Matt has detailed knowledge concerning taxes, trusts and business operations. His credentials give him great credibility and he has helped many clients to achieve their goals, including myself. He has been very reliable and responsive at all time. 5 stars all the way.
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 se... 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 re... 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 o... See More
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... See More
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!