Matthew Moreno

Matt brings a collaborative, detail-oriented, and dependable approach to client service. He specializes in individual, entity, and estate & trust taxation, guiding clients through complex tax matters. He offers sophisticated long-term estate planning services through education, plan reviews, and strategies that promote efficient wealth transfers. Matt builds long-term relationships rooted in trust and takes pride in serving as a reliable advisor to his clients. He also collaborates with estate attorneys and other professionals, often facilitating joint meetings that keep all parties aligned toward each client’s goals. 

Matt began his career with the firm in 2015 as a tax intern, joining full-time as a tax consultant the following year. He has since grown into a leadership role, mentoring staff and senior consultants as they build technical skills and gain confidence early in their careers. Matt plays a key role in training at all levels and is heavily involved in designing efficient policies and procedures for the tax and estate teams.  

Matt holds a bachelor’s degree in Accounting and Finance and a master’s degree in Accounting, both from Drexel University. He is currently pursuing his CPA license and is an active member of the American Institute of Certified Public Accountants (AICPA) and the Philadelphia Estate Planning Council (PEPC). 

Outside of work, Matt enjoys spending time with family and friends. A devoted Philadelphia Eagles fan, he and his friends have upheld an annual tradition of traveling to an away game to cheer on the Birds, reflecting his appreciation for shared experiences, loyalty, and a bit of adventure.