In short, The Mathias Group is not your typical public accounting firm. Our services go beyond traditional finance and accounting, but extend to an array of services aimed as providing enhancements to your bottom line.

    Our company was birthed from the entrepreneur’s spirit, which provides us with a unique perspective and experience other firms simply cannot offer.

    We do not simply check boxes and crunch numbers. To most numbers are a foreign language, one in which we are fluent in. We will translate your data, in to real-world actionable information you can use to improve!


  • Mission

    Finance & accounting have long been viewed by many to be a foreign language. Our firm serves our clients to translate these numbers into simpler and actionable terms.



    To be the premier CPA firm and resource for startup and small businesses. We strive to understand your business to not only be a resource today, but one that grows and matures alongside the clients we serve.


Whether you’re an aspiring entrepreneur, seasoned small business, or an individual looking to maintain fiscal responsibility, The Mathias Group is available to provide you with a suite of services to meet your needs.


  • Our tax services go beyond simply filing your 1040. We’ll provide year-round guidance on limiting your tax impact, and maximizing your tax return. Our services include:

    • E-filing
    • State filing for all states and territories
    • Refund advances
    • Tax planning
  • Our team is well prepared to handle your company’s needs for every formation type.

    • Limited Liability Corporations (LLC)
    • Sole Proprietorship
    • S-Corp
    • Corporations
    • Partnerships
    • Not-for-Profit
  • If you have previously prepared your own income tax return or went to another professional, let us perform a free review. There will be no fee unless we can find your savings.

  • Sales & Use tax sales tax compliance services relieving our clients of the task of calculating and filing burdensome and time-consuming sales and use tax returns. We prepare and submit both manually and online sales tax reports in all counties and states.

  • The IRS is just like any other “lender” – they are interested in collecting what they can, when they can. Choosing representation familiar with these negotiations are key to getting the best deal. We’ll act on your behalf to negotiate the best and most reasonable settlement available.


  • Meaningful, well-organized financial records ensure that your business operations will run more efficiently and cost effectively. Our firm is committed to providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised.

    We service multiple platforms including Quickbooks, Xero and Wave.

  • Our payroll services can facilitate the full scope of the payroll cycle including hourly employees, contractors, commissions, FICA withholdings, as well as the annual reporting and distribution of 1099’s and W-2’s.

  • We know small businesses often don’t have the bandwidth to maintain accurate financial records continuously. We can fix that. Bring us that shoebox of receipts and we’ll transform that into clean and useable financials records.

  • Income Statement, Balance Sheet and the Statement of Cash Flows are the pillars of any company’s financial records. We’ll not only prepare these records for you but walk you through them as well. After all, what good is having this information if you don’t understand them?

  • There are few financial tasks more personal, or with more profound implications than the planning and taxation associated with estates and trusts. We perform these services with a combination of professionalism, empathy, and complete attention to detail. Serving as our client’s trusted advisor, we offer comprehensive services in the preparation of:

    • The decedent’s final individual income tax return
    • Fiduciary income tax returns for estates and trusts
    • Fiduciary income tax returns for charitable lead trusts, charitable remainder trusts, as well as other entities involved in complex estate planning techniques
    • Federal and state estate tax returns


  • Becoming a non-profit organization requires and arduous application process. We’ll navigation you through this sometimes difficult process to obtain 501(c)3 designation.

  • Millennials are leading the age of the entrepreneur and no one is better equipped to help new businesses owners get registered. We’ll take your business from ‘0-100’ in no time. This includes obtaining your federal ID number, registering in your state of operation, serving as your registered agent.

  • Every company needs to have a business plan – it provides the framework, ideals, and direction of your new business. Not only is it integral to staying focused as a business, but potential investors and lenders will use it to be evaluate the viability of your businesses. We’ll provide you with the tools to clearly define and present your vision.

  • Truly separate your personal finances from your business and establish your business credit. We’ll assist in obtaining your DUNS number so you can be on your way to getting to financing your company deserves.


  • Audits differ from reviews and compilations, as they are an intensive examination of your company’s financial statements, systems and records providing the highest level of assurance in accordance with generally accepted auditing standards.

  • Internal auditing is an independent, objective, assurance and consulting activity designed to add value to and improve an organization’s operations. It helps an organization accomplish its objectives by bringing a systematic, disciplined approach to evaluating and improving the effectiveness of the organization’s risk management, corporate governance, and internal control processes.

  • We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures. Then we make recommendations that help your company become stronger and more profitable by correcting any inefficient or ineffective operating procedures we find.

  • A Certified Fraud Examiner (CFE) is the leading credential in the industry for uncovering fraud. A CFE will lead the engagement using accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, fraud, and theft investigation. We can determine the extent of financial loss and illegal accounting practices.


Feel free to leave us your name and contact information, we’ll be sure to respond as promptly as possible.


668 N 44th Street

Suite 300

Phoenix, Arizona 85008


Office: 602.685.1133

Fax: 602.685.1143

Mobile: 404.918.9886