Entrepreneur | Tax Strategist | Transforming the Game
Kevin Marshall, CPA, is a dynamic and results-driven entrepreneur who blends an entrepreneurial mindset with the financial expertise of a seasoned CPA. His ability to craft innovative solutions—while ensuring strong financial returns—has made him a trusted advisor for businesses nationwide.
With over 35 years of experience as a practicing CPA, Kevin owns and operates a virtual consulting and CPA firm that specializes in tackling complex financial challenges. His firm excels in business turnarounds, unique financing strategies, tax mitigation, and comprehensive business planning. Kevin is also a leading expert in tax credits, helping entrepreneurs put more money in their pockets through cost-saving strategies, income tax reduction, payroll tax savings, grants, tax credits, and loans.
An accomplished entrepreneur, Kevin has successfully launched and sold multiple businesses. He founded a Bed & Breakfast in Connecticut that became one of the highest-grossing B&Bs in New England. His foresight in taking his CPA business virtual 20 years ago has allowed him to serve clients across the country from Scottsdale, AZ.
Kevin is widely recognized as one of the foremost tax credit experts in the U.S. He is the author of Tax Credits Are Sexy, a sought-after speaker, and the developer of Employee Retention Credit (ERC) software and an ERC app. His expertise spans accounting and control troubleshooting, rapid closes, problem resolution, profitability and financial analysis, process simplification, financial audits, database and spreadsheet development, and system conversions.
A true outside-the-box problem solver, Kevin is passionate about uncovering hidden financial opportunities for business owners. His work has earned him numerous accolades, including Money Magazine’s «People to Watch» and Hartford Business Journal’s «40 Under 40.»