Satisfying your financial needs, today and for tomorrow
Our Mission and Purpose
At Advanced Accounting and Tax Solutions, our mission is to provide the highest quality concierge accounting services with advanced planning that bridges the gap between lawyers and financial advisors, while delivering maximum added value and savings to our clients. We aim to help individuals, small business owners, and professionals protect their families and provide valuable help, financial, legal, and wealth protection.
Our Services
We offer a wide range of services, tailored to meet the unique needs of our clients. Our services include individual and business accounting, individual and corporate taxation, estate planning, and asset protection. Our expertise extends to multi-state tax issues, crypto currency holdings, and charitable gifting. We provide meticulous attention to detail, ensuring that our clients' financial returns are accurate and compliant with regulations.
Advanced Planning
At the heart of our services is advanced planning. We believe that tax planning should focus on present tax mitigation as well as future planning. By taking the time to understand our clients' income sources, goals, and objectives, we provide planning and tax preparation services that protect their wealth and support their long-term growth. Our expertise extends to estate planning, char ges, and charitable gifting, helping our clients mitigate their tax liabilities and ensure that their wealth is protected and passed on to future generations.
Convenience and Communication
We understand that our clients are busy and that managing their finances can be overwhelming. That's why we strive to make the accounting and tax preparation process as seamless and stress-free as possible. We communicate clearly and concisely, ensuring that our clients understand every step of the process and that their needs are being met. Whether it's providing regular financial updates or simply being available for consultations, we build relationships with our clients that are built on trust and understanding.
Expertise and Qualifications
Our team, led by Matt Handwerk, a qualified accountant with an Enrolled Agent license, has extensive experience in accounting, taxation, and financial planning. We are dedicated to staying current with new regulations, mandates, and changes that impact our clients' wealth. We provide meticulous attention to detail, conducting thorough research and analysis to ensure that our clients' financial returns are accurate and compliant with regulations.
About Our Practice
Our firm is designed to provide a boutique personalized accounting service that focuses on ensuring that business owners, professionals, and their families retain and grow their wealth by benefiting from the many financial rules and regulations that facilitate lower taxation rates. We pride ourselves on our small client base of no more than 50 clients, allowing us to provide the high-quality service and attention to each client that larger firms often can't replicate.
Accounting and Tax Services Summary
Matt, from Advanced Account and Tax Solutions, has received numerous reviews from satisfied clients. These clients have praised him for providing exceptional accounting and tax services, ensuring their financial matters are handled efficiently and professionally. They have commended him for his:
- Timely responses and updates: Matt has kept clients informed and up-to-date on deadlines and potential areas of savings.
- Professionalism and expertise: He has demonstrated a deep understanding of tax laws and regulations, providing accurate and reliable guidance.
- Personalized attention: Matt has taken the time to understand each client's unique situation, offering tailored solutions to their accounting and tax needs.
- Cost-effective solutions: Clients have reported saving significant amounts of money through his expertise and guidance.
Negative Experience
One reviewer, Steve Straface, reported a negative experience. He engaged Matt to set up QuickBooks accounting, but felt he received poor service. Matt took a $2,000 payment upfront but failed to complete the task.
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