Rebuilding the middle class one millionaire at a time
Tax Planning, Education and Private Equity Services to Create Generationally Wealthy Families
As seen on
We Help High Income Earners Keep Their Hard Earned Money
No one wants to pay the IRS 20% to 30% of their hard-earned money. Our advanced tax planning supports our clients to pay as little as legally possible.
The typical client pays an effective tax rate of 8%.
The Matoza Millionaire Method
Our three part wealth building framework
MINIMIZE COSTS
We first implement rarely applied tax strategies to decrease the overall tax bill amongst other cost cutting strategies
MANAGE RISK
We then optimize businesses for legal entities to create maximum protection from current or future liabilities or unexpected events
MULTIPLY WEALTH
We then build your wealth through sound investments that ideally give tax deductions and generate above average returns
The Typical CPA Focuses on Tax Return Compliance.
Our Tax Planning Team Focuses On Protecting Your Money
Our Services
Advanced Tax Planning
C-Corporation restructuring
Captive insurance strategies (831(b) plans)
Profit Sharing / 401(k) Plans with Cash Balances
Executive Bonus Plans
Advanced depreciation and cost segregation
And many more strategies
Private Equity Services
Fractional C-Level Positions
Advisors on Board of Directors
Finance department operations
Exit strategy planning for 8-10 figure exits
Modified tax strategies to minmize exit strategies
Wealth preservation strategies
Don’t Understand All the
Fancy Tax Jargon?
Our YouTube Channel and Blog breaks it down into bite-sized chunks
Hi, I’m Jacqueline Matoza!
I became the Head of International Tax at SunPower Corporation after leaving Ernst & Young at age 28 - an extraordinarily rare achievement in the tax and finance world.
I worked directly with Fortune 25 companies including Facebook, Google, Apple, Cisco Systems, and HP. I structured complex international tax strategies for billionaires and major corporations.
I became a millionaire at 27. I became a multi-millionaire at 32. By the time I retired from corporate America at 36, I had saved clients over $1 trillion.
Along the way my favorite claim to fame is that I paid a total effective tax rate of 2.5% when I lived in California.
But on a serious note, I realized the ultra-wealthy have access to sophisticated strategies that remain hidden from hardworking entrepreneurs.
I left the corporate world to democratize these elite wealth-building techniques for ambitious business owners like you to help save the middle class.
Proven Results That Speak Volumes
$1T+ saved
for all of my clients over the length of my career
8% tax rate
is the average amount my clients pay to the IRS
(Almost) 20 years as a Tax Planner
specializing in highly complex tax plans for the ultra wealthy
Earned Media
HGTV's "Battle on the Beach” (Season 2)
Kevin Harrington’s endorsement
(an original Shark on Shark Tank)
Who We Work With
Business Owners Making $500K+ in Annual Net Operating Income (NOI)
W-2 Earners Making $250K+ single filing or $500K+ married jointly filing
If you're making less than the amounts above, you're not ready for these strategies yet. Focus on growing your revenue first!
The Big Idea:
From Middle Class to Millionaire
My mission is simple: Rebuilding the middle class one millionaire at a time.
Having witnessed how billionaires build generational wealth through my Ernst & Young tax planning experience, I'm committed to democratizing these strategies for hardworking American entrepreneurs.
Every sophisticated tax strategy I learned from billionaire family legal structures and Fortune 100 companies.
Every private equity opportunity I witnessed in corporate boardrooms.
Every wealth-building technique I discovered working with the ultra-wealthy.
Now I bring all of this to everyday American who want to build generational wealth.
All Rights Reserved © Copyright 2025 Jacqueline Matoza
Website Content, Services & Products Disclaimer: All information provided throughout our website, services or products is not and cannot ever be intended either as financial, investment, tax, legal advice or otherwise. All information is case study information about our tax planning services. Any information on our website, services or products does not and cannot ever take into account the particular financial situation, objectives or investment needs of either you or anyone reading this information. There is a very high degree of risk involved in investment. Past results are not indicative of future returns. All individuals affiliated with this site assume no responsibilities for your investment results. The indicators, strategies, columns, articles and all other features are for educational purposes only and should not be construed as investment advice. Any individual or business who chooses to act upon the content provided on this website or on information contained in any of our products or services, should always take independent specialist advice before making any decision to invest.
Earnings Disclaimer: The earnings and success stories mentioned on this site are the results of hard work, dedication, consistent applications over multiple years and strategic planning. They represent exceptional, not typical results. These outcomes are not guaranteed for every individual or business that applies our strategies. Your results may vary significantly and are dependent on many factors, including but not limited to your background, experience, work ethic, client base, and market forces beyond anyone's control. We do not purport this as a "get rich quick" scheme. Achieving success in any business requires significant effort, skill development, and consistent application of best practices. It is important to approach this program with a commitment to learn and grow, understanding that there is no guarantee of specific financial results. By choosing to engage with our content and programs, you acknowledge and agree that any business endeavor involves risk and requires considerable effort and action. We make no promises regarding your ability to earn money or achieve similar results. Your reliance on any information on this site is strictly at your own risk.
Testimonials Disclaimer: Any testimonials provided on our website, our services or products are of real-life individuals and businesses and their own personal and individual experiences. These must not be taken as "typical" results and will not be specific to your particular circumstances or actions you choose to take following receipt of the services and products.