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Client Testimonials

Explore the testimonials for Straight Path Tax & Accounting and see why clients rave about our services.

"continues to be, beyond amazing"

"I was introduced to the Straight Path team during a very stressful time of trying to balance the demands of my career, business management, and family responsibilities. Due to prior bad experiences with tax advisors and accountants, I was apprehensive about meeting with them. To my relief, the team at Straight Path was, and continues to be, beyond amazing.  They are knowledgeable and punctual in terms of their services and, most importantly to me, they are honest. Now, rather than agonizing over contacting my financial advisors, I look forward to talking with them as I know I will be given sound advice in an easily understandable format."

- Kara S.

"100% satisfaction"

"I have used Jenison Accounting for many years with 100% satisfaction. They are professional and keep up to date with the latest tax codes and rules. They take good care of me and my finances."

- Cory H.

"They are top notch"

"The team here is very quick to respond and great at what they do! I recently had a problem I needed solved and Victoria got it sorted out and fixed very quickly and kept me up to date as she went. They are top notch!!"

- Kyle H.

"single-handed biggest value added decision that I have made for my small business"

"I have been using the accounting services at Straight Path Tax for some time now. This was the single-handed biggest value added decision that I have made for my small business. They handle all of the accounting and bookkeeping needs for my business. Our books are always current, and all of our reports are always up to date.
This allows me to focus my time on the part of my business where my strengths lie. The team at Straight Path is always available when I have questions. The combination of the accounting side of Straight Path Tax and the Wealth management side have been extremely valuable to both my business and personally. The team at Straight Path Tax has been instrumental in the substantial growth that my business has achieved over the last 5 years."

- Aaron B.

"knowledge and attention to detail to be exemplary"

"We have used StraightPath Tax for our tax preparation for several years. They are always available to answer our tax and estate planning questions in a very timely manner. We have found their knowledge and attention to detail to be exemplary. We highly recommend StraightPath if you are searching for a new tax preparer/partner."

- Chelly H.

"would not consider going anywhere else"

"We have been using Straight path tax and accounting for years and would not consider going anywhere else. Everyone in the office is very knowledgeable, friendly, and quick to help with any questions we have. I can't say enough good things about them." 

- Mike K.

"highly recommend them to anyone!"

"We have thoroughly enjoyed working with  Rhiannon and her team at Straight Path Tax! They are responsive, helpful, and go above and beyond to make sure that they meet your needs. They are always willing to answer any questions that you may have and work hard to make everything easier for you! We are grateful for the opportunity to work with them and would highly recommend them to anyone!"

- Stephanie N.

In The News

Straight Path Wealth Management & Our Team in The Spotlight

In The News

February 1, 2024

By Matt Boersen’s own admission, his father wasn’t the typical person one might expect to hire a financial planner. Yet growing up, Boersen saw the positive impact that financial planning had on his father, who worked as a tool and die maker in the manufacturing industry, and his family. 

August 11, 2022

The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected Matthew Boersen, CFP® as its 2023 Board chair-elect.


August 11, 2022

The board of directors of Certified Financial Planner Board of Standards has elected Matthew Boersen as its 2023 board chair-elect. Boersen is the managing partner at Straight Path Wealth Management, a registered investment advisory firm based just outside of Grand Rapids, Michigan.



Matthew Boersen was selected as one of the top 40 advisors under 40 from across the country.


January 5, 2020

Matt Boersen considers his new role as a director at the Washington, D.C.-based Certified Financial Planner Board of Standards Inc. as coming at a pivotal time for the industry.


February 22, 2019

A key part of creating a successful execution plan is to determine what steps can be delegated appropriately and then set clear timetables for completion of those steps.  - Matthew Boersen, Straight Path Wealth Management. 

December 2, 2019

Matthew B. Boersen, CFP®, CFA®: Boersen is a managing partner at Straight Path Wealth Management in Jenison, Michigan.  For several years, Boersen has served on several nonprofit boards including a private school and a nongovernmental organization (NGO) that provides health care in Sudan and Kenya.


November  26, 2018

"Advisors can get so engrossed in their specialty that they have no idea where the client is coming from," said Matthew Boersen, a certified financial planner in Grand Rapids, Mich.


November 1, 2018

But many estate-planning experts say unequal inheritances can tear the family apart after your death. “Any differences among siblings tend to create animosity,” says Matthew Boersen, a certified financial planner in Jenison, Mich.


June 14, 2017

A low-rate world has pushed many investors to reach for more yield by holding low-quality, high-yield bonds, said Matthew Boersen, a CFP with Straight Path Wealth Management in Jenison, Michigan.


September 22, 2017

Review bank and credit card statements for the past six months to learn what bills regularly come in and must be paid, says Matthew Boersen, a certified financial planner with Straight Path Wealth Management in Jenison, Mich.


July 23, 2014

When the couple first came to adviser Matt Boersen, the arrangement seemed fine to him. Mr. Boersen is a partner with Grand Rapids, Mich.-based Straight Path Wealth Management, which manages $16.9 million for 135 clients.

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