Matt has more than 30 years of experience providing tax services to high net worth families and individuals. He handles tax reporting for a wide range of entities including revocable and irrevocable trusts, investment accounts, and charitable foundations. Additionally, Matt assists with the preparation of individual income tax returns for clients of Choate’s Wealth Management Group. He also works closely with attorneys and estate and trust administrators on tax-related issues.
As an Enrolled Agent, Matt has unlimited rights to represent taxpayers before the IRS.
- Northeastern University, BA, Accounting
- Suffolk University, MS, Taxation