Matt Wilson

Partner, Tax Attorney

 

For over 22 years, Matt has enjoyed partnering with business clients of different sizes and industries to successfully achieve their business objectives.  Starting out as an attorney representing Silicon Valley entrepreneurs, Matt expanded his focus to include more traditional businesses while enhancing his skill set to include an emphasis on tax planning, tax preparation and reporting and tax liability resolution. 

Matt enjoys learning the intricacies of new business endeavors, transactions and strategies, and has the unique ability to help his clients evaluate the implications of their decisions or strategies while offering real-world, real-time alternatives to ensure his clients’ overall success.

Matt is fully dedicated to ensuring he provides his clients with the most current, relevant, and practical advice for each situation, whether routine or once-in-a-lifetime.  He also fearlessly represents his clients, when necessary, before the IRS and other taxing authorities to defend their business decisions and to resolve such matters to the satisfaction of his clients. 

Over the years, he has earned a reputation as a true advocate for his clients’ businesses, who understands their unique challenges and enjoys finding customized solutions that are timely, well-informed and practical.  Unlike other practitioners, Matt stands out as an advisor whose risk tolerance adjusts to meet his clients’ individual needs and demands.

Expertise: 

Tax planning, Business tax, Choice of entity, Business transaction planning and tax, Business accounting, Start-Ups, Personal tax, Personal financial planning, Virtual CFO, Income, Sales and Property Tax resolution, Audit support

Affiliations: 

U.S. Tax Court Bar (WMO615); State Bar of California (212798); State Bar of Washington (Pending)

Certified Public Accountant, California Board of Accountancy (License Pending)

California Lawyers Association (Business, Estates & Trust, & Taxation Sections)

American Bar Association (Business, Estates & Trust, & Taxation Sections)

California Society of Tax Consultants

National Society of Tax Professionals

Association of International CPA (Affiliate Member)

Idaho Society of CPAs (Affiliate Member)

California Society of CPAs (Affiliate Member)

Education:

Brigham Young University, B.A. (Major: History, Minor: Accounting) (Honor Society)

Northwestern University School of Law, J.D. (Cum Laude, National Honor Society (Order of the Coif), Moot Court Championship Team & Best Speaker), Emphasis—Corporate & Tax Law

University of San Diego School of Law, LL.M. (Masters of Taxation)(National Honor Society), Emphasis—Partnership, Nonprofit and Estate/Trust Tax

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