Matthew Tae

“We should strive to connect and contribute to the community, and in doing so, we can engage with people that trust us, need and want to hear from us, and we can deliver value to them, then do it again and again.”  Matthew Tae is an Senior Professional in Human Resources, Enrolled Agent, Registered Investment Advisor, Accredited Investment Fiduciary, and licenses insurance agent. He has a wide array of knowledge ranging from tax strategy & planning, tax & bookkeeping processes, regulatory filings, business structures, cleaning up books & installing better systems, or assisting in figuring out investments (securities & real estate) and/or insurance and how they relate to taxes, one’s business, one’s personal life, and the lives of the employees at that business.   He graduated from Temple University with honors and is a senior professional in human resources (SPHR) as well as an accredited investment fiduciary (AIF). In his off time, Matt enjoys playing guitar, yoga, comedy, surfing, and writing.

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