Meet Our Team
The partners, advisors, and associates leading Motta Financial's tax, accounting, advisory, and client experience practices — across our Boston and Las Vegas offices.
Dat Le, CPA
Managing Partner & FounderCPA · Suffolk Adjunct Professor · Boston · Las Vegas
Dat is the founder and Managing Partner of Motta Financial, leading the firm's strategic direction across tax, accounting, and advisory services from offices in Boston and Las Vegas. A two-time Suffolk University graduate, Dat built his foundation as a top-rated Audit Senior at Deloitte & Touche before deepening his technical skills through senior consulting and controller roles supporting IPOs, SPAC transactions, and complex revenue recognition.
Terry Song, CPA
Director, Tax AdvisoryCPA · 10+ Years Experience · Boston
Terry leads Motta's tax advisory practice as the senior point of contact for complex engagements — high-net-worth individuals, family offices, and closely-held businesses. He is known for translating intricate positions into clear client guidance and for a research-first standard that ensures every position is supported by authoritative tax law.
Amy Sparaco
Manager, Accounting AdvisoryTechnical Accounting Lead · AI Business Transformation Certified
Amy leads Motta's accounting advisory practice, overseeing every client engagement from monthly bookkeeping through Fractional CFO services. She pairs world-class technical accounting with Motta certification in AI Business Transformation — delivering GAAP-compliant work product with intelligent AI integrated directly into client operations.
Caleb Long
Director, Corporate Development & M&AStrategic Finance · M&A · Business Transformation
Caleb leads Motta's corporate development and M&A practice, advising business owners and platform investors on acquisitions, capital decisions, and post-close integration. He brings 7+ years of in-house strategic finance and corporate development experience — sourcing, modeling, and executing transactions across the lower-middle market through institutional-backed platforms.
Micaela Palacios
Associate, Tax AdvisoryCPA Eligible · Suffolk University · Bilingual EN / ES
Micaela focuses on individual tax preparation, year-round planning, and equity-compensation strategy for employees navigating RSUs, ISOs, and ESPPs. A Suffolk Sawyer Honors graduate (3.95 GPA, Beta Alpha Psi), she brings real client experience from Suffolk's EEDC clinic and serves Motta's multilingual client community in English and Spanish.
Julian Jacobson
Associate, Client OperationsClient Onboarding · Proposals & Billing · Workflow Coordination
Julian is Motta's Client Operations Associate, the operational bridge between clients and the internal team. He keeps proposals, onboarding, billing, and workflow visibility moving across the firm — owning engagement letters and invoicing through Ignition, deadline and follow-up tracking in Karbon, and the day-to-day communication that keeps every engagement responsive. His background spans operations and partnership roles at WWE, the Santa Cruz Warriors, and SponsorUnited.
Andrew Gianares
Accounting Advisory SeniorBookkeeping · Payroll · Working Capital Management
Andrew anchors Motta's accounting team, keeping clients' books accurate and their cash flow under control. He owns the day-to-day financial operations businesses depend on — bookkeeping, payroll, and working capital management across accounts receivable, accounts payable, and vendor relationships. Fluent across every major accounting and payroll platform, he brings multi-industry experience and understands not just the mechanics of the close, but the reporting and compliance filings each business is responsible for.
Want to talk with our team about your tax, accounting, or advisory needs?
Contact Our Team