South Bay Planning
Introduction
I take a consultative approach to help individuals with their tax preparation needs. I began in the financial services industry, working for some of the largest financial institutions like Merrill Lynch and AIG. My focus is to help you file your taxes and get you the maximum refund from available deductions and credits. I also help my clients plan for future years and strategically make choices that minimize their tax burden and leave them with more money.
I offer a 15% discount for first time tax clients.
Overview
Background checked
1 employee
7 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Stripe.
Social media
Services offered
Service needed
Annual tax filing
Quarterly tax filing
Other tax consultation
Filing status
Sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Annual revenue
Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
5.0
1 review
5
100%
4
0%
3
0%
2
0%
1
0%
Matt S.
Feb 15, 2023
Matt was very helpful with preparing my tax return and getting me a refund. He answered all my questions and had everything prepared quickly.
Credentials
Background Check
Matthew Stratman