SERVICES
Money Matters Tax Service provides a wide range of services to individuals and businesses in a variety of industries. At Money Matters Tax Service, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
Tax Management Services
Assurance and Advisory Services
Decedent's Trust Preparation
Employee Benefits, Pension, Profit-Sharing Plans, & Advisory
Sales Tax Preparation
Accounting Services
Audits & Reviews
Financial and Retirement Planning
Financial Projections / Tax Planning
Small Business Start Up (Incorporation, LLC Formations)
Tax Management Services
At Money Matters Tax Service, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
Accounting Services
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Money Matters Tax Service's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
General ledger and financial statement preparation
Bookkeeping (Monthly, quarterly, or annual)
Accounting system setup and support
Payroll processing
Cash flow budgeting and forecasting
Personal financial statements
Employee benefit and profit-sharing plans
Corporate tax planning and return preparation
Litigation support
Assurance and Advisory Services
At Money Matters Tax Service, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.
These services include but are not limited to:
Audits, reviews, and compilations
Entity selection and restructuring
Accounting software selection, implementation, and support
Business valuations
Financial projections and forecasts
Debt and finances advising
Mergers and acquisitions
Transaction structuring and negotiations
Business succession
Audits & Reviews
Money Matters Tax Service's financial statement services comprise all three levels of assurance depending on your company's needs.
Audits
Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.
Reviews
Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.
Should you receive a notice or letter from the IRS or State, please email the entire letter (front and back side of all pages) to our office manager and she will assist you. Jamie@mmtsinc.com
Decedent's Trust Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Money Matters Tax Service's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
Financial and Retirement Planning
Money Matters Tax Service's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Money Matters Tax Service can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
Employee Benefits, Pension, Profit-Sharing Plans, & Advisory
Choosing and administering benefit plans for your employees is often a complex process. Money Matters Tax Service can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.
Financial Projections / Tax Planning
No one can predict the future perfectly, but we can all benefit from planning for it. Money Matters Tax Service combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.
Sales Tax Preparation
Small Business Start Up (Incorporation, LLC Formations)
