Tax Preparation & Planning · 100% Virtual · All 50 States
Keeping more of your money
where it belongs — with you.

Tax preparation and year-round tax planning for individuals and business owners, delivered by a Special Operations Veteran and Former IRS Special Agent.

M.S. Taxation · M.S. Personal Financial Planning
USAF Combat Controller · IRS Criminal Investigations Special Agent

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Individual Tax Preparation
Federal & state returns with a video walkthrough included
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Business Tax Preparation
LLCs, S-Corps, C-Corps, and partnerships — Form 1120, 1120-S, 1065
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Tax Planning & Strategy
Year-round planning to legally reduce what you owe before December 31st

I work primarily with veterans, active military, and small business owners who want a tax advisor who is responsive and actually cares.

Begin Tax Intake → Contact Matt
matt@firsttherefinancial.com
Client Portal
Serving clients in all 50 states  ·  Fully virtual  ·  Response within 24 hours
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