Motta Financial
About
Motta Financial is a CPA firm founded in 2023 by Big Four alumni, with offices in Boston and Las Vegas. It focuses on proactive tax strategy, integrated advisory work and Office of the CFO services for individuals, families, small business owners, executives and nonprofits across the country. The idea is that one team handles a client’s taxes, books and planning together, so each decision accounts for the rest of the client’s financial picture.
The firm’s name comes from mottainai, the Japanese idea of regret over letting anything good go to waste. To cut down on paperwork, Motta built its own AI platform, ALFRED Ai, which runs on top of Intuit ProConnect Tax and QuickBooks Online to draft returns and chase documents, leaving CPAs more time for advice. Services include tax planning and filing, bookkeeping and payroll, business entity structuring and integrated financial planning.
What to Know
- Intuit profiled the firm in an official ProConnect Tax case study.
- Engagements are partner-led, with senior-level CPAs working directly with clients.
- Tax planning is done before year-end rather than after, to find savings in advance.
- The firm is listed by the Woburn Chamber of Commerce.
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