“Matt put what seemed unreachable within reach and demystified our issues.”

"I recently found myself in a financial bind with my company. Upon searching for CPA’s I ran across Matt’s profile and found that what made him unique was an institutional background on Wall Street that most CPA’s don’t have. He skillfully tailored his financial knowledge to help deliver solutions to individual taxpayers and non-institutional business owners/operators like myself.

Matt is patient, focused, and genuinely cares for the business/family relationship. In this day and age with the advent of AI and seemingly non-personal business interactions, he was a breath of fresh air. 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—I wish I’d found him sooner. Matt put what seemed unreachable within reach and demystified our family and business financial issues." – Rob O’ Connor, Leading Edge Advisors LLC