Our firm focuses on tax preparation and planning for individuals in the San Francisco Bay Area.   We have developed a deep focus on Stock Option planning to meet the needs of technology professional clients. After starting this firm, I quickly discovered that there was a lot of confusion around equity-based compensation common to the Bay Area, and that people were not finding the answers they needed online or from their local CPA. We made it our mission to fix this problem for our clients.

Matt was a Senior Manager in the tax group at Deloitte, a big-4 accounting firm, advising many of the largest firms in the Bay Area.  He earned his BA in Business Economics from UC Santa Barbara and an MBA with a Finance emphasis from UC Davis. He earned his CPA in 2002, and is a member of the American Institute of CPAs (AICPA) .  Matt, his wife Lena, and their two children live in San Carlos.