The information and expertise that Matt and the team provide with Wealth Preservation Trust is unmatched. They stay on the cutting edge in terms of having the latest trust/tax information, and do an amazing job of keeping clients up to date on that information. The exceptional level of customer service and attention to detail ensures that I will be a longtime client.... See More
This was the solution I was looking for. When I needed "next level" information I knew existed, they explained everything to me and helped me develop a solid plan for myself and my family. Once I learned what was available, it wasn't a difficult decision. Easy to work with and expedient. I highly recommend them. ... See More
Matthew Jennings has detailed knowledge concerning taxes and trust-funds. His credentials give him great credibility and he has also helped many clients to achieve their goals.
Matt is the BEST! I had a CPA file my trust return it was filed wrong and I got audited. The IRS claimed the trust owed Capital Gains on the sale of a property that was sold out of the trust. Not only did Matt prove to the IRS the trust did not owe over $400,000, the IRS had to REFUND the trust over $350,000. A total valuation of over $750,000! I highly recommend Matt Jennings for his specialized expertise and experience.... See More
Matt, Has assisted with our beneficiary and business trust for the past 3 years. He is very knowledgeable specifically legacy planning, trust strategies, and specialized tax strategies. Matt, is the first line of defensive with all tax related strategies for us. Al -
I highly recommend Matt Jennings. His knowledge is very unique in navigating taxes and Trust for the benefit of his clients.
I was having a difficult time with my precvious CPA when a good friend highly recommended Matt Jennings. He is incredibly professional and knowledgeable beyond any CPA or Trust CPA. He is not intimidated by a challenge; he is a bulldog in the accounting and law business. He knows what the laws are and will do all he can to help his clients. He has taught me how to streamline and properly run my trusts. I have yet to meet anyone with his knowledge, experience and confidence when it comes to any kind of taxes, bookkeeping or trusts. He took ALL of my stress away when he took me on as a client. Matt has my highest regard and respect. I am blessed and honored to have him on my side and as my Trust CPA. Thank you Matt!!!!... See More
Matt is great to work with!
Responsive and efficient. Happy I found this A1 team. Every question, no matter how many I had, was answered thoroughly and completely. I have recommended this group to my colleagues and they are just as happy as I am.
I am very grateful. Very knowledge and experienced in the field. Saved us lots in taxes. Would highly recommend to others who could similarly benefit. Thank you so much!