Profile
MATTHEW GRODIN
ListedCPA Firm Focused on Bay Area Individual Tax Planning
About
About
Matt Grodin CPA is a San Mateo CPA firm serving individuals in the San Francisco Bay Area. The firm focuses on individual tax planning and preparation, with particular attention to technology professionals and high net worth individuals whose tax needs may involve equity…
The practice describes a deep focus on stock option planning, including tax considerations around incentive stock options, nonqualified options, RSUs, pre-IPO company equity, and related…
Matt Grodin CPA is a San Mateo CPA firm serving individuals in the San Francisco Bay Area. The firm focuses on individual tax planning and preparation, with particular attention to technology professionals and high net worth individuals whose tax needs may involve equity compensation, investments, or property.
The practice describes a deep focus on stock option planning, including tax considerations around incentive stock options, nonqualified options, RSUs, pre-IPO company equity, and related market-risk decisions. Its work also includes support for investment activity, rental or primary residence matters, angel investing or partnerships, retirement planning, Roth conversions, and RMDs.
The firm profile names Matt Grodin, CPA, and Irina Lehew, CPA, with administrative support from Meg Nickelson. The available source material centers on planning-oriented individual tax work for Bay Area clients.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| Bookkeeping services | Standard | ||
| Tax planning | Standard | ||
| Tax services | Standard | ||
Service areas
Service areas
San, MA
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