Matthew R. Wagner, MAcc (Master of Accountancy)
215-354-0500 - Ext.20
Matthew is a graduate of Conwell Egan Catholic High School (2011) and Rider University (2015) with a Bachelor of Science in Business Administration (Cum Laude) with a double major in Finance and Accounting. He also graduated Rider University’s Masters of Accountancy program (MAcc. 2016) with a concentration in Finance. At ITFP, Matthew provides support to the financial planners with investment management research and analysis, and he acts as a liaison with financial institutions to gather information.
He also assists the Certified Public Accountants with general accounting and bookkeeping for individuals and small business owners. He is responsible for preparing individual tax returns under the guidance of the CPAs, utilizing tax software to process returns, and performing accounting services such as account analysis, adjusting journal entries and bank reconciliations.
Matthew has been with ITFP since December 2016.