With decades of experience and an wide breadth of experience, our professionals and support staff have what it takes to tackle whatever you bring to our doorstep.
Principal Tax Preparer, Tax Attorney, Audit Specialist
As our company founder, Matthew was and always shall be the original Tax Ninja. With over a decade of experience in matters of preparation, auditing, and planning, Matt will work hard to get you the best deal available.
Senior Non-Equity Partner, Corporate Specialist
With a decade of tax planning experience under his belt, JP knows the ins-and-outs of making your finances work for you. His extensive experience as a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) give him unique insight into the various ways you can position yourself to achieve your financial goals.
Director of Operations
With a background in Public Policy and Economics, Cassandra arrived with a keen interest in the nuts and bolts of tax preparation. As architect of our administrative organization, she works to orchestrate our entire team to make sure that we meet the needs of you, your business, and your family.
President, Customer Satisfaction
An entrepreneur-at-heart, university trained computer scientist, and former founder of a VC-backed startup, Jayson works to maintain and curate a positive customer experience. His depth and breadth of experience gives him a unique perspective from which to advocate for our customers needs.