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We do work that matters, for people who matter. We empower transformative growth in small businesses and not-for-profit organizations, helping our region achieve its highest potential. We provide tailored, actionable, and effective business advisory solutions to drive growth for our partner clients. Our compliance team provides accounting, bookkeeping, tax and informational return preparation, tax representation, and human resources consulting, keeping our clients focused on their businesses and using their data to realize t... read more
303 Webster St, Monterey, CA, 93940, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 10:00 a.m. to 6:00 p.m. | |
Tue | 10:00 a.m. to 6:00 p.m. | |
Wed | 10:00 a.m. to 6:00 p.m. | |
Thu | 10:00 a.m. to 6:00 p.m. | |
Fri | 10:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
J and Brittney are beyond wonderful and competent. We thought we were on the hook for $200K in capital gains for the sale of a rental property - this is per our old CPA (who just mailed it in and charged us every time we asked her a question). J brought our liability down to to 60K by digging into our past taxes and found an error our old CPA had made and unclaimed write offs we could take. He's amazing! We are retired and the 140K we saved by his diligence was so welcomes. Also, for the first time, we had a half year review... read more
My husband and I have been working with The Mattox Group for a couple of years now and have had a great experience. The team is very knowledgeable and responsive, answering all of our questions and concerns promptly and clearly. They are also very thorough in their review of our documents and make sure to maximize our deductions and credits to minimize our tax liability. I also recently started a small business and their expertise in helping small businesses is phenomenal. I know I am in good hands with The Mattox Group. Ove... read more
My husband and I have been working with J for a year now and look forward to our meetings. J is personable and makes the financial matters easier for us to understand. He always does an amazing job estimating tax expenses even with a newly opened and expanding business. J helps us make sure we’re on track for long term growth and success in all aspects while ensuring we’re maximizing deductions.
Caring, professional, personable, very capable and reasonably priced. Can’t get any better than that! Thank you for our many years of excellent tax help.
We have been using the Mattox group for a couple of years now, and have only positive things to say. J and his team are friendly, knowledgable, efficient, and a pleasure to work with.
The Mattox Group has a 5 star rating with 14 reviews.
The Mattox Group is closed now. It will open at 10:00 a.m.
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