A commitment to financial literacy education.
Your Math Mate creates original content related to general tax and financial concepts.
Tax Services
The following tax services are offered.
Individual Income Tax Preparation
Preparation of Form 1040 for W-2 wage-earners.
Schedule C Tax Preparation
Preparation of Schedules C and SE for sole proprietors.
Schedule E Tax Preparation
Preparation of Schedules E and SE for rental property owners.
Tax Consulting
Tailored guidance to help you avoid a bill at tax time.
Forms 1120 and 1065 Tax Preparation
Preparation of Form 1120 for Corporations and Form 1065 for Partnerships.
Accounting and Financial Statements
Review of accounting records and financial statements to ensure compliant with GAAP and IRS.
Subscriptions
Monthly subscriptions for training materials for the following professional exams.
Exams
- SIE, Series 6, Series 63
- Life and Health Insurance
- Enrolled Agent
- Certified Public Accountant
- Certified Internal Auditor
- LSAT
Content Schedule
- Math Mate Monday
- Tax Info Tuesday
- Wine About it Wednesday
- Thoughts Thursday
- Finance Friday
“Our communities thrive when our small businesses meet their financial obligations with ease. ”
Matthew Tate
CEO
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