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 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.
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
Fiduciary
Through Measured Risk Portfolios
Credentials & firm structure
How the practice is structured.
Tax and accounting services are provided through Matt Reese, CPA. Investment advisory services are provided through Measured Risk Portfolios, a registered investment adviser. The two entities are separate; clients are not required to engage both.
- License
- Certified Public Accountant (CPA)
- Jurisdiction
- California
- Firm
- Matt Reese, CPA
- Advisory
- Measured Risk Portfolios (IAR)
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. Investment advisory services are provided through Measured Risk Portfolios, a registered investment adviser. Matt Reese, CPA and Measured Risk Portfolios are separate entities. Clients are not required to engage both.