Photo of Matthew Willis
Matthew Willis
Managing Director
CPA
matthew.willis@mossadams.com
(505) 878-7226
My Profile

Industry Expertise

Aerospace & Defense Financial Services Government Contractors Technology

Practice Focus

Accounting for Income Taxes (ASC 740) Business Tax Personal Tax Succession Planning Tax Structuring

Biography

Matthew has worked in public accounting since 2013, amassing a wealth of experience and expertise across a diverse array of industries, with a primary focus on financial institutions, technology, consumer specialty finance, and fintech.

Matthew has provided comprehensive preparation, review, and advisory services related to income tax provisions. He has helped clients in navigating the complexities of taxable and nontaxable transactions, as well as entity classification analyses. He assists clients address multi-state taxation issues, helping to maintain compliance and offer strategic tax planning for businesses operating across various jurisdictions.

Matthew is also a member of the firm’s technical advisory group that specializes in financial institutions and accounting for income taxes under ASC 740.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, New Mexico Society of Certified Public Accountants

Education

  • BSBA, accounting, Oklahoma State University
  • MS, accounting, Oklahoma State University

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.