Full-service tax, accounting, and compliance for operating businesses and high-net-worth individuals—with deep transaction advisory expertise when deals matter.
Your trusted partner for tax compliance & planning, accounting, and transaction advisory.
At 8point, we are a full-service tax and accounting firm serving businesses and high-net-worth individuals across Southern California. Our team delivers ongoing tax planning, compliance, and outsourced accounting—alongside the transaction advisory depth that sets us apart when clients buy, sell, or grow through M&A.
Many of our clients work with us year-round on federal, state, and local tax returns, entity structuring, and day-to-day financial operations—without ever being in a transaction. We're not only deal advisors.
When a deal does arise, our professionals—trained at Big Four firms and in industry—bring that same rigor to due diligence, tax structuring, and post-close integration. We've guided clients through hundreds of transactions ranging from $39 billion to $1 million.
Transactions Completed
Combined Years Experience
Tax, accounting, and advisory services for businesses at every stage
Federal, state, and local tax return preparation and ongoing compliance for businesses and individuals.
Year-round tax strategy, entity structuring, and optimization for operating businesses and high-net-worth individuals.
Bookkeeping, financial reporting, and fractional CFO support for growing companies.
Buy-side and sell-side financial due diligence for M&A transactions.
Transaction tax due diligence, deal structuring, and Section 1202 (QSBS) analysis.
Payroll, benefits, and human resources support for portfolio companies and growing businesses.
Meet the experts behind 8point
Founder and Co-Managing Partner
Joshua is a tax problem solver who, on the buy-side works to maximize the tax benefits to the buyer and, when on the sell-side, works to minimize any tax costs of a transaction. He is an expert in the M&A tax advisory space who proactively guides his client through the transactional tax minefield. He specializes in buy-side and sell-side tax due diligence, tax structuring, tax-free reorganizations, “QSBS” analysis, and general tax optimization planning. Joshua’s career as an M&A tax professional spans over 12 years including mostly within the M&A tax group of Big Four and large national accounting firms. Prior to client service, Joshua spent several years in industry with a Fortune 500 hospitality leader. His experience and background in industry as well as in two of the premier M&A tax groups in the country has culminated in Joshua’s unique skill set of commercial business savvy and tax-technical know-how.
Joshua’s has assisted in 100’s of deals ranging from $40b to $1m. He has assisted a wide range of clients consisting of some of the largest global PE firms - Silverlake, Blackstone, Ares, Leonard Green, Berkshire Partners, and Hellman and Friedman, middle market and lower-middle market PE firms, owner-operators, and individual searchers.
Joshua is a licensed attorney and CPA in the state of California.
Founder and Co-Managing Partner
Matt is Co-Managing Partner for 8Point Advisors, LLC, a full-service tax and accounting firm based in Southern California. Matt is also the Founder and President of Relay BPO LLC (formerly MPM Advisors LLC), a business process outsourcing firm focused on accounting, fractional CFO and human resources services. Matt has served as Chief Financial Officer for Charlie's Holdings Inc. (OTCQB:CHUC) (and its predecessors), a marketer and distributor of alternative products, where he assisted in bringing the Company public and is currently responsible for the Company's capital markets strategy, annual audits and SEC compliance. Prior to joining Charlie's, Matt worked for L’Oreal USA in a variety of corporate finance positions for the company’s Professional Products and Salon Centric divisions. Matt began his career as an investment banker at KeyBanc Capital Markets where he focused on debt, equity and merger and acquisitions transactions in the industrials space. Matt holds a Bachelor's Degree in Finance from Ohio University.
Partner, Tax Practice Leader
Neil leads 8Point's tax practice, overseeing ongoing tax planning and compliance for operating businesses and high-net-worth clients—not just transaction-related work. A seasoned tax professional with more than 30 years in public accounting, Neil has spent his career working with businesses and high-net-worth individuals to plan and develop financial and tax strategies that help them meet their goals. He began his career in South Africa, where he qualified as a chartered accountant before immigrating to the United States.
Neil provides tax planning and compliance services, including tax structuring, across a wide range of industries—real estate, financial services, professional services, entertainment, and cannabis. His in-depth knowledge spans federal, state, and local tax and compliance requirements as well as U.S. GAAP. Prior to public accounting, Neil worked in private industry as a financial controller and CFO, and later served as CEO of a biotechnology company—experience that gives him a practical understanding of the financial and operational challenges his clients face.
Neil is a licensed CPA in California (since 1998). He is actively involved in the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA), and serves Children of South Africa (CHOSA) as a CPA and financial advisor.
Partner, Transaction Advisory Services
Seiji is a financial due diligence practitioner who helps buyers cut through messy financials to understand what they are actually purchasing. He leads buy-side and sell-side Quality of Earnings engagements across the lower-middle market, working with owner-operated businesses where informal accounting, cash-basis reporting, and limited financial infrastructure are the norm.
Seiji managed over 100 QoE and financial due diligence engagements within the transaction advisory group of a large national accounting firm, including significant experience across healthcare services, with transaction values ranging from $2M to $750M. He left to work directly with buyers and business owners who need hands-on diligence support without the overhead and layers of a large firm. That shift allows him to stay closer to the work and closer to the people relying on it to make high-stakes decisions.
Seiji works with private equity firms, search fund operators, strategic acquirers, and individual buyers navigating complex transactions where financial clarity is critical to deal execution.
Seiji is based in the Greater Los Angeles area.
Ready to discuss your tax and accounting needs?