The Professional Behind Apollo

A CPA Practice Built on Foresight

A career of federal tax experience, distilled into one principle: the best tax strategy is the one you build before you need it.

DM

Your Tax Strategist

David Mata, CPA

As a CPA and Former IRS Revenue Agent, my approach is: every client deserves a proactive strategy that turns tax complexity into measurable advantage. I bring analytical rigor and forward-looking planning to every engagement.

Certified Public Accountant

TX License #124864 — Texas State Board of Public Accountancy

Former IRS Revenue Agent

Federal field examination experience — applied to your audit defense and tax strategy

M.S. & B.S. Accountancy

MACY Program — University of Texas at San Antonio

Background & Credentials

I provide tax, bookkeeping, and business consulting for individuals and businesses. Having worked in public accounting and as a former IRS Revenue Agent, I bring a well-rounded, compliance-focused perspective to every engagement. With hands-on experience conducting IRS field examinations and working directly with taxpayers, I apply that experience to preparing accurate, well-supported returns and forward-looking tax strategies.

LicenseCertified Public Accountant — TX License #124864
Issuing BodyTexas State Board of Public Accountancy (Licensed Oct 2023)
Prior RoleIRS Revenue Agent — Federal field examinations and taxpayer representation
EducationM.S. & B.S. Accountancy — MACY Program, University of Texas at San Antonio
Practice AreasTax compliance, IRS resolution, strategic tax planning, bookkeeping — individuals & businesses

My Approach to Tax Strategy

Tax strategy shouldn't be a reactive scramble at year-end; it should be a navigation system for your wealth. My experience as an IRS Revenue Agent gives me perspective on how to recognize potential issues 12–18 months before a return is even filed. The best outcomes come from identifying friction before it starts.

Too many business owners leave money on the table because their strategy is fragmented. I unify your business operations and personal wealth into one integrated picture — treating your total tax ecosystem as a strategic lever, not a compliance checkbox.

The result is Measurable Tax Benefit: the quantifiable difference between reactive filing and proactive planning.

“The most effective tax strategy is the one you build before you need it. Anticipate the red flags. Secure the growth.”
— David Mata, CPA
Strategic Tax Partner

Ready to Measure Your Tax Benefits?

Let's discuss your tax situation. No obligation — just a conversation about how proactive strategy can create measurable value for your financial future.