CPA-led tax planningCPA-led tax and planning for business owners

A CPA who sees more than the return.

Tax preparation and planning for business owners who want their business, personal taxes, and wealth decisions connected — not handled by two people who have never spoken.

Take the owner review· 2 min Talk with Matt

Matt Reese, CPA Founder

CPA-led: Returns, planning, and quarterly rhythm — done in-house
Fiduciary (MRP): Investment advisory through Measured Risk Portfolios, a registered investment adviser
Owner-first: Built for owner-operated businesses, not retail retirement accounts

The problem

The business is growing. The personal balance sheet isn’t.

Most owners are great at running the business and distracted from everything around it — the entity structure, what comes out as W-2 vs distribution, where the distributions actually land, and whether any of it is turning into investable wealth.

Returns done, nothing planned

You have a preparer who files what happened — but nobody owns the quarterly tax rhythm, reasonable comp, or the 2–3 moves that actually lower this year’s bill.

Distributions sit in cash

Owner draws and K-1 income hit the personal account and stay there. There’s no plan that turns that money into a long-term, investable balance sheet.

The 401(k) is the whole portfolio

The investment side is a retail retirement account picked years ago. Nothing is coordinated with the entity, the business concentration, or the tax picture.

Exit planning with weeks to go

When a sale, recap, or partner buyout surfaces, structure, basis, and state residency all matter — and the planning window already closed.

Where we help

Find your situation.

Not sure which situation fits?

Take the 2-minute owner review — we’ll surface your planning gaps.

Take the owner review· 2 min

My business is making money, but tax planning feels reactive.

For owners who want proactive planning and a quarterly rhythm — not just a filed return.

See how we plan

Cash is building up in the business, but I don’t have a personal wealth plan.

For profitable owners who want business income to become personal wealth.

See how we coordinate wealth

I need my S corp salary, distributions, and estimates handled correctly.

For owners who want the entity structure and tax rhythm set up right.

Set up the right foundation

I have RSUs, stock options, K-1s, or concentrated investments.

For high-income households with complex tax situations that need CPA and advisor coordination.

Review my complex tax picture

I’m a solo service pro and I’m not sure my setup is costing me money.

For consultants, trainers, designers, and other solo providers where SE tax is the biggest line item.

See the solo service playbook

I run a business with employees and want to make sure payroll and taxes are handled correctly.

For owners with payroll who need clarity on deposit deadlines, worker classification, and the trust fund penalty.

See the employer playbook

I’m thinking about selling in the next few years and want to know what I’d actually keep.

For owners fielding buyer calls who need a pre-sale tax analysis before any LOI is signed.

Plan the exit tax picture

I just started my business and I need to understand how taxes work before I make a mistake.

For new owners in their first year who want the basics — entity, books, quarterly estimates — set up right from day one.

Start with the basics

I’m making around $60k and I’m not sure if there’s more I should be doing on the tax side.

For solo pros below the S-corp threshold who want a clear picture of the deductions and retirement moves available right now.

See what’s available below the threshold

Not sure where you fit? Take the owner review and we’ll surface the gaps.

Not for everyone

This takes real engagement.

We work with owners building real wealth and willing to plan proactively. If you’re looking for cheap tax prep or a one-time filing, we’re not the fit.

Ongoing engagement

We work in quarterly cycles. That means real planning conversations before year-end, not tax returns in March. This is a partnership, not a transaction.

Business revenue $200k–$5M+

Below $200k, the S-corp election doesn't move the needle. Above $5M, you need specialists we'd introduce you to. This is our sweet spot.

Willingness to coordinate

If you have a CPA and an advisor today, they need to actually talk. If they're your old prep service and some random robo-advisor, we'll help you rebuild, but it takes commitment.

Proactive mindset

We don't react to tax code changes in March. We plan in October. If you want to keep doing things the same way, this won't work.

If this sounds like you, let’s talk. Book a 30-minute call. Want to see the numbers first? Pricing & engagement spells out tiers, fit criteria, and what we won’t take on. Not ready? Free tools and guides are yours to use.

Find your opportunity

See what’s on the table.

Find your situation

1 of 3

What's your biggest tax or wealth headache right now?

Matt Reese, CPA

Founder, Reese Tax & Wealth

About Matt

A CPA who also sits on the investment side of the table.

Matt built Reese Tax & Wealth after a decade of watching the same pattern repeat: owners getting tax advice that ignored their portfolio, and investment advice that ignored their K-1. The planning that mattered most — the exit, the reinvestment, the multi-year smoothing — lived in the gap between the two.

Today he leads tax strategy through Matt Reese, CPA and coordinates investment advisory through Measured Risk Portfolios, so owner-operators can get both sides of the conversation from one team that actually talks to each other.

CPA · CMA

Dual credential in tax and management accounting

Owner-led

Client focus

Fiduciary

Through Measured Risk Portfolios

More about Matt

How it works

Four steps from intro call to ongoing plan.

Step 01
Intro call
30 minutes to understand your business, your timeline, and where tax and investment decisions are being made today.
Step 02
Diagnostic
We review returns, entity structure, and portfolio. You receive a written snapshot of gaps and the two or three highest-value moves.
Step 03
Coordinated plan
Tax work moves to Matt Reese, CPA; advisory moves to Measured Risk Portfolios; you get one integrated calendar and one team.
Step 04
Ongoing quarterly cadence
Quarterly planning check-ins tied to real numbers, not year-end surprises. Distribution strategy, investment coordination, and exit planning get addressed when they're relevant.

Free · 2 minutes

See where your setup stands.

Answer 7 questions about your business structure, tax rhythm, and wealth plan. Get a plain-English gap analysis — the moves you’re likely missing.

Take the owner review· 2 min

Not ready to hire — start here

Which situation describes you?

Each guide covers the core concepts for your situation — with calculators, a step-by-step walkthrough, and 5 downloadable worksheets.

Free guide + 5 worksheets

The Busy Owner's DIY Tax Planning Guide

Learn how to set your S-corp salary correctly, calculate your quarterly estimates, and build a proactive plan that eliminates April surprises — before March.

What’s included

October Planning Worksheet
Quarterly Review Checklist
Year-End Deduction Planner
Tax Return Prep Checklist
October Planning Summary

The guide is free to read. Enter your email at the bottom to get the 5 worksheets sent to your inbox — no newsletter.

Read the guide

Free — no sign-up, no email required

Guides & articles

Plain-English answers on quarterly estimates, IRS notices, 1099s, S-corp distributions, exit taxes, and more — written by a CPA.

Browse the guides

Free calculators

Run the numbers yourself — S-corp salary, retirement contributions, exit tax estimates, entity comparison, quarterly payments, and more.

Open the tools

Reviews

What clients say.

“Matt is the best! Does a great job at explaining everything and answering all your questions. As a small business owner I trust Matt to handle my taxes and provide suggestions based on my business.”

Victoria G.

Small business owner · Google

“I'm a startup and it took me several months to find the right CPA. Matt is such an asset — a wealth of knowledge, passionate, straight-shooter, proactive, humble and kind-hearted. No need to look any further.”

MJ's Eatery

Startup, San Diego · Yelp

“We had to amend a few returns when a mortgage underwriter found a small error. Matt replied right away and made himself available on a Friday night to alleviate our concerns. Pay the money to have a CPA do it right the first time. Highly recommended.”

Justin A.

San Diego, CA · Yelp

Monthly tax planning reminders

One email per month — what’s due, what to do, and which tool to use. No fluff.