Matrix Financial, LLC
Accounting
Wellesley, Massachusetts, United States
7 employees
- Employees
- 7
- Contacts
- 2
- Emails
- 2
Matrix Financial, LLC Overview
- Headquarters
- Wellesley, Massachusetts, United States
- Website
- matrixtax.com
- Industry
- Accounting
- Employees
- 7
- NAICS
-
Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesOffices of Certified Public AccountantsTax Preparation Services
Keywords
About 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.
Matrix Financial, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Matrix Financial, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Benjamin Solon, Cpa | Tax Manager at Matrix Financial, Llc |
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| Sarah Rifai | Tax Manager at Matrix Financial, Llc | Greater Boston, United States |
Email
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| Yasmeen Kouki, Cpa, Mst | Tax Manager at Matrix Financial, Llc | Greater Boston, United States |
Email
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| Leanna Henault, Cpa, Mst | Partner at Matrix Financial, Llc | Wellesley Hills, Massachusetts, United States |
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|
Employees by Management Level
Manager
3 profiles
Individual contributor
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
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