Matt Costa, CPA, CFP®

Specialties

Tax Planning
Business Owners
Bitcoin Estate Planning
Investment Planning

Contact / Connect

About Matt

Firm

Bio

Matt Costa is a CPA and CERTIFIED FINANCIAL PLANNER™ with over 15 years of tax and financial advisory experience. Matt is a founding partner at Foundation Wealth & Tax Advisors and a Principal RCN & Associates LLC, an accounting firm.

Matt graduated from the University of South Carolina with a Masters of Accountancy and a Bachelor’s of Science in Finance, Accounting, and directed study in Economics in 2010. Matt works closely with both business owners and individuals to maximize their financial potential and security through comprehensive financial and tax planning. Matt is passionate about Bitcoin planning and helping families create, preserve, and transfer wealth.

Location

Charlotte, NC + Annapolis, MD + Virtual

Website

www.foundationwealthandtax.com

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.