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.
180+
Clients
98%
Success Rate
4.9 ★
Rating
What We Do
MRECAI is a full-service tax, insurance, and accounting firm based in New York that helps individuals, families and businesses in all 50 states.
Our Services
Our Advantage: One integrated partner for tax, insurance, and accounting—eliminating the need for multiple vendors and ensuring everything works together seamlessly.
Our 4-Step Growth Process
We've eliminated the friction of working with multiple siloed vendors. Here is exactly what happens after you book your strategy call.
Assess
Comprehensive audit of your financial, risk, and operational systems to identify gaps.
Plan
Custom roadmap featuring quick wins and long-term strategic improvements.
Implement
Done-for-you setup of the strategies and systems your situation requires.
Optimize
Monthly cadence and quarterly strategy sessions to ensure sustainable growth.
The MRECAI Advantage
Integrated tax, insurance, and accounting—working together under one roof
Tax Services
Proactive tax planning and precise preparation that reduce your effective tax rate and keep more of what you earn.
- Strategic Tax Planning
- Tax Preparation
- R&D Credits & Cost Segregation
- Multi-State Compliance
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
Bookkeeping & Accounting
Full-cycle accounting operations that professionalize your financial reporting and keep you compliant.
- Daily Bookkeeping
- Financial Reporting
- Bank Reconciliation
- Month-End Close
The MRECAI Difference: One integrated partner for tax, insurance, and accounting
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."
Matthew R. Epstein
President & Founder
Jessie Gwilt
Chief Marketing Officer
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.
Wajid Ali Shah
Chief Technology Officer
"Great tools should empower businesses, not complicate them. We build the operational backbone that works seamlessly behind the scenes."
With 15 years of systems and engineering experience, Wajid Ali Shah serves as the CTO of MRECAI and CEO of NovaEdge Solutions. He oversees the firm's internal tools, secure client platforms, and reporting infrastructure—keeping the operations behind our consulting, tax, and insurance work running reliably at scale.
Throughout his career, Wajid has built and managed operational infrastructure across diverse industries, from startups to established enterprises. He specializes in turning complex back-office challenges into streamlined, dependable systems that support measurable results and operational excellence.
Wajid Ali Shah
Chief Technology Officer
Parineet Sehgal
Founder & CEO, PSG Global
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.
Why Choose MRECAI
Your complete tax, insurance, and accounting partner
Strategic Tax Expertise
Proactive tax planning and preparation that keeps more of what you earn
Insurance & Risk Protection
Comprehensive coverage and risk architecture for business and personal assets
Accounting Experts
Bookkeeping and accounting that give you clarity and control
Responsive Service
Fast turnaround on engagements without compromising quality
Complete Financial Partner
Tax, insurance, and accounting - all under one roof
Proven Track Record
180+ successful projects across diverse industries
Our Services
Comprehensive solutions tailored to your unique needs and goals
Tax Services
Proactive tax planning and precise preparation that keep more of what you earn.
- Tax planning & preparation
- Strategic tax reduction
- Multi-state compliance
- IRS representation
Insurance Consulting
Comprehensive insurance solutions to protect your business and personal assets.
- Business insurance coverage
- Personal lines (Home, Auto, Umbrella)
- Risk assessment
- Policy optimization
Bookkeeping & Accounting
Full-cycle accounting operations that professionalize your financial reporting and keep you compliant.
- Daily bookkeeping & categorization
- Real-time financial reporting
- Bank & credit card reconciliation
- Month-end close
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."
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."
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."
Jennifer Park
Owner, Park Design Studio
Frequently Asked Questions
Quick answers to common questions about our services
Have more questions? We're here to help.
Contact UsReady to Simplify Your Business?
Get your free consultation and discover how we can help you save on taxes, reduce risk, and scale faster
Or call us directly:
929-702-2818