Levi's Books and Taxes Client Comments

"You did such a good job for our tax-exempt organization. I heard last night at the board meeting that you filed 19 old forms to catch us up with various agencies. We gave you a round of applause in absentia. Your bill was approved and I thought it was incredible how much you did for so little."

Albuquerque, NM

"We owed the IRS more than $15,000 in taxes when a friend referred us to Matt in the mid 1990s. Matt reviewed our situation, filed amended returns for us, and the $15,000 debt turned into a $6,000 refund.

Our previous CPA was not familiar with all of the benefits of tax-exempt organizations and businesses. Matt legally maximzed our deductions and used the tax code for our benefit."

Houston, TX

"When we went to pick up out tax return Matt told us that our tax bill was $5000 more than we expected it to be.  I had gone into business for myself without considering the benefits of forming a Corporation or Limited Liability Company.  Entity structure didn’t seem like a big deal when I started my business. In fact, the discussion seemed confusing at the time so I ignored it. The tax bill made it impossible to ignore.

Although Matt couldn’t help reduce that year’s tax bill, he made a recommendation to reduce our tax bill for the following years. We followed his recommendation and have enjoyed tax savings every year since then. We also learned from our mistakes. When my wife went into business for herself, she called Matt and saved herself thousands of dollars in taxes the FIRST year she was in business."

Tijeras, NM

"I was facing a difficult situation with my business partners and the IRS was threatening to put one of them in jail.  I discovered after I bought into the business that my partners had received advice from their CPA that was in opposition to the IRS laws. Matt provided a long-term solution for us that kept my partner out of jail, allowing us to fully recover and move forward with our business." 

Sandia Park, NM

"I was mistreated in an arbitration hearing and needed someone to review the unfavorable ruling. Matt and his staff found 83 factual and mathematical errors in the document and wrote a detailed response. The arbitrator was removed from his position so he could no longer create this type of difficulty for others. I received another hearing and Matt’s testimony was a key part of winning the arbitration and putting more money into my pocket."

Belen, NM