encrypted portals.
  • Strict compliance with Section 7216 confidentiality standards and data protection best practices.
  • Non-disclosure agreements (NDAs) signed prior to any firm or client engagements.
Technical Stack & Workflows

Core Technical Capabilities Built for US Standards

Stack 01

US Tax Compliance

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.

Primary Software & Forms:
Drake Tax Intuit ProConnect Forms 1040/1065/1120-S Form 1116 FTC Schedules C, E, K-1
Stack 02

Cloud Accounting & ERP

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.

Platforms & Environments:
QuickBooks Online Zoho Books Excel Financial Models Tax-Mapped COA Balance Sheet Cleanups
Stack 03

Review, Quality Control & Security

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.

Protocols & Deliverables:
W-8BEN Compliant Indexed PDF Binders Form 8867 Due Diligence 256-Bit SSL Portals Mutual NDAs
Professional History

8 Years of Verifiable Financial Accountability

NOW
2026 – Present

Independent U.S. Tax Associate & Bookkeeper

Remote Contractor / Firm Support

  • Provide contract tax preparation (Forms 1040, 1065, 1120-S) and general ledger clean-up support for U.S.-based CPAs, EAs, and accounting practices.
  • Assemble structured, book-to-tax workpapers, tie out source documents, and resolve software diagnostics in Drake Tax and Intuit ProConnect.
  • Execute multi-month catch-up bookkeeping in QuickBooks Online, clearing uncategorized expenses and reconciling equity accounts.
2023
July 2023 – Present (Promoted April 2026)

Finance Head / Senior Accountant (Accountant III)

Regional Public Healthcare Facility

  • Directed general ledger reconciliations, monthly close procedures, and internal controls for multi-million-dollar operating budgets.
  • Maintained a consistent 100% statutory compliance record with zero critical balance sheet discrepancies across external regulatory audits.
  • Supervised vendor disbursements, payroll reconciliations, fund allocations, and financial variance reporting.
  • Established audit-ready documentation standards and internal accounting controls across institutional operations.
2020
December 2020 – July 2023

Senior Internal Auditor & Compliance Accountant (Accountant II)

Regional Public Healthcare Facility

  • Managed pre-audit substantiation for vendor accounts payable, capital procurement expenditures, and operating disbursements.
  • Prepared monthly financial statements, fund utilization schedules, and trial balance tie-outs across multiple dedicated public healthcare funding allocations.
  • Redesigned revenue collection tracking and internal reconciliation procedures, reducing unrecorded cash receipts and unapplied clearing balances.
2022
September 2022 – February 2023

Higher Education Lecturer in Accountancy (Part-Time)

De La Salle Araneta University

  • Taught undergraduate accounting theory, financial statement preparation, and auditing ethics to upper-level accountancy students.
  • Designed practical workpaper exercises and transaction simulations based on actual accounting and finance workflows.
2018
January 2018 – December 2020

Municipal Staff Accountant & Consultant (Accountant I)

City Accounting Department

  • Maintained general ledgers, journal entries, and fund registries across diverse public sector budgets and multi-department appropriations.
  • Reconciled municipal tax collections, prepared audit workpapers, and consolidated monthly financial performance statements.
Education & Licensure

Educational Background

PRC Board Certified

Certified Public Accountant (CPA)

Professional Regulation Commission (PRC)

License No. 0184090 October 2017 Exam

Bachelor of Science in Accountancy

University of Caloocan City - Camarin

Graduated 2017 • 4-Year BS Accountancy

Continuous Education

Verified Credentials & US Tax Training

Borderless Accountants Academy — US Tax & QBO Intensive

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.

2026

US Individual Tax & Drake Tax Software Comprehensive Course

US Tax Training Coach (Annalyn Dacutanan, CPA, MBA)

Click to view certificate & course scope

Oct 2024

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.

US Tax Training Certificate

US Tax Preparation & Corporate Returns (Forms 1040, 1120-S, 1065)

Mentored Practical Training Modules

Hands-on Drake Tax return mechanics, book-to-tax adjustments, and workpaper tie-outs under Chris Ayade, EA.

Mar 2026

Microsoft Office Specialist (MOS Certified)

Swiss IT Academy

Advanced financial modeling, spreadsheet data reconciliations, and structured workpapers.

Dec 2018

Executive Financial Leadership & Strategic Governance

Development Academy of the Philippines (DAP)

Institutional financial management, capital allocation controls, and executive budget defense.

Nov 2025
Demonstrated Technical Work

Practical Return Case Studies & Technical Workpaper Simulations

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.

Practical Case Study 1 • General Ledger Cleanup

Multi-Month Bookkeeping & Bank Feed Cleanup

QuickBooks Online • Chart of Accounts Restructuring • Tax-Ready Financials

QuickBooks Online
The Problem

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.

The Process
  • Restructured Chart of Accounts to mirror federal return tax lines.
  • Processed 600+ backlogged transactions using automated QBO banking rules.
  • Reconciled 8 months of statements to exact $0.00 discrepancy.
  • Audited equity draw accounts to separate business expenses from personal distributions.
Tax-Ready Result

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.

Simulation • Tax Preparation & Diagnostic Audit

Practical Return Simulation: Multi-Credit Diagnostic & Ordering Audit

Drake Tax • Form 1040 • Due Diligence & Multi-Credit Ordering Mechanics

Completed as an advanced technical return simulation under Borderless Accountants training.
Drake Tax • Technical Simulation
The Problem

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.

The Process
  • Cross-referenced all source documents (W-2s, 1099s, 1098s) into indexed PDF workpapers.
  • Audited Schedule 8812 Credit Limit Worksheet B and resolved an improper software calculation lock.
  • Re-ordered non-refundable credits to preserve carryforward eligibility for clean energy ($13,485).
  • Completed Form 8867 Paid Preparer Due Diligence checklist with interview notes.
Tax-Ready Result

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.

Additional Technical Return Scenarios Mastered

Tested and validated in simulated firm environments using Drake Tax

Drake Tax Verified
Schedule C, Form 8582 & Surtaxes

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).

Multi-State Conformity (California Form 540)

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).

Common Questions

Frequently Asked Questions

Clear answers about my preparation process, contractor workflow, and rates.

How do you work with US CPA and EA firms as a subcontractor?

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.

Can you handle multi-month QuickBooks Online cleanups?

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.

Are you authorized to sign US federal tax returns?

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).

What if I live abroad and haven't filed US taxes in years?

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.

What if my personal or small business tax documents are disorganized?

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.

What tax software and cloud platforms do you work in?

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.

How are your fees structured compared to traditional firms?

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.

Let's Connect

Ready for a Smoother Tax Season?

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.

Direct Communication

Direct Email tutorhazzlemarie@gmail.com
Phone & WhatsApp +63 947 598 3793 Click to Call / WhatsApp Chat
LinkedIn Profile Connect on LinkedIn
Remote Availability U.S. Remote Contractor ● Active overlap for Eastern, Central, and Pacific working hours
Request a 15-Minute Fit Call
Direct Intake

Get Started • Intake & Consultation Inquiry

All inquiries are reviewed personally. I will respond within 1 to 2 business days.

🔒 Strict Confidentiality • W-8BEN Ready • Response within 1–2 business days.