Kevin M.

#1 Upwork CPA | Elite US Tax Strategy | Tax Planning | Tax Preparation

☑️ 𝗘𝗻𝗷𝗼𝘆 𝗣𝗮𝘆𝗶𝗻𝗴 𝗧𝗵𝗲 𝗟𝗲𝗮𝘀𝘁 𝗧𝗮𝘅 𝗣𝗼𝘀𝘀𝗶𝗯𝗹𝗲 ☑️ 𝗟𝗶𝗰𝗲𝗻𝘀𝗲𝗱 𝗖𝗣𝗔 - 𝟯𝟱+ 𝗬𝗲𝗮𝗿𝘀 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 ☑️ 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗜𝗻 𝗟𝗮𝗿𝗴𝗲, 𝗖𝗼𝗺𝗽𝗹𝗲𝘅 & 𝗛𝗶𝗴𝗵 𝗩𝗮𝗹𝘂𝗲 𝗧𝗮𝘅 𝗦𝗶𝘁𝘂𝗮𝘁𝗶𝗼𝗻𝘀 ☑️ 𝟱𝟬𝟬+ 🇺🇸 𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝗻 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗦𝘂𝗽𝗽𝗼𝗿𝘁𝗲𝗱 ☑️ 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝗲𝗱 $𝟭𝟬𝟬𝗠+ 𝗜𝗻 𝗧𝗮𝘅 𝗖𝗿𝗲𝗱𝗶𝘁𝘀 ☑️ 𝗔𝘂𝘁𝗵𝗼𝗿 𝗼𝗳 𝗧𝗵𝗲 “𝗧𝗮𝘅 𝗖𝗿𝗲𝗱𝗶𝘁𝘀 𝗔𝗿𝗲 𝗦𝗲𝘅𝘆” 𝗕𝗼𝗼𝗸𝘀 ☑️ 𝗧𝗶𝗺𝗲 𝗦𝗲𝗻𝘀𝗶𝘁𝗶𝘃𝗲 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀 𝗪𝗲𝗹𝗰𝗼𝗺𝗲 ☑️ 𝗪𝗼𝗿𝗸 𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝗲𝗱 𝗢𝗻-𝗧𝗶𝗺𝗲 𝗘𝘃𝗲𝗿𝘆-𝗧𝗶𝗺𝗲 ☑️ 𝗙𝗼𝗿𝗺𝗲𝗿 𝗖𝗘𝗢, 𝗖𝗙𝗢, 𝗖𝗼𝗻𝘁𝗿𝗼𝗹𝗹𝗲𝗿, 𝗘𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿 & 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗢𝘄𝗻𝗲𝗿 ☑️ 🇺🇸 𝗨𝗦 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗜𝗻 𝗧𝗮𝘅 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 & 𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 ☑️ 𝗔𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲 𝗧𝗼 𝗙𝗹𝘆 & 𝗪𝗼𝗿𝗸 𝗢𝗻 𝗦𝗶𝘁𝗲 𝗪𝗶𝘁𝗵 𝗬𝗼𝘂 (𝗚𝗹𝗼𝗯𝗮𝗹𝗹𝘆) To schedule a complimentary tax consultation, 𝗶𝗻𝘃𝗶𝘁𝗲 𝗺𝗲 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝗼𝗿 𝘀𝗲𝗻𝗱 𝗺𝗲 𝗮 𝗱𝗶𝗿𝗲𝗰𝘁 𝗺𝗲𝘀𝘀𝗮𝗴𝗲. ❝ 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 Hi! I'm Kevin, a CPA with 35+ years of experience helping US business owners legally reduce taxes, solve complex tax problems, build tax strategies leveraging tax credits, and significantly improve cash flow. Most accountants are very good at telling you what happened last year. I think that's about 12 months too late. One of my genius-zones is identifying tax-saving opportunities before the year ends, while there's still time to do something about them. Think of me as your one-stop shop for proactive tax strategy, tax planning, tax credits, tax preparation, and complex tax problem solving. I'm also a former CEO, CFO, Controller, entrepreneur, business owner, author, and strategic advisor. I understand what it's like to sign the front of the check. Because I've spent my career building, buying, operating, and selling businesses, I look at taxes through a business owner's lens, not simply an accountant's. My clients often want to answer questions like: 🔹 How can I legally reduce my tax bill? 🔹 Am I using the right business structure? 🔹 Which tax credits am I missing? 🔹 What tax opportunities have been overlooked? 🔹 How can I improve cash flow? 🔹 What tax strategies should I implement before year-end? Examples Of Tax Services I Commonly Support Clients With Includes: ✅ Tax Services - Tax Planning & Strategy - Advanced tax planning, tax mitigation, tax reduction, and tax savings strategies - Proactive year end and multi year tax planning - Tax credit identification and prior year opportunity reviews ✅ Business & Corporation Tax Planning - S corporation, LLC, and partnership tax planning - Entity structure analysis and optimization - Reasonable compensation planning - Multi state tax planning ✅ Tax Credits - Employee Retention Credit (ERC) analysis and recovery - Research and Development (R&D) tax credits - Industry specific tax credits - Tax credit identification, analysis, and recovery ✅ Tax Preparation - Form 1040 individual tax returns - Form 1120 C corporation tax returns - Form 1120 S S corporation tax returns - Form 1065 partnership tax returns - Form 990 nonprofit tax returns - Amended and delinquent tax returns - Foreign owned LLC Form 5472 compliance ✅ IRS Resolution & Complex Tax Matters - IRS notices and tax disputes - Prior year and multi year tax issues - Accounting cleanup and reconciliation - Complex tax resolution ✅ Business & Financial Advisory - Fractional CFO services - Financial statement review - Cash flow and profitability analysis - Strategic business consulting - Multi entity accounting ✅ Software & Tools - QuickBooks Online, Drake Tax, Microsoft Excel, Google Sheets, Gusto, ADP, Xero, and Sage After 35+ years I still deeply enjoy my work because I genuinely enjoy finding opportunities other people miss. There's something incredibly rewarding about showing a business owner that the tax bill they thought was inevitable, is not! To schedule a complimentary consultation, 𝗶𝗻𝘃𝗶𝘁𝗲 𝗺𝗲 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝗼𝗿 𝘀𝗲𝗻𝗱 𝗺𝗲 𝗮 𝗱𝗶𝗿𝗲𝗰𝘁 𝗺𝗲𝘀𝘀𝗮𝗴𝗲. Kevin Marshall. CPA. ❝ 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