Business Details
Trusted Accounting & Tax Services in Harlingen
I am Matthew Hamby, a licensed certified public accountant with over 25 years of experience in public accounting. Prior to establishing my practice, I gained valuable experience as a licensed securities representative, which enhances my ability to provide comprehensive financial solutions. Our firm is dedicated to delivering personalized accounting, tax, and financial planning services tailored to meet the unique needs of individuals and businesses throughout the Rio Grande Valley region. We maintain active membership with the Texas Society of Certified Public Accountants, where I previously served as president of the Rio Grande Valley Chapter, ensuring our practices align with the highest professional standards. Our commitment to excellence is demonstrated through our diverse service offerings, including small business accounting, personal financial planning, estate planning, and QuickBooks support.We combine big firm capabilities with a small firm personalized approach, ensuring each client receives the attention and expertise they deserve. Our team understands the complexities of tax preparation and planning, offering representation services for IRS audits and assistance with tax relief solutions. We provide part-time CFO services for growing businesses while maintaining rigorous attention to internal controls and financial reporting accuracy. Our clients benefit from our deep local market knowledge and dedication to staying current with evolving tax laws and financial regulations. We pride ourselves on building long-term relationships based on trust, transparency, and measurable results, helping clients transform their financial visions into reality.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Wealth Management
Business Accounting
Part-Time CFO Services
Audits & Reviews
Tax Preparation
QuickBooks Support
IRS Representation
Details
- Year established: 2025
Highlights and features
- We offer over 25 years of certified public accounting experience.
- Our team combines big firm capabilities with personalized service.
- We provide IRS audit representation services and tax relief solutions.
- Our QuickBooks expertise ensures accurate financial record keeping.
- We maintain active membership in professional accounting organizations.
Associations and certifications
- CPA
- Texas Society of Certified Public Accountants
Services
Personal Financial Planning
Our personal financial planning services help individuals create comprehensive strategies for their financial future. We analyze your current financial situation, set realistic goals, and develop tailored action plans to achieve long-term success. Our approach considers all aspects of personal finance including budgeting, investments, insurance, and tax planning.
IRS Representation
We provide expert IRS representation for clients facing audits or tax collection issues. Our experienced team navigates complex tax matters, communicates directly with IRS officials, and develops strategic solutions to resolve problems. We help clients understand their options and work to achieve the most favorable outcomes through payment plans, offers in compromise, or other available remedies.
Business Accounting
Our business accounting services provide comprehensive financial management solutions for growing companies. We maintain accurate financial records, prepare financial statements, and implement effective internal control systems. Our services help businesses track performance, make informed decisions, and maintain compliance with all regulatory requirements while supporting long-term growth objectives.
Estate Planning
We offer comprehensive estate planning services to help clients protect and transfer their assets according to their wishes. Our approach considers tax implications, family dynamics, and long-term goals to create customized estate plans. We help clients establish wills, trusts, and other legal documents that ensure proper asset distribution while minimizing potential conflicts and tax burdens for beneficiaries.
QuickBooks Support
Our QuickBooks support services help businesses maximize the value of their accounting software. We provide setup assistance, system optimization, and personalized training to ensure accurate financial tracking. Our experts help businesses implement proper accounting procedures, generate meaningful financial reports, and maintain organized financial records to support informed decision-making and tax preparation.
People
Matthew Hamby
Certified Public Accountant
Matthew Hamby is a licensed CPA with over 25 years of public accounting experience and former securities representative credentials. He actively participates in professional organizations including the Texas Society of CPAs, where he previously led the Rio Grande Valley chapter.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive business accounting services including financial statement preparation, internal control implementation, payroll processing, and year-end tax planning for small businesses.
Do you offer personal financial planning services?
Yes, we offer personalized financial planning services covering retirement planning, estate planning, investment strategies, and comprehensive wealth management tailored to individual client needs.
Can you assist with QuickBooks accounting software?
We provide complete QuickBooks support including system setup, data cleanup, training, and optimization to help businesses maintain accurate financial records and generate meaningful reports.
Do you handle IRS tax problems?
Yes, we offer IRS audit representation services and help resolve tax collection issues including payment plans, offers in compromise, and back tax filings.
What tax services do you provide?
We offer full tax services including individual and business tax preparation, year-round tax planning, IRS representation, and resolution of unfiled tax returns and payroll tax problems.
Are you available for consultations outside regular business hours?
We offer flexible scheduling options and can arrange evening or weekend appointments to accommodate client needs when necessary.
