Services
Tax Planning
Real strategies and solutions to help you minimize your IRS liability.
Tax Planning
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Retirement Planning
Ensuring you hold onto as much of that retirement savings you spend your lifeblood to build requires some tax-savvy planning.
Retirement Planning
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Customer Stories
Posted on Greg MazzaTrustindex verifies that the original source of the review is Google. Have been using Matt for tax work for several years - first personal and now small business. He always has great insights and suggestions for optimizing your tax obligation, many times while providing incremental benefit including SEP plans and S-corp filings (for LLCs). Would highly recommend !!Posted on Mark GahagenTrustindex verifies that the original source of the review is Google. I have used Matt Rice as my accountant for several years. The whole tax process is: seamless, confidential and expedient. Very happy with Matt and his high level of service to his clients.Posted on Parenting Humans.Trustindex verifies that the original source of the review is Google. Detail-oriented, responsive, explains financial things to me without making me feel like an idiot. Highly recommend.Posted on Andy BrooksTrustindex verifies that the original source of the review is Google. Mr. Rice has been my primary financial advisor for the last 15 years. He manages my taxes and investments. He has tremendous expertise in both areas. He has provided incredibly useful advise in managing rental properties, investing in stocks and paying for college. Could not think of trying to manage all of these things without the support of Mr. Rice.Posted on Thomas McJuryTrustindex verifies that the original source of the review is Google. Excellent, knowledgeable services that allows you to keep you mind at ease, knowing that your financial plans are in good hands!Posted on Rae LorenzTrustindex verifies that the original source of the review is Google. I had a very unusual tax situation and I called every CPA in lincolnton, nc and no one wanted to deal with my issue, then I started calling CPA'S in charlotte, nc. I could not find a CPA anywhere that was willing to do the research to assist me with my tax issue. Then I found Matt Rice and he not only took the challenge but did an excellent job and his rates were extremely fair. I highly recommend Matt, he is the best!! rae lorenz