Matthew John McNally

Managing Partner

As the founder of Evolved, Matt provides comprehensive, year-round tax planning and advisory services. With deep expertise in tax structuring, M&A due diligence and accounting standards, he helps clients navigate complex issues and avoid costly tax pitfalls that can lead to legal exposure, diminished valuations and audit scrutiny.

Recognized for his straightforward approach and deep expertise in private equity, venture capital and family offices, Matt is committed to delivering clear, results-driven guidance with focused, hands-on attention. He received his BBA in Finance and Accounting from Hofstra University and his MBA from Cornell University. He is a member of the Association for Corporate Growth in New York. 

Enrolled Agent
Private Equity
Mergers & Acquisitions
High Net Worth
Family Office
Matthew John McNally

Articles

Selected Writings and Interviews by Matthew John McNally.

Every September, countless clients scramble to file their returns at the very last minute. K-1s arrive on the 14th; deadlines loom on the 15th. And the...
Congress is in the midst of negotiating one of the most sweeping federal tax packages in years: the One Big Beautiful Bill Act (OBBBA). Originally pass...
Evolved, LLC is pleased to announce that Zaid Butt, CPA, has been named a Partner in the firm’s tax and advisory services group. March 20, 2025, NEW YO...