Leadership Team

CEO

Matt Dasta is the CEO of the firm. Matt has extensive experience working with individual and business clients providing practical advice on family tax planning and business operations.  During his 25 plus years in public accounting, Matt has worked with a variety of clients in industries such as healthcare, professional services, real estate, information technology, retail, bars & restaurants, manufacturing, distribution, construction, and nonprofit.  Matt’s wealth of experience, along with his depth of knowledge in taxation, enables him to provide families and business owners with valuable tax planning and strategic guidance. In addition to being a Certified Public Accountant, Matt is also a Certified Information Technology Professional, Certified Exit Planner and Chartered Trust and Estate Planner.

President

Eric Dasta is the President of the firm. Eric has over 30 years of experience as a CPA, Financial Director, and Controller. He is always available to assist with financial and strategic planning, as well as the preparation of income tax returns for Corporations, Partnerships, LLCs, Estates, Trusts, Sole Proprietorships, and Individuals. Eric has a well-rounded background in accounting, tax, and finance that guides his holistic approach to helping clients set up a comprehensive financial and tax strategy to achieve their goals. He is passionate about helping his clients and friends grow their businesses, reduce their tax burden, and build wealth for their families.

Chairman Emeritus

Frank Dasta will always be the Chairman Emeritus of the firm. My brother Eric and I would not have had the success in life and in our careers that we have had without the guidance and support of our father. Dad passed away in June of 2023 and is watching over the firm from above. He was a Certified Public Accountant since 1968, entrepreneur, and business owner of 46 years who worked until age 85. He loved researching the stock market, and was a big fan of Warren Buffet. He was the reason my brother Eric and I got into public accounting.