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!