Matthew Peterson, CPA
Matthew is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® professional with over 15 years of experience helping individuals, families and small businesses navigate complex tax and financial matters. His dual credentials allow him to provide comprehensive, integrated solutions that align clients’ financial goals with sound tax strategies. Known for his precision, integrity and client-focused approach, he delivers personalized guidance rooted in deep technical knowledge and a clear understanding of each client’s unique needs.
Earlier in his career, Matthew worked with several respected regional CPA firms, where he gained hands-on experience in a wide range of client engagements—from closely held businesses and high-net-worth individuals to nonprofit organizations. These formative roles provided a strong foundation in tax compliance and personalized client service, shaping the pragmatic and detail-oriented approach he brings to the LTax team.
EDUCATION
- The Master’s University – Bachelor’s degree in Business Administration, Finance emphasis
- Cal State University San Bernardino – Master’s in Business Administration, Accounting emphasis
CERTIFICATIONS
- Certified Public Accountant
- Certified Financial Planner®
ASSOCIATIONS
- Member - American Institute of Certified Public Accountants
- Member - Texas Society of Certified Public Accountants
ASK ME ABOUT
- Moonlighting as an award winning hard cider maker
Our Blog
Thought leadership from the consultants at LTax.
News and insights on tax planning, preparation and strategy for entrepreneurs and high-net-worth individuals.