Matthew A. Morgan

PARTNER IN CHARGE, CPA, MST

Matthew A. Morgan, Partner

CONNECT WITH MATTHEW

200 East Carrillo Street, Suite 303
Santa Barbara, California 93101
Phone (805) 963-1837
Fax (805) 564-2150 
[email protected]

HIS STORY

Matthew A. Morgan is a tax partner joining H&B from Damitz, Brooks, Nightingale, Turner & Morrisset.  He had been with DBNT&M since 2007 when he began his career as a tax season intern. Matthew concentrates his consulting and compliance work to tax matters affecting closely-held and family-owned businesses and high net worth individuals. Matthew’s primary industry area of expertise lies in real estate syndications and management, small to mid-size manufacturing and distribution, and professional service.

Matthew received his Bachelor of Arts in Accounting and Finance from Liverpool John Moores University (United Kingdom), receiving the ‘Most Outstanding Accounting Graduate’ award. Matthew has also obtained a Masters degree in Taxation with high honors from Golden Gate University. Matthew is a member of the California Society of Certified Public Accountants (CalCPA) and the American Institute of Certified Public Accountants (AICPA). In 2014, the Pacific Coast Business Times selected Matthew as one of their ’40 Under 40′ winners; an annual list of up-and-coming business leaders under the age of 40.

Matthew serves as the Treasurer of the Santa Barbara Soccer Club and is on the Board of Directors for The Santa Barbara Chamber of Commerce. Matthew loves to spend his free time enjoying and exploring beautiful Santa Barbara, playing in soccer games during the weekend, and trips to the beach with his family.

EXPERTISE

  • Consulting and Compliance
  • Tax

INDUSTRY EXPERTISE

  • Closely-held and Family Owned Businesses
  • High Net Worth Individuals 
  • Real Estate 
  • Manufacturing and Distribution
  • Professional Service

EDUCATION

  • Bachelor of Arts in Accounting and Finance; Liverpool John Moores University
  • Masters Degree in Taxation; Golden Gate University

ASSOCIATIONS

  • American Institute of Certified Public Accountants
  • California Society of CPAs 
  • Treasurer of the Santa Barbara Soccer Club
  • Board of Directors for The Santa Barbara Chamber of Commerce

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