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.

Expert guidance for your every tax move

Meet our Tax Professionals

Managing Director
Tax Director, Methods & Credits
Tax Consultant
Lead Tax Research Associate

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