Business Details
Trusted Tax Preparation & Accounting Services
MDM Financial Services is a family-owned and operated tax preparation firm with over 45 years of combined experience in taxation. Our team specializes in demystifying complex tax processes for small businesses and individuals nationwide, offering expertise in traditional tax preparation, small business bookkeeping, and cryptocurrency tax compliance. We prioritize integrity and clarity, helping clients navigate evolving tax regulations while alleviating the stress associated with filing returns.As an Enrolled Agent licensed in all 50 states, we provide authoritative representation before the IRS for audits and other tax matters. Our mission is to empower clients with confidence through comprehensive education and personalized service tailored to diverse financial situations.
Services
Tax Preparation
Bookkeeping
Cryptocurrency Audit
Representation
Mileage Tracking
Highlights and features
- 45+ years of combined tax preparation expertise
- Family-owned firm with personalized service
- IRS-licensed Enrolled Agent representation
- Specialized cryptocurrency tax compliance solutions
- Proven track record with small businesses nationwide
Associations and certifications
- IRS Enrolled Agent
Services
Tax Preparation
We prepare accurate tax returns for individuals and businesses, ensuring compliance with current regulations. Our experts handle complex scenarios including multi-state filings and cryptocurrency transactions. Clients gain confidence through clear explanations of their tax positions and potential deductions.
Cryptocurrency Audit
Specialized audit support for cryptocurrency transactions, including record reconciliation and IRS reporting requirements. We help clients navigate the complexities of digital asset taxation while maintaining full regulatory compliance. Services include audit defense and tax position documentation.
Bookkeeping
Daily accounting support for small businesses, including transaction tracking and financial statement preparation. Our system streamlines book balancing and profit/loss monitoring. Clients receive organized records that simplify year-end tax preparation and business decision-making.
Representation
IRS audit representation by licensed Enrolled Agents familiar with tax code nuances. We advocate for clients during audit proceedings, providing documentation and arguments to support tax positions. Our goal is to minimize liabilities and resolve issues efficiently.
Mileage Tracking
Guidance for maintaining compliant business mileage records using smartphone technology. We help clients implement tracking systems that withstand IRS scrutiny while maximizing deductible expenses. Services include audit preparation for vehicle-related claims.
People
Matt Metras
Enrolled Agent
With over 45 years of family tax expertise, Matt Metras specializes in complex tax preparation and IRS representation. Licensed in all 50 states, he helps clients navigate cryptocurrency taxation and small business accounting challenges.
Questions
What tax services do you offer?
We provide comprehensive tax preparation for individuals and small businesses, including cryptocurrency transaction reporting and audit representation services.
Are you qualified to handle IRS audits?
Yes, as IRS-licensed Enrolled Agents, we can represent clients before all levels of the IRS during audit proceedings.
Do you handle cryptocurrency taxation?
Yes, we specialize in crypto tax compliance, including return preparation and transaction reconciliation for digital assets.
What accounting services are available?
We offer small business bookkeeping services to streamline financial processes and ensure accurate profit/loss tracking.
How much do tax returns cost?
Basic tax preparation starts at $675, with pricing determined by the complexity of your financial situation.
