Hire the Best Sales Taxes Freelancers
in the United States

Taxes are the largest lifetime expense for most every person in the U.S. The government gets you in so many different ways: sales taxes, income taxes, employment taxes, real estate taxes, and, if dying wasn’t hard enough, they hit you with estate taxes. Why not have an expert in your corner to help ease the pain? I have a decade of accounting and tax experience. I’ve helped people from all walks of life: your average Joe down the street to people in the nine figure club. Small business, big business, you name it. If you need assistance with business structuring, tax planning, advisory, or even just help with filing your taxes, I can assist you. I promise to help you understand your tax situation and know the steps to make it better and more efficient!

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™

California Board of Accountancy licensed CPA. AICPA member. University of Illinois Urbana-Champaign - Master of Accounting Science. IRS approved CAA CAF EFIN & PTIN. Income tax returns (s corp, c corp, partnership and individual), federal and multi states, preparations and efile. Tax planning and advisory servies. Quickbooks online pro advisor elite and Gusto accountant. Extensive experiences with US International and foreign owned US LLC/INC taxations.

I am an accounting and U.S. tax professional with strong experience in financial reporting, reconciliations, payroll, accounts payable/receivable, sales tax, month-end close, and tax preparation. I can help with individual and business tax returns, bookkeeping cleanup, payroll tax support, financial statements, account reconciliations, and accounting system support. I have worked with SAP, Dynamics GP, Sage, Yardi, Microsoft D365, and advanced Excel. My focus is accuracy, clear communication, and making sure your books and tax records are clean, organized, and ready for filing or review.

Bilingual (English / 中文) IRS Enrolled Agent specializing in non-resident and cross-border US tax — I help foreign founders, non-resident investors, and Chinese-speaking clients file accurately and stay compliant with the IRS in all 50 states. As a federally licensed EA, I am authorized to prepare, sign, e-file, and represent you before the IRS — and I focus on exactly the situations most preparers avoid: non-resident returns, dual-status years, foreign-asset reporting, and US tax for people and businesses with cross-border ties. Cross-border & non-resident (my specialty): • Form 1040-NR, dual-status returns, MFS with a non-resident spouse • FBAR (FinCEN 114) and FATCA (Form 8938) foreign-asset reporting • US tax for foreign nationals, foreign-owned LLCs, and non-resident investors • Delinquent / multi-year catch-up filings and amended returns (1040-X) US small business & individuals: • S-Corp (1120-S), Partnership (1065 + K-1), LLC, sole proprietor — prep, planning & entity compliance • Rental real estate (Schedule E), depreciation, passive-activity planning • Estimated taxes, multi-state filings, and year-round tax advisory • IRS representation — notices, correspondence, and resolution Why work with me: ✔ IRS-licensed Enrolled Agent — I can represent you, not just file ✔ Fully bilingual (English & Mandarin) — clear communication for Chinese-speaking clients ✔ US-based (California) — real-time service and compliance you can trust ✔ Founder of JerryEA Tax Services; licensed insurance professional (retirement & risk perspective) I value accuracy, fast responses, and long-term client relationships. Whether you are a non-resident unsure how to file, a foreign founder with a US LLC, or a small business that wants a tax pro who plans ahead — let us talk through your situation. 中英双语服务 —— 无论您是在美华人、非居民投资人，还是有美国公司或海外资产需要申报（FBAR/FATCA），我都能用中文为您清楚讲解。

I’m not your typical accountant. I’m your business’s new secret weapon. Think of me as a financial co-pilot. Someone who helps you simplify the chaos, avoid surprises, and actually understand what your numbers are telling you. I bring the tools, systems, and strategy so you can focus on what you do best: running your business. And this isn’t just empty talk, I back it up with custom tools and solutions I’ve created for business owners across the U.S. 👉 Check out the BizTax Playbook Tools in my portfolio. One highlight? The Business Tax Budgeter, the first tool of its kind designed to help business owners plan their tax budgets as easily as W-2 employees do. Think of me as part tax strategist, part business advisor, and part problem-solver. Someone who knows the numbers, but also knows how to use them to drive real results for your business.