Matthew’s Approach
Matthew J. Pelzer
CPA
Manager of Accounting & Business Advisory / Member Owner
Overview
Matthew “Matt” Pelzer, a manager of accounting & business advisory in our Iowa City, Iowa, office, helps families and small business owners navigate tax planning and compliance strategies that help support their long-term financial goals.
Matt joined Savant in 2022 when Terry Lockridge & Dunn joined the firm. In 2020, he began working full-time at Terry Lockridge & Dunn after completing three tax season internships with the firm. His background gives him insight into the tax challenges individuals and business owners may face throughout different stages of growth.
As a Certified Public Accountant (CPA), Matt works with clients to identify tax-saving opportunities, address changing tax regulations, and develop strategies designed to align with their financial goals.
Matt earned a bachelor’s degree in accounting, finance, and management from Mount Mercy University in Cedar Rapids, Iowa. Away from work, Matt enjoys golfing, running, and spending time with his family.
Areas of Focus
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Savant Accounting & Business Advisory (SABA)
Year-round accounting, tax, and advisory guidance for closely held businesses and professional practices, from outsourced CFO support to succession and transition planning.
Education
- Mount Mercy University
Bachelor of Business Administration in Accounting, Finance, and Management
Professional Designations
- Certified Public Accountant
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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