Tax Planning and Preparation

  • Income Tax Preparation for Business, Individuals and Estates:
    • As solution-driven accountants who know the tax laws, we will work to minimize your tax liability and prepare all federal, state, and local returns
  • Tax Authority Representation:
    • Mather & Co. CPAs, LLC is qualified and experienced in assisting clients with tax matters, audits and notices from the IRS, state and local tax authorities
  • Tax Planning:
    • Tax planning requires knowing the law and using proven strategies to minimize your tax liabilities now and in the future. We provide this service for individuals and businesses who desire to take advantage of the ever-changing tax laws to protect their financial position.
  • Property Tax Returns:
    • We can prepare all required property tax returns and can assist in the audits of these returns, if challenged by the applicable states.

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Accounting and Audit

  • Audit:
    • We can provide you with an independent audit, review, or compilation of your financial statements. We are especially adept in performing audits for for-profit entities, not-for-profit entities, government entities, and employee benefit plans.
  • Bookkeeping/Payroll:
    • We can provide the bookkeeping and payroll services you need to keep your financial records well-organized and your operations running efficiently.
  • QuickBooks Assistance:
    • We have employees on staff who can assist in QuickBooks set-up and be a resource for ongoing questions and concerns.

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Business Consulting

  • New Business Planning
  • Business Acquisition, Sale and Merger:
    • We assist clients in all aspects of buying, selling and merging buisness.
  • Assistance with buy or lease
  • Succession Planning
  • Corporate Formation
    • We assist clients in choosing a business structure that meets their needs from a TCT and operational perspective.

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Wealth Management Services

Wealth Management Overview

We provide full wealth management services designed to holistically combine our tax expertise with the financial planning knowledge of Avantax . We create a planning program centered on your long-term financial goals. We can visually lay out a long-term plan looking at all the impacts of financial decisions (including tax implications). We can demonstrate how decisions like investing in your 401(k), selling a business, donating to charities, or plans for your estate impact your future. 


As part of our wealth management services, we offer:

  • Income Tax Planning
  • Managed Accounts
  • Brokerage & Direct Fund Accounts
  • Agriculture Specialization
  • Investment & Insurance Review
  • Estate Specialization
  • Retirement Planning Solutions
  • Risk Management
  • Personal Planning

Financial Future: Answering Your Top Questions During Times of Uncertainty 

Recently, we held a discussion addressing top financial planning questions, such as CARES Act, including changes in deductions, required minimum distributions, and IRA accounts. We invite you to watch and see how our disciplined approach to planning provides comfort and confidence in the future, despite market volatility and business interruptions. 

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***Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Mather and Company. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Mathers And Co CPAs Logo Long

Certified Public Accountants & Business Advisors

(502)429-0800   |   9100 Shelbyville Rd Suite 200