For people building something that lasts

Demystifying your finances so you can focus on what really matters

Most accountants tell you what happened last year. We help you decide what happens next — and build the systems to make it real.

Let's talk about what you're building
Licensed CPA – Oregon, Washington
Microsoft/Tableau/AWS Certified
QuickBooks Expert
Secure Client Portal
Who we're for

Built for people who want results that compound.

You're not looking for someone to just file your taxes. You want a partner who understands that cash flow is strategy, that margins tell a story, and that the right structure today creates options tomorrow.

What we do

More than compliance. A plan for what's possible.

Tax strategy & preparation

You're probably paying more than you should. We find where, build a plan to fix it, and make sure it compounds in your favor year after year.

Accounting & bookkeeping

You can't make good decisions from bad data. Clean books aren't overhead — they're the foundation every good call gets built on.

Business growth advisory

Revenue is vanity, margin is sanity, cash is reality. We find where the leverage is hiding in your numbers — and help you pull it.

Banking & debt advisory

A strong banking relationship is one of the most valuable assets your business can have. We help you build it right — walking in prepared, knowing what your numbers say, and never guessing at what you should sign.

Starting a business

Entity selection, structure, and setup done right from day one — so you're not fixing costly mistakes later.

What makes us different

A CPA who can also build the tools your business needs.

Matt Phillipy, CPA: Most accountants hand you a report. We can build you the dashboard to run your business by — then explain what every number means for your future.

  • Licensed CPA — 20+ years — From public accounting to privately held family businesses to the largest, most successful publicly held companies in the world. Accounting. Treasury. Tax. Financial Budgeting & Forecasting. Most advisors know one corner of the room. We've worked and delivered results in all of them.
  • Dashboards, Apps, AI. — Matt has worked as an engineer at Amazon, earned the AWS Certified Solutions Architect Professional designation, and holds Microsoft certification. Most firms hand your financials to the accountant and your technology to IT — and hope they eventually talk. We are both. The gap between your business and your technology is exactly where results get lost. We close it, and we move fast.
  • Developer by trade — custom tools, automation, and integrations, built when off-the-shelf isn't enough.
The bigger goal

Wealth that outlasts you.

We free you from today's chaos and firedrills so you can focus on building something worth passing down — to your family, your community, and the people who work for you.

Multi-generational wealth doesn't happen by accident. It happens through intentional decisions, made consistently, over time. We're here to help you make those decisions.

You've built something real. Let's make sure the numbers reflect that.

Schedule a conversation — a real talk about where your business is and where it could go.

Start the conversation

CPA Services Across Southern Oregon

Kappa Accounting & Tax proudly serves individuals and businesses throughout the Rogue Valley and Southern Oregon, including Medford, Ashland, Grants Pass, Jacksonville, Central Point, Eagle Point, White City, Talent, Phoenix, and surrounding communities. Whether you need tax preparation, bookkeeping, small business accounting, payroll services, or IRS representation, our CPA team is here to help.

Services:Individual Tax Returns · Business Tax Returns · S-Corp & LLC Accounting · Partnership Returns · QuickBooks Setup & Consulting · Payroll Tax · Oregon State Tax · Tax Planning · IRS Representation · Bookkeeping