About
About Matthew Stelmaszek.
As an Air Force veteran and former firefighter/EMT, I am an IRS Enrolled Agent (EA), Chartered Financial Consultant (ChFC®), and Military Qualified Financial Planner (MQFP®). I specialize in assisting military members, veterans, DIY landlords, and solopreneurs with their tax returns and financial planning.
I understand the unique challenges you face as a small business owner and spouse of an active duty service member.
EAEnrolled Agent · IRS
ChFC®Chartered Financial Consultant
MQFP®Military Qualified Financial Planner
Fee-only.The only money that changes hands is the fee on your engagement letter.
Non-discretionary.We recommend; you decide. You implement at the custodian of your choice.
No custody, ever.Your money stays where you keep it. We never hold it.
Year-round.Engagements include scheduled check-ins outside of filing season.
Get in touch
Have questions? Get in touch.
Your journey with us starts here. Whether you have inquiries about our services or want to discuss a potential collaboration, we're here to help. Reach out to us through your preferred channel and let's begin a fruitful partnership.