Planning SAVES. Preparing COSTS You.
Most tax returns tell you what already happened. Boss Financial Group helps successful business owners identify legitimate tax strategies while there is still time to do something about it.
35+ years CPA experience · Former $6M firm founder · Author, Tax Credits Are Sexy
Tax Preparation Looks Backward. Tax Strategy Looks Forward.
Every April, millions of business owners hand their CPA a box of documents and wait to find out how much they owe. That's tax preparation — and it's a perfectly fine service. But it's not strategy.
Tax strategy happens before the year ends, before the transaction closes, before the decision is made. It's the difference between knowing your tax bill and shaping it. The tax code isn't just a list of obligations. It's full of incentives — for investing, hiring, saving for retirement, doing R&D, buying equipment and real estate. Most business owners never see those opportunities because their advisors are focused on compliance, not planning.
What most CPAs do
- Prepare returns based on what already happened
- Report income and deductions after the year closes
- Focus on accuracy and compliance
- Tell you what you owe
- Work from last year's numbers
What Boss Financial Group does
- Review your situation before decisions are made
- Identify strategies while there's still time to act
- Focus on legitimate tax reduction opportunities
- Show you what you could have kept
- Plan for the year ahead — and the years after
The Tax Strategy Assessment
Kevin performs a structured, comprehensive review of your tax situation — your returns, your entity structure, your business activity, and your financial picture. The goal is to identify legitimate tax-planning opportunities you may not be using.
- Review of prior-year tax returns and financial statements
- Analysis of your current entity structure and compensation strategy
- Identification of applicable credits, deductions, and planning opportunities
- Written summary of findings and recommended next steps
"If the assessment does not identify strategies capable of producing tax savings equal to at least 50% of your prior-year income tax liability, the assessment fee is waived."
Results depend on individual facts, eligibility, and implementation. The guarantee covers identified opportunities, not guaranteed savings.
Where We Find the Money
Tax strategy isn't one thing. It's a systematic review of every area where the tax code creates legitimate opportunities.
Business & Entity Structure
The way your business is structured has a direct impact on how much tax you pay. Many owners are in the wrong entity type for their situation.
S Corporation Planning
Converting to an S corporation — and getting the compensation strategy right — is one of the most reliable ways to reduce self-employment tax.
Retirement Strategies
The right retirement plan can shelter significant income from tax while building long-term wealth. Most business owners are underutilizing this.
R&D Tax Credits
The R&D credit is broader than most people think. Many businesses qualify without realizing it.
Cost Segregation
Accelerate depreciation on real estate and equipment to generate significant first-year deductions.
Compensation & Payroll Strategy
How you pay yourself and your employees affects both your tax liability and your business's bottom line.
Real Estate Tax Planning
Real estate creates some of the most powerful tax advantages available to business owners and investors.
Tax Credits & Incentives
Federal and state credits for hiring, energy, location, and industry can offset tax dollar-for-dollar.
Acquisition & Transaction Planning
How a deal is structured determines how much of the proceeds you keep. Pre-transaction planning matters enormously.
Multi-Entity Planning
Multiple business entities, when structured correctly, create opportunities for income shifting and tax reduction.
Planning SAVES. Preparing costs you
Results vary based on individual facts, eligibility, and implementation.
A review of prior-year returns and QuickBooks identified approximately $20,000 in refund opportunities the client had missed.
A physician purchased a ~$1M building. A ~$3,000 cost-segregation study identified approximately $250,000 of accelerated first-year depreciation.
A complicated 10-year tax cleanup involving an approximately $1.2M tax lien was ultimately resolved for approximately $50,000.
A pre-sale tax review identified approximately $20,000 in refund opportunities before the transaction closed.
A business converted from Schedule C to S corporation with coordinated tax strategies, producing approximately $20,000 in first-year tax savings.
Kevin Marshall, CPA
35+ years. One mission: stop telling business owners what they already owe.
Kevin Marshall has spent more than 35 years in accounting, tax, and business — as a CPA, as a CFO, and as an entrepreneur. He built a CPA firm to approximately $6 million in revenue and 60 employees. He has served as Controller and CFO for substantial organizations. He knows what it looks like on both sides of the table.
After decades in the profession, Kevin became frustrated with the same conversation: a client hands over their documents, and the CPA hands back a number. How much you owe. That's it. No context, no planning, no alternatives.
His view is that the tax code isn't just a bill. It's a set of incentives — written by Congress to encourage specific behaviors: investing, hiring, saving for retirement, doing research, buying equipment and real estate. Most business owners never see those incentives because their advisors are focused on compliance, not strategy.
Kevin often works alongside clients' existing CPAs, bookkeepers, attorneys, and financial advisors. He's not here to replace anyone. He's here to add a layer of proactive planning that most compliance-focused firms don't provide.
Kevin is also the author of the Tax Credits Are Sexy book series — a plain-English guide to the tax credits most business owners don't know they qualify for.
Kevin Literally Wrote the Book on Tax Credits
Most business owners have heard of tax credits but have no idea which ones they qualify for — or how to claim them. Kevin's Tax Credits Are Sexy book series breaks down the most valuable credits available to business owners in plain English, without the jargon.
— Kevin Marshall, CPA
Common Questions
You May Be Paying More in Taxes Than You Have To.
The only way to know is to look. The Tax Strategy Assessment is a structured review of your situation — designed to find legitimate opportunities while there's still time to act.