Business Details
Trusted Accounting & Tax Consulting Services in Grapevine, TX
Mathisen Tax & Consulting is a boutique accounting firm serving clients in Grapevine, Texas, and surrounding areas. Our team combines expertise and experience to deliver personalized financial solutions for business owners, executives, and independent professionals. We specialize in tax preparation, strategic business planning, and QuickBooks services, ensuring clients receive efficient and discreet support. With a focus on affordability and client-centric service, we provide comprehensive financial planning, elder care guidance, and payroll solutions tailored to individual and business needs.Our commitment to excellence is reflected in our dedication to resolving tax problems, optimizing cash flow management, and offering part-time CFO services. By maintaining close professional relationships with clients, we aim to simplify complex financial challenges while fostering long-term trust and satisfaction. Our team includes a licensed CPA with credentials in both California and Texas, ensuring compliance with state-specific regulations. Through timely newsletters and one-on-one consultations, we empower clients to achieve their financial goals with confidence and clarity.
Services
Tax Preparation
Retirement Planning
QuickBooks Setup
Payroll Solutions
Business Valuation
Elder Care Services
Cash Flow Management
Succession Planning
IRS Audit Representation
Part-Time CFO Services
Highlights and features
- We offer personalized financial planning for individuals and businesses
- Our team provides discreet tax problem resolution services
- We specialize in QuickBooks setup and training for small businesses
- Our CPA-certified professionals ensure compliance with state regulations
- We deliver strategic business planning with a focus on cash flow management
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We focus on maximizing deductions while maintaining IRS compliance. Clients benefit from our expertise in resolving complex tax scenarios and minimizing liabilities through strategic planning.
QuickBooks Setup
We provide professional QuickBooks setup and optimization for small businesses. Our services ensure proper configuration for accurate financial tracking. Clients receive tailored training to maximize software efficiency and streamline accounting processes for improved business operations.
Business Valuation
Our business valuation services deliver objective assessments for mergers, acquisitions, or succession planning. We use industry-standard methodologies to determine accurate business worth. Clients gain critical insights for strategic decision-making and financial planning purposes.
Cash Flow Management
We develop customized cash flow management solutions to prevent financial crises. Our projections help businesses maintain liquidity and plan for growth. Clients receive ongoing monitoring and adjustments to ensure financial stability and operational continuity.
Retirement Planning
Our retirement planning services create personalized strategies for long-term financial security. We focus on risk management and wealth growth tailored to individual goals. Clients receive comprehensive guidance to ensure a comfortable and financially stable retirement.
People
Susan Mathisen
CPA
Licensed CPA in California and Texas with extensive experience in tax and accounting services. Specializes in small business financial management and QuickBooks solutions. Committed to providing personalized, discreet financial guidance to clients in Grapevine and surrounding areas.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including bookkeeping, payroll solutions, cash flow management, and business valuation for small businesses in Grapevine, TX.
How can you help with tax problems?
Our firm specializes in resolving IRS audits, back taxes, payroll tax issues, and creating payment plans to help clients achieve tax compliance.
Do you offer QuickBooks training?
Yes, we provide QuickBooks setup, training, and ongoing support to help businesses maximize the software's capabilities for their specific needs.
What financial planning services are available for individuals?
We offer retirement planning, elder care financial guidance, and comprehensive wealth management strategies tailored to individual financial goals.
Are your services available for new business formation?
Yes, we assist with new business formation including entity selection, registration, and financial setup to ensure a strong foundation for new ventures.
