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I am a Qualified Chartered Accountant (CA) and Certified Public Accountant (CPA) specializing in delivering backend accounting, bookkeeping, and U.S. tax support to CPA firms, accounting practices, and businesses across the United States. As the Co-Founder of Oakwood Advisory, I help U.S. firms scale efficiently by managing their complete backend operations—ensuring accuracy, timely delivery, and seamless workflow integration. Our team supports firms with bookkeeping, month-end close, tax preparation, review tasks, and compliance activities so they can focus on client advisory and growth. I am proficient in leading accounting and tax software, including: QuickBooks Online, QuickBooks Desktop, Xero, Tally, Wave, NetSuite and U.S. tax platforms such as TurboTax, Drake Tax, ProSeries, Lacerte, and TaxAct. My U.S. tax experience includes preparation and review of 1120, 1120S, 1065, 1040, 1099, and related filings. Core Areas of Expertise: • Backend bookkeeping & accounting services for U.S. firms • Month-end close & financial statement preparation • U.S. tax preparation, review & compliance • Budgeting, forecasting & management reporting • Audit assistance & documentation • Financial modeling, Excel automation & data analysis I am committed to strengthening financial systems for firms and businesses through accurate reporting, reliable backend processes, and clear financial insights that support strategic growth.

*Crypto Tax Accountant | Fixing Inaccurate Reports Before They Cost You Money* Crypto tax mistakes don't come from trading too much. They come from trusting software reports that were never properly reviewed—and filing them anyway. I'm a crypto tax accountant specializing in reconciliation, cost basis reconstruction, and fixing the exact errors that cause inaccurate crypto tax filings. If you've imported wallets into Koinly, CoinTracking, SUMM, CoinTracker, CoinLedger, ZenLedger, or Blockpit and assumed the report was "done"—that's exactly where most problems begin. ⚠️ What I See Every Day Most reports arrive showing one or more of these: • "Review Needed" errors on the tax summary page • Missing cost basis or missing price warnings • Portfolio value or balance mismatches across exchanges and wallets • Negative coin balances • DeFi, NFT, bridging, or staking activity misclassified as taxable disposals • High-value trades showing zero or inflated gains • Bitcoin Ordinals with incorrect gains/losses • Validation errors that software flags but cannot resolve These are not cosmetic issues. Left unresolved, they can materially change your tax liability. Fixing them after filing is far more expensive than getting them right upfront. 🧠 Why Software Alone Isn't Enough Crypto tax platforms are tools—not solutions. They don't understand intent. They can't determine whether a transfer is internal, whether a DeFi interaction is non-taxable, or how cost basis breaks across bridges, LP exits, or wrapped asset conversions. That judgment requires a human crypto tax accountant. That's the work I do. 📌 What I Handle End-to-End I manually reconcile crypto activity across wallets, exchanges, and blockchains so that: ✓ Transfers are matched and cost basis flows correctly ✓ DeFi, staking, NFT, and bridge transactions are classified accurately ✓ No high-value disposal is left without a verified cost basis ✓ Final reports reflect economic reality—not software assumptions Complex activity I regularly work with: ✓ Perpetuals, margin positions, and derivatives ✓ DEX aggregators, LP tokens, liquidity events, and protocol migrations ✓ Staking derivatives, validator income, yield vaults, and rebases ✓ Bridging, wrapped assets, MEV rewards, and airdrops ✓ NFTs, Bitcoin Ordinals, nodes, mining, and ICOs ✓ Multi-wallet, multi-exchange portfolios with long transaction histories Chains: Ethereum and all EVM chains, Hyperliquid, Solana, Polygon, Base, Arbitrum, Avalanche, BSC, Cosmos, Near, Aurora, Cardano, Terra, EGLD, and more. 🛠 Platforms & Protocols I Work With I use Koinly, CoinTracking, CoinLedger, CoinTracker, ZenLedger, Blockpit, and SUMM as data engines—not final authorities. I apply professional judgment where automation falls short. DeFi protocols I routinely reconcile: Uniswap, Sushiswap, Aave, Curve, and similar platforms across complex multi-chain setups. 🧾 What Makes My Work Different I don't press "generate report" and hand it over. I trace transactions end to end, validate transfers on-chain, reconstruct cost basis accurately, and confirm every tax classification is defensible. Every account goes through structured validation checks before the final report leaves my hands. The result: reports that are complete, consistent, and ready to file with confidence. 🌍 Countries I Serve I work with clients across multiple jurisdictions and understand the reporting expectations in each market. I currently serve clients in: • United States (US) - IRS Form 8949, Schedule D, 1099-DA, HIFO/FIFO/LIFO cost basis methods • United Kingdom (UK) - HMRC crypto guidelines, Section 104 pooling rules • Canada - CRA crypto tax treatment, adjusted cost base (ACB) method • Australia - ATO crypto tax rules, CGT events and discount method • Germany - BZSt crypto tax rules, 1-year holding period exemptions • Austria - Austrian tax authority crypto reporting standards • New Zealand - IRD crypto guidance, income vs. capital treatment If your jurisdiction is not listed above, feel free to reach out. I regularly work with international clients and can adapt reconciliation outputs to suit local reporting needs. 🎯 Who I Work Best With Investors, traders, and businesses who value accuracy and documentation—and understand that a professional second set of eyes before filing is far less painful than an amended return or an audit afterward. Clients typically come to me when: • Their crypto tax report doesn't match their expectations • They want DeFi, NFT, or multi-chain activity reviewed properly • They need a defensible report before filing, not a rushed one • They've tried the software and realized something is off 📩 If your report shows Review Needed, Warning Transactions, or ⚠️ caution alerts—or if your profit and loss figures don't align with what you actually earned—reach out. I'll review your situation, explain exactly what needs to be fixed, and make sure your crypto taxes are filed accurately.

𝗣𝗮𝘆 𝗹𝗲𝘀𝘀 𝘁𝗮𝘅. 𝗞𝗲𝗲𝗽 𝗺𝗼𝗿𝗲 𝗼𝗳 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗲𝗮𝗿𝗻. 𝗜'𝗺 𝗮 𝗖𝗣𝗔 𝘄𝗶𝘁𝗵 𝟯𝟱+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿𝘀 𝘁𝗼 𝗹𝗲𝗴𝗮𝗹𝗹𝘆 𝗿𝗲𝗱𝘂𝗰𝗲 𝘁𝗮𝘅𝗲𝘀, 𝘀𝗼𝗹𝘃𝗲 𝗰𝗼𝗺𝗽𝗹𝗲𝘅 𝘁𝗮𝘅 𝗽𝗿𝗼𝗯𝗹𝗲𝗺𝘀, 𝗮𝗻𝗱 𝗸𝗲𝗲𝗽 𝗺𝗼𝗿𝗲 𝗼𝗳 𝘄𝗵𝗮𝘁 𝘁𝗵𝗲𝘆 𝗲𝗮𝗿𝗻. Most accountants are very good at telling you what happened last year. I think that's about 12 months too late. I work proactively with business owners, entrepreneurs, real estate investors, and high-income individuals to identify tax-saving opportunities BEFORE the year is over—while there's still time to do something about them. I'm not just a tax preparer. I'm a CPA, former CEO, entrepreneur, business owner, author, and strategic advisor. I know the tax code. But just as importantly, I know what it's like to sign the front of the check. 🚀 A FEW THINGS I'VE DONE ALONG THE WAY ✔ Built and led a 60-person CPA firm as CEO ✔ Created proprietary Employee Retention Credit software ✔ Helped recover $100+ million in tax credits ✔ Generated $2+ million in annual tax savings for one healthcare company ✔ Author of the Tax Credits Are Sexy™ book series ✔ Built, bought, operated, and sold businesses ✔ Raised capital and completed multiple acquisitions ✔ Served as Controller, CFO, CEO, entrepreneur, and CPA ✔ Top Rated Upwork freelancer with 100% Job Success I've spent my career at the intersection of taxes, accounting, entrepreneurship, and business strategy. That's why I look at a tax return differently than someone who has spent their entire career preparing them. ⭐ WHAT CLIENTS SAY “Kevin had always been a great source to help me with accounting, but when he got the IRS to send me two checks totaling over $250,000, it saved my business.” — Cody Tretschok “When Kevin first told me I might qualify for a tax credit, I said, ‘We pay our CPA a lot of money. I'm sure they already took care of it.’ Kevin cared enough to keep pushing. It turned out our CPA had not taken care of it—and we received a very nice refund check from the IRS.” — Terha Marie 📩 Think you're paying too much tax—or have a tax problem that needs solving? Invite me to your project or send me a direct message. ━━━━━━━━━━━━━━━━━━ WHO I HELP • Business owners & entrepreneurs • S Corporation and LLC owners • Partnerships • Real estate investors • High-income individuals • Businesses with complex or multi-year tax issues The objective is simple: Reduce taxes legally. Improve cash flow. Avoid expensive surprises. Make better financial decisions. ━━━━━━━━━━━━━━━━━━ TAX STRATEGY & TAX PLANNING Tax preparation tells you what you owe. Tax planning asks a much better question: “What can we legally do to reduce it?” My work frequently includes: ✔ Advanced Tax Planning & Tax Strategy ✔ S Corporation & LLC Tax Planning ✔ Entity Structure & Reasonable Compensation ✔ Real Estate Tax Strategies & Cost Segregation ✔ R&D Tax Credits ✔ Retirement & Benefit Strategies ✔ Multi-State Tax Planning ✔ Prior-Year Opportunity Reviews I don't recommend strategies simply because they're clever. They need to make economic sense. ━━━━━━━━━━━━━━━━━━ TAX PREPARATION & COMPLEX PROJECTS • Form 1040 – Individual • Form 1120-S – S Corporation • Form 1065 – Partnership • Form 1120 – C Corporation • Form 990 – Nonprofit • Amended & Delinquent Tax Returns • Foreign-Owned LLC / Form 5472 Compliance • IRS Resolution & Tax Problems If your accounting or prior returns are a mess, that's okay. Some of my favorite projects start with: “I have no idea what my last accountant did.” ━━━━━━━━━━━━━━━━━━ BUSINESS & FINANCIAL ADVISORY • Fractional CFO Services • Financial Statement Review • QuickBooks Online / Bookkeeping Oversight • Cash Flow & Profitability Analysis • Financial Cleanup & Multi-Entity Accounting • Strategic Business Consulting I've served as a Controller, CFO, CEO, entrepreneur, and CPA. So I'm looking at your numbers as a business owner—not simply as an accountant. SOFTWARE: QuickBooks Online • Drake Tax • Excel • Google Sheets • Gusto • ADP • Xero • Sage ━━━━━━━━━━━━━━━━━━ WHY I STILL DO THIS AFTER 35+ YEARS Because I love finding opportunities other people miss. There's something incredibly satisfying about showing a business owner that the tax bill they assumed was inevitable… wasn't. I don't believe accountants should simply record history. I believe we should help create a better financial future. 📩 READY TO TALK? Invite me to your Upwork project or send me a direct message. Tell me what's going on, what you're trying to accomplish, and any deadlines you're facing. I'll tell you what I think the next step should be—and if I'm not the right CPA for the project, I'll tell you that too. Kevin A. Marshall, CPA Author, Tax Credits Are Sexy™

Are you a business owner needing accurate financials to make informed decisions? I help clients like you streamline their accounting and provide SOPs for bookkeepers to follow, ensure tax compliance, and understand their cash flow. I am a Top 10 National rank-holder Chartered Accountant from India with academic degrees in Accounting, Financial Management and Taxation. I have a work experience of over 15 years in the field of accounting, financial analysis, modeling, budgeting and allied activities. I bring along significant international experience having worked in Singapore, India and Hong Kong and with organizations like Ernst & Young and ICICI Bank. I have completed Certified Public Accountancy course in US (conducted by American Institute of Certified Public Accountants, US) and have competence in US GAAP accounting and US taxation practices. I have been running my own accounting firm for over 10 years with over 50 clients across mid-tier corporates and small businesses and provide following services: - Financial analysis and modeling - Budgeting and forecasting - QuickBooks Online Setup, Review & Cleanup, SOPs - Preparation of P&L, Balance Sheet & Cash Flow Statements - Financial planning & Advisory Let's connect to discuss how I can bring clarity and accuracy to your business finances.

Accurate books. On-time reports. I provide reliable bookkeeping and accounting services to help businesses make smart decisions and stay compliant with relevant laws, rules and regulations. With 9 years in audit and accounting, I know how to maintain accurate records, prepare clear reports, and ensure smooth tax filings. These are the services I offer: ~Daily, weekly, or monthly bookkeeping ~1099 Filing ~Accurate bookkeeping in various accounting software ~Financial statement preparation ~Bank and account reconciliations ~Cleanup and catch-up bookkeeping Tools: ~Quickbooks Online ~Xero ~Wave Accounting ~Pandle ~Kashflow ~BuilderTrend ~Monday. com ~Tax1099 and other similar platform I’m detail-oriented, deadline-driven, and committed to protecting your financial data. Let’s make your books audit-ready and your reports decision-ready.

Hi there! I am Experienced in the registration, preparation, and corporate tax filing for UK LTD and US LLC companies and individuals. I'm a CPA and Associate member of IFA (UK) and IPA (AUS) with over 10 years of extensive experience in accounting, taxation, and financial modelling. My primary focus is assisting small and medium-sized entities with their bookkeeping and taxation needs. Here's a glimpse of the services I offer: ✅ Preparation of Annual Accounts for UK LTD (Active+Dormant) and Corporation tax returns CT600 ✅ Preparation and filing of individual tax returns/ self-assessments. SA100 ✅ Preparation and filing of Confirmation Statements CS01 ✅ Preparation and filing of monthly and quarterly VAT Returns using MTD compliant software. ✅ Monthly Payroll submissions, payroll registration of directors. ✅ Closing / Strike off of UK LTD companies. ✅ Seamless integration of Amazon and Shopify stores with QuickBooks and Xero through A2X. ✅ Bookkeeping in XERO, QuickBooks Online, Sage50/300, Free Agent, and Wave apps for Amazon and Shopify sellers ✅ Comprehensive financial management services, including management accounts, forecasts, budgeting, and cash flow statements. ✅ Expertise in tax returns for individuals and single-member Foreign Owned LLCs (USA). If you require any specific accounting or tax-related assistance, please feel free to discuss your needs in detail. I'm excited to collaborate with you and I invite you to reach out for an interview. Thank you for taking the time to review my profile. Best regards, Aitzaz Hassan Awan CPA AFA MIPA