Welcome to Matei & Co.

A Boutique Digital-First CPA Advisory for the Modern Enterprise.

Matei & Co. is a California‑licensed Certified Public Accounting firm providing accounting, tax, and advisory services to closely held businesses, business owners, and individuals with complex financial profiles requiring sophisticated, continuous oversight. 

The firm advises clients across a range of industries, including real estate, professional services, entertainment, and maritime operations - where tax considerations intersect with evolving business structures, compensation arrangements, and high-value investment activity. We specialize in navigating the unique financial landscapes of business owners, executives, and yacht owners, ensuring that luxury asset management aligns perfectly with overarching wealth and tax strategies and lifestyle goals.

 

SERVICES

That Deliver

 

 

Tax Preparation & Planning
Compliance‑focused tax preparation and planning informed by federal and California tax law.
 

Bookkeeping & Accounting

Clear financial reporting that presents a meaningful view of financial position and performance.


New Business Formation
Comprehensive entity launch advisory, coordinating directly with legal networks to ensure long-term tax efficiency, seamless business operations, and robust asset protection.


Payroll Services
Reliable payroll processing with attention to regulatory and reporting requirements.


Part-time CFO and Advisory
High-level financial stewardship and capital planning to support critical executive decision-making.

 

 

 

 

 

 

 

 

 

 

 

SECURITY
You Can Trust
 

Your information is safeguarded using industry‑leading security and compliance standards.

 

We use enterprise‑grade encryption, secure cloud infrastructure, and independently verified controls to protect your data at every stage — from document exchange to payment processing and e‑signatures.

 

 

  • 256‑bit SSL encryption (A‑grade, Qualys SSL Labs)

  • Amazon AWS hosting with daily backups and country‑specific data storage

  • PCI‑DSS Level 1 payment processors (Stripe); no credit card data stored by TaxDome

  • Compliance with GLBA, SOC 2, SSAE‑16, HITRUST, PIPEDA, FIPS, and eIDAS

  • Secure electronic signatures (SES, AdES, QES) with U.S. KBA support

  • Ongoing third‑party security and vulnerability testing and active bug bounty program

SUPPORT
You Deserve

 

At Matei & Co., we deliver more than accounting services. We deliver partnership, reliability, and peace of mind.

 

Professionalism – Deep expertise combined with courtesy and uncompromising confidentiality.


Responsiveness – Clear, timely communication because your time matters.


Quality – Precise, thorough work you can depend on.

 

Because true support goes beyond answers—it builds trust. With Matei & Co., you gain a partner who is invested, accessible, and committed to your long-term success.

 

Financial complexity requires a steady hand; we ensure your long-term strategy and life satisfaction are never left to chance as your financial footprint expands through shifting economic and life stages.

Business Services


Sophisticated corporate strategy, entity optimization, and executive advisory to scale your enterprise and manage operational risk.

Bookkeeping Services

 

Accurate financial record-keeping under professional oversight to support operational clarity and informed decision-making.

Maritime and Yacht Advisory

 

Specialized tax strategy, asset protection, and compliance oversight for vessel owners.

Tax Services

 

Ensure your wealth preservation and asset management are aligned to optimize tax savings and mitigate exposure.