Matt Costa, CPA, CFP

Tax Consultant

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.

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Managing Director
Director of R&D Tax Credits
Tax Consultant
Senior Tax Research Consultant

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