Joe and his team provided a convenient and efficient tax preparation experience. We were able to do everything remotely via his secure web portal, and he even reviewed an underpayment notice from my wife's 2016 return to help us out as a courtesy.
November 2020
Matheson & Associates is a ‘Class Act’!Great advisors with an exceptional team of professionals. I strongly recommend them for your personal and professional accounting and tax advisory needs!
November 2020
We are grateful for, and incredibly happy with, the work Matheson & Associates has done on behalf of the GLAM4GOOD Foundation. The team has been professional and easy to work with. We highly recommend their services.
* Tax planning & return preparation:
- - Individuals
- - Corporations
- - Business Taxes, payroll, sales, multi-state returns
- - Partnerships - LLCs/LLPs/LPs
- - Estate, Trust & Gift Returns
- - Not-for-Profit organizations
* Taxing authority representation
* Divorce and support issues
* Tax effects of buying, selling, or merging a business
* Business succession planning
* Business consulting
We also provide litigation support such as Fraud and Forensic Accounting, Business Valuations, and Expert Witness Testimony.
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