BOSS Financial Group is a national tax strategy and advisory firm led by Kevin Marshall, CPA, a 35+ year expert in advanced tax planning, multi-entity structuring, and strategic wealth optimization. We help business owners, CEOs, and high-growth companies reduce taxes, protect assets, and increase profitability through proven, data-driven strategies.

Our flagship program, SIMERP (Self-Insured Medical Expense Reimbursement Plan), delivers significant payroll tax savings while providing employees with meaningful, no-cost wellness benefits. This program is ideal for employers with 20+ W-2 employees and is also available through PEO partnerships.

BOSS Financial Group provides fractional CFO services, outsourced controller support, tax credit recovery, cost segregation studies, entity restructuring, IRS representation, and comprehensive tax strategy plans. Our team is affiliated with a 100-person national tax advisory network and IRS Medic, giving clients access to deep expertise across all major industries.

We exist to help businesses legally reduce taxes, increase cash flow, and build long-term, tax-efficient wealth.