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Tamara Matama, MSA

Certified Financial Social Work Coach

Tamara Matama is a financial coach and tax professional as well as the proud founder and CEO of Matama LLC.

 

While earning her Master of Science in Accounting at Merrimack College, she discovered her passion for personal finance. She started as a graduate assistant at the Financial Capability Center, an office that continues to provide financial education, counseling and coaching to the local community. There, she was responsible for training students to become financial coaches and supporting them as they worked with low-income residents of Lawrence. The beneficiaries of this program included both adults and high school students. The center also provided tax services to the residents through the IRS Volunteer Income Tax Assistance (VITA) program where Tamara served as the site coordinator.

 

After these experiences in education, Tamara moved to Ernst & Young US LLP ("EY") as a Tax Associate. As part of her commitment to EY’s diversity initiative, Tamara took on a role in EY's College Mentoring for Access and Persistence program (CMAP). The CMAP program is a team-mentoring program focused on enabling and empowering students in underserved schools so that they can access college and succeed in higher education.

 

Tamara worked directly with students and school administrators to facilitate this goal. She assisted students with college applications, scholarship applications and the FAFSA process. Additionally, she walked students through financial packages they received from colleges with the goal of helping the students understand potential financial responsibilities for themselves and their families. At times, Tamara also worked directly with the parents towards this same goal.

 

These experiences were the inspiration behind Matama LLC. The firm was created to continue educating and empowering the community.

 

Megan Olson, CPA

Megan Olson is a licensed CPA in the state of Massachusetts and a Senior Consultant at Matama LLC. Upon request, she consults with Matama LLC clients to jumpstart their financial journeys.

 

Megan is passionate about financial literacy, and she encourages everyone to get comfortable with their spending, their net worth, and their tax situation. She believes that financial success looks different to each individual and that education and community support are key to reaching those goals.

 

Megan’s financial focus is on corporate, partnership, and individual taxation as well as mindful budgeting and investing. Her background comes from Big 4 public accounting, corporate tax accounting, and individual tax preparation. She earned a Bachelor’s degree in Accounting from the University of Connecticut and a Master’s degree in Business Taxation from the University of Southern California.

 

Yuwei Wang, Former Intern

Yuwei Wang is a strategist and a trend hunter. She enjoys exploring innovative storytelling and bringing delight to firm presentations. She is currently the Head Marketing Intern at Matama LLC while she also pursues a Master’s in Marketing Research at Boston University.

 

Yuwei completed her Bachelor’s degree in Advertising Management at Michigan State University. While at Michigan State University, she served as a Public Relations Intern at a strategic communications agency and a Digital Marketing Intern at a startup fashion company. Yuwei gained invaluable skills in data collection & consumer insights which she has carried with her to Matama LLC.

 

Yuwei joined Matama LLC as a Social Media Intern in Summer 2021. Since joining the team, Matama LLC’s social media platforms have increased by over 200% in audience engagement

 

When asked about her experience working at Matama LLC, Yuwei replied, “I have sincerely enjoyed working with this talented team so far, and I have learned a lot through this experience. I am excited to continue working on our social media projects and hope the contents will help the community to better understand their financial situations and provide them with the highest quality information, services, and products to help them reach goals.”

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