Matrix Financial, LLC

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 Services
Offices of Certified Public Accountants
Tax Preparation Services

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 Contact
Benjamin Solon, Cpa Tax Manager at Matrix Financial, Llc
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Sarah Rifai Tax Manager at Matrix Financial, Llc
Email
Yasmeen Kouki, Cpa, Mst Tax Manager at Matrix Financial, Llc
Email
Leanna Henault, Cpa, Mst Partner at Matrix Financial, Llc
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Employees by Management Level

Manager 3 profiles
Individual contributor 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 1

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