OUR SERVICES
Don’t Just File Your Taxes. Strategize Them.
Standard accountants record history. We engineer your financial future. Tell us about your financial landscape, and we will match you with a vetted, elite tax professional specializing in your exact needs.
Precision Matching for Complex Finances
You wouldn’t hire a general practitioner for brain surgery. Your wealth deserves the same specialized care. Here is how we ensure you are paired with the industry’s best:
Elite Vetting (The Top 1%)
We don’t accept open directory listings. Every professional on the Matterhorn platform is an actively licensed CPA, Enrolled Agent (EA), or Tax Attorney. We conduct rigorous background checks, verify credentials, and audit their track record for proactive, forward-looking strategy.
Intelligent Profiling
You complete a secure, two-minute assessment detailing your income streams—whether that is an e-commerce business, a W-2 executive salary with stock options, or a heavy real estate portfolio.
The Synergy Connection
Our system bypasses geographic limitations to match your specific financial footprint with an expert who specializes in your exact tax code nuances.
Tax Membership Services
MEMBERSHIP PRICING
$29/month
- Personal budget planning meeting
- Personal tax return preparation
- Quarterly Tax Planning
- Look back 3 years of tax returns
| Services | Non Members | Members |
|---|---|---|
| Tax Returns (W2) 1040 tax returns that do not require a schedule C or E with expenses | $149 | $99 |
| Amended Tax Returns | $50 | $30 |
| Self Employment Tax Returns | $199 | $175 |
| Budget Planning We will help you establish a workable budget to keep your finances in line. Intake appointment to gather information. Second meeting to establish budget to client. | $15/month 2-month minimum | included |
| Double Check/look back We will take a look at previous years returns prepared by other agencies or self prepared ( We will go back a maximum of three years including current year to see if any credits or deductions were missed) | $50.00 | included |
| Quarterly Tax Planning We will assist you in reviewing your self employment business income and expected income to plan what your estimated quarterly payments should be to IRS and applicable states | $50/quarter | included |
| Bookkeeping Both members and non members will have a $100 start up bookkeeping fee | $200/month | $100/month |
| Offer In Compromise (Starting at) | $259 Additional monthly fees apply based on amount due and length of time for negotiation with the IRS This includes the IRS application fee. Prices will be determined when meeting with Tax Professional | $209 Nothing is guaranteed by IRS. We will assist in helping you resolve large tax balances with the IRS. |
| Corporate Returns | $250 | $200 |
| Rental Income Schedule E | $250 | $200 |
Success is Measured in Wealth Retained
“I thought my previous CPA was doing a good job until Matterhorn matched me with a specialist in SaaS taxation. We completely restructured my entity and immediately recovered capital I didn’t know I was bleeding.”
– Sarah P., Business Owner
“The matching process took less than five minutes, and the expert I was paired with engineered a cost segregation strategy that wiped out my tax liability for the year.”
– Marcus J., Investor
Comprehensive Wealth Preservation
Corporate & Business Tax
Entity restructuring (S-Corp/LLC optimization), R&D tax credits, depreciation strategies, and owner compensation planning.
Real Estate Portfolios
1031 exchanges, cost segregation studies, passive activity loss rules, and real estate professional status (REPS) optimization.
High-Net-Worth Strategy
Trust and estate structuring, capital gains minimization, charitable remainder trusts, and generational wealth transfer.
IRS Audit & Resolution
Aggressive representation, penalty abatement, offer in compromise, and back-tax resolution by licensed legal advocates.
Ready to Take Control of Your Tax Burden?
Don’t wait until tax season to start planning. The best tax-saving opportunities require action before December 31st. Let’s build a roadmap to your financial summit.