Business Details
Trusted Accounting & Tax Services in Colleyville, TX
Mathisen Tax & Consulting is a boutique accounting firm licensed in Texas dedicated to providing comprehensive financial solutions for business owners, executives, and independent professionals. With a focus on personalized service, we combine affordability with extensive experience to deliver tailored accounting, tax, and consulting services. Our team prioritizes efficiency, discretion, and client education, ensuring clients receive actionable insights to optimize financial outcomes.We specialize in retirement planning, elder care financial management, small business accounting, and tax problem resolution while offering expert QuickBooks support. By maintaining a client-centric approach, we aim to simplify complex financial matters and empower individuals and businesses to achieve long-term stability and growth.
Services
Tax Preparation
Retirement Planning
Small Business Accounting
IRS Audit Representation
QuickBooks Setup
Elder Care Financial Management
Payroll Services
Business Valuation
Tax Problem Resolution
Financial Consulting
Highlights and features
- We offer 20+ years of combined experience in accounting and tax services.
- Our team provides personalized QuickBooks setup and training solutions.
- We specialize in resolving complex IRS tax problems and audits.
- Our retirement planning services include customized strategies for long-term security.
- We deliver cost-effective part-time CFO services for growing businesses.
Services
Tax Preparation
We prepare and file individual and business tax returns with meticulous attention to detail. Our service ensures compliance with current tax laws while maximizing deductions and credits. Clients receive year-round support for tax-related inquiries and documentation requirements.
IRS Audit Representation
Our experts represent clients during IRS audits, providing documentation support and negotiation services. We work to resolve disputes efficiently while minimizing financial exposure and ensuring proper tax code interpretation throughout the audit process.
QuickBooks Setup
We configure QuickBooks systems tailored to business needs, including chart of accounts setup and payroll integration. Our training ensures clients maximize software capabilities while maintaining accurate financial records for better business decision-making.
Retirement Planning
We develop customized retirement strategies considering tax implications, investment vehicles, and income requirements. Our planning helps clients achieve financial independence through optimized savings strategies and regular progress assessments.
Small Business Accounting
We handle complete accounting cycles for small businesses, including bank reconciliation and financial reporting. Our service provides accurate records for informed decision-making and supports long-term business growth through consistent financial monitoring.
People
Susan Mathisen
Owner/CPA
Susan Mathisen is a licensed CPA with extensive experience in accounting and tax services. She graduated from Tulane University in 1989 and has served small businesses and individuals across California and Texas for over 25 years.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, bank reconciliation, financial statement preparation, and customized reporting for small businesses.
Can you help with IRS tax debt problems?
Yes, we specialize in resolving IRS liens, levies, audits, and payment plans for individuals and businesses.
Do you offer QuickBooks support?
We provide QuickBooks setup, training, troubleshooting, and optimization services for small business owners.
What retirement planning services are available?
We offer comprehensive retirement planning including IRA selection, tax implications analysis, and income strategy development.
Are your services available for individuals?
Yes, we provide personal financial planning, elder care accounting, and tax preparation services for individuals.
