Matranga Legacy
A Note to Our Clients
Joining forces with Joe Matranga and Matranga & Company
After 40 years of trusted service, Joe Matranga has partnered with Legacy Park Advisors. Joe remains actively involved, and the personal attention you have always counted on stays exactly the same.
Continuing the legacy of service established by Matranga & Co.
The same relationship, with more behind it
Legacy Park Advisors is proud to announce that we have joined forces with Joe Matranga and Matranga & Company. For four decades, Joe has built one of San Diego's most respected CPA practices on integrity, responsiveness, and genuine care for his clients. We are honored to carry that tradition forward.
This is a partnership, not a goodbye. Joe remains actively involved, and your day to day experience will not change. Your primary contacts, your team, and the service you rely on all stay in place. What you gain is a larger group of professionals, deeper resources, and more modern technology, without giving up the personal relationship that brought you here in the first place.
There is no immediate action needed on your part. Over the coming weeks you will hear directly from us with a personal introduction and anything relevant to your account.
“I am not retiring. This step lets me spend more time on what matters most, my clients, while knowing you are supported by a team that shares the values I have always stood for.
Joe Matranga, CPA
Founder, Matranga & Company
“Joe built something worth protecting. Our job is to honor that relationship first and earn your trust the same way he did, one conversation at a time.
Greg Park
Managing Partner and CEO, Legacy Park Advisors
What this means for you
The short version: very little changes, and what does change is meant to serve you better.
Will my main point of contact change?
No. Your primary contacts remain the same and continue to work with you directly. Joe is staying involved and available.
Do I need to do anything right now?
No immediate action is required. If anything is ever needed from you, we will reach out directly and walk you through it.
Is my location, phone number, or team changing?
Your service continues without interruption. You will be notified well in advance of any practical change, and nothing changes for you today.
What about audit or attest engagements?
Audit and attest work is provided through Legacy Park Assurance, a separately licensed accountancy corporation. If this applies to you, your engagement will be handled under Legacy Park Assurance, and we will confirm the details with you directly.
What gets better?
You gain access to a broader team, year round proactive planning, clearer and more timely communication, and modern, secure technology, including client portals if you would like to use them. If you prefer to keep working exactly as you do today, you can.
A Note to Our Clients