Mathis CPA & Associates, LLC was originally founded in 1978 by Richard R. Ricciani and Andrew G. Jessen, established as Ricciani & Jessen, P.A. In 1984, Roger K. Griffey joined the firm as partner. Ricciani, Jessen, & Griffey operated until 1988 when Mr. Jessen left to pursue work in the private industry.
The firm name was changed in 1990 to Ricciani & Griffey and operated with increased staff including two full-time CPAs, in addition to the partners, two to three client services staff and one to two administrative staff until 1993 when Julie W. Mathis was admitted as a partner.The firm known as Ricciani, Griffey & Mathis operated until 1995 when Roger K. Griffey retired and Andrew G. Jessen rejoined the firm as a partner.
Technology advancements allowed the firm, Ricciani, Mathis & Jessen, the opportunity for growth with decreased staff. In 2004 Mr. Ricciani began semi-retirement and fully retired in 2006. The firm operated as Mathis, Jessen & Company until 2011 when Dale A. Gnatek was admitted as the first non-CPA partner.
The firm name was changed in 1990 to Ricciani & Griffey and operated with increased staff including two full-time CPAs, in addition to the partners, two to three client services staff and one to two administrative staff until 1993 when Julie W. Mathis was admitted as a partner.The firm known as Ricciani, Griffey & Mathis operated until 1995 when Roger K. Griffey retired and Andrew G. Jessen rejoined the firm as a partner.
Technology advancements allowed the firm, Ricciani, Mathis & Jessen, the opportunity for growth with decreased staff. In 2004 Mr. Ricciani began semi-retirement and fully retired in 2006. The firm operated as Mathis, Jessen & Company until 2011 when Dale A. Gnatek was admitted as the first non-CPA partner.
Services
Bookkeeping is the most fundamental service we offer our clients.
Keeping financial records organized, accurate, and understandable is imperative to the success of personal and business finances.
The professional bookkeeping services of Mathis CPA & Associates, LLC provide important information for business and personal clients to use in managing their day to day financial affairs.
This year-round involvement provides us with current financial information and, we are able to make recommendations for improvements to the system, financial and tax planning, and management consulting.
Keeping financial records organized, accurate, and understandable is imperative to the success of personal and business finances.
The professional bookkeeping services of Mathis CPA & Associates, LLC provide important information for business and personal clients to use in managing their day to day financial affairs.
This year-round involvement provides us with current financial information and, we are able to make recommendations for improvements to the system, financial and tax planning, and management consulting.
We offer payroll services that meet your business's needs and enable you to spend time doing what you do best--running your company.
Since most small business owners spend an average of eight hours a month performing payroll functions instead of generating sales, improving products or services, or servicing their customers, this can be a valuable service to many clients.
User friendly, and easy to understand monthly, quarterly, and annual payroll tax reports, including W-2, W-3 and 1099 forms.
We will use your manually-prepared payroll information and post this information to our data files on a monthly or quarterly basis.
Since most small business owners spend an average of eight hours a month performing payroll functions instead of generating sales, improving products or services, or servicing their customers, this can be a valuable service to many clients.
User friendly, and easy to understand monthly, quarterly, and annual payroll tax reports, including W-2, W-3 and 1099 forms.
We will use your manually-prepared payroll information and post this information to our data files on a monthly or quarterly basis.
Fees for our personal and business tax preperation will be at our standard hourly rate for tax matters and accounting/bookkeeping services (if applicable) and will be paid as billed.
For businesses who request our services throughout the entire year, we offer the option of monthly billing of the annual fee estimate over 12 months.
Our philosophy is to offer our clients individualized, comprehensive tax preparation services.
To accomplish this, we feel that our clients are better served by in-house tax preparation.
For businesses who request our services throughout the entire year, we offer the option of monthly billing of the annual fee estimate over 12 months.
Our philosophy is to offer our clients individualized, comprehensive tax preparation services.
To accomplish this, we feel that our clients are better served by in-house tax preparation.
Some useful external resources, links and Apps to help you access information about Tax Law, Healthcare Law, Tax Forms, and your refund.
Through this website you are able to link to other websites which are not under the control of SWFloridaCPAs.com.
We have no control over the nature, content and availability of those sites.
Through this website you are able to link to other websites which are not under the control of SWFloridaCPAs.com.
We have no control over the nature, content and availability of those sites.
Reviews
Be the first to review Mathis CPA & Associates.
Write a Review
