"The guy was super approachable, and he communicated complex tax and finance material in a way that we understood and saw value in immediately.

His work on our tax return was thorough and efficient, and he knew exactly where to be selectively aggressive while keeping us in compliance. He's responsive, detail-oriented, and takes the time to explain complex issues in a way that’s easy to understand.

We can't recommend him strongly enough." – Ari Kantrowitz & Frederic Mathieu, Facta Partners LLC

“…Matt is more than a skilled CPA; he is a trusted advisor whose contributions have been invaluable to our firm. His blend of analytical prowess and exceptional communication skills ensures not just comprehension but confidence among all stakeholders involved.” - Jay Jorgensen, GeoBitmine LLC

“As a married couple navigating a complex financial situation (one of us is a high-earning W-2 employee and the other a solo business owner), we had assumed there wasn’t much room for savings. Matt quickly proved otherwise. [Matt’s] work didn’t just provide immediate savings—it set us up for long-term financial efficiency.

We wholeheartedly recommend Matt to anyone seeking a smart, strategic, and personable CPA. He’s a rare find.” – Christian Amsberry & Tammi Yee, San Francisco

"Matt is patient, focused, and genuinely cares about the business/family relationship. He’s able to take the complexities out of business finance and the tax code so that business owners and operators can refocus time and energy on what makes them great.

Picking Matt as a partner was one of the best decisions I’ve made, and I wish I’d found him sooner. Matt put what seemed unreachable within reach and demystified our family and business issues." - Rob O’ Connor, Leading Edge Advisors LLC