A Few Words About Us

meet the team

Matt Speckman

I am a CPA with a decade and a half of experience advising and supporting professionals in real estate and small business. I love talking and teaching finances, and you will find I do a lot of both (if you’re into that sort of thing).

I’ve put in the work to understand advanced tax & financial strategy. And the only reason I mention this is because I can see clearly how something as BORING as tax strategy can improve lives in real ways.

So we came up with a business to help people do this, both with us and for themselves! And I’m excited to see how we can grow with you.

Kyle Speckman

I’ve spent most of my career in the real estate industry, and in between I’ve grown and managed businesses. As most do, I decided to make a mid-career addition to my portfolio by starting an tax business with Matt. What can I say — I’m an entrepreneur at heart.

In reality, my real estate expertise snuck up and became a pillar of our business when we decided to provide a strong focus on real estate professionals and small businesses. This enables Matt and our clients to leverage my specific expertise and develop targeted advice and support meaningful growth.

I love the challenge of figuring out solutions that matter for clients, and I’m looking forward to the next one.