Meet Matt Persichetti, CP

Hi, my name is Matt Persichetti. I am a CPA, practicing tax in various forms for 5 years since

graduating from St. Joseph’s University. After starting out at PwC (a Big 4 accounting firm), I

am stepping into a specialized individual tax role. I have wanted to work directly with clients

and help to plan for their future in ways that minimize tax implications as well as maximize

their financial potential. Working directly with clients is a passion of mine which will come to

realization at Aerie Tax and Advisory.

I am looking forward to working with clients and seeing them face to face as we tackle complex life issues together through a tax lens. In an industry that continues to stay stale, I

pride myself on being on the cutting edge of changing tax legislation, an ever-upgrading world of technology, and the specific world in which clients live their day to day.

Aerie Tax and Advisory is an affiliated entity with Eagle Wealth Strategies through common ownership. As an employee of Eagle Wealth Strategies, I will be on secondment or “lended” to Aerie to complete tax return preparation and advisory services. So, while two

distinct entities, what clients get at Eagle Wealth Strategies in terms of hospitality and responsiveness, clients can also expect from Aerie Tax and Advisory.

At Aerie Tax and Advisory, that is exactly what we are looking to do. Combine the financial planning with tax planning and return preparation to seamlessly keep clients up to date, well-informed, and secure in their financial outlook. As the tax and accounting industry continues to grow, being able to keep tax return preparation and planning under the same roof as the financial planning will go a long way to create a sense of ease for clients. We want to make client’s financial outlook as simple and straightforward as possible while also offering clients competitive return preparation pricing. Aerie Tax and Advisory will also break the stigma that return preparation services are extremely expensive.

Clients can look forward to faster communication, planning, strategy, and more seamless and effectiveness in terms of planning for the future. My goal is for clients to have a positive experience and have a feeling of ease when it comes to their finances.

Tax Year 2025 Notes:

Clients will start to receive their tax forms in the coming weeks. Keep a look out in the mail or through online portals for W-2s, 1099s, 1098s or any other forms that may be relevant. Typically, forms are issued by the end of January and into February and early March.

Raymond James issues retirement account forms such as 1099-R or 1099-Q by January 31st of each year. Other original 1099s from Raymond James for securities with lesser complexities are issues around February 15th. By the end of the month of February, any delayed 1099s and amended forms as needed are issued. Final mailings are

issued by March 15th, these include more complex investments.

Clients should keep an eye on their mailbox at this time of year to safely and securely collect mailed tax statements. If any issues arise, the issuing institution can and will amend or reissue upon request. Most forms are available via online portal as well. Typically, whether it is through the web portal or a phone app, there is a section to access forms which institutions issue.

All of these forms are very important to the successful tax return filing season. Whether client’s file with a W-2, 1099s, or any combination of the multiple tax forms, completeness is always at the forefront of preparers minds.

---

For more stories from our Winter 2026 newsletter, please click here.