Leonard & Associates, CPA PLLC has the specialized tax planning expertise that you can only get from a Certified Tax Coach. Our unique, advanced training empowers us to find the little-known deductions, hidden loopholes, and proven strategies that bring our clients a boatload of tax savings. We design personalized tax plans to dramatically reduce taxes and preserve income for highly successful business owners, doctors, dentists, professional athletes and high net worth families.
Effective Tax Reduction Strategies
As a trusted tax advisor, we ensure all of our clients avoid attention from the IRS while paying the lowest amount of tax required by state and federal guidelines. Our methods are legal, ethical, and highly effective. Call us today at 704-960-4815 to schedule your consultation.
Matt Leonard, CPA
Matt Leonard is a Certified Public Accountant, Certified Tax Coach, and co-founder of Leonard & Associates, CPA PLLC. He brings over 10 years of experience in strategic tax planning and accounting to his clients.
Matt started his career in auditing at Grant Thornton and then moved on to private accounting at King's Greenhouses Inc. He also received specialized training in taxation as a Certified Tax Coach and has used these skills to save clients thousands through targeted, proactive tax planning. He left to start his own CPA firm in 2013 with his mother, who has been a CPA since 1984.
His education includes a BS in accounting from North Carolina State University where he was number one in his class and graduate school at Appalachian University.
Matt lives in Concord with his two children Sophia and Brady and his wife Stephanie. In his spare time he enjoys going to the lake and spending time with his family.
NC Certified Public Accountant Certificate #33262
Jean Leonard, CPA
Jean Leonard is a very knowledgeable Certified Public Accountant boasting over 30 years of experience in the industry. She started her career in public accounting and audits and later opened a small practice offering accounting, bookkeeping, payroll, and tax services for businesses and individuals. She eventually started a business with her husband and handled all the accounting and tax planning. Growing her own successful operation has enabled Jean to know first-hand what it’s like to meet the challenges of running a small business. She appreciates playing a role in the success of other business owners by helping them manage their finances and reduce taxes so she started Leonard & Associates, CPA PLLC with her son Matt in 2014.
Jean enjoys traveling all over the world with her husband. She also loves spending time with her children and grandchildren at their lake house.
NC Certified Public Accountant Certificate #14586