A CPA firm that thinks ahead — not just files on time.
Motta Financial was started in 2023 by Big Four alumni who got tired of seeing clients pay too much in tax because nobody was looking at the whole picture. We pair hands-on CPAs with our own AI platform, ALFRED, so the paperwork moves fast and your advisor spends their time on you, your family, and your business.
We work with individuals, small business owners, and non-profits across the country from offices in Boston and Las Vegas. The goal is simple: one team that handles your taxes, books, and planning together — so every decision lines up with the rest of your life.
Too good to waste.
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: no time wasted on paperwork our software can handle, no opportunity missed to plan ahead, and no client treated like just another return in the stack.
A tech-forward CPA firm built to give your time back.
Most firms are stuck doing the same data entry they did 20 years ago. We built Motta to be different from day one — a CPA team paired with our own AI agent, ALFRED, on top of a ProConnect Tax + QuickBooks Online stack that automates the busywork. The result is a firm that scales without losing the high-touch relationship clients are paying for.
How we work
Plan first, file second.
We map out your tax picture before the year ends — not after. That's where the actual savings live.
One team, one conversation.
Your CPA, bookkeeper, and planner are on the same team — so advice on one thing accounts for everything else.
AI handles the busywork.
ALFRED Ai prepares returns and chases documents in the background, so your CPA can spend time on you.
Plain English, every time.
No jargon, no condescension. We explain what we're doing and why, and you decide where to go from there.
What we do
Six services. One team. One conversation. Most clients come to us with a separate bookkeeper, tax preparer, and financial planner — none of whom talk to each other. At Motta, all of it sits under one roof, with one CPA who knows your situation.
Three kinds of clients we're built for.
Individuals & families
For people who want one trusted CPA looking after taxes, big decisions, and long-term planning together.
- Year-round tax planning
- Stock options & equity comp
- Real estate & investments
- Estate & legacy coordination
Small business owners
For owner-operators who need clean books, smart tax strategy, and a real CFO-level perspective on the numbers.
- Bookkeeping & payroll
- Entity setup & restructuring
- Monthly reporting & KPIs
- AI transformation & automation
Non-profits
For mission-driven organizations that need rigorous compliance and reporting without the big-firm overhead.
- Form 990 preparation
- Grant & fund accounting
- Board-ready financials
- State charitable filings
Ready to talk to a CPA who actually plans ahead?
Tell us a little about your situation. We'll get back to you — usually within one business day — and point you in the right direction even if we're not the right fit.