Matthew Costa

Advisor
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Matthew Costa, CPA, CFP®, MAcc

Senior Tax & Business Advisor

Matthew Costa is a CPA and CERTIFIED FINANCIAL PLANNER™ with over 12 years of tax and financial advisory experience. Besides serving as Senior Tax and Business Advisor at Lowcountry Legal Solutions, Matt is a founding partner at Bestgate Wealth Advisors and Principal RCN & Associates LLC, an accounting firm. 


Before partnering in these firms, Matt was a tax manager at RSM, a top 5 national accounting firm. Matt graduated from the University of South Carolina with a Masters of Accountancy and a Bachelor’s of Science in Finance, Accounting, and directed study in Economics in 2010. Matt works closely with both business owners and individuals to maximize their financial potential and security. In a world of changing technology and demographics, Matt is passionate about helping people create, preserve, and transfer wealth in the most tax efficient and future minded way.

Matt serves over 50 individuals for their cryptocurrency tax compliance needs and also considers cryptocurrency for portfolio use and hedging in his wealth advisory practice Bestgate Wealth Advisors. Matt believes thinking outside the box and using new asset classes in a portfolio are essential to keep up with a rapidly changing economic landscape.


Matt has close ties to the lowcountry and attended Hilton Head High School graduating in 2006. In his free time enjoys golf and boating with all the South Carolina lowcountry has to offer.

Certifications

  • Certified Financial Planner
  • Certified Public Accountant

Education

  • Darla Moore School of Business
  • Masters of Accountancy, Taxation, 2011
  • University of South Carolina
  • B.S. Business Admin, Finance & Accounting, 2010
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