Matei & Co. Email Format

Financial ServicesCalifornia, United States2-10 Employees

Matei & Co. is a financial services firm based in Newport Beach, California, that focuses on California tax law while offering tax services across the United States. The firm emphasizes personalized, client-centered work, seeking to translate complex tax and financial concepts into plain language and to deliver tailored solutions rather than one-size-fits-all approaches. Its client base includes startups and closely held businesses, for whom it provides tax preparation, strategic planning, bookkeeping, and payroll services, aiming to combine expert financial guidance with accessible, professional service delivered entirely by U.S.-based staff. The organization positions itself as offering 360° financial services with a human-centered approach, seeking to support clients in both financial and personal aspects of success.

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