Hire the Best Tax Advisors

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™

Hi there! I'm Manvi, a US CPA and Chartered Accountant with 15+ years of experience helping businesses across the USA, Canada, UK, Australia and Europe stay financially organized and tax compliant. I'm a freelancer working as a part of the Maspartner team. SOFTWARE & PLATFORMS: QuickBooks (Online & Desktop) | Xero | ZohoBooks | Wave | NetSuite | Appfolio BOOKKEEPING & ACCOUNTING SERVICES -Accounting software setup and integration -Bank and credit card reconciliation -AP/AR management -Payroll administration and processing -Data migration and system transitions -Month-end and year-end reporting: P&L, Balance Sheet, Cash Flow Statements -MIS reporting and business performance dashboards TAX PREPARATION, FILING & CONSULTING USA — Federal Returns: 1040, 1065, 1120, 1120S, 5471, 5472 | Non-Profits: 990 series | FBAR & FinCEN Form 114 | S-Corp Election: Form 8832 | State Annual Returns | Sales Tax Returns | Payroll Tax: 940, 941, 941X, ERC | Form 1099 & W-2 Filing | SS-4, W-7, 4562 | IRS Penalty Notice Assistance Canada — T1 & T2 Returns | GST, HST, PST Filing | T4 & T4A Payroll Slips United Kingdom — Self-Assessment SA100 | Corporation Tax CT600 | VAT Filing | PAYE & National Insurance | Annual Accounts & Confirmation Statements ACCOUNTING & FINANCIAL CONSULTING Tax planning and structuring for individuals and businesses Consultation for accounting and tax strategies Accounting software selection and implementation advisory Financial health assessments and process improvement Cash flow planning and management consulting Business setup and entity structure advisory White-Label Support for CPA & Tax Firms Overflow and busy-season capacity under your firm's brand: full-charge bookkeeping, catch-up & clean-up, AR/AP, payroll processing, workpaper preparation, financial statement compilation, tax return preparation & review support, and 1099/W-2 processing — delivered review-ready on your systems. INDUSTRIES I SERVE: Ecommerce & Retail (Amazon, Shopify, Walmart, Etsy, eBay) | IT & SaaS | Accounting, Tax & CPA Firms | Branding & Marketing | Non-Profits | Logistics & Shipping | Real Estate & Construction Clean books. Accurate filings. No last-minute scrambles. That's what I deliver. Let's build a financial system that actually works for your business. Message me to get started; I'd love to hear about your needs!

Hi, I'm Chandramani, a CPA and Chartered Accountant with 13+ years of experience delivering full-cycle accounting, bookkeeping, and tax preparation services to businesses across the US, UK, Canada, Australia, and Singapore. I'm a freelancer on Upwork, working through Maspartner Agency. Whether you need clean books, timely tax filings, or a reliable long-term accounting partner, I bring structured financial processes and deep software expertise to keep your business running smoothly. SOFTWARE & TOOLS : QuickBooks (Online & Desktop) | Xero | ZohoBooks | MYOB | Wave | NetSuite BOOKKEEPING & ACCOUNTING SERVICES -Accounting software setup & Chart of Accounts configuration -Bank and credit card reconciliation -Accounts Receivable & Accounts Payable (AR/AP) management -Payroll recording and administration -Inventory accounting -Month-end and year-end financial close -Financial statements: P&L, Balance Sheet, Cash Flow, Trial Balance -Data migration and system transitions TAX PREPARATION & FILING USA : Individual & Business Returns: 1040, 1040NR, 1065, 1120, 1120S, 5471, 5472, FBAR Non-Profits: 990, 990EZ | Estate Tax: 1041, 706 Payroll Tax: W-2, 940, 941 | Sales Tax | Franchise Tax | 1099s | W-8/W-8-BEN | Estimated Tax Canada : T1 & T2 Returns | GST, HST, PST Filing | T4 & T4A Payroll Australia : Individual & Business Income Tax | BAS/IAS | FBT | GST & PAYG | Payroll Tax | Superannuation | Tax Provision Calculations Singapore : Form C & Form C-S | ECI | Annual Return | XBRL Conversion | GST Back-Office & White-Label Support for CPA and Tax Firms : Overflow and busy-season capacity under your firm's brand: full-charge bookkeeping, catch-up & clean-up, AR/AP, payroll processing, workpaper preparation, financial statement compilation, tax return preparation & review support, 1099/W-2 processing, and sales tax filings — all delivered review-ready on your software and systems. INDUSTRIES I SERVE : Ecommerce & Retail (Amazon, Shopify, Walmart, Etsy, eBay) | Restaurants & Hospitality | IT, SaaS & Tech Startups | Logistics & Shipping | Accounting, Tax & CPA Firms | Real Estate & Construction | Education & Coaching | Branding & Marketing I don't just file numbers; I identify the right software for your business, build a tailored chart of accounts, and implement processes that give you financial clarity year-round. My clients stay because the work is accurate, on time, and built around their goals. Let's connect and streamline your finances so you can focus on growing your business!

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。

An experienced bookkeeping professional skilled in tax preparation, financial reporting, and accounting solutions. Successfully managed complex bookkeeping for various clients, including self-employed individuals and property management firms. Proficient in QuickBooks and financial software, ensuring accurate tax filings and bookkeeping tasks for businesses of all sizes. Expert in accounts reconciliation, payroll management, and business tax compliance, driving efficiency in financial operations

✅ ACCA (Equivalent to CPA, Global Accounting Expert) 🗓️ 5+ years in Accounting, Taxation & Financial Reporting 💼1000+ Accounts and Tax Returns Filed 🌟Expert Client Service in Financial Consulting & Tax Planning As an ACCA accountant, UK tax specialist and certified bookkeeper with 5+ years of experience in accounting, bookkeeping, and tax filing for small businesses, I help entrepreneurs, startups, freelancers and SMEs stay compliant, efficient and tax optimized. Having worked with multiple accounting firms as a Senior Accountant, I have successfully managed accounting and bookkeeping services for 500+ businesses including startups, property landlords, e-commerce and services businesses. I specialize in navigating HMRC inquiries and Companies House checks, providing expert guidance and dispute resolution. Let me handle your financial reporting, compliance and tax planning while you focus on growing your business. Here's what I am offering: ✔Bookkeeping [QuickBooks, Xero, FreeAgent, Capium, Excel, and Sage] ✔Statutory Annual Accounts preparation ✔UK Corporation tax return (CT600) filing and corporate tax planning ✔UK VAT compliance, registration and filing ✔Self-assessment (SA100) tax return [Resident & non-resident individuals, sole-traders, partnership, and rental property accounts] ✔Capital Gains Tax (CGT) ✔Management Accounts, Cash Flow Forecasting and Budgeting ✔CIS return preparation and submission ✔Payroll outsourcing ✔Confirmation statement ✔Online Submission with HMRC and Companies House ✔Financial Planning & Tax Analysis ✔Bank Reconciliation ✔Journal Entries Softwares I am proficient in but not limited to: 📒Accounting: Xero, QuickBooks, Freshbooks, Sage, FreeAgent, Zohobooks, VT Transactions, Capium, Tally etc. 💸Payroll: Payroll Manager, BrightPay, Capium Payroll Module, QuickBooks Payroll, Sage Payroll 🧮Tax Preparation: Taxfiler, TaxCalc, Capium Corporate and Personal Tax Module, Sage Tax Modules 🧾Document management: Hubdoc, Dext, Senta Why choose me? Because I, 1. Prioritize data confidentiality 2. Communicate effectively 3. Provide actionable financial insights 4. Offer solutions aligned with your business growth and tax efficiency goals Let's partner up to drive your business to success. #ACCAAccountant #QuickBooksProAdvisor #XeroCertifiedAdvisor #SmallBusinessAccounting #TaxSpecialist #UKTaxCompliance #BookkeepingServices #VATReturn #CT600Filing #SelfAssessment #HMRCCompliance #CompaniesHouse #CorporationTax #PayrollServices #FinancialForecasting #EcommerceAccounting #XeroAccounting #TaxPlanning #UKAccounting #SMEAccountant #BusinessTax