Matt recently joined the Tarbox team as Head of Tax & Family Office Services. Matt has extensive experience advising families and businesses in all aspects of financial, tax, investment, and estate planning matters. Matt provides tax advice to all Tarbox clients and comprehensive family office services to select families.
Prior to his role at Tarbox, Matt was a Client Advisor for MRA Associates, where he provided high net worth families with tax planning, tax compliance, and wealth management services.
Matt is a Certified Public Accountant, holds the Certified Global Management Accountant (CGMA®) designation, and is a Member of The Exit Planning Institute, the Arizona Society of CPAs, and the American Institute of Certified Public Accountants. He earned a Master of Taxation and Bachelor of Science in Accountancy from the W.P. Carey School of Business, Arizona State University. Matt also enjoys volunteering his time as a mentor to startup businesses in the Phoenix area through SeedSpot, a national organization that focuses on supporting entrepreneurs.
Number of countries Matt’s been to … and counting
Number of pages of the worst hedge fund K-1 he’s received
"If you can't explain it simply, you don't understand it well enough." - Albert Einstein
Number of years the NCAA considered Matt a women’s athletic team scout