ALFRED AiRoutine tax prep, drafted in minutes — so our CPAs can spend their time on planning, not data entry. Powered by ALFRED, our proprietary AI.See how it works →
Tax · Accounting · Advisory

A modern CPA firm that actually thinks ahead for you.

Founded in 2023 by Big Four alumni in Boston and Las Vegas, Motta Financial pairs hands-on tax and accounting advice with our own AI platform — so your CPA spends time on you and your goals, not on paperwork.

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Intuit Ecosystem PartnerTax prep, reimagined

Your tax return, drafted in minutes — not hours.

Motta has partner-grade access to Intuit ProConnect's API, which lets ALFRED Ai prepare your return in minutes. That means a faster turnaround for you and more time for your CPA to focus on saving you money.

How ALFRED WorksTax Services
Mottainai · もったいないToo good to waste

No time wasted. No opportunity missed. No potential overlooked.

Our name comes from the Japanese idea of Mottainai — the regret of letting anything good go to waste. It's how we run our firm and how we look after every individual, business owner, and non-profit we work with.

About MottaMeet the Team
About Motta Financial

Tech-forward CPAs powered by ALFRED Ai — for clients who want a firm that thinks ahead.

Motta Financial is a modern CPA firm built around proactive tax strategy, integrated advisory, and the full Office of the CFO. Founded in 2023 by Big Four alumni and operating from Boston and Las Vegas, we serve business owners, executives, and channel partners nationally — pairing senior-level relationships with our proprietary AI platform to deliver sophisticated work product at speeds traditional firms can't match.

  • Proactive tax strategy & planning
  • Office of the CFO under one roof
  • ALFRED Ai automation & faster turnaround
  • Partner-led, senior-level engagements
The AI platform powering Motta

ALFRED Ai eliminates the administrative drag holding traditional firms back.

Motta is built on the Japanese principle of Mottainai — too good to waste. ALFRED Ai is how we live that philosophy: a proprietary AI platform that lets our team focus entirely on the work that actually moves clients forward.

Client Intelligence

Every conversation, document, and engagement detail unified into one view — pulling from your practice management, scheduling, and financial systems.

Lead Intake & Research

ALFRED researches prospects, drafts partner-ready answers to complex questions, and routes leads with full context — cold to warm in minutes.

Engagement Workflow

Proposals, payments, scheduling, and onboarding coordinated end-to-end across your existing tools. Clients sign once, pay once, get to work.

Internal Operations

Daily briefings, weekly performance recaps, team recognition, and early surfacing of issues. The firm runs without anyone chasing status.

Compliance & Audit Trail

Every AI interaction logged, every model decision auditable, every prompt version-controlled — for clients and regulators.

Strategic differentiator

Tax returns, drafted in minutes

Motta has partner-grade access to Intuit ProConnect's API, which lets ALFRED Ai prepare your return in minutes. That means a faster turnaround for you and more time for your CPA to spend looking for ways to save you money.

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What we deliver

Five practice areas, one team that talks to each other.

Tax Planning & Preparation

Year-round tax strategy and stress-free filing for individuals, families, and business owners. ALFRED Ai drafts your return in minutes so your CPA can focus on saving you money.

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Tax Advisory

Practical advice for the moments that matter: starting a business, picking the right entity, navigating stock options (RSUs, ISOs, ESPPs), buying real estate, or operating across state lines.

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Accounting & Bookkeeping

Clean books, on-time payroll, monthly reporting, and a fractional CFO when you need one — so you always know where your business stands.

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Business AI Transformation

Our AI-certified team rebuilds the way your business runs — replacing manual work with smart automation so your people focus on the things that actually grow the company.

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Financial Planning

A single plan that ties together your taxes, investments, retirement, and estate — led by a CFP through Motta Wealth Management.

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Ready to talk to a tech-forward CPA?

Tell us about your situation and a member of the Motta team will follow up within one business day. New clients can move straight into our intake to get scoped faster — existing clients can reach us through the client portal.