Matthew E. has a strong background in tax planning and management. Matthew is currently working as a Tax Director at Strategic Tax Planning since February 2022. Before that, they held a similar position at Frost Law starting in February 2021. Prior to their tax director roles, Matthew worked as an Enrolled Agent at Daniel Rosefelt & Associates, LLC from September 2019 to January 2021. Matthew also has experience as a Client Services Coordinator at CHC CPAs from 2018 to September 2019. Additionally, Matthew worked as a Client Services Manager at Seneca Wealth Strategies in 2016 and as a Business Manager at Sabra Creative from 2014 to 2016, where they handled administrative operations for a top-rated web development team in the Washington, D.C. area. Overall, Matthew E. brings a wealth of expertise in tax planning, client services, and business management.
Matthew E. attended Shepherd University from 2010 to 2015, where they obtained a Bachelor of Science (B.S.) degree in Business Administration and Economics. Additionally, Matthew E. holds certifications as an Enrolled Agent (EA) from the Internal Revenue Service and as a Life & Health Insurance Agent from the Maryland Insurance Administration. The dates of obtaining these certifications are not specified.
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