Entrepreneur | Tax Strategist | Changing the Game
Kevin Marshall, CPA, is a high-impact entrepreneur who pairs a founder’s mindset with the financial discipline of an experienced CPA. Known for building practical, inventive solutions that still deliver strong financial outcomes, he has become a trusted advisor to businesses across the country.
With more than 35 years as a practicing CPA, Kevin owns and runs a virtual consulting and CPA firm focused on solving complex financial problems. The firm specializes in business turnarounds, creative financing strategies, tax mitigation, and full-scale business planning. Kevin is also a leading tax credit expert, helping entrepreneurs keep more cash through cost-saving strategies, income tax reduction, payroll tax savings, grants, tax credits, and loans.
Kevin is also a proven entrepreneur who has launched and sold multiple businesses. He founded a Bed & Breakfast in Connecticut that grew into one of New England’s highest-grossing B&Bs. By taking his CPA practice virtual 20 years ago, he was able to serve clients nationwide from Scottsdale, AZ.
Kevin is widely regarded as one of the top tax credit experts in the U.S. He is the author of Tax Credits Are Sexy, an in-demand speaker, and the creator of Employee Retention Credit (ERC) software and an ERC app. His expertise covers accounting and control troubleshooting, rapid closes, problem resolution, profitability and financial analysis, process simplification, financial audits, database and spreadsheet development, and system conversions.
Kevin is a genuine outside-the-box problem solver with a sharp eye for uncovering overlooked financial opportunities for business owners. His work has earned him multiple honors, including Money Magazine’s “People to Watch” and Hartford Business Journal’s “40 Under 40.”
