Over the past 25 years Matt has served as the point person for business owners to manage and grow their businesses through a strategic plan starting with the end in mind. He has interviewed and partnered with over 13,000 financial advisors to bring to you a unique tax planning approach. He prides himself on working with business owners, financial professionals and families all over the world about estate planning, tax planning and wealth building strategies.

With 30 years of tax and accounting experience, Bill specializes in Family Office services. He puts financial plans in place for the wealthiest families in America. Bill’s strategies make sure your family is paying the legal minimum in taxes and fees for all your business entities and investment deals. Bill holds a Master of Business Administration – MBA from DePaul University. Bill has a Masters of Tax from John Marshall Law School.

I attended Florida Gulf Coast University where I graduated from the Lutgert College of Business with a Bachelor of Science in Accounting degree in 2013. After graduating from FGCU, I started working for a local CPA firm specializing in tax planning and preparation.

Cathee Linton, Enrolled Agent, brings her clients over four decades of financial expertise, with 42 years in bookkeeping and 24 years specializing in taxes. Her extensive experience encompasses a broad spectrum of tax services.

Paul Garcia is a dedicated Tax Manager at VMG Financial, bringing extensive expertise in tax planning and compliance to the firm. As an Enrolled Agent, he is federally authorized to represent taxpayers before the IRS, underscoring his deep understanding of tax laws and regulations.

Malissa Macci is the Office Manager at YHH Financial, bringing a wealth of experience in human resources and office management to her role. With a proven track record of streamlining administrative processes and fostering positive workplace cultures, Malissa

Brian is an accounting intern, where he supports clients with bookkeeping, financial analysis, and tax preparation. He is currently pursuing his degree in accounting at Florida Gulf Coast University as well as working toward becoming a CPA.

Russell has an Associates in Accounting and has worked with us since 2018. Before this, he worked as a manager at a couple different stores but this was his transition into accounting.