Matrix Financial, LLC is a Wellesley, MA tax and consulting firm serving business owners, executives, and independent professionals. The firm provides accounting and tax support for clients who need help organizing financial records, preparing returns, and planning around business or personal tax needs.

Its service areas include small business accounting, bookkeeping, payroll, tax preparation, and tax planning. Matrix Financial, LLC also lists support for QuickBooks setup and training, along with business-focused services such as cash flow management, part-time CFO services, bank financing support, strategic business planning, new business formation, succession planning, and non-profit organization services.

For individuals, the firm identifies services related to personal financial planning, estate planning, elder care tax services, and tax problem matters such as IRS audit representation, non-filed returns, back taxes owed, payroll tax problems, offers in compromise, IRS payment plans, bankruptcy, and innocent spouse relief.