About Us
The firm, founded in 1997, exists to satisfy clients through
quality tax, investment, and advisory services. From our offices
in Charlotte, North Carolina, we equally service businesses and
individuals within our immediate area and surrounding states.
With an emphasis on personal service and accessibility, the firm
enjoys loyal clients and steady, controlled growth.
We are always accepting new quality clients. We can sometimes
be selective in accepting new clients as we expect you to be
selective when thinking about hiring us. We believe we owe loyalty
to our existing clients to not get bogged down in areas that
are not in our expertise. We believe that CPA firms should focus
in certain industries and client types. This enables the experience
to be worth while for both the client and us. Please call and
see if we are a good fit for you!
We
are members of the American Institute of Certified Public Accountants
and maintain status as QuickBooks® Advisors.
Matthew G. Jelnicky CPA, P.A. is committed to excellence in caring
for the interests of clients.
The Matt Jelnicky Difference
Steady communication and the development of close working relationships
with our clients is our foundation for mutual success. We strive
to become an extension of our customers through deeply understanding
their goals and concerns. This level of personal service, combined
with experience, knowledge, and professionalism allows us to
provide the best possible care available. Working with us means
clients can take advantage of national firm quality with the
added benefit of personal care. We have named our service to business
professionals "The Business Professionals
Advantage™."
Matt Jelnicky, CPA CFP, Founder
Matt holds a masters degree in
taxation and was formerly an instructor at a large university
teaching tax and accounting classes. He has several years experience
in a "Big 4" firm as well as several years in a regional
firm. He believes that his experience in both small firms and
large firms has enabled him to be positioned to help companies
better than the average "behind the desk" accountant.
When not helping his clients build wealth he enjoys playing acoustic
guitar, golf and reading. Matt is a member of the Charlotte chapter
of the Nashville Songwriters Association (NSAI) and attends many
Charlotte venues where local song writers can be heard. Matt
is also a participant in “Strategic Coach™”,
a national executive development group.
Dee Davis, Office Manager
Dee@mgjcpa.com
Daniel Brown, CPA
Daniel@mgjcpa.com
Credentials & Memberships
Staying involved in our industry and constantly expanding our
knowledge base is a priority at the firm. We feel strongly that
maintaining and expanding certifications and memberships in the
industry is our responsibility to clients.
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American Institute of Certified Public Accountants
Member |
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QuickBooks® Advisors |
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