If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
Retirement Planning
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Investment Advisory
You have worked hard for your assets, and you deserve a financial planner that works primarily for your benefit. At Matrix III Tax Income Tax Service, LLC, 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.
As a financial planner, I can help you take an objective look at your entire financial picture and then make recommendations to help you meet those goals. Offering my clients trusted advice and exceptional service is the cornerstone of my business.
Whether you are a seasoned investor or just starting out, I can help. I invite you to experience the Matrix III Income Tax Service, LLC difference.
Matrix III Programs
- 401(k) Rollovers
- IRA/Roth IRA’s
- Lump Sum Distributions
- Monthly Income
- Retirement Programs
- Mutual Funds
- Monthly Systematic Investment Programs
- College Savings
- Annuities
- Tax Review
- Investment Review
- Life Insurance
- Final Expense Insurance
Call Steven P. Cook, EA at 216-332-7283 for a free no obligation 1 Hour Consultation.
Steven P. Cook is a domestic U.S. Registered Representative licensed to conduct business in the State of Ohio and Texas. Steven P. Cook is a domestic U.S. insurance agent licensed to conduct business in the State of Ohio.
Securities offered through Investment Network Inc. member FINRA/SIPC and Registered Investment Advisor. Matrix III is independent of Investment Network Inc.
Call Jennifer Parrish at 216-332-7283 for a free no obligation life or final expense quote.
Jennifer Parrish is a domestic U.S. insurance agent licensed to conduct business in the State of Ohio.
Jennifer Parrish and Lincoln Heritage Life Insurance Company are independent of Matrix III Income Tax Service, LLC.