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.
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.
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!”
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.
Steven P. Cook
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: email@example.com
Linda Jackman is a tax return preparer. Linda 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 fabric 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: firstname.lastname@example.org
For more than a decade Jennifer Parrish has been sharing her knowledge and experience about budgeting, financial literacy, and generational wealth. She encourages everyone to learn more about the benefits of having a financial plan. Clients find Jennifer’s positivity an inspiration to get started or further develop an existing plan to reach their financial goals.
Outside the office, Jennifer is committed to her family and friends. She is a fan of Harry Potter, Law and Order: SVU, and Chicago P.D.
Jennifer graduated from Indiana Wesleyan University in October, 2020 with a Master Business Administration and in December, 2011 a Bachelor of Science in Management.
Jennifer is an AFSP – Record of Completion, Ohio licensed Life Insurance Agent for Lincoln Heritage Life Insurance Company, and a veteran of the United States Air Force.
Her favorite principle to live by is to help others as found in: “Do unto others as you would want done unto you” (Luke 6:31, NIV).
Email Jennifer at: email@example.com
Kristopher N. Halata
Kristopher N. Halata received his Master of Accountancy from Cleveland State University. From a young age, he had an intuitive understanding of financial matters, receiving an award from the Boy Scouts of America. Presently, Kristopher is a member of the honorary accounting and finance organization Beta Alpha Psi where he holds the position of organizational manager. He began his tax preparation career at a Volunteer Income Tax Assistance (VITA) location in 2021. Realizing his love for taxes and helping people he used his VITA experience to obtain a Public Accountant position at a local CPA firm for the 2022 filing season. Kristopher comes to Matrix III Income Tax Service, LLC with relevant prior work experience and a desire to expand his accounting career. His passion for learning, education, and self-improvement are evident as he prepares to sit for the CPA exam.
Mr. Halata has traveled the world and has lived in the open desert for nine months. His preferred drink is coffee, his favorite flavor is vanilla, and likes to listen to holiday music. In his free time, he likes to be outdoors in the summer and solve Su-Do-Du puzzles.
Kristopher is a person of traditional values and an advocate for free enterprise. He gains the most satisfaction from the work he completes himself. He respects the process of applying relevant facts to draw accountancy conclusions.
Email Kristopher: firstname.lastname@example.org