Hire the Best US Taxation Freelancers
in the United States

I have 5 years of individual tax preparation. I have experience with simple and complex tax returns. I will take my time and analyze all different scenarios, finding out your best filing status in order to make sure I get the maximum refund. I have been self employed preparing taxes for a little over 5 years. I have experience with rental properties, Sale of rental and personal property, business including depreciation and inventory returns, partnerships, multiple States, amended returns, and foreign income returns to name a few. I have limited experience in S corporation returns. I have the PITIN number issued by the irs to prepare taxes and I re certify every year and keep up with updates. I charge 40 dollars per hour for personal income tax returns and 30 dollars per hour for bookkeeping

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 am Luca, your licensed CPA and IRS Enrolled Agent. I am new to Upwork, but I have 𝟳+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗶𝗲𝗹𝗱, including 5 years as a licensed tax professional. I run Pizzale Tax Services LLC, and my ultimate goal is to give you total peace of mind. Are you feeling 𝒐𝒗𝒆𝒓𝒘𝒉𝒆𝒍𝒎𝒆𝒅 by unfiled taxes, looking to 𝒐𝒑𝒕𝒊𝒎𝒊𝒛𝒆 your business structure, or just wanting to 𝒆𝒏𝒔𝒖𝒓𝒆 your tax return is done 𝒓𝒊𝒈𝒉𝒕 the first time? If so, you are in the right place! 🤝 Let's see if we are a perfect match! 🎯 𝐈 𝐒𝐏𝐄𝐂𝐈𝐀𝐋𝐈𝐙𝐄 𝐈𝐍 𝐇𝐄𝐋𝐏𝐈𝐍𝐆 ➔ Real estate investors and Airbnb owners wanting to maximize depreciation and lower their tax bills. ➔ Small business owners, freelancers, and self-employed individuals needing clean books and strategic tax planning. ➔ Expats and digital nomads navigating the complexities of US and foreign taxes. ➔ Young professionals dealing with stock options or RSUs. ➔ Anyone facing IRS tax debt, an automated underreporter notice (like a CP2000), or a full audit. ➔ Startups needing to transition away from messy Excel spreadsheets to proper accounting systems. ➔ People from all walks of life! I do not avoid any industries and happily work with anyone! ✨ 𝐖𝐇𝐀𝐓 𝐈 𝐂𝐀𝐍 𝐃𝐎 𝐅𝐎𝐑 𝐘𝐎𝐔 ➡ Tax Preparation & Planning: I work with individuals and businesses to not just file taxes but find ongoing savings opportunities. I handle everything from a simple W-2 to complex multi-income returns and returns with international assets/holdings. ➡ IRS & State Problem Solving: I represent clients facing audits and handle Offer in Compromise filings, penalty abatements, and payment plans. I can even help place you into "Currently Not Collectible" status if you cannot afford to pay the IRS right now. ➡ Bookkeeping: From routine monthly maintenance to massive cleanups, I ensure your books are completely tied out and ready for tax filing. I am highly proficient in QuickBooks, Xero, Wave, and Excel. ➡ Prior Year Unfiled Tax Help: If you are multiple years behind on your returns, I will bring you fully up to date while limiting your penalties. 🏆 𝐑𝐄𝐀𝐋 𝐑𝐄𝐒𝐔𝐋𝐓𝐒 𝐈 𝐇𝐀𝐕𝐄 𝐀𝐂𝐇𝐈𝐄𝐕𝐄𝐃 Here is how I have helped real people just like you: ➼ Resolved over $500,000 of tax debt for a client, settling for $100,000. ➼ Reduced tax liability by approximately $120,000 for a real estate investor through proper structuring and depreciation strategy. ➼ Found a $6,200 additional refund for a client by thoroughly reviewing their prior year return. ➼ Stopped a bank levy and got $40,000 forgiven for a self-employed plumber. ➼ Structured cross-border reporting to eliminate double taxation exposure for a US expat living in Italy. ➼ Saved a self-employed freelancer approximately $9,000 annually by transitioning them to an S-corporation. ➼ Resolved an automated underreporter notice proposing $20,000 in extra tax for a couple who forgot to report stock sales, resulting in a $1,000 refund instead. ⭐️ 𝐖𝐇𝐘 𝐏𝐀𝐑𝐓𝐍𝐄𝐑 𝐖𝐈𝐓𝐇 𝐌𝐄 ➤ I hold a Master of Science in Accounting from Western Governors University and a BA from the University of Pennsylvania, where I graduated Summa Cum Laude. ➤ I previously worked as a Tax Expert for TurboTax, ranking in the top 15% of experts for accuracy and client satisfaction. ➤ I am fully bilingual in English and Spanish , and I also speak basic German and Italian. ➤ I use a secure portal to organize all your documents and keep the process absolutely painless. ➤ I am an Intuit Certified Bookkeeping Professional. ➤ I give all my clients my personal phone number for any questions, and I am always available via Upwork chat/call. 📩 If you are ready to 𝙩𝙖𝙠𝙚 𝙩𝙝𝙚 𝙨𝙩𝙧𝙚𝙨𝙨 𝙤𝙪𝙩 of your finances, send me a message today to schedule a 𝐟𝐫𝐞𝐞 𝟏𝟓-𝐦𝐢𝐧𝐮𝐭𝐞 𝐝𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐲 𝐜𝐚𝐥𝐥. We will work through things one step at a time so you never feel overwhelmed.

Tax Analyst Keen, meticulous professional with 8+ years of tax preparation and filing experience. Knowledgeable with tax laws and the tax preparation process to ensure compliance and educate clients thoroughly. Proven track record of success in reviewing financial data to accurately determine tax deductions, credits, and liabilities. Equipped with excellent communication skills, strategic thinking abilities, a strong work ethic, and a clear focus on assisting clients with tax preparation and filing through remote work. CORE COMPETENCIES Tax Returns Preparation | Sales and Use Tax | Tax Filing | International Tax Laws | Public Accounting | Tax Review | Corporate Tax Laws | Finance |Trial Balance and Financial Statements Analysis | Progressive Accounting | Attention to Detail | Customer Service | Conflict Resolution | Documentation | Organizational Skills | Office Management | Document Management

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。

Hello, I’m Dhruvil, Licensed US CPA - MO with over 8 years of hands-on experience in U.S. Taxation, Audit and bookkeeping, supporting individuals, startups, small businesses, and e-commerce sellers with accurate, compliant, and reliable financial solutions. I provide end-to-end U.S. tax preparation, e-filing, tax planning, and bookkeeping services, ensuring timely delivery, full IRS compliance, and well-organized, tax-ready financial records. ✅ US Tax Services 🔹 Individual Taxation Form 1040 (W-2, 1099, investments, deductions & credits) Schedules A, B, C, D, E Rental income & multi-state returns Expat & foreign income reporting 🔹 Business & Entity Taxation Form 1065 – Partnerships Form 1120 – C-Corporations Form 1120-S – S-Corporations Form 990 – Non-Profits EIN applications & IRS registrations 🔹 IRS Compliance & Advisory 1099-NEC / 1099-MISC preparation & filing W-2 / W-3 payroll filings Estimated taxes (1040-ES, 1120-ES) IRS notices, compliance reviews & year-end tax planning ✅ Bookkeeping & Accounting Services Daily, weekly, or monthly bookkeeping Transaction categorization & historical cleanup Bank & credit card reconciliations Accounts Payable (AP) & Accounts Receivable (AR) Financial reports: P&L, Balance Sheet, Cash Flow QuickBooks Online, Xero & Zoho Books Software setup, cleanup, migration & ongoing support 🔹 E-Commerce Bookkeeping Amazon, Shopify, WooCommerce sellers PayPal, Stripe, Square reconciliation Sales tax tracking & marketplace payout reconciliation ⭐ Why Work With Me? ✔ 8+ years of US tax & bookkeeping experience ✔ CPA-led accuracy & IRS-compliant filings ✔ Clean, audit-ready & tax-ready books ✔ Clear communication & timely delivery ✔ 100% confidentiality & data security 📌 My goal: To make U.S. tax compliance and bookkeeping simple, accurate, and stress-free, so you can focus on growing your business with confidence.