Kristi M. Matson, CPA, PC


Kristi M. Matson, CPA, PC


Main office: 714-478-3700

WELCOME!

Kristi M. Matson, CPA, P.C. is your source for reliable tax advisory and bookkeeping services. We specialize in assisting small business owners with tax services, as well as offering bookkeeping services that are affordable and efficient.



About us



Serving clients since 2005



Today, more than ever, you need a financial advisor that goes beyond just the basics. We will work with you year around on maintaining your business. When serving your business and tax needs, we strive to identify key planning opportunities that minimize both your current and future taxes. With that in mind, we encourage ongoing communication with our clients to facilitate the discovery of opportunities as they present themselves. We pride ourselves on exceptional customer service and client interaction.



Areas of Expertise



Specializing in Small Businesses



Tax Services

Bookkeeping and Accounting Services

QuickBooks



TAX SERVICES

  • Planning and Preparation of Corporate and Individual Taxes
  • Tax Minimization Strategies
  • Entity Structure Selection
  • Restructuring and Reorganization Planning
  • Liquidations and Dissolutions
  • Tax Projections and Planning
  • Multi-State and Amended Returns
  • IRS Resolution.


BOOKKEEPING AND ACCOUNTING SERVICES

  • External Accounting Support
  • General Ledger Entry
  • Month End Closing and Reconciliation
  • Accounting Software Setup and Personnel Training
  • Business Budgeting and Planning
  • Payroll, Property and Sales Tax Reporting


QUICKBOOKS

  • Setup
  • Training Personnel
  • Online Banking
  • Merchant Services


We're here to serve you


Phone number: 714-478-3700
Kristi@kmatsoncpa.com

Behind the scenes



Kristi M. Matson, CPA



President





Kristi has been in the public accounting field since 1997. She was a manager at White, Nelson & Co., LLP in California before moving to Idaho in 2005. Since joining White, Nelson & Co. LLP she had the privilege of working on some of the counties largest business transactions. Kristi has provided tax compliance and consulting to various corporations, partnerships, limited liability companies and individuals, including consolidated returns and multi-state returns, as well as amended returns. Kristi has provided compliance in areas of entity structure. Kristi has been a member of the QuickBooks Professional Advisor Program. Kristi is a member of the Idaho Society of Certified Public Accountants. Kristi has served on the Autism Society, Treasure Valley board as Treasurer for over seven years and continues to volunteer.



IDAHO


Kristi M. Matson, CPA, PC



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