Matt Reese, CPA
Founder, Reese Tax & Wealth
About Matt
Matt Reese, CPA
Founder & CPA, Reese Tax & Wealth
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 closely with each client’s investment advisor, so owner-operators get both sides of the conversation actually talking to each other.
Matt is a licensed CPA in California. He works with profitable business owners, S-corp owners, and high-income households on tax preparation, proactive tax planning, entity structure, reasonable compensation, distributions, retirement plan design, and exit planning.
10+ yrs
CPA practice
Owner-led
Client focus
Coordinated
With your investment advisor
Credentials & firm structure
How the practice is structured.
Tax and accounting services are provided through Matt Reese, CPA. Investment management stays with your own investment advisor; we coordinate with them so the tax and portfolio decisions line up.
- License
- Certified Public Accountant (CPA)
- Jurisdiction
- California
- Firm
- Matt Reese, CPA
- Credential
- CPA · CMA
Ready to connect?
A 30-minute intro call to understand your business, your timeline, and where tax and investment decisions are being made today.
Tax and accounting services are provided through Matt Reese, CPA.