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MRECAITax • Insurance • Accounting

Your Tax, Insurance &
Accounting Partner

Grow with confidence through strategic tax planning, comprehensive insurance protection, and full-cycle bookkeeping and accounting from one trusted partner.

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Book Consultation

180+

Clients

98%

Success Rate

4.9 ★

Rating

Strategic Partners:
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Grober Imbey
180+
Clients Served
4.9
Client Rating
98%
Success Rate
15+
Years Experience

The MRECAI Advantage

Integrated tax, insurance, and accounting—working together under one roof.

Tax Services

Proactive tax planning and precise preparation to reduce your effective tax rate.

  • Strategic Tax Planning
  • Tax Preparation
  • R&D Credits & Cost Segregation
  • Multi-State Compliance
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Insurance & Risk Architecture

Comprehensive risk management across personal and commercial coverage, identifying gaps before they become losses.

  • Strategic Risk Audits
  • Commercial Liability
  • Personal Lines
  • Cyber Coverage
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Bookkeeping & Accounting

Full-cycle accounting operations that professionalize your financial reporting and keep you compliant.

  • Daily Bookkeeping
  • Financial Reporting
  • Bank Reconciliation
  • Month-End Close
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The MRECAI Difference: One integrated partner for tax, insurance, and accounting.

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Our 4-Step Growth Process

Here is the process once you schedule your strategy call with us.

01

Assess

Comprehensive audit of your financial, risk and operational systems to optimize opportunities.

02

Plan

Custom roadmap featuring quick wins and long-term strategic improvements.

03

Implement

Design and implementation of ideal strategies and systems for your situation.

04

Optimize

Monthly bookkeeping, reporting, and check-ins, plus quarterly strategy sessions to ensure sustainable growth.

Foundational Leadership

Meet Our People

Matthew R. Epstein

President & Founder

"My mission is to eliminate the 'vendor fatigue' that slows down modern businesses. We combine high-level strategy with boots-on-the-ground implementation."

Founder of MRECAI
Expert in integrated risk and financial architecture
Trusted strategist in small business tax and protection planning
Advisor to 180+ clients across NY and beyond
Founder's Story LinkedIn Profile
Matthew R. Epstein - President & Founder

Matthew R. Epstein

President & Founder

2009
Began Industry Journey
180+
Clients Advised
"We don't just sell services; we architect the infrastructure that supports your life's work. Our goal is clarity in chaos."
Jessie Gwilt - Chief Marketing Officer

Jessie Gwilt

Chief Marketing Officer

10+
Years Experience
Multi-M$
Brands Grown
"Building brands that meaningfully enhance lives—combining big-picture strategy with authentic human connection."

Jessie Gwilt

Chief Marketing Officer

"Building brands that meaningfully enhance lives—combining big-picture strategy with authentic human connection."

A Los Angeles native who has proudly called New York City home for nearly a decade, Jessie holds degrees in Advertising and Political Science from Syracuse University. She has built a dynamic career in Advertising & Marketing spanning more than ten years, leading high-impact initiatives across CPG, pharma-adjacent brands, B2B organizations, and nonprofits—delivering thoughtful strategy, strong execution, and measurable results.

Throughout her career, Jessie has successfully managed a wide range of initiatives, from supporting established brands with complex stakeholder needs to helping emerging businesses define their voice and scale with intention. She is known for her versatility, steady leadership, and ability to move projects forward with clarity and purpose.

Outside of work, Jessie is a self-proclaimed "crazy dog mom" to her energetic six-year-old Havanese–Cavalier King Charles mix, who keeps life full of motion, personality, and joy.

CMO of MRECAI
Degrees in Advertising and Political Science from Syracuse University
10+ years leading high-impact initiatives across CPG, pharma-adjacent, B2B, and nonprofits
Known for versatility, steady leadership, and clarity in execution
Passionate about helping brands define their voice and scale with intention
Strategic Partner · PSG Global
Parineet Sehgal - Founder & CEO, PSG Global Tax & Accounting Services LLC

Parineet Sehgal

Founder & CEO, PSG Global

1,000+
Returns Filed
150+
Clients Served
"Stay compliant. Stay organized. Grow confidently with PSG Global."
Accounting Partner

Parineet Sehgal

Founder & CEO, PSG Global Tax & Accounting Services LLC

Through our strategic partnership with PSG Global, clients gain a dedicated US CPA–led tax and accounting team. Parineet founded PSG Global to help businesses, entrepreneurs, and international founders navigate US accounting, taxation, and compliance with confidence.

US CPA (Washington State) · Chartered Accountant (India)
Dip-IFRS (ACCA–UK) · QuickBooks ProAdvisor
10+ years across KPMG, EY Global, and McKinsey International
Serving businesses and international founders across 6+ countries
View PartnershipVisit PSG Global

Why Choose MRECAI

Your complete tax, insurance, and accounting partner

Strategic Tax Expertise

Proactive tax planning and preparation that helps you keep more of what you earn.

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Insurance & Risk Protection

Comprehensive coverage and risk architecture for business and personal assets.

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Accounting Experts

Bookkeeping and accounting that give you clarity and control.

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Responsive Service

Fast turnaround on engagements without compromising quality.

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Complete Financial Partner

Tax, insurance, and accounting - all under one roof.

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Proven Track Record

180+ successful projects across diverse industries.

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What Our Clients Say

Real results from real businesses we've helped transform

"MRECAI restructured our entity and built a proactive tax plan that saved us over $40,000 in the first year alone. They caught deductions and credits our old accountant never even mentioned."

$40K+ first-year tax savings

Sarah Chen

Owner, Chen Dental Group

"Their insurance audit uncovered coverage gaps that could have sunk us, then they cut our premiums by nearly 30%. Workers comp audits are finally painless. A true partner in every sense."

30% premium reduction

Michael Rodriguez

Founder, Rodriguez Contracting

"From bookkeeping cleanup to tax planning and insurance - MRECAI handles it all. We finally have clean books, real cash flow visibility, and one accountable partner for everything."

Complete financial clarity

Jennifer Park

Owner, Park Design Studio

Read More Success Stories

Frequently Asked Questions

Quick answers to common questions about our services

We provide tax preparation and strategy consulting, insurance solutions, and bookkeeping and accounting—so clients can stay compliant, improve profitability, and reduce risk. We integrate tax, insurance, and accounting under one roof.
MRECAI serves families and businesses in all 50 states. While we are headquartered in New York, you do not need to be located in New York to work with us.
Yes. We support individuals and families with tax and protection planning, and we support businesses with back-office operations, strategy, and systems. Our services are designed for small to mid-sized enterprises (SMEs), entrepreneurs, and growing businesses.
A short consultation to understand your goals, current pain points, and the fastest path to improvement. We'll review your situation and recommend the highest-impact starting point. Book a free consultation at mrecai.com/book-now or call +1 (929) 919-3574.
Yes—cleanup and stabilization is one of the most common starting points. We'll assess scope, stabilize the system, then keep it clean going forward. We handle catch-up bookkeeping, reconciliations, and ongoing monthly support.
The process starts by mapping your current manual tasks (like invoice processing, bookkeeping catch-up, or month-end reporting). MRECAI designs streamlined systems and provides expert hands-on support. This allows your team to reclaim 10-20 hours a week by eliminating repetitive data entry and manual administrative tasks.
It is a unified framework that connects your financial data, risk management, and day-to-day operations. Most businesses suffer from "fragmented systems" where their accountant, insurance agent, and business consultant don't talk. MRECAI acts as the single source of truth, ensuring your entire business architecture works in perfect synchronization.
We go beyond basic filing. We provide proactive tax legal strategy and structural planning designed to keep more of what you earn. By integrating your bookkeeping with tax consulting, we identify credits, deductions, and structural optimizations (like S-Corp conversions or R&D credits) that traditional accountants often overlook.
Yes—our approach is phased and practical. We start with the highest-impact improvements and training. We identify where time is being lost, build a "Phase 1" system, train your team with simple SOPs, and only expand after Phase 1 is stable. Better processes should remove repetitive work so your team focuses on higher-value tasks.

Have more questions? We're here to help.

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Ready to Simplify Your Business?

Get your free consultation and discover how we can help you save on taxes, reduce risk, and scale faster

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+1 (929) 919-3574
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