Year-Round Planning
Quarterly check-ins and proactive advice when life events happen — not a once-a-year filing rush.
Tax Services
Most people only think about taxes once a year — and pay extra for it. Motta works with you year-round, looking at every big decision before it happens so the bill in April is the smallest one possible. ALFRED Ai handles the heavy lifting on your return so your CPA can focus on the strategy that actually saves you money.
Individual & Business Returns
1040s, 1120s, 1065s, 1041s, 990s — personal, business, trust, estate, and nonprofit returns prepared with care.
Multi-State & Complex Situations
Living in one state, working in another, or running businesses across state lines? We handle the moving pieces.
Stock Options & Equity
RSUs, ISOs, ESPPs, and pre-IPO planning — explained in plain English and modeled before you make the move.
Who we work with
Individuals, families, business owners, real-estate investors, employees with stock options, retirees, trusts and estates, and non-profits. We work nationally from offices in Boston and Las Vegas.
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Partner-grade Intuit ProConnect access
Motta Financial prepares returns on Intuit ProConnect, Intuit's professional tax platform. Our partner-grade access lets ALFRED Ai do the heavy lifting on your return in minutes — so you get a faster turnaround and a CPA who spends their time on the planning that actually lowers your bill.
Professional tax preparation on Intuit ProConnectReady to talk this through with a CPA?
Tell us a little about your situation and we'll get back to you — usually within one business day.
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