MEGHAN GETZ

Certified Public Accountant

With 18 years of experience in the accounting industry, Meghan Getz is a seasoned tax professional who brings a wealth of knowledge and expertise to her practice. A graduate of Cal Poly San Luis Obispo with a degree in Accounting and Finance, Meghan’s career began at one of the Big Four firms, where she spent six years honing her skills and gaining invaluable experience working with clients of all sizes and industries.

In 2012, Meghan made the decision to transition to a local firm, where her contributions were quickly recognized, and she became a partner. This move not only allowed her to further solidify her leadership in the field but also enabled her to deepen her commitment to helping businesses thrive through personalized, strategic tax planning.

Specializing in privately held businesses, Meghan is passionate about delivering customized tax minimization strategies that meet the unique needs of each client. Whether helping clients navigate complex tax regulations, ensuring compliance across all business types, or offering year-round support, Meghan’s approach is centered around proactive planning and long-term solutions that foster financial success.

Meghan understands that strong, long-lasting relationships are the foundation of any successful partnership. She takes the time to build meaningful connections with her clients, understanding their goals and challenges, and working collaboratively to achieve optimal results. Whether a client is a growing startup, a well-established company, or a family-owned business, Meghan is dedicated to providing comprehensive, thoughtful advice to help her clients navigate the complexities of the financial world and secure their future.