Meet the Founders
Sage Mattson
I’ve been helping individuals and families with their taxes for over 15 years, and I enjoy making the process as seamless and worry-free as possible.
Before starting my own practice, I spent 11 years at a Big Four accounting firm in the Global Mobility group, where I worked with clients around the world on complex international tax matters. I also spent several years at a registered investment advisory (RIA) firm, focusing on tax preparation and planning for high-net-worth individuals.
My goal is simple: to provide clear, reliable, and personalized tax support so you can feel confident about your finances year-round. Whether you need help with annual tax filings, tax strategies, or navigating life changes that impact your taxes, I’m here to offer expert guidance and great service every step of the way.
Rebecca Navas
For over 25 years, I’ve helped individuals and small businesses with tax preparation, bookkeeping, and payroll — always with the goal of making finances feel a little less intimidating and a lot more manageable.
In addition to my tax work, I spent nearly 15 years at a registered investment advisory (RIA) firm, where I served as the firm’s compliance officer for 12 years and became a registered investment advisor myself. That experience strengthened my focus on accuracy, transparency, and doing what’s best for each client’s unique financial situation.
What I enjoy most is helping clients understand their taxes and finances in clear, simple terms. I believe that when people feel informed and supported, they can make confident decisions about their future — and I’m here to make that process as smooth and stress- free as possible.
