Matthew Schlanger Cpa
WHAT WE DO: We help business owners and high net worth individuals significantly reduce their tax burden, streamline financial operations and increase profits by providing custom-built, advanced tax savings & financial strategies the average CPA doesn't know about. WHAT MAKES US UNIQUE: From real-time financial insights to 1-on-1 consulting to a full suite of financial, payroll and tax services, we help you operate your business and manage your finances at peak efficiency. PERSONALIZED APPROACH: Having worked with 500+ business owners over the past decade, we custom-build a strategic tax savings + financial operations strategy based on your unique business model, current economic situation and desired goals. We also embrace cutting-edge technology, AI, Crypto and other forward-thinking technologies, financial systems & strategies to ensure my clients stay ahead of the curve. WHAT CLIENTS SAY:"I've had the pleasure of working with Matthew for both my personal and business financial needs over the past few years. I've learned a lot just by working with him, and absorbing whatever I can from his deep well of financial expertise. He's well versed in traditional finance and does a good job of figuring how where that knowledge applies in the ever-evolving realm of cryptocurrency and its associated regulations."- Steven Williams SERVICES WE PROVIDE: 🧗 Advisory: Comprehensive financial planning and strategy Tax Compliance: Ensuring you're always in line with the law FP & A: Financial Planning and Analysis tailored to your needs 🧭 1:1 Business Consultations: Personalized sessions to discuss your financial goals Ongoing Support: Monthly fee structure with unlimited phone calls and emails DOES THIS SOUND LIKE YOU? Struggling with managing your business finances Overwhelmed by tax compliance and regulations Looking to optimize your revenue streams ⏰ Needing real-time financial insights for decision-making
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Patrick Nagurny
CPA Candidate · Finance & Accounting
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Kayzanne Yarbro
Director of Tax Services · Finance & Accounting
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Katie Matson
Firm Administrator · General Business & Management
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