Matthew Lougee, CPA, MSA

Matt provides proactive tax and business advisory solutions to private, closely held businesses and their owners across construction, manufacturing, distribution, and retail sectors. He specializes in federal and state tax planning and compliance for C corporations, S corporations, partnerships, and their owners. Matt has guided clients through the tax implications of relief programs including the Employee Retention Tax Credit, helping them maximize benefits while maintaining compliance.

Matt advises clients on year-end and multi-year tax planning by helping them understand how business and personal decisions affect their overall tax strategy. He monitors changes in tax law, identifies opportunities to maximize federal tax credits, and forecasts income and expenses to prevent year-end surprises. Drawing from business tax strategy, he integrates planning into owners’ and executives’ personal tax situations. When appropriate, he collaborates with AAFCPAs’ wealth advisors and tax consulting attorneys to deliver solutions for tax-efficient investing, estate and gift tax planning, charitable giving strategies, intergenerational tax optimization, and asset protection.

Matt is a career mentor, supporting entry-level professionals by providing the tools and opportunities needed for purposeful career development. Off the clock, he enjoys time with friends and family, brings his competitive edge to the pickleball court, and cheers on the Red Sox at Fenway.

Education

• University of Massachusetts, Amherst, Isenberg School of Management – Bachelor of Science, Accounting
• University of Massachusetts, Amherst, Isenberg School of Management – Master of Science, Accounting

Professional and Civic Associations

• American Institute of Certified Public Accountants
• Massachusetts Society of Certified Public Accountants