Matthew Costa is a CPA and Certified Financial Planner™ with over 14 years of financial advisory and tax experience. Matt was a Manager at RSM, a top 5 national advisory and accounting firm. Matt graduated from the University of South Carolina with a Masters of Accountancy and a Bachelor’s of Science in Business Administration with Majors in Finance, Accounting, and a directed study in Economics in 2010.
Matt serves businesses and individuals holistically for their wealth management, tax compliance, and overall financial and tax planning.
Business owners who work with us maximize their ERC, R&D, and other
tax credits. Talk with our team of professionals for smarter tax planning.
*Not practicing law or providing legal services