Question 1

What services does Mattison Yoder CPAs offer?

Accepted Answer

We provide comprehensive accounting and tax services including tax planning and preparation, bookkeeping, payroll processing, business management and consulting, CFO services, and financial statement preparation. We serve both individuals and businesses across a wide range of industries.

Question 2

Do you work with both businesses and individuals?

Accepted Answer

Yes! We serve small businesses, entrepreneurs, and individual clients. Our team has experience working with sole proprietors, partnerships, LLCs, S-corporations, C-corporations, and individuals with complex tax situations.

Question 3

What industries do you specialize in?

Accepted Answer

We serve clients across many industries including healthcare (physicians, dentists, veterinarians), real estate (development and rental properties), legal practices, landscaping companies, insurance providers, advertising firms, automotive businesses, coffee shops, and more.

Question 4

Do you offer virtual services or only in-person meetings?

Accepted Answer

We offer both in-person meetings at our Galena office and virtual consultations to accommodate your preferences and schedule. Many of our services can be handled remotely through secure document sharing and video conferencing.

Question 5

How do I get started with Mattison Yoder CPAs?

Accepted Answer

Getting started is easy! Contact us by phone at (614) 854-9000, email at info@mattisonyoder.com, or use our online contact form. We'll connect with you to discuss your needs and how we can help.

Question 6

What should I bring to my first meeting?

Accepted Answer

For tax services, bring previous tax returns, income documents (W-2s, 1099s), expense records, and any relevant financial statements. For business services, bring financial statements, business formation documents, and any specific questions or concerns. We'll provide a detailed checklist based on your specific needs.

Question 7

How long does it take to onboard new clients?

Accepted Answer

The onboarding timeline varies based on service complexity. Simple tax preparation can often begin immediately, while comprehensive business management services may take 1-2 weeks to fully implement as we learn your business and set up systems.

Question 8

Do you require long-term contracts?

Accepted Answer

We work with clients on both project-based and ongoing retainer arrangements. Many of our services, like tax preparation, are completed on a per-return basis. Others, like monthly bookkeeping or payroll, are typically ongoing services. We'll discuss the best arrangement for your situation.

Question 9

How do you charge for your services?

Accepted Answer

Our fee structure varies by service type. Tax returns are typically charged per return based on complexity. Bookkeeping and payroll services are usually monthly fees. Consulting and advisory services may be hourly or project-based. We provide transparent fee estimates upfront.

Question 10

Do you offer payment plans?

Accepted Answer

Yes, we understand that cash flow can be a concern. We offer flexible payment arrangements for many of our services. Contact our office to discuss payment options that work for your situation.

Question 11

What payment methods do you accept?

Accepted Answer

We accept checks, credit cards, and ACH bank transfers. Payment details and options will be discussed during your onboarding process.

Question 12

Are there any hidden fees?

Accepted Answer

No. We believe in transparent pricing. All fees are discussed and agreed upon before we begin work. Any additional services or changes in scope will be communicated and approved before proceeding.

Question 13

When should I schedule my tax appointment?

Accepted Answer

We recommend scheduling as early as possible, ideally in January or February. While we work with clients through the April deadline (and extensions), earlier appointments allow more time for strategic planning and ensure you receive your refund sooner.

Question 14

What if I need to file an extension?

Accepted Answer

We can file extensions when necessary. However, remember that an extension to file is not an extension to pay - any taxes owed are still due by the original deadline. We'll help you estimate and pay what's owed to avoid penalties.

Question 15

Do you handle IRS notices and audits?

Accepted Answer

Yes, we provide IRS representation services. If you receive an IRS notice or are selected for audit, we can communicate with the IRS on your behalf, prepare necessary documentation, and protect your interests throughout the process.

Question 16

Can you help with tax planning, not just preparation?

Accepted Answer

Absolutely! Proactive tax planning is one of our key services. We work with clients year-round to implement strategies that minimize tax liability, including retirement planning, entity structure optimization, timing of income and expenses, and more.

Question 17

Do you prepare multi-state tax returns?

Accepted Answer

Yes, we handle multi-state tax returns for individuals and businesses with income in multiple states. We're experienced with the complexities of state tax laws and apportionment rules.

Question 18

Can you help me start a new business?

Accepted Answer

Yes! We offer comprehensive business formation services including entity type analysis, accounting system setup, retirement plan design, and tax planning. We'll help you build a solid financial foundation from day one.

Question 19

What bookkeeping software do you support?

Accepted Answer

We primarily work with QuickBooks Online and QuickBooks Desktop. We can also work with other accounting platforms and help you select the best solution for your business needs.

Question 20

How often should I have my books reconciled?

Accepted Answer

We recommend monthly reconciliation for most businesses. This provides timely financial information for decision-making and catches errors quickly. Some businesses may need more or less frequent service depending on transaction volume.

Question 21

What's included in your payroll services?

Accepted Answer

Our payroll services include processing employee paychecks, calculating and filing payroll taxes (federal, state, and local), preparing year-end W-2s and 1099s, direct deposit setup, and compliance management. We handle the entire payroll process so you can focus on your business.

Question 22

Do you provide CFO-level services for small businesses?

Accepted Answer

Yes! Our business management services include CFO-level strategic guidance: budgeting, financial forecasting, cash flow analysis, profitability analysis, and financial advisory. You get executive-level financial expertise without the cost of a full-time CFO.

Question 23

How long has Mattison Yoder CPAs been in business?

Accepted Answer

Mattison Yoder CPAs has been serving the Galena, Ohio community and surrounding areas since 1985 - over 40 years of trusted accounting and tax services.

Question 24

What are your office hours?

Accepted Answer

Our office is open Monday through Friday, 8:00 AM to 5:00 PM. We also offer appointments outside regular hours by arrangement. During tax season (January-April), we often extend our hours to better serve our clients.

Question 25

How do you protect my confidential information?

Accepted Answer

We take data security very seriously. We use encrypted file sharing, secure client portals, password-protected systems, and follow all professional standards for confidentiality. All team members are bound by strict confidentiality agreements and professional ethics rules.

Question 26

What credentials does your team have?

Accepted Answer

Our team includes four Certified Public Accountants (CPAs) with decades of combined experience, plus experienced bookkeepers and support staff. All CPAs maintain active licenses and complete continuing education requirements annually.

Question 27

Do you offer consultations for specific questions?

Accepted Answer

Yes, we're happy to answer questions from our existing clients. Feel free to reach out by phone or email and we'll do our best to assist.

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