Our Team
Kevin Marshall, C.P.A.
Chief Executive Officer
Kevin brings both an entrepreneurial spirit and a CPA’s financial acumen to each client situation. The innovative solutions he brings to clients are rooted in strong financial returns.
Kevin is the author of Tax Credits Are Sexy: What Every Organization Needs To Know About The Employee Retention Credit. You can read or listen to this here.
Professionally, Kevin has been a practicing CPA for over 35 years. He serves clients across the country via his virtual CPA firm. He specializes in the difficult— specifically turning around dire financial situations with unique financing, tax mitigation, and business planning solutions.
As an entrepreneur, Kevin has started and sold multiple businesses. He started a Bed & Breakfast in Connecticut that became one of the top grossing small B&Bs in New England and was featured on CNN. Kevin profitably sold that business before his last relocation to Tucson AZ, where he wisely went virtual with his CPA and funding business.
Kevin’s awards include Money Magazine’s “People to Watch” and Hartford Business Journal’s “40 Under 40.” Kevin has volunteered with Make Way for Books and the Tucson Rotary and has lent his expertise as treasurer to numerous non-profit organizations.
H. Cody Hallett
Chief Operating Officer
Cody Hallett is the COO of Profitopia and has worked as a serial entrepreneur and “hands-on consultant” to startups and established businesses. With a diverse array of talents, he has been involved in all phases of business, from branding and product development to manufacturing, distribution, and fulfillment. He has helped companies raise millions of dollars through crowdfunding and social media campaigns and has worked extensively as a creative and marketing executive. Mr. Hallett loves learning languages and becoming acquainted with diverse cultures, and enjoys travel for both business and pleasure, which has led him to complete numerous successful manufacturing projects overseas.
Annie Hallett
Director of Customer Support
Annie worked in management before coming to Profitopia. She was born and raised in Tucson and moved back in 2016 after living in Seattle for a several years. In addition to working at Profitopia, she is currently dual majoring in Elementary and Special Education. In her free time Annie enjoys reading, hiking, and going on road trips.
Shelley Dostie
Director of Business Development
Shelley strives to personally walk each client through the process of qualifying for the ERC tax credit from the IRS. As a business owner and Occupational Therapist from 1995-2016, she understands the unique needs and demands on business owners. She is an active volunteer, primarily focused on the Pediatric Cancer, Sarcoma Cancer, and disaster relief projects. In these positions she has worked as an Advocate and raised significant funds/awareness for organizations such as Miles2Give, 4Another, Relay for Life, Stand Up 2 Cancer and St. Baldrick's Foundation.
Konnie McCarty
Assistant to the CEO
A native Tucsonan, Konnie retired from state service after 29 years with the Department of child safety in 2021. She comes to us with plenty of administrative experience and a positive attitude. She loves to go to rock concerts and enjoys hanging with her family.