Back to top

About Us

About Our Firm

For over 15 years, Michelle J. Matlin, CPA has been providing quality, personalized financial guidance to local individuals and businesses. Michelle J. Matlin, CPA's expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Michelle J. Matlin, CPA is one of the leading firms in and throughout Walnut Creek. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Michelle J. Matlin, CPA is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Walnut Creek's business community since 1996, and pride ourselves on the level of esteem we have earned.

We are dedicated to our community and employees and pride ourselves on our work life balance and encourage and support our staffÂ’s community involvement. We recognize and implement technology for the benefit of our clients and staff; a "less paper" office to reduce our carbon footprint, secure electronic delivery of documents, and secure recyclable disposal of client information. Your valuable personal and financial information is always safeguarded! No client data ever leaves our offices; we do not outsource to anyone, anywhere.

Our dedication to hard work has earned the respect of the business and financial community in and around Walnut Creek. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Michelle J. Matlin, CPA receive competent and timely advice.

Our Team

Michelle Matlin - CPA

Michelle has over 25 years of experience in public and corporate accounting focusing on all aspects of business, individual, and estate and trust taxation, and small to medium business accounting and finance. She consults on general business practices to companies providing the full spectrum of business advisory services such as entity selection, accounting software implementation and training, internal controls, and human resource issues to ensure the business succeeds. With clients from coast to coast and her background in multistate corporate accounting, Michelle has the knowledge and background to deal with the many intricacies of multistate business and taxation.

Education and Professional Associations:

  • Bachelor of Science in Accounting, University of Illinois, Chicago
  • Master of Science in Taxation, Golden Gate University
  • Member of the American Institute of Certified Public Accountants
  • Member of the California Society of Certified Public Accountants.
    • Past Chairman, East Bay Chapter, Financial Literacy Committee

Community Involvement:

  • A CALCPA volunteer teaching financial literacy to public high school students so they will have critical information to become financially savvy early in their adult (and college) years.
  • Continues participant of the Avon Walk for Breast Cancer since 2004 in memory of a friend and client and in honor of many survivor friends and clients.
  • A "Rescue Mom" for many pound puppies and kitties.

Personal

Originally from Illinois, Michelle and her husband, Dan, live in Dublin, CA with their 3 senior pound puppies, Dudley, Shadow, and Harley and three pound kitties, Spot, Flash, and Buddy. Post tax season you will always find her on a beach somewhere relaxing while "Dive Master Dan" enjoys the cooler climate underwater. She has collected turtles since she rescued a box turtle at age six; the collection now numbers over 200 from all around the world, none of which require feeding.

Kathryn Lamb-Tansey - Project Manager

Kathy has a varied skill set, coming to us with a background in budget and administrative management. She has two Bachelor of Arts degrees in Communications and Psychology from CSU, Sacramento. She is a CTEC Registered Tax Preparer and has completed a concentration in Human Resources through extension from CSU, East Bay. She is currently enrolled in the Accounting Specialist Certificate Program through UC Davis Continuing and Professional Education. Kathy's educational background and abilities are highly valued by our clients.

Community Involvement:

    Kathy is an active parent leader at her children's schools and has held many different PTA offices, including President, Vice-President, and Parliamentarian. She has been a school board appointed member of several district wide committees and served as an elected representative to the high school's site council.

    Education:

    • Bachelor of Art in Business Communications, California State University, Sacramento
    • Bachelor of Art in Psychology, California State University, Sacramento
    • CTEC Registered Tax Preparer

    Awards:

    • 2015 Co-Volunteer of the Year- Bay Farm K-8
    • 2018 PTA Golden Oak Service Award, PTA's most prestigious Honorary Service Awards
    • 2019 Volunteer of the Year - Alameda High School

Client Login

Subscribe to our Newsletter