Emily W. Matthews
- Partner, Eisner Advisory Group LLC
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Emily W. Matthews is a Partner in the firm with nearly 20 years of experience. Emily specializes in providing sophisticated tax and advisory services. She primarily works with high-net-worth families and privately held businesses.
Emily’s focus is on unmatched client service. Her clients value her ability to simplify complex concepts for informed decision-making. In addition to overseeing tax compliance, she is proficient in transaction accounting, estate planning, and equity compensation matters.
Prior to joining the firm, Emily was a Partner at Edelstein, a leading Boston-based CPA firm providing comprehensive accounting, tax, and advisory services across multiple industries, including healthcare, financial services, and real estate.
Specialties
- Tax Compliance
- Advisory Services
- Tax Planning
- Transaction Accounting
- Tax Audits
- Estate Planning
- Wealth Planning
- Financial Analysis
- Closely Held Businesses
- High Net Worth Individuals
Credentials & Education
- Certified Public Accountant (CPA)
- University of Vermont: BS, Business & Professional Accounting
Affiliations
- American Institute of Certified Public Accountants
- Massachusetts Society of Certified Public Accountants
- Boston Estate Planning Council