Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

A Message For Clients New To Our Practice…

We pride ourselves on the ability to save you money on your taxes. We achieve this goal through education, training, experience and technology.

Each tax return we prepare will be analyzed by a Registered, Tax/Financial Advisor. The analysis will be made on an individual basis, looking at your ENTIRE financial picture before making any recommendations.

This value-added service is provided at NO CHARGE and utilizes proven Tax Planning Strategies to maximize your tax savings for current and future tax years.

Paul K. Cook – Founder 2002

CALL TODAY:  216-332-SAVE  “Our phone number says it all!”

About Us

Matrix III Income Tax Service, LLC is a year round tax and financial firm established in Garfield Heights, Ohio in 2002.  The founders of Matrix III are Paul and Steve Cook, father and son.  Together the two opened their own practice after leaving a northeast Ohio firm.  Paul has since retired from day to day operations but still has an active interest.

Matrix III Income Tax Service, LLC offers investment advisory and tax preparation services to individuals, small businesses, estates, and trust accounts.  The firm is comprised of an association of Tax, Investment, and Legal Professionals.  The team of professionals are committed to helping individuals and small businesses save money on their taxes.  They achieve this goal by utilizing established ethical tax and investment strategies identified through education, training, experience, and technology.

We provide these services in a state of the art paperless working environment using a family style business model.  The family style culture emphasizes our founding principles of respect, courtesy, and consideration to our clients and workforce.

Staff Profiles

Steven P. Cook is the owner and co-founder of Matrix III Income Tax Service, LLC.  Steve directs and co-ordinates the activities of the III service areas provided by the firm, I. Tax, II.  Investment and III.  Legal.

At Matrix III our core philosophy is to put the needs of our individual clients first.  We believe the relationship with the client is the most important asset we have.

Steve graduated from Indiana Wesleyan University with a Bachelor of Science in Management degree with a minor in Computer Science.  Steve is an Enrolled Agent, Registered Representative, Notary Public, and Honorably Discharged from the United States Army.  He honors his commitment to God, Country, and Community with integrity and ethics while exceeding client expectations of service, knowledge, opportunity, and guidance.

Email Steve: stevecook@matrix3tax.com

Fran Yustick has been completing tax returns for individuals, small businesses, investment properties, and corporations for over 16 years.  She passed the rigorous Enrolled Agent exam in 2016.   Enrolled Agents (EAs) are granted unlimited practice rights to represent taxpayers before IRS and are authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled agents are the only federally-licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS.

Outside of the busy tax season Fran is an active participant in her husband’s art business.  She enjoys gardening, reading mysteries and love stories.  Fran loves to help people. Every day she looks for opportunities to help others, whatever their need.  She demonstrates her principles to help others by using her talents to make dresses and shorts for the poor children of Africa.

Email Fran: franyustick@matrix3tax.com

 

Bill Bolton is a seasoned tax preparer and has been completing income tax returns since before 1983.  He began his tax preparation training through the IRS VITA (Volunteer Income Tax Assistance) program while living in Pittsburgh.  He continued with the Cleveland, Ohio VITA program when he moved back home.  In addition to his VITA duties, he was a manager for a major franchise before joining Matrix III Income Tax Service in 2006.

Mr. Bolton is an AFSP (Annual Filing Season Program).   The program aims to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism. Those who choose to participate meet the requirements by obtaining 18 hours of continuing education, including a six-hour federal tax law refresher course with a test.

Bill is active with his family and church.  He has been married for over 57 years to his wife Nancy, together they have four children and 11 grandchildren.  He has a wonderful voice and is a talented singer.  His commitments to church include a leadership role within the choir.

Bill Bolton’s humility and heart to serve is readily apparent and legitimizes his professional tax preparation skills.  His maturity of character, personal principles, faith, and dedication to family values all support a man of the highest integrity and purest morality.

Email Bill: billbolton@matrix3tax.com

 

Linda Jackman has been professionally completing tax returns since 2009.  She began her career at a major franchise before joining Matrix III Income Tax Service in 2010.  She is uniquely proficient in foreign income cases, correspondence audits, back taxes, FAFSA, and change accounting method that affects small businesses and rental properties.

Mrs. Jackman is a veteran of the United States Navy.  After the Navy, she worked in Public Service until retiring.   Linda’s work history is a testament to her being an advocate for individual rights. As a tax professional with a high sense of ethics is demonstrated with the principle that every client should pay no more or less than the correct amount of tax.

Linda is wonderfully gifted with the abilities to cook, stitch, and quilt.   The love of her hobbies is clear with mouth-watering meals and intricate beautiful designs.  She is also, a Star Trek enthusiast but also likes the Star Wars movies.  An individual would have a hard time asking her a Star Trek trivia question she would not know.

Linda would like hear about your favorite crock-pot recipes to try.  She is collecting family favorite recipes to add to her own cookbook.

Email Linda at:  lindajackman@matrix3tax.com