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Matrix Financial, Llc

Matrix Financial, LLC is a tax and consulting firm serving high net worth individuals, privately held businesses and non-profit organizations. We provide a variety of services including: • Tax Preparation • Tax Planning • Personal Financial Planning • IRS and State Audit Representation • Domestic Relations Consulting and Forensic Accounting • Monthly Bookkeeping Services • Payroll Reporting Our primary goal is to provide insightful advice to enable our clients to make informed financial decisions. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. By combining our expertise, our experience and the energy of our staff, each client receives close personal and professional attention.

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HeadquartersWellesley, United StatesEmployees7(1 to 10)Annual revenue$1M to <$10MWebsitematrixtax.comLinkedIn profileLinkedIn

Verified contacts

7

available on Kipplo

LinkedIn employees

7

1 to 10 range

Open roles

no listings

Distinct roles

3

indexed titles

Tech stack

0

tools in use

Monthly traffic

93

organic / mo

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Top roles at Matrix Financial, Llc

3 distinct titles indexed · top 3 shown.

  • 4tax manager
  • 1managing partner
  • 1partner

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